Partner with the Managing Director to develop and manage high-net-worth client relationships, including investment advisory and financial planning.
Prepare customized investment proposals and provide comprehensive wealth management services using eMoney and Salesforce.
Conduct regular client portfolio reviews and proactive communication, with approximately 50% travel for client meetings.
Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm maintains a collaborative, respectful culture and has been recognized for best firm culture and top rankings.
Support senior advisors in delivering personalized financial plans and client service.
Learn to converse with individuals, families, or business owners about financial goals and create roadmaps to achieve them.
Develop skills in retirement planning, wealth accumulation, college planning, investments, and insurance through a flexible schedule.
Davis Family Financial LLC takes an educational approach to finances, delivering expertise to people from all backgrounds and partnering with Fortune 500 companies to provide complimentary financial plans. The company offers a training program for entry-level financial professionals, with potential for management and leadership roles.
Partner with Senior Wealth Advisor to deliver seamless client experiences and manage pre- and post-meeting deliverables.
Develop comprehensive financial plans reflecting each client's unique goals and collaborate with internal experts.
Build advisor capabilities with increasing client ownership and ensure compliance as a fiduciary.
Mercer Advisors is an independent fiduciary that helps families manage their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. Serving over 42,800 families across the U.S., the firm is ranked the #1 RIA by Barron's and emphasizes diversity, with more than half of its employees being women.
Lead a sales team within a designated territory to demonstrate AssetMark's value proposition to financial advisors.
Travel to advisor offices and industry events, provide support for client presentations, and assist new advisors with onboarding.
Educate advisors on wealth management platforms, investment practice management, and client relationship offerings.
AssetMark provides investment solutions for independent financial planners, combining technology, support, and consulting. The company boasts over 10,500 advisors and $150B+ AUM, with a culture centered on heart, client success, integrity, respect, and excellence.
Drive investment management services for Wealth Advisors by consulting on portfolio strategy and ensuring accurate implementation.
Serve as main point of contact for newly acquired firms assimilating to the investment platform and models.
Support organic growth by developing investment deliverables for prospective clients and collaborating across teams.
Mercer Advisors helps families simplify their financial lives through integrated planning, investment, tax, and estate services. It serves over 42,800 families across the U.S., is ranked #1 RIA by Barron's, and emphasizes a diverse, flexible workplace.
Act as a key liaison for clients, ensuring total satisfaction and providing ongoing support.
Develop customized financial plans for clients, covering budgeting, debt reduction, investing, and retirement.
Collaborate with a team of like-minded individuals to share financial knowledge and strategies.
We tackle financial illiteracy worldwide, helping clients progress financially. We are a diverse team committed to excellence, offering training and online tools to support career growth.
Provide day-to-day operational and administrative support to registered representatives, including handling inbound calls, emails, and scheduling.
Ensure all client paperwork and procedures comply with regulatory requirements and coordinate with internal departments.
Manage client deposits, maintain data integrity, and research client issues in cooperation with back-office partners.
Mercer Advisors is an independent fiduciary RIA firm that helps families simplify their financial lives by integrating planning, investing, tax, and estate services. With over 31,300 families served across 90+ U.S. cities, the firm is ranked #1 by Barron's and employs a diverse, flexible workforce where more than half of employees are women.
Acknowledge incoming referrals and set initial client meetings to support regional sales leadership.
Process leads in company systems and coordinate with central support teams on sales activity.
Execute multiple projects with high attention to detail, including plan proposals and deliverable completion.
Wealth Enhancement is an independent wealth management firm specializing in personalized financial planning and investment management. The company serves over 90,000 households from more than 175 offices nationwide, with a culture focused on team-based processes and attentive service.
Conduct virtual consultations with clients to assess their financial needs and provide tailored solutions.
Build lasting client relationships through consistent check-ins and follow-ups.
Complete administrative tasks such as note-taking and appointment setting as needed.
Global Elite Empire Consultants is a third-party recruiter specializing in the financial services industry, helping candidates find roles that secure families' financial well-being. The company fosters a culture of flexibility, mentorship, and performance-based growth, with a focus on remote work and team collaboration.
Serve as a primary liaison between advisory teams and WealthTech platform support teams for daily usage and issue resolution.
Provide baseline training and maintain training materials for advisors on platform navigation and workflows.
Identify areas for platform improvement by analyzing advisor feedback and usage trends.
Focus Partners Wealth provides wealth, asset, and business management resources to clients at every stage of life. With over $180 billion in regulatory assets under management, the company uses research-backed investment strategies to create custom portfolios.
Educate clients on supplemental benefit and financial protection programs via virtual meetings.
Build and maintain long-term client relationships through consistent communication and support.
Participate in ongoing training and coaching to develop skills and advance into leadership roles.
This role is posted on behalf of a partner company that manages all applications and next steps. The company focuses on helping individuals and families achieve financial security through supplemental benefit programs, fostering a service-oriented team environment.
Drive territory growth by building strong client relationships and increasing assets under management.
Develop and execute strategic sales plans to attract new business and retain existing accounts.
Provide consultative investment guidance and serve as a trusted industry resource.
This global financial services organization helps advisors and institutions identify investment solutions aligned with their goals. The company fosters a collaborative culture with a focus on client outcomes and professional development.