Be the first stop for client requests, from money movement to account changes; escalate only what needs the advisor.
Own meeting rhythm, weekly reviews, trading checks, and follow-ups across CRM and portfolio tools.
Manage practice behind the scenes: client events, budget, and COI relationships.
Farther is a rapidly growing RIA combining expert advisors with cutting-edge technology for tailored wealth management. It's a fast-scaling startup backed by top-tier VCs and fintech investors, with a collaborative team of entrepreneurs.
Manage relationships with a portfolio of RIA partner firms, driving engagement and referrals.
Guide advisors from onboarding through sustained referral activity with education and proactive coordination.
Collaborate with attorneys, client success teams, and stakeholders to ensure a seamless estate planning experience.
The company provides estate planning services and partners with Registered Investment Advisor (RIA) firms to support their clients. It is in a significant phase of business growth, building a relationship management function with a fully remote team.
Manage the full growth sales cycle with existing customers, including pipeline management, discovery, demos, pricing, trials, and closing expansion opportunities.
Conduct online demos and consultations to highlight add-on features, product upgrades, and advanced use cases for Wealthbox.
Build strong stakeholder relationships, uncover business needs, and expand Wealthbox adoption while collaborating with Customer Success and Marketing.
Wealthbox is a CRM software platform for financial advisors, rated #1 by users and in market share. Tens of thousands of advisors and their teams use it, and the company is a fast-growing team building AI-powered software.
Manage an established client bank of £60M AUM across 110 households.
Deliver holistic financial planning across pensions, investments, protection, tax and retirement strategies.
Collaborate with Titan teams and external partners to deliver integrated solutions and drive growth.
Titan Wealth is a fast-growing wealth management business providing advice-led services in the UK and internationally. It offers a dynamic, collaborative environment where individual and team initiative is encouraged to deliver long-term client outcomes.
Drive investment management services for Wealth Advisors, consulting on portfolio strategy and objectives.
Serve as the main point of contact for investment and portfolio management, including implementations.
Develop investment deliverables for prospective clients while collaborating with key internal teams.
Mercer Advisors is a financial services firm helping families simplify their financial lives through integrated planning, investment management, tax, estate, and insurance. Serving 42,800+ families across the U.S., it offers a flexible, collaborative culture with many women employees and client-facing professionals.
Oversee and manage a team of service specialists, ensuring adherence to key metrics and best practices.
Draft correspondence, manage calendars, and support estate planning strategists with client interactions.
Maintain client files, finalize meeting notes, and act as a liaison between clients and wealth management teams.
Mercer Advisors helps families simplify their financial lives through comprehensive planning, investment management, and estate services. Serving over 42,800 families across 110+ U.S. cities and ranked #1 RIA by Barron's, the firm fosters an inclusive culture with over half women employees.
Manage and mentor a growing team of professionals, driving client-centric service.
Review tax returns, quarterly projections, and financial statements for high-net-worth clients.
Support research on complex tax matters and regulatory updates.
Mariner Wealth Advisors provides coordinated financial strategies and tax consulting to high-net-worth clients and closely held businesses. The firm fosters a culture of camaraderie, teamwork, and work-life balance, offering progressive opportunities for professional growth.
Complete comprehensive training and obtain required licenses to become a successful Financial Advisor
Develop a book of business through prospecting, networking, and building client relationships
Provide sound financial advice and manage client portfolios consistent with their objectives and risk tolerance
Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962, the company has a people-first culture with locations across the US, Canada, UK and Germany, and emphasizes diversity, inclusion and professional growth.
Conducting video consultations to collect customer information and deliver personalised financial advice.
Reviewing engine-generated advice plans for suitability and handling escalated cases from support.
Collaborating with paraplanners and contributing to team learning sessions to improve advice quality.
Moneybox is an award-winning wealth management platform that helps nearly two million people build wealth through saving, investing, and financial advice. The company fosters a collaborative and inclusive culture, with a focus on innovation, customer outcomes, and employee growth.
Lead education-driven onboarding for new Wealthbox customers, including kickoff calls and platform walkthroughs.
Translate complex advisory processes into streamlined Wealthbox configurations to help customers work smarter.
Facilitate professional live training sessions for diverse audience sizes, tailoring onboarding to client objectives.
Wealthbox is a CRM software platform for financial advisors, rated #1 by users and market share. The company is a fast-growing team building AI-powered software, with tens of thousands of advisors using the platform.
Lead strategic growth initiatives across asset management, wealth solutions, and financial technology to deliver measurable business outcomes.
Develop and commercialize tax-aware investing, customized portfolios, and integrated investment capabilities for advisors and partners.
Collaborate with senior leaders across investments, product, technology, and distribution to launch scalable solutions and strengthen client relationships.
This financial services firm provides asset management and wealth solutions, driving growth through investment innovation and technology. The organization values collaboration, flexibility, and employee well-being, supporting a fully remote workforce.