Prepare suitability reports across a wide range of advice types, financial products, and investment solutions.
Support financial planners with client meetings, including cashflow modelling and technical research.
Manage your own workload to meet targets while complying with FCA guidelines.
Evelyn Partners is a UK leader in wealth management, providing personalised investment management and financial planning advice. They are a team of passionate professionals guided by purpose, with a diverse and inclusive culture.
Deliver personalized financial advice to retirement plan participants on financial health and retirement readiness.
Use proprietary tools to develop tailored investment and retirement strategies and implement actionable plans.
Lead virtual and in-person education sessions and document interactions in Salesforce.
Empower is a financial services company that helps individuals achieve financial freedom through retirement planning, investment management, and personalized advice. The company fosters a flexible, inclusive culture that encourages internal mobility, well-being, and community involvement.
Provide remote financial guidance to employees across the Nordic region, focusing on high-net-worth clients.
Advise on complex topics like concentrated stock positions, cross-border tax exposure, and wealth transfer.
Support client engagement through webinars, benefit enrollment, and content creation.
LearnLux is the leading global provider of workplace financial wellbeing, offering fiduciary digital planning and access to Certified Financial Planner™ professionals. We are a venture-backed Series B company serving large global companies, with a culture that values high quality, ownership, and solving new problems.
Seek personal finance experts to help design and train the next generation of autonomous agents.
Apply your expertise in tax, investments, financial planning, estate, debt, or equity compensation.
Work on a flexible schedule from anywhere with no guaranteed volume of tasks.
This company helps the world’s most innovative companies improve their AI models by providing human feedback. It offers a flexible, remote working environment.
Conduct 25-30 inbound Zoom consultations per week with affluent retirees and pre-retirees.
Educate prospects on advanced retirement tax planning and Roth conversion strategies.
Guide qualified prospects to enrollment while managing follow-up and CRM documentation.
Curvion Blue is an outsourced sales organization that helps fast-growing companies scale by recruiting, training, and developing elite sales professionals. It fosters a high-performance, coachable culture and partners with clients across multiple industries.
Serve as the primary point of contact for clients, handling inquiries and educating on services.
Support onboarding of new clients and process account documentation accurately.
Monitor client account activity and coordinate with custodians and internal teams.
LPL Financial is a wealth management firm that supports financial advisors and institutions. With over 32,000 advisors and $2.3 trillion in assets, it fosters a collaborative and innovative culture.
Provide excellent client and advisor experience during plan implementation.
Coordinate data collection and act as a liaison between clients, advisors, and platform providers.
Set up internal systems and load information into compliance software.
We are a vibrant and growing national third-party administration firm specializing in retirement plan services. We have a nationally recognized sales team and offer advancement opportunities for our professionals.
Review and optimize financial plans for high-net-worth clients, primarily in the $1M–$3M range.
Identify applicable tax planning strategies and maximize incremental tax value across client financial plans.
Act as an internal tax strategy resource, developing and evaluating complex tax planning opportunities.
This role is posted by Jobgether on behalf of a partner company. They are a tech-enabled, AI-forward wealth management firm focused on high-net-worth clients in Canada, with a remote-first culture and a collaborative, client-first environment.
Manage a growing portfolio of SMSF customers and ensure timely delivery of financial statements, tax returns, and compliance obligations.
Build trusted relationships with customers and internal stakeholders while improving operational processes and workflows.
Develop deep expertise in SMSF administration and contribute to the growth of Stake Super's service offering.
Stake is an Australian investing platform that helps people grow their wealth through access to ASX and Wall Street. They serve over 750,000 customers with A$8B under administration and foster a collaborative, high-performing culture.
Lead complex client relationships and develop wealth strategies for high-net-worth clients.
Apply advanced fiduciary judgment and coordinate with legal, tax, and investment specialists.
Mentor junior advisors and contribute to business development through community relationships.
Croghan Colonial Bank is a community bank focused on helping community members achieve financial goals. Founded in 1888, it serves multiple counties in Ohio and has a collaborative, supportive culture dedicated to financial well-being.
Develops and implements multi-channel participant communications strategies for high-profile retirement clients.
Collaborates with clients and internal teams to deliver compliant, engaging plan communications on time and budget.
Mentors team members and manages quality, metrics, and strategic initiatives.
Empower is a financial services company helping people achieve financial freedom through retirement savings and investment solutions. It fosters a flexible, inclusive culture with internal mobility and community involvement.
Investigate, manage, and resolve escalated customer complaints in line with regulatory requirements.
Work across onshore and offshore teams to ensure fair outcomes and meet service standards.
Support frontline teams to improve first point resolution and identify process improvements.
Block is a technology company that builds products to increase access to the global economy, with brands like Square, Cash App, and Afterpay. It is a large publicly traded company that values inclusion and economic empowerment across all teams.
Enter and organize client data in IncomeLab, Holistiplan, and HubSpot with high accuracy.
Run retirement projections, tax scenarios, and Roth conversion analysis to support advisor prep.
Work through detailed checklists and QA processes, moving from data setup to building full plans over time.
Peak Financial Planning is a fee-only RIA focused on retirement income planning, delivering $8,000 four-month engagements covering Social Security, tax-aware withdrawals, and Roth conversions. The firm is a small, remote-first team with a structured training system and a clear promotion path to Financial Planner.