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.
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.
Orchestrate the transition to holistic financial wellness programs by working closely with clients to understand their unique needs and goals.
Develop and implement tailored financial wellness strategies aligned with client objectives and culture.
Foster strong client relationships, ensure program success, and drive participant engagement through education and advocacy.
CAPTRUST is a wealth management and retirement planning firm that provides financial wellness and advisory services to clients. The company fosters a collaborative culture and offers opportunities for professional growth, with a focus on high standards and employee engagement.
Review and offer guidance on individual tax returns for clients with complex equity compensation, including ISOs, NSOs, RSUs, and AMT considerations.
Advise on tax implications of equity events like exercises, vesting, and sales, and flag planning opportunities before deadlines pass.
Partner with the CFP® team to coordinate tax positions and financial plans, and own the tax prep workflow end to end.
LearnLux is a leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™ professionals. The company is venture-backed with over $35M raised and is a growth-focused business with a fast-paced, ownership-driven culture.
This role drives the success of financial planning by maintaining unified processes and training teams.
Leads a team of planners, overseeing day-to-day activities, training, and development.
Creates visibility for the firm through thought leadership and collateral on financial planning.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. They serve over 42,800+ families across 110+ cities, are ranked #1 RIA firm by Barron's, and have a culture where more than half of employees and client-facing professionals are women.
Meet with wealth advisors and financial planners to review, fund, and maintain estate plans for high net worth clients.
Learn advanced planning strategies and build a book of ultra-high-net-worth clients.
Review and summarize existing estate planning documents, making recommendations based on changes in law and family circumstances.
Mercer Advisors helps families integrate financial planning, investment management, tax, estate, insurance, and more. With over 42,800 families served and ranked #1 RIA firm by Barron's, the company has a flexible, inclusive culture with over half of employees being women.
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.
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 guidance to clients on financial well-being and protection options.
Build strong relationships through excellent communication and ethical standards.
Work independently from home with a flexible schedule and comprehensive training.
Global Elite Empire Consultants is an independent third-party recruiting firm that helps individuals and families understand financial benefits and protection. They offer a supportive team culture focused on integrity, professionalism, and continuous learning.
Lead relationship development with professional fiduciaries across California to drive growth and scale.
Provide investment consultations, platform demos, and quarterly reviews to fiduciary clients.
Develop investment recommendations and represent True Link at PFAC conferences and events.
True Link Financial is a profitable, mission-driven fintech company building financial solutions for underserved populations including people with disabilities and older adults. The company has been recognized on the Forbes Fintech 50 and Inc. 5000 list, operating with startup pace and financial services rigor.
Build trusted, long-term relationships with clients and advisors across Canada within the group savings and retirement space.
Serve as a key point of contact for a portfolio of clients, helping them navigate retirement programs, products, and services.
Collaborate with sales, education, and internal service teams to deliver a consistent and high-quality client experience.
Our partner is a financial services organization specializing in group savings and retirement programs. The company fosters a learning-focused, inclusive environment with a commitment to professional development and collaboration.
Apply tax expertise to HNWI individuals, Trusts & Estates for client recommendations.
Technically review tax returns and collaborate with partners, clients, and senior accountants.
Research and resolve complex tax issues to foster client relationships.
This role is with a well-established, stable and growing firm located in the Concord/Pleasant Hill/Walnut Creek area. They offer real career growth and competitive compensation with an excellent array of benefits and long-term career progression.
Lead plan design discussions with new clients to guide them through retirement plan provisions. - Manage multiple onboarding cases while ensuring accuracy and meeting SLAs. - Partner with internal teams to translate client decisions into accurate plan documentation.
Ubiquity Retirement and Savings provides retirement plan solutions for businesses. The company fosters a fully remote, flexible work culture with a focus on client service.