Produce comprehensive financial plans on behalf of affiliated advisors across various financial domains.
Run detailed tax analyses including Roth conversion modeling and charitable giving scenarios.
Build estate planning scenarios and coordinate with advisors on trust, gifting, and wealth transfer strategies.
First Affirmative has been a pioneer in values-aligned investing since 1988 with over $1B in AUM. Now, as Formative, we’re entering our next chapter focused on growth for impact and strive to be the leading hub for values-aligned advisors.
Educate clients on retirement, wealth protection, and financial strategies.
Conduct financial needs analyses and help develop personalized financial game plans.
Build long-term relationships with clients and families.
Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding throughout Missouri. They are seeking motivated, entrepreneurial-minded individuals interested in building a career in financial services.
Guide individuals and families through meaningful financial conversations
Build personalized financial strategies aligned with client goals
Educate clients on retirement planning, investments, wealth-building, college planning, and insurance solutions
Traction Forge Financial, leveraging the strength of GFI, strives to help individuals, families, and business owners gain clarity, confidence, and control over their financial future. They empower people from all backgrounds with the knowledge and strategies needed to move forward with purpose.
Build relationships and increase the assets of assigned Wealth Management clients.
Work closely with an Internal Wholesaler to implement your territory plan.
Develop and implement marketing plans for assigned clients.
American Century Investments is a leading global asset manager with over 65 years of experience helping clients achieve their financial goals. They are a privately controlled and independent company with 1,400 employees globally and focus solely on investment management.
Speak with clients who have requested information.
Help families understand available benefit options.
Guide clients through a simple enrollment process.
Global Elite Empire Consultants is a third-party recruiter. They provide remote opportunities where individuals work directly with clients requesting help with financial protection options.
Provide advanced case design support to recruiters, financial advisors, and professional advisors.
Conduct phone or virtual consultations with recruiters, financial advisors and professional advisors.
Develop marketing, sales, and educational materials on advanced concepts in estate, retirement, business and charitable planning.
Pacific Life helps people protect their financial futures through strength, stability, and innovation. They are committed to an inclusive workplace where all employees are respected and supported throughout their career.
Lead the legal development of Wahed’s US private client offering, focusing on Wills, probate, trusts, estate administration, and Islamic legacy planning.
Help design and launch a legally compliant and scalable US estate planning service under the iWill brand.
Develop the legal framework, draft core documents, advise on state-specific requirements, and support regulatory setup.
I Will Solicitors Ltd, is a subsidiary of Wahed, specializing in private client work such as Wills, inheritance tax planning, probate, trusts, and Court of Protection. They are regulated by the Solicitors Regulation Authority and known for drafting Shariah-compliant Islamic Wills in the UK.
Conduct financial needs analyses and deliver personalized solutions.
Continuously develop your skills through training and mentorship.
Traction Forge Financial, powered by Global Financial Impact (GFI), is expanding. They are looking for driven and competitive individuals ready to build a career, offering training, mentorship, and licensing support.
Accurately enter and review client data into drafting software systems
Draft legal documents using provided software, templates and checklists
Proofread and edit documents to eliminate errors and ensure consistency
Offshore Launch is a staffing agency specializing in helping small business owners scale their operations with the top 1% of global remote talent. They are a people-centered agency passionate about leaving every person and business in a better position.
Work with financial advisors to craft portfolio construction and investment advice for high net worth clients.
Represent the firm’s investment philosophy and platform to local advisor teams and HNW clients.
Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. They serve over 31,300 families across 90+ cities across the U.S. and have a flexible, national footprint, building their teams around exceptional talent.
Global Elite Empire Consultants is a third-party recruiter. They connect talented individuals with meaningful career opportunities, focusing on client satisfaction and candidate success.
Develop and expand a pipeline of title insurance and settlement service opportunities using established relationships.
Drive new account acquisition across residential and commercial real estate markets in NY/NJ.
Maintain client relationships and coordinate with internal teams to ensure seamless transactions.
Wealthy Group of Companies LLC is a real estate services organization specializing in title insurance, escrow, and settlement solutions. The company has a strong operational foundation and a reputation for exceptional service, with a focus on residential and commercial real estate transactions.
We built this role for individuals to launch a career that grows as fast as they do. We provide the leads, the training, the mentorship, and the system.
Serve as the primary advisor for a portfolio of entrepreneurial and high-income clients, leading quarterly advisory meetings and delivering proactive tax planning.
Develop, maintain, and update customized tax plans for clients.
Lead a dedicated client service team of 2-4 tax professionals, coordinating workflow, mentoring staff, and ensuring high-quality deliverables.
RES Consulting is helping a progressive CPA firm find a Remote Tax Advisor. This firm is growing around proactive tax advisory rather than volume-based compliance and the client niche is focused on strategic business groups, growth-stage entrepreneurs, and HNWIs and families.
Own inbox and calendar management across multiple professional and personal domains.
Build systems and processes and execute day-to-day tasks.
Coordinate logistics across a busy entrepreneurial household including scheduling.
Offshore Launch is a staffing agency that specializes in helping small business owners scale their operations with the top 1% of global remote talent. They are a people-centered agency with a passion for leaving every person and business in a better position than they found them.
Converse virtually with clients, weaving financial strategies that empower.
Cultivate client bonds that stand the test of time.
Ride the crest of industry trends, fortifying your knowledge.
We are a third-party recruiter helping teams find qualified candidates to enter financial services on a part-time basis. We foster a fun, energetic, and positive team environment.
Advising clients on family law matters with empathy and professionalism.
Developing legal strategies tailored to each client’s goals.
Representing clients in mediations, negotiations, hearings, and court proceedings.
Elise Buie Family Law Group believes family law can be practiced differently—with compassion, strategy, professionalism, and humanity. Since 2015, they’ve built a fully remote, innovative law firm focused on helping individuals navigate major life transitions with clarity and confidence.