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.
Build and manage a planning-led client book covering pensions, investments, and tax.
Work fully remotely from the UK using the firm's existing infrastructure and investment panel.
Retain your current ongoing fee basis while benefiting from in-house specialists and a defined exit route.
A directly authorised and independently owned UK financial planning firm built for long-term advice. It is deliberately small, aiming for around twenty advisers, with a culture that values fit and transparent terms over scale.
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.
Deliver consultative coaching and customized onboarding to increase eMoney platform adoption.
Proactively engage with users to monitor progress, re-engage tenured users, and support retention.
Maintain platform expertise and collaborate on enterprise onboarding initiatives.
eMoney Advisor provides financial planning solutions that help advisors deliver personalized guidance to clients. The company supports more than 138,000 financial professionals, fostering an inclusive, people-first culture that values diverse perspectives and innovation.
Be the day-to-day point of contact for clients, handling questions, requests, and advice within your license.
Escalate to the advisors when it matters and follow through until it's resolved.
Partner with client experience and operations teams to keep onboarding, account changes, and service requests moving.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver comprehensive wealth management. Backed by top-tier venture capital, it fosters a collaborative team of passionate entrepreneurs.
Conduct virtual consultations to understand clients' financial needs and offer protection solutions.
Manage follow-ups, scheduling, and pipeline maintenance using provided qualified leads.
Utilize modern web-conference tools for remote presentations and client interactions.
AO Central is a financial-services company dedicated to protecting families through client-focused solutions. The company supports a remote work culture with comprehensive training and mentorship for its employees.
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.