Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination.
Support senior advisor client relationships and take on increasing ownership over time.
Prospect for new clients through referrals, community engagement, and professional networks.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology, delivering a comprehensive wealth management experience. Backed by top-tier venture capital firms, it has a collaborative team of entrepreneurs.
Manages a book of 400+ clients in the $2-10MM segment through virtual outbound calling and relationship management.
Identifies customer needs and presents the full range of PNC products and services to grow share of wallet.
Leverages technology and sales tools to drive new opportunities, manage risk, and maintain accountability in a monitored environment.
PNC is a financial services company offering a range of banking and lending solutions. With nearly 160 years of history, they employ a large workforce and foster an inclusive culture where employees are respected and valued.
Develop, revise, and present financial plans through planning software, specializing in retirement, risk management, tax, estate, and investment planning.
Partner with Wealth Advisors to maintain and enhance client relationships by actively participating in the financial planning process.
Mastery of technology stack including CRM and custodian websites, and serve as day-to-day contact for client needs.
Focus Partners Wealth offers wealth, asset, and business management services, supporting clients at every stage of life. With over $180 billion in regulatory assets under management, the firm uses research-backed investment strategies to create custom portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
Converse virtually with clients to weave financial strategies that empower.
Cultivate long-lasting client bonds and stay current with industry trends.
Work with a dynamic remote team to present insurance products and complete applications.
Global Elite Empire Consultants connects clients with personalized benefits solutions in the financial services industry. They are a third-party recruitment firm with a remote team, offering a fun, energetic, and positive environment with rapid growth opportunities.
Converse virtually with clients, weaving financial strategies that empower.
Cultivate client bonds that stand the test of time.
Work alongside a dynamic remote team, where collaboration is the heartbeat of success.
Global Elite Empire Consultants is a third-party recruiter connecting candidates with financial services opportunities. They offer a remote, part-time role with a small team providing weekly pay and training.
Collaborate with leadership on a strategic initiative to build a new business.
Manage client projects including task management, deadlines, and billing.
Provide payroll tax consulting, guidance, and audit support to clients.
Experian is a global data and technology company powering opportunities for people and businesses. We have an amazing team of 25,200 people in 32 countries and are a member of the FTSE 30.
Create proactive, multi-year tax planning for high-net-worth individuals and their businesses.
Build deep, trusted relationships with sophisticated clients and mentor tax associates.
Leverage the latest tax technology and own outcomes in a high-caliber, small-firm environment.
This firm is a boutique tax strategy and planning firm serving business owners in the $3M–$30M range. It provides proactive, high-touch tax advisory and is focused on high-net-worth individuals, fostering a client-centric environment with top-tier talent.
Speak with interested clients about their benefit options.
Walk them through simple options and help them get set up.
Work remotely with flexible hours and performance-based income.
Global Elite Empire Consultants is a third-party recruiter helping clients with benefit options. They foster a culture of remote work, flexible hours, and performance-based income with no cap.
Conduct virtual consultations to assess client needs and provide financial solutions.
Build lasting relationships through regular check-ins and follow-ups.
Complete administrative tasks like note-taking and appointment setting.
Global Elite Empire Consultants helps secure families' financial well-being through enrollment services. They offer a remote work culture with mentorship and complete training, fostering a supportive team environment.
Conduct virtual consultations with clients to assess their financial needs.
Provide knowledge on solutions and cultivate lasting client relationships through periodic check-ins.
Complete administrative tasks such as note-taking and appointment setting as needed.
Global Elite Empire Consultants is a third-party recruiter that connects individuals with career opportunities in financial services. They operate remotely and focus on supporting clients' financial well-being through virtual consultations.
Lead, mentor and develop a team of client service associates, setting clear performance expectations and conducting regular reviews.
Manage team workload, coverage and cross-functional collaboration to ensure responsive, consistent service across all clients and time zones.
Foster a culture of accountability, continuous improvement and client-first thinking.
EXANTE is a pioneering wealth tech company that delivers centralized trading solutions and B2B financial infrastructure. With over 700 employees from 70+ nationalities across 70 locations, it is a rapidly expanding global firm in the financial sector.
Contact qualified leads generated by Fisher's marketing group to evaluate high-net-worth prospects' financial goals.
Educate prospective clients on Fisher's offerings to help them become clients.
Manage your business remotely while covering a local territory within driving distance.
Fisher Investments Canada is a privately held, multi-billion dollar global investment firm active in over 16 countries. The company prioritizes client goals and offers a collaborative culture with a focus on results and long-term success.
Speak with interested clients about their benefit options.
Walk clients through simple options and help them get set up.
Work remotely with flexible hours and performance-based income.
Global Elite Empire Consultants is a third-party recruiter that helps connect clients with benefit options. The company operates remotely and seeks motivated individuals to work independently.
Deliver personalized financial planning to UK expats and other globally mobile clients.
Advise on retirement income strategies, savings/investments, legacy planning, and portable protection solutions.
Build long-term client relationships across borders and contribute to shaping our service model.
We are a boutique independent advisory practice preparing for launch, dedicated to providing genuine human financial advice for UK expats and globally mobile professionals. We are a small founding team aiming to build a trust-based firm, not a mass-market operation.
Lead a territory of approximately 30 Planners to drive client acquisition, retention, and net new asset flows.
Mentor, develop, and support Planners to drive success throughout the sales funnel and expanded client value.
Partner across the organization to drive outstanding client experience while managing risk and adhering to policies.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The firm supports over 1.27 million clients across 140+ offices nationwide, managing over $324 billion in assets, and is grounded in CORE values of Client First, One Team, Respectful Candor, and Endless Curiosity.
Serve as the primary financial advisor to clients, leading review meetings and providing insights on KPIs, forecasts, and budgets.
Oversee complex accounting matters, ensuring accuracy and compliance across client engagements.
Partner with internal accounting teams to deliver timely financial reporting and drive process improvements.
The partner company offers fractional controller and advisory services to small and mid-sized businesses. It is a remote-first organization with a collaborative culture that emphasizes learning and development.
Develop and sustain relationships with partner practices to drive transaction retention and growth.
Leverage data and insights to optimize engagement and maximize portfolio outcomes.
Act as a trusted advisor, sharing best practices and influencing adoption of payment plan technology.
Cherry is a FinTech that provides a Buy Now, Pay Later solution for medical practices like dentists and veterinarians, making care more financially accessible. Founded by Stanford entrepreneurs with venture backing from Kleiner Perkins and DCM, it is a high-growth organization reshaping patient payments.
Serve as the lead advisor for a dedicated client team, delivering proactive, personalized financial advice to moderate- and high-net-worth clients.
Guide clients through portfolio strategy, financial planning, retirement income, tax-efficient savings, and education planning.
Retain and grow assets under management by building trust and coordinating with your team to ensure a first-class client experience.
Empower is a financial services company dedicated to transforming financial lives through advice, people, and technology. They foster a flexible, inclusive culture with career development and volunteer opportunities, employing thousands of associates.
Serve as trusted advisor to enterprise fintech clients, driving product adoption and satisfaction.
Lead onboarding, implementation, and training for mid-market accounts up to $250K ARR.
Monitor customer metrics, conduct business reviews, and partner with Sales on renewals.
Truv is a financial data API platform for payroll account access, powering income verification and direct deposit switching. Backed by $30M from top VCs, the company is led by industry veterans from Apple and Carta, fostering a customer-centric culture.
Guide warm leads through their options and help them get set up.
Enjoy no income cap and no cold calling while working from home.
Receive full training, ongoing support, and paid results instead of hours.
Global Elite Empire Consultants connects clients with insurance and benefits solutions through a remote, results-driven model. They are a small recruiting firm that fosters a coachable, growth-oriented culture.