Our client is seeking an Investment Operations Associate to join their growing team. This entry-level role is perfect for someone who is highly detail-oriented, analytical, and thrives in a paperwork-heavy role. No industry experience or li...
Our client is a family-owned distributor and manufacturer of precision tweezers, pliers, cutters, and small assembly hand tools. We are committed to delivering quality products and maintain a results-driven culture that focuses on continuou...
Job Summary Our client, a boutique financial services firm, is seeking a Investment Management Associate to support their investment team. This newly created role will assist with investment transactions, portfolio management, and strategi...
Our client is a mission-driven healthcare organization dedicated to providing essential medical services to underserved communities. With a longstanding commitment to health equity, they operate free clinics focused on comprehensive patient...
Our client, a well-established wealth management firm, is seeking an Administrative & Personal Assistant to support the Head Financial Advisor. This role requires a highly organized, proactive individual who can manage office operations, pe...
Location: Greater Chicago Area (Northbrook, IL) – Hybrid (in-office 2-3 days per week) Our client, a well-regarded insurance-focused advisory firm, is seeking a knowledgeable and detail-oriented Client Service Associate to support their h...
Our client is a trusted partner in crafting personalized financial solutions tailored to the unique needs of entrepreneurs, C-Suite executives, and financial professionals. With a dedicated focus on wealth management and tax optimization, t...
Our client, a boutique wealth planning firm, is seeking a proactive Operations & Client Experience Associate to support their growing team. This entry-level role is ideal for a recent graduate or someone with 1-2 years of experience in an a...
Our client, a boutique financial services firm, is seeking a proactive and highly organized Executive Assistant to support their leadership team. This individual will play a key role in ensuring operational efficiency, maintaining strong cl...
Our client is seeking an experienced Financial Planning Specialist to play a key role in supporting financial advisors by delivering sophisticated financial plans and strategic recommendations for high-net-worth clients. This position is id...
About Our Client Our client is a boutique financial services firm focused on providing tailored financial solutions to high-net-worth individuals, families, and executives. Known for their dedication to client success and close-knit team c...
Our client, a thriving wealth management firm, is seeking a Lead Financial Advisor to join their growing team. This position is ideal for someone who is client-focused, relationship-oriented, and eager to build a rewarding career with a com...
Our client is a dynamic, boutique wealth management firm looking to add an experienced Executive Assistant to support the Founder and team. The firm's mission is to help smart people make smart decisions through robust integrated planning. ...
Our client is a highly respected non-profit organization in San Mateo County, known for over 45 years of service fighting against poverty. They provide a comprehensive range of services to the working poor, ensuring their clients are fed, c...
Our client is seeking an experienced Investment/Risk Operations Specialist to join their team. This role is pivotal in ensuring seamless investment and risk processing, onboarding clients, servicing accounts, and maintaining strong client r...
Our client, a fast-paced and dynamic financial services team located just outside of Boston, is seeking a detail-oriented and highly organized professional to join their growing team. This hybrid role requires in-office presence two days pe...
Job description Our client, a well-established financial advisory firm in Wexford, PA, is seeking a Lead Advisor to join their dynamic team. Founded in 2008 by industry veterans with over 35 years of experience, this firm has built a stro...
Our client, a boutique wealth management firm, is seeking a dynamic Financial Associate/Relationship Manager to join their team. This individual will work through the leads in the current CRM, providing top-notch service and financial advic...