Position Overview. We are seeking an exceptional Executive Assistant to support our Directors at a leading financial services firm. In this high-impact role, you will serve as a strategic right hand - driving operational excellence and ensuring seamless day-to-day execution. Your sound judgment, proactive mindset, and ability to anticipate needs will be instrumental in the success of our leadership team. Ideal Candidate Profile. The ideal candida...
Job Title. Financial Planner. Position Summary. The Financial Planner is responsible for managing client relationships as a Lead Planner working alongside the Advisor. This includes communicating with the client and their team of professionals as well as presenting financial plans and reviews during meetings and collaborating with the Advisor on recommendations and strategies. Level. Intermediate. Candidate Characteristic/Disposition. The ideal c...
Job Title. Paraplanner. Position Summary. The Paraplanner position is an entry-level role to develop the necessary skills to analyze and build financial plans. Level. Entry-Level. Candidate Characteristic/Disposition. The ideal candidate is a team player, eager to learn, detail-oriented, and able to prioritize and manage multiple projects. Essential Functions Statement(s). Develop a general understanding of how to use firm platforms such as our C...
