We are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and we’re assembling a remarkable team to build something exceptional—for our clients and our employees. In addition, our collaborative environment fosters professional devel...
Company Overview. We are a small, woman owned, independent financial services firm located in Beaverton, Oregon with an empowered and growing team. We employ a unique method of financial planning and build relationships of trust and collaboration with our clients. We believe in living a full and balanced life and happiness is a core value. Our fearless leader has been in the financial services industry since 1996 and started this firm in 2008. Sh...
We are an established advisory firm, with a 25-year history of supporting clients regionally. Our experienced advisory team needs a strong leader to guide and work within our client service and operations model. Our collaborative and supportive team handles a high-volume workload to build close, consultative client relationships helping them navigate their complete wealth planning. We are adding a Client Service and Operations Manager to play a p...
We are an established advisory firm, with a 25-year history of supporting clients regionally. Our experienced advisory team needs a strong leader to guide and work within our client service and operations model. Our collaborative and supportive team handles a high-volume workload to build close, consultative client relationships helping them navigate their complete wealth planning. We are adding a Client Service and Operations Manager to play a p...
We are a stable, growing, woman-owned Retirement and Financial Planning firm looking to expand our team. Our Co-Founder has earned her success through 20 years of supporting clients. She has developed a stronghold in the deferred compensation space, working with school districts, hospitals, government offices and individual clients. Our practice is high volume and incredibly rewarding, because of the clients we support. We are proud to have been ...
WMGNA, LLC, a top 20 Hartford County Registered Investment Advisory firm, employs a unique method of subscription based financial planning and builds relationships of trust and collaboration with our clients. We believe in our formula and have a nearly 30-year history of providing sound, caring financial advice to families and businesses. As our business and team continues to grow, we are focused on hiring exceptional people. There is a continuou...