LEAD ADVISOR. LOCATION. Houston, TX (On-Site). COMPENSATION. $70,000–$100,000 base salary (depending on experience) bonus long-term profit-interest potential. OVERVIEW. We’re hiring a Lead Advisor on behalf of our client. a growing independent wealth management firm with strong inbound lead flow and a structured, planning-first service model. This role supports ongoing expansion and offers a clear track to Senior Advisor. FIRM OVERVIEW. Independe...
Orion Operations Manager — Alpharetta, GA. Join a fast-growing. financial services firm. looking for a proactive, systems-minded. Orion Operations Manager. to elevate its national RIA operations. Compensation. $100k–$110k base 10% bonus. Why You’ll Love This Role. Own and optimize operational workflows across a nationwide advisory platform. Champion data integrity and portfolio accounting accuracy. Work side-by-side with firm leadership in a high...
We’re hiring a Senior Portfolio Manager. Full Time • Private Wealth Management / Family Office • Salary: $130k–$200k Bonus Potential Ownership. Join a collaborative investment team where you’ll help shape portfolio strategy, manage multi-asset portfolios, and serve on the Investment Committee. This role includes direct client engagement, research, and mentoring junior team members. Ideal Candidate. CFA or CFA Level II candidate. 3–5 years of expe...
Compensation: Competitive compensation performance bonus. We’re hiring a. Financial Planner. on behalf of our client—a growing wealth advisory firm in Winter Garden, FL. If you love client interaction, detailed planning work, and being part of a collaborative advisory team, this role could be a great fit. Why this role stands out. . High-impact planning work. across a diverse client base. . Direct advisor support. in meetings, planning analysis, ...
Full-Time | On-Site | Competitive Base Seasonal Bonus. Are you tired of crunching numbers in a vacuum and want to be part of something. bigger. a firm that values people, purpose, and growth. We’re hiring on behalf of a. 20-year, family-founded wealth management and tax firm. that’s growing fast (50 employees across Tempe, Peoria, and Scottsdale). They’ve built a stellar reputation — award-winning culture, thriving marketing engine, and deep root...
🚀. We're Hiring: Financial Advisor (Entrepreneurial Opportunity – Dublin, OH). The Well Recruiting Solutions is proud to partner with a. highly respected, long-standing financial firm in Columbus, Ohio. to find a dynamic. Financial Advisor. ready to make a meaningful impact. This is an incredible opportunity for a motivated, growth-oriented advisor to step into a role with. strong marketing support, warm lead flow, and the ability to build a sig...
