Nashville, TN · On-site
$65K - $80K/yr
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a ...
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Nashville, TN · On-site
$65K - $80K/yr
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a ...
Ventura, CA · On-site
$70K - $110K/yr
Qualified candidates will start the process by having a 1530-minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a ...
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Ventura, CA · On-site
$70K - $110K/yr
Qualified candidates will start the process by having a 1530-minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a ...
White Plains, NY · On-site +1
$80K - $100K/yr
Qualified candidates will start the process with a 15-30 minute Zoom interview conducted by our recruiting consultant. If you advance in the process, you will be required to complete a Career History ...
White Plains, NY · On-site +1
$80K - $100K/yr
Qualified candidates will start the process with a 15-30 minute Zoom interview conducted by our recruiting consultant. If you advance in the process, you will be required to complete a Career History ...
Identify, recruit, and sign new $100MM+ RIA firms on to ENV/TAM, then drive managed account adoption with these firms * Grow, develop, and retain RIA managed account assets in your territory Promote ...
Identify, recruit, and sign new $100MM+ RIA firms on to ENV/TAM, then drive managed account adoption with these firms * Grow, develop, and retain RIA managed account assets in your territory Promote ...
Edina, MN · On-site
$80K - $90K/yr
Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We provide comprehensive wealth ...
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Edina, MN · On-site
$80K - $90K/yr
Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We provide comprehensive wealth ...
Wilmington, NC · On-site
$50K - $60K/yr
Allegiance Financial Group Advisory Services, an established financial planning and investment management firm located in Wilmington, NC currently has an excellent career opportunity for a full-time ...
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Wilmington, NC · On-site
$50K - $60K/yr
Allegiance Financial Group Advisory Services, an established financial planning and investment management firm located in Wilmington, NC currently has an excellent career opportunity for a full-time ...
$90K - $110K/yr
Associate Advisor - Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking an ...
$90K - $110K/yr
Associate Advisor - Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking an ...
Independence, OH · Hybrid
$65K - $75K/yr
Client Administrative Assistant - Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are ...
Independence, OH · Hybrid
$65K - $75K/yr
Client Administrative Assistant - Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are ...
Austin, TX · On-site
$60K - $75K/yr
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team. At Oakwell, we pride ourselves on building relationships ...
Austin, TX · On-site
$60K - $75K/yr
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team. At Oakwell, we pride ourselves on building relationships ...
... recruiting, onboarding, and training of new staff as the firm grows. · Ensure compliance with all regulatory and firm-level requirements. Qualifications of the Operations Manager (RIA): · 5+ years ...
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... recruiting, onboarding, and training of new staff as the firm grows. · Ensure compliance with all regulatory and firm-level requirements. Qualifications of the Operations Manager (RIA): · 5+ years ...
Edina, MN · Hybrid
$80K - $90K/yr
Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We provide comprehensive wealth ...
Edina, MN · Hybrid
$80K - $90K/yr
Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We provide comprehensive wealth ...
Austin, TX · On-site
$60K - $75K/yr
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team. At Oakwell, we pride ourselves on building relationships ...
Austin, TX · On-site
$60K - $75K/yr
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team. At Oakwell, we pride ourselves on building relationships ...
Independence, OH · Remote
$125K - $175K/yr
Financial Advisor Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a ...
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Independence, OH · Remote
$125K - $175K/yr
Financial Advisor Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a ...
... recruiting, onboarding, and training of new staff as the firm grows. • Ensure compliance with all regulatory and firm-level requirements. Qualifications of the Operations Manager (RIA): • 5+ ...
... recruiting, onboarding, and training of new staff as the firm grows. • Ensure compliance with all regulatory and firm-level requirements. Qualifications of the Operations Manager (RIA): • 5+ ...
... recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Ria Health Vision: A world with accessible, compassionate, and effective ...
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... recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Ria Health Vision: A world with accessible, compassionate, and effective ...
... recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Ria Health Vision: A world with accessible, compassionate, and effective ...
... recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Ria Health Vision: A world with accessible, compassionate, and effective ...
Buena Park, CA · On-site
$24 - $27/hr
EEFT), Ria is a leading expert in cross-border payments, delivering innovative omnichannel ... Supports the Recruiting team in the onboarding efforts, including verifying I9s forms and assisting ...
Buena Park, CA · On-site
$24 - $27/hr
EEFT), Ria is a leading expert in cross-border payments, delivering innovative omnichannel ... Supports the Recruiting team in the onboarding efforts, including verifying I9s forms and assisting ...
Los Angeles, CA · On-site
$18.25 - $24.25/hr
Client Service Specialist - Registered Investments Adviser (RIA) SUMMARY We are looking for a ... Meet Your Recruiter Tim Bramley
Los Angeles, CA · On-site
$18.25 - $24.25/hr
Client Service Specialist - Registered Investments Adviser (RIA) SUMMARY We are looking for a ... Meet Your Recruiter Tim Bramley
New York, NY · On-site
$150K - $200K/yr
Robert Half Financial Services is recruiting for a Compliance Officer role for an International ... Our client requires 7+ years of Compliance experience at a Broker Dealer or an RIA, with active ...
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New York, NY · On-site
$150K - $200K/yr
Robert Half Financial Services is recruiting for a Compliance Officer role for an International ... Our client requires 7+ years of Compliance experience at a Broker Dealer or an RIA, with active ...
Atlanta, GA · Remote
$125K - $150K/yr
The Opportunity We are seeking a Director, RIA Partnerships to own and scale revenue growth within ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
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Atlanta, GA · Remote
$125K - $150K/yr
The Opportunity We are seeking a Director, RIA Partnerships to own and scale revenue growth within ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
$65K - $80K/yr
Full-time
Retirement
Posted 15 days ago
Decker Wealth Management in Nashville, TN is seeking a full-time in-office Client Service Associate to join our team. We're a growing fee-only firm committed to meaningful client relationships and investing in our people. Work-life balance, teamwork, and enabling everyone's success are our core priorities. In this client service role, you'll be essential to delivering outstanding experiences. You'll work alongside a team that values both professional excellence and treating people well.
Compensation:
Responsibilities include:
Requirements:
Our firm's core values are: Integrity, Fiduciary, Intelligence, Dependable, Exceptional Service, and Respect.
The Process:
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.
