Affinity Wealth Management

The Private Wealth Associate is responsible for the execution of all recommendations made for clients as they move through the financial planning process with the Private Wealth Advisor (Lead Advisor). They will also be responsible for providing a high level of client service to enhance the overall client experience. The Private Wealth Associate will be...

The Private Wealth Associate is responsible for the execution of all recommendations made for clients as they move through the financial planning process with the Private Wealth Advisor (Lead Advisor). They will also be responsible for providing a high level of client service to enhance the overall client experience. The Private Wealth Associate will be...

Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!  The Wealth Advisor plays a pivotal role in attracting and retaining clients. If you have...

Company DescriptionFinancial Partners Group provides comprehensive fee-based wealth management services for business owners, executives, professionals, and affluent clients. They focus on helping clients create and grow their personal wealth, protect their life savings, and plan for the distribution of their assets. The company offers tailored client...

Thompson Wealth Management is actively seeking a dedicated and passionate Wealth Advisor to join our team in Scottsdale, Arizona. In this role, you'll have the opportunity to build your own client base with the support of our extensive lead generation efforts. We handle your calendar with qualified appointments—no cold calling required. You'll also benefit...

Centura Wealth Advisory is seeking a Wealth Advisor Recruiter to join the People & Culture team. As a Tuck-In Advisor Recruiter, you will be responsible for sourcing, attracting, and recruiting independent advisors or advisor teams who are part of tuck-in acquisitions. You will play a key role in integrating new talent into our organization and ensuring that...

Lead the Future of Dental Excellence at Affinity Dental Management Are you an experienced, passionate dentist seeking a leadership role that empowers you both clinically and professionally? Affinity Dental Management, a dentist-run organization recognized for its exceptional growth as part of the INC5000's fastest-growing private companies for 5...

Join a Tradition of Dental Excellence at Affinity Dental Management Are you a dedicated dental professional seeking to advance your career in a supportive and empowering environment? At Affinity Dental Management, a provider-run organization, we understand the vital importance of equipping our providers with the resources, staff, and autonomy necessary to...

Operations Manager position is available for an ambitious, hardworking self-starter interested in becoming a key member of our leadership team while overseeing day-to-day business operations and client service. This opportunity's responsibilities also include process management, HR, compliance and the firm’s computer network.Pacific Wealth Management, LLC...

We are seeking a Private Wealth Support Advisor (Level II) to join our team, dedicated to providing exceptional service in executing and implementing financial plans for high-net-worth families. Your role will be pivotal in ensuring that our clients' financial strategies are executed with precision, efficiency, and exceed their expectations in terms of...

ABOUT USWe believe that real financial success is built on trust, experience, and meaningful relationships. While many in the industry lean on algorithms and product-driven solutions, we focus on getting to know our clients personally so we can guide them through their financial journey with care and understanding. It's this human connection that drives...

Primary role is serving as project manager for client engagements. Emphasis on managing the flow of all projects for assigned clients to a successful completion. Oversee, manage, prepare, analyze and provide advice to wealthy families on all aspects of personal financial planning including but not limited to:Investments Estate planning Tax planning Debt...

Lead Financial AdvisorWilmington, DEOverviewIndependent Wealth Advisory Firm seeks a Lead Financial Advisor to manage relationships in an ensemble fee-based practice.Leverage recently acquired accounting firm for wealth management referralsAdvise high net worth clientele with regards to comprehensive wealth planning and investment management including cash...

Lead Financial AdvisorWilmington, DEOverviewIndependent Wealth Advisory Firm seeks a Lead Financial Advisor to manage relationships in an ensemble fee-based practice.Leverage recently acquired accounting firm for wealth management referralsAdvise high net worth clientele with regards to comprehensive wealth planning and investment management including cash...

About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...

About Tegra118 Wealth Solutions, Inc.We are a global leader in wealth technology, driving the digital transformation of the wealth management industry. Our clients represent more than 40% of the $132 trillion of total assets globally. We deliver personalized and scalable solutions across advisory programs, including unified managed accounts (UMA) and...

YOUR IMPACT Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with a variety of different teammates and clients, and the ability to problem solve and to think outside the box? Our Center of Excellence (COE) Wealth Management Professionals (WMP) support all aspects of our business from an operational and...

Join a Leading Dental Organization & Advance Your Career! Affinity Dental Management, a premier dentist-run dental organization, provides comprehensive practice management and administrative support services to practices throughout the northeast United States. Our mission is to empower dental professionals, enhance patient care, and stay at the cutting edge...

Join Centura Wealth Advisory as a Portfolio Solutions DirectorAbout Us:Centura Wealth Advisory is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team...

Reference Number: MHH7664Location: Boston, Massachusetts Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for aWealth Manager . This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing...