A leading wealth management firm is seeking a New Business Processor to join their team.

Performance Objectives:

• Meet with clients and prepare paperwork as directed by the agent.
• Complete and double check all paperwork for items that need to be added, signatures, initials, dates, etc.
• Submit applications to carrier with client’s check, rollover paperwork, or transfer paperwork and most recent statements.
• Follow up on all pending transfers by checking carrier website or contacting the companies directly.
• Frequently communicate with clients regarding the activity of their accounts that are getting established.
• Provide backup for the Client Service Representative as needed.
• Process trades on brokerage accounts (as instructed by securities licensed advisor).

Skills and Qualifications:

• A minimum of 3 years’ experience in Wealth Management Firm, processing paperwork for advisors in Wealth Management.
• Must have 3 plus years’ experience processing new business paperwork/assorted paperwork related to financial advising.

A rapidly growing Financial Planning Firm is seeking a Client Communications Specialist/Appointment Setter to provide strategic direction, leadership, and management of all prospective client communication using multiple marketing channels.

A leading wealth management firm is seeking a motivated individual to join their Digital Marketing Team. This person will be a pivotal part of the dynamic marketing team, working closely with the Digital Marketing Manager to create and execute powerful digital marketing strategies.

You will utilize your expertise in SEO, email marketing, and social media marketing to reach and connect with the target audience.

A financial services firm is seeking a Digital Ads/Webinar Specialist. The Digital Ads/Webinar Specialist is responsible for planning, executing, and analyzing digital advertising campaigns and webinar programs to drive lead generation and brand awareness for the company's financial products and services.

Requirements

• Must be able to work for any US employer without sponsorship.
• 3-5 years of experience in digital marketing, paid media, webinar/event marketing

We are seeking a detail-oriented and knowledgeable Seasonal Tax Preparer for a Financial Services Firm in Cordova, TN. The ideal candidate will have a strong background in tax returns and preparation, with the ability to analyze financial data and provide exceptional customer service. This role is vital in assisting clients with their tax filings and ensuring compliance with all relevant regulations.

A rapidly growing Financial Planning Firm is seeking a Relationship Coordinator to provide strategic direction, leadership, and management of all prospective client communication using multiple marketing channels.

A leading wealth management firm is seeking a Client Acquisition Specialist

This position includes calendar management, and appointment setting, sales, business development, event facilitation & administrative duties.

Qualifications and Skills:

• Ability to motivate prospects to set appointments
• Ability to prioritize projects and manage time
• Attention to detail and accuracy
• Results driven
• Consistent follow-through
• Excellent communication skills, both written and oral
• 1-3 years sales experience
• 1-3 years administrative experience

This role is responsible for driving client outreach for a Financial Services Firm. You will handle appointment scheduling, ensuring smooth coordination between prospective clients and financial advisors. This position involves extensive phone-based communication, organizational efficiency, and attention to detail.

Requirements:

• Minimum of 2 years of experience in telephone appointment setting or a related customer-facing role.

A rapidly growing independent RIA firm in the Chicago area is looking to add one Advisor to their team. The firm focuses on providing tax and investment planning to wealthy clients 55 and over. Their ideal candidate will love to meet with clients and close business.

Job Highlights:

• No need for prospecting
• All prospecting and leads provided by a proven marketing system
• 3-5 years of experience preferred
• Series 65 preferred

A leading financial services firm is looking for a visionary Creative Director to join our dynamic marketing team and drive the creative direction of our brand. This role is pivotal in shaping how we communicate our services to generate leads and build lasting relationships with clients.

Requirements

• Proven experience (7+ years) as a Creative Director, Art Director, or similar senior creative role in the financial services industry.
• Strong understanding of financial products, services, and regulations, with the ability to translate complex concepts into engaging messages.

A leading financial services firm is seeking a motivated and energetic Agency Development Specialist. Your role will be pivotal in supporting the delivery of growth initiatives to maximize Financial Advisors’ sales, growth, and profit through the agency development process. This position requires excellent communication and organizational skills, as you will be collaborating effectively with advisors, staff, and co-workers. The ability to think outside the box, multitask and independently prioritize responsibilities is crucial for success in this role.

Requirements

• Bachelor’s degree in finance, Business Administration, or a related field.
• Minimum of 3 years of experience in the financial services industry
• Series 65 license and/or FL215 PLUS

A successful financial services firm in the Minnetonka, MN area is seeking an appointment setter. This position includes sales, business development, event facilitation, calendar management, and appointment setting.

Job Responsibilities:

• Preparing and setting up for workshops
• Confirming with attendees for workshop attendance
• Facilitating workshops, ensuring they run smoothly
• Following up after workshops, calling attendees to schedule appointments with advisors
• Much of the day spent on the phone

Job Requirements:

• Strong communication skills, both written and verbal
• Attention to detail
• Ability to build rapport with clients
• Strong sense of follow through
• Proficiency in MS Suite, Internet Applications
• CRM experience
• Task prioritization
• Office experience
• Ambition to grow
• Associates degree or bachelor’s degree

Salary is dependent on experience, plus bonus.

*Note: This is not a marketing position in the creative sense, as in digital marketing or social media, but rather a well-planned system to drive business to the firm, requiring the right candidate to implement the system.

A rapidly growing independent RIA firm in Westbrook, CT is seeking a Service Advisor to join their team and take over an existing book of business.

Job Responsibilities:

• Work with existing clients
• Client reviews
• Portfolio analysis
• Re-balancing
• Finding new opportunities within the existing book
• Opportunity to work with new clients

Job Highlights:

• Existing marketing initiatives to attract new clients
• Strong compensation plan—salary plus bonus on revenue
• Full benefits
• Growth potential within the firm
• 3-5 years of experience preferred
• CFP is a plus
• Series 65 preferred

A successful independent RIA firm is seeking a Financial Advisor in the Dublin, OH area. The firm has a marketing team that drives business to the advisors, and leads are booked for them. No need to prospect or cold call. 

Job Highlights:

• Proven marketing system provided to the advisor
• No prospecting needed
• No cold calling
• Just meet with candidates and close business!

A successful independent RIA firm is seeking a Financial Advisor in the Clear Lake, IA area. The firm has a marketing team that drives business to the advisors, and leads are booked for them. No need to prospect or cold call.  

Job Highlights:

• Proven marketing system provided to the advisor
• No prospecting needed
• No cold calling
• Just meet with candidates and close business!