cainwattersassociates

Summary/Objective Reporting to the Investment Operations Manager, the Investment Operations Client Support Specialist is responsible for onsite support related to coordinating, implementing and maintaining all investment account openings, and service requests, while maintaining confidentiality of cl

Summary/Objective Reporting to the Financial Planning Data Input Supervisor, the Financial Planning Data Input Specialist 1 is responsible for entering financial data into a variety of financial planning systems while maintaining confidentiality of client information. Essential Functions Maintains v

Summary/Objective Reporting to the Head of Valuation, the Valuation Analyst plays a critical role in providing comprehensive financial analysis and valuation services to clients within the dental industry. This position involves analyzing financial statements, tax returns, and other operational data

Summary/Objective Reporting to the Planning Team and Client Coordinator Supervisor, the Client Coordinator is responsible for being the initial point of contact for our clients, whether that is through phone calls or emails. Essential Functions Provide administrative support to a Planning team. This

Summary/Objective Reporting to the Accounting Manager, the Accountant - New Clients is responsible for the initial setup of a client’s account including beginning balance roll forward, general ledger and bank reconciliation, payroll integration, preparation of a balance sheet & income statement for

Summary/Objective Reporting to the Vice President of Member Engagement, the Member Engagement Specialist is responsible for owning a defined portfolio of ELITE members referred by strategic partners, primarily Cain Watters & Associates (CWA). This role provides high-touch engagement, supports financ

Summary/Objective Reporting to the VP of Operations, the Reporting Analyst supports the organization by collecting, organizing, and maintaining reporting data used across multiple teams. This role focuses on ensuring the accuracy, consistency, and timeliness of recurring and ad‑hoc reports that info

Summary/Objective Reporting to the Chief investment Officer, the Wealth Management Director is responsible for the strategic leadership, growth, and execution of Cain Watters & Associates’ wealth management platform. This role oversees the delivery of comprehensive, goal-based wealth management serv

Summary/Objective Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client’s financial plan, which include management of both internal and extern

Summary/Objective Reporting to the Director of Accounting, the Accounting Supervisor is responsible for reviewing the compilations prepared by staff members including bank reconciliation, general ledger, balance sheet and income statement for a growing CPA firm specializing in financial planning to

Summary/Objective Reporting to the Vice President of Operations, the Member Support Coordinator is dedicated to providing exceptional support to ELITE members. This role manages high-touch service from inquiries through ongoing member success, focusing on ticketing resolution, data accuracy, onboard

Summary/Objective Reporting to the IT Applications Manager, the Application Programmer Analyst is responsible for designing, developing, testing, and maintaining software applications that support organizational goals and business processes. This role ensures seamless integration of applications, pr

Summary/Objective Reporting to the Managing Partner, the Financial Planner is responsible for delivering comprehensive, goal‑based financial planning and wealth management services to Cain Watters & Associates clients. This role serves as a primary advisor to clients, providing integrated guidance a

Summary/Objective Reporting to the Finance Director with accountability to the growth initiatives of the firm and the Chief Revenue Officer, the Growth & Revenue Analyst will build the data and reporting foundation for our growth engine. The analyst will support sales, marketing, and leadership with

Summary/Objective Reporting to the Chief Revenue Officer, the Growth Program Manager - Revenue & Strategic Initiatives will drive key growth initiatives across Cain Watters & Associates. This role sits at the intersection of sales, marketing, and operations and is responsible for turning strategy in