Focus Financial Partners

JFS Wealth Advisors is looking for a Portfolio Trading Specialist to provide operational support to the trading team, Investment Committee, and Chief Investment Officer. This individual will be responsible for rebalancing client accounts within the firm’s portfolio management system, Tamarac Advisor

Position Summary Crestwood Advisors is a fast-growing, independent, fee-only Registered Investment Advisor overseeing $8+ billion in assets under management. With offices in Boston, Fairfield County (CT), and Providence (RI), Crestwood provides high-net-worth clients with comprehensive wealth and in

Provident Financial Management is a premier business management firm based in Los Angeles, specializing in providing comprehensive tax, accounting, and financial management services to entertainers, musicians, and other high-net-worth clients. We pride ourselves on delivering exceptional client serv

Alley Company is a registered investment advisory firm located in Lake Forest, Illinois. The firm was founded in 1998 by Steven J. Alley with a clear purpose: to provide clients with understandable, long-term financial planning and investment management that is rooted in quality. We are seeking a hi

Position Summary Altman Greenfield & Selvaggi (AGS) is a fast-growing, boutique Accounting Firm specializing in Business Management for entertainment clients, located in West Los Angeles, CA. We are currently seeking a Staff Tax Accountant for either of our Westwood, CA or Encino, CA offices. This p

Patton Albertson Miller Group LLC is a fee-only wealth management firm. Our most important core value is always putting our client’s interest first. We offer full benefits including a 401k plan match and are a family-like atmosphere. We have an opportunity in our Macon, Georgia office for a full-tim

Douglas C. Lane & Associates (DCLA) was founded on the belief that we succeed only when our clients succeed. Unlike generic, mass market investment offerings, we’re focused on delivering superior long-term investment results. We achieve this by utilizing proprietary fundamental research and developi

Fairway Wealth Management is an independent wealth management firm helping successful families bring structure, foresight, and accountability to complex financial lives. Serving as a personal CFO for its clients, Fairway coordinates investment strategy, tax planning, cash flow, estate and philanthro

LVW Advisors is an independent investment advisory firm serving ultra-high-net-worth families, business owners, endowments, foundations, nonprofits, and other sophisticated investors. The firm combines institutional-quality investment expertise with a highly personalized advisory approach to help cl

Sapient Private Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) dedicated to helping high-net-worth individuals and families develop personalized strategies to accumulate, preserve, and transfer wealth. Our comprehensive wealth management approach combines investmen

Position SummaryFocus Financial partner firm, Gelfand, Rennert & Feldman, is seeking a Tax Assistant Manager. The Tax Assistant Manager must be an organized, technically capable and client-focused tax professional who is comfortable working across both compliance and advisory matters. They must have

Position Summary The Senior Advisor Development Manager is a key member of the Advisor Development team, responsible for designing, facilitating, and continuously enhancing learning experiences that help advisors build the knowledge, skills, and confidence needed to deliver exceptional client and ad

Position Summary Badgley Phelps Wealth Managers, a trusted name in wealth management for over 50 years, distinguishes itself with its distinctive approach to wealth management. Since 1966, we've been more than just fiduciaries; we've been partners in our clients' wealth journey. Our base in Seattle,