Focus Financial Partners
Tax Staff Accountant
Position Summary Gelfand, Rennert & Feldman is seeking a Staff Tax Accountant to join our team of dedicated professionals. The Staff Accountant role is responsible for the preparation of various reports in support of servicing clients, preparation of simple to moderately complex tax retur
Associate Wealth Advisor
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspiration
Associate Wealth Advisor
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspiration
Client Service Associate
Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s
Client Service Specialist
Position Summary Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented servic
Associate Wealth Advisor
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspiration
Associate Wealth Advisor
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspiration
Associate Wealth Advisor
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspiration
Business Management Paralegal
Position Summary Focus Financial Partners/Gelfand, Rennert & Feldman LLP (GRF) is seeking a a detail-oriented and proactive Business Management Paralegal to support legal and operational activities related to business management agreements and business management services, with a primary focus o
Client Reporting & Accounting Associate
Position Summary CornerStone, based in Charlottesville, Virginia, serves as the outsourced investment manager (OCIO) for nonprofit organizations. Our clients rely on the returns generated by their investment portfolios to support missions in areas such as health, education, conservation, and communi
Wealth Manager
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,
Associate Wealth Advisor
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspiration
Controller
Position Summary Founded in 2003, Ancora Holdings Group is a private wealth advisor and institutional asset manager focused on building distinctive investment strategies and robust wealth & risk management solutions that help our clients achieve more. The firm’s comprehensive service offering is
Client Service Associate
Position Summary At Prairie Capital, we are committed to helping clients navigate the complexities of significant financial resources while achieving their long-term goals. Our culture is rooted in respect, collaboration, and accountability, with a strong emphasis on curiosity and continuous improve
Accountant
Position Summary The Accountant is an internal finance role supporting the day-to-day financial operations across Focus Partners Australia and Escala. Working closely with the Senior Accountants, this role plays a key part in delivering accurate and timely financial processing, maintaining str
Portfolio Trader
Position Summary Focus Partners Wealth is seeking a Portfolio Trader to join our team! The Portfolio Trader works on the Centralized Portfolio Management Team. The Portfolio Trader’s primary responsibility is to manage all portfolio/investment related activities for their respective wealth managemen
Trading Associate
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
Vice President - Wealth Advisor
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
Senior Financial Planner
The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. The firm oversees more than $2.7 billion in client assets and is recognized for its customized wealth
Operations Manager
The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. The firm oversees more than $2.7 billion in client assets and is recognized for its customized wealth