FINRA Series 7 and 63 license required Bachelor's degree in finance, business administration, or a related field a plus What We Offer Coverage on the first day of employment for medical, dental, and vision insurance 401k Matching Plan Paid Parental Leave Pet Insurance Flexible Benefits (FSA/HSA Employer Contributions) Salary of $85,000 $100,000 based on qualifications and

Your Future Team Founded in 2014, Natoma Wealth is an independent registered investment advisory practice that offers financial advice and planning and discretionary investment management to successful individuals, families, and businesses. The Client Service Associate is a vital client facing role responsible for supporting, managing, and maintaining relationships with c

Your Future Team Founded in 2006, LourdMurray is an advisor built boutique, fee only wealth manager that specializes in serving the complex needs of business leaders, high net worth individuals and complex families, artists, entertainers and entertainment professionals, and athletes. Our deep experience working with such accomplished clients gives us an intimate understan

for Tax Manager Be a resource for staff and wealth advisors on all aspects of income taxation and tax return preparation Prepare unitary and combined federal, state, and local income tax returns for trusts, estates, foundations, individuals, partnerships, and related entities Tax compliance and planning for ultra high net worth individuals and their related entities Analyz

Your Future Team Vigilant Wealth Management is a private wealth management firm focusing on progressive investment and wealth planning solutions that are tailored to the unique needs of each client. We guide our clients in managing their wealth in such a way that it helps positively impact their lives and the lives of future generations. Investment Style We are looking fo

Your Future Team Founded in 1994, Frontier is an industry leading wealth management firm dedicated to building relationships and enriching lives through comprehensive wealth management. Our life centered approach provides our clients with a roadmap to living their best life possible. The Frontier family is a team of highly credentialed professionals who provide our client

The Firm Founded in 1994, Frontier is a wealth management firm dedicated to building relationships and enriching lives through comprehensive wealth management. Our life centered approach provides our clients with a roadmap to help them live their best life possible. The Frontier family is a team of credentialed professionals who provide our clients customized investment a

Your Future Team Clarity Point Financial Partners was founded in 2017 on the principle of serving our clients based on the fiduciary standard of care. We help professionals, multigenerational families, executives, and business owners to simplify their financial lives. We also work with retirement plan trustees and administrators to create and optimize their company retire

Your Future Team VWG Located in Tysons Corner, VA, VWG Wealth Management delivers planning driven, custom investment solutions for high net worth individuals. Our team provides sound financial advice, with an emphasis on proactive goal setting, to ensure our clients live their lives to their fullest. Voted Best Places to Work by Washington Business Journal for 4 consecuti

Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independ

We are looking for a Client Service Specialist to join our team. You will handle the coordination and overall management of client account documentation and maintenance. You will collaborate with the advisor team to prepare client reports and maintain contact with clients in a positive and client centric approach. You will report to the Operations Manager. #LI Onsite What

Your Future Team The Lerner Group brings decades of experience to better serve their wealth management clients. Clients we serve include high net worth individuals, foundations, profit sharing and pension plans. We aim to tailor our service to every family's individual needs. The Lerner Group believes that values and investments must consonance. This approach strengthens

Our Story As one of the nation's largest Registered Investment Advisors (RIAs), Hightower is an industry leading financial services firm managing approximately $100B+ in client assets and offering objective wealth management advice. Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, f

Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independ

Your Future Team We started Altium by asking ourselves one simple and transformational question, "What would we want if we were clients?" We believe wealth is compelled by a higher sense of purpose. Our intentions far exceed wealth generation we seek to empower our clients to create the life that they envision for themselves, their families, and their communities. Altium