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Employment Opportunities

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Position Available Company City State
Financial Planner, Portsmouth NH or Boston MA 5/2/2016 Lake Street Advisors Portsmouth NH
Support - Paraplanner 6/1/2016 IFC Personal Money Manager, Inc. New York NY
Paraplanner Immediately The Family Firm, Inc. Bethesda MD
Financial Advisor Immediately Briaud Financial Advisors College Station TX
Financial Planning Associate Immediately Briaud Financial Advisors College Station TX
Client Care Specialist Immediately Sound Stewardship, LLC Overland Park KS
Investment Operations Analyst (Trading) Immediately Ronald Blue & Co., LLC Roswell GA
Wealth Management Relationship Manager Immediately West Financial Services, Inc. McLean VA
Lead Wealth Advisor Immediately BlueSky Wealth Advisors, LLC Santa Clara CA
Director of Financial Planning Immediately Pinnacle Advisory Group Athens GA
Certified Financial Planner 3/15/2016 Financial Focus, Inc. Wolfeboro NH
Client Service Specialist Immediately Bernhardt Wealth Management, Inc. McLean VA
Financial Planning Support Specialist Immediately Pure Financial Advisors, Inc. San Diego CA
Senior Financial Advisor Immediately Parsec Financial Management, Inc. Asheville NC
Client Service Assistant Immediately Parsec Financial Management, Inc. Asheville NC
Summer Internship 5/23/2016 Timberchase Financial, LLC Birmingham AL
Advisor (or ready to be) 4/23/2016 Mallard Advisors, LLC Hockessin DE
Investment Operations Specialist Immediately Sensible Financial Planning and Management, LLC Waltham MA
Administrator and Office Manager 4/13/2016 Colman Knight Advisory Group LLC Carlisle MA
Client Care Specialist Immediately Sound Stewardship, LLC Overland Park KS
Administrative Executive Assistant Immediately Sullivan Mermel, Inc. Chicago IL
Portfolio Manager 5/1/2016 St. John & Associates, Inc. Roswell GA
Administrative Assistant 4/28/2016 Allodium Investment Consultants Minneapolis MN
Client Service Coordinator Immediately Lifetime Wealth Planning and Management, LLC National Harbor MD
Financial Advisor 5/5/2016 Alpha Financial Management, Inc. Savannah GA
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