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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 7/1/2016 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
Financial Planning Associate Immediately Wealth Management Group, Inc. Winston Salem NC
Associate Financial Advisor Immediately Tobias Financial Advisors Plantation FL
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
Support Advisor Immediately Mallard Financial Partners Inc Newark DE
Sr. Financial Advisor 6/3/2016 Monex Securities Houston TX
Fiduciary Wealth Advisor/Relationship Manager Immediately Grove Street Fiduciary, LLC Peterborough NH
Senior Tax Manager: Knoxville, TN Immediately Ronald Blue & Co. CPAs and Consultants Knoxville TN
Financial Planning Associate Immediately Beacon Financial Strategies Raleigh NC
Financial Planner: Houston, TX Immediately Ronald Blue & Co., LLC Houston TX
Wealth Strategist Immediately Kanaly Trust Company Houston TX
Financial Planner 5/19/2016 Rodgers & Associates Lancaster PA
Financial Planning Associate Immediately Quadrant Capital Management, LLC Fairfield NJ
Financial Advisor Immediately Modera Wealth Management, LLC Westwood NJ
Financial Planner Immediately Foresight Capital Management Advisors, Inc. Saline MI
Investment Analyst Immediately Foresight Capital Management Advisors, Inc. Saline MI
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