- Insight Global (Kansas City, MO)
- …for a direct hire role in the Kansas City, MO area with a growing boutique wealth management firm. The company brings customized planning and flexible, proven ... together in a tailored strategy designed to maintain and grow their clients' wealth while meeting their financial objectives. This individual will report to the… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate - Wealth Management A boutique wealth management firm is seeking a Client Service Associate to join its high-touch, ... Bachelor's degree. + 2+ years of client service experience, preferably in wealth management or financial services. + Familiarity with broker-dealer platforms; LPL… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …with Robert Half Financial Services is recruiting for an Operations Manager at a boutique Wealth Management firm. This is a full-time permanent role based in ... or email for additional info and immediate consideration. Requirements + 8+ years in wealth management, ideally in a small RIA - NO EXCEPTIONS on Financial Services… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Job Posting: Client Service Associate - Wealth Management A boutique wealth management firm located in the heart of Walnut Creek, CA, is seeking ... + 2+ years of experience in client service, preferably within wealth management or financial services. + Familiarity with broker-dealer platforms; experience… more
- Robert Half Finance & Accounting (Orinda, CA)
- Description Paraplanner - Boutique Wealth Management Firm East Bay| Hybrid $70,000-$105,000 DOE + Discretionary Bonus + Exceptional Retirement Contributions A ... well-established, independent RIA firm with ~$500M in AUM is seeking a Paraplanner to join their collaborative, tight-knit team in the East Bay. This role is ideal for someone passionate about personal finance and on the path to becoming a CERTIFIED FINANCIAL… more
- Robert Half Legal (San Francisco, CA)
- …to law firm clientele. This is an excellent direct-hire (perm) opportunity with a boutique wealth planning practice that has done very well. The office is ... very familial-like (good team of paralegals) and is a fairly laid-back atmosphere with very little need for overtime. The base salary range is $80,000-110,000+/yr, DOE, and the employment benefits package is competitive. For confidential consideration, please… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Jennifer Fukumae is partnering with a boutique , ultra-high-touch wealth management firm supporting some of the world's most sophisticated families ... seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients. As part of a growing team that manages bespoke… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Robert Half Financial Services is recruiting for a Lead Advisor at a Thriving Wealth Management Firm. This is a full-time permanent role based in San Francisco with ... a Hybrid schedule. This growing wealth management firm helps clients align their ...be part of a nationally recognized firm with a boutique feel, offering best-in-class training, leadership development, and long-term… more
- Robert Half Legal (Charlotte, NC)
- Description We are looking for a skilled and detail-oriented paralegal to join a boutique law firm in Charlotte, North Carolina. In this role, you will support ... support case preparation. * Prepare and review documentation related to private wealth management and preservation strategies. * Maintain accurate and organized case… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Acting as the first point of contact, you'll guide clients through complex wealth strategies while collaborating with a highly skilled team dedicated to delivering ... 4+ years of experience at an RIA or comparable wealth management firm, with direct exposure to HNW clients....everyone shares in the firm's success. + National Reach, Boutique Feel: Offices across the US with a collaborative,… more