Newest Job Openings

Hiring remote, anywhere in the continental USA: Lead Wealth Advisor for a thriving boutique, fee-only RIA delivering family office services to high-net-worth entrepreneurs, business owners, and real estate investors (generally $20M+ net worth). This person "owns" a group of complex HNW and UHNW client relationships and leads the advisory team serving them, setting planning direction across investments, tax, estate, cash flow, risk, business interests, real estate, and private investments, and coordinating with clients’ CPAs, attorneys, and business advisors. Requires CFP® and Series 65, a bachelor’s degree, 8+ years of planning or wealth advisory experience with 4+ years as primary advisor to complex HNW or UHNW clients, significant experience advising entrepreneurs, business owners, or multigenerational families, and demonstrated team leadership; CPA, CPWA®, CFA®, EA, JD, or graduate education is a plus. No business development requirement and strong benefits package including 401(k) match. Salary $140k-$220k base plus annual performance bonus. Email resume and compensation requirements to: elisa.sheftic@rightexecutivesearch.com.

Hiring remote, anywhere in the continental USA: Wealth Advisor for a thriving boutique, fee-only RIA delivering family office services to high-net-worth entrepreneurs, business owners, and real estate investors (generally $20M+ net worth). Partners with the Lead Wealth Advisor and owns significant day-to-day planning and client needs across cash flow, investments, tax, estate, risk, and business planning, from analysis and recommendations through implementation, while coordinating with clients’ CPAs, attorneys, and other advisors. Requires CFP® or significant progress toward it, Series 65, a bachelor’s degree, 4+ years of comprehensive planning or wealth advisory experience including 2+ years client-facing, HNW experience beyond accumulation and retirement planning, and experience reviewing tax returns (including K-1s) and estate documents; Schwab and Salesforce a plus. No business development requirement, clear career path, and strong benefits package including 401(k) match. Salary $85k-$110k base plus annual performance bonus. Email resume and compensation requirements to: elisa.sheftic@rightexecutivesearch.com.

Hiring in Memphis, TN (on-site): Client Service Associate for a comprehensive wealth management firm providing holistic financial planning and wealth management to individuals and families. Supports all aspects of client service and operations, working closely with advisors to handle new account openings, ACATS and other transfers, account maintenance, distributions, and money movements from initiation through completion. Prepares materials for client review and planning meetings, maintains client records and procedures, and helps design repeatable workflows. Requires 2+ years of client service or operations experience in an RIA, broker-dealer, wealth management firm, or custodian (preferred), working knowledge of investment and retirement accounts, and strong organizational, problem-solving, and communication skills. Familiarity with NFS/Wealthscape, Kestra, Envestnet, Redtail, or RightCapital preferred; insurance licensing expected within the first year. Salary $60k-$75k doe, plus performance-based bonus, generous PTO, strong benefits including 401(k) match and profit sharing, and early finish on Fridays. Email resume and compensation requirements to: elisa.sheftic@rightexecutivesearch.com.

Hiring hybrid in New York, NY (3 days per week in office in midtown): Client Services Associate for a growing technology-driven fintech servicing institutional clients. Role manages client relationships throughout their lifecycle, partnering with Sales, Legal, Index Production, Product, and Finance on contracting, onboarding, launches, and reporting, with a clear path into account management at a growing global firm. Requires a bachelor's degree, 2 to 4 years in client services or account management with institutional financial services clients, Salesforce or CRM experience, contract drafting from templates, and strong client-facing communication skills. ETF familiarity strongly preferred; exposure to structured products, derivatives, or index licensing and experience at a smaller, fast-growing global firm is a plus. Salary $110k-$130k doe, plus stock options and strong benefits including 401(k) match. Email resume and compensation requirements to: elisa.sheftic@rightexecutivesearch.com. REF: NYCCSA-M

Hiring in office in Sturgis, MI: Associate Financial Advisor, CFP® for an established, referral-based wealth management practice supported by a national broker-dealer and hybrid RIA platform. Working alongside the founder, this role manages advisory assets, provides investment advice, executes trades, and delivers comprehensive financial planning. There is a clear path toward practice ownership. Requires 2+ years of paraplanning or financial planning experience, including asset allocation and client investment management. CFP® and Series 7 and 65 or 66 preferred; CFP® holders with less experience are encouraged to apply. Entrepreneurial mindset and a genuine interest in ownership are essential. Small, long-tenured, family-friendly team with a passion for what they do! Salary $80k-$90k doe, plus bonus. Email resume and compensation requirements to: elisa.sheftic@rightexecutivesearch.com. REF:CFP/STURGIS

Hiring an Associate Financial Advisor / Servicing Advisor in Woodbury, NJ (Southern New Jersey), initially primarily in-office with potential for 1 to 2 remote days per week, For an established and growing wealth management practice that will service and grow existing clients while working closely with the firm's senior advisor as part of a multi-year succession plan. Requires prior relevant experience in wealth management, financial planning, or investment advisory, Series 7 required, Series 65 or 66 required, CFP preferred but not required with support available toward obtaining it within 2 years, and strong client relationship and communication skills in a collaborative, entrepreneurial environment. Compensation requirements: base salary $70,000 to $80,000 DOE, plus incentive-based compensation. Email resume and compensation requirements to elisa.sheftic@rightexecutivesearch.com.

Hiring in-office in North Haven, CT (hybrid after training) for an Associate Financial Advisor/Servicing Advisor at a thriving independent wealth management firm with over $2.5 billion in AUM. This role serves as a primary contact for existing clients, providing high-touch service, investment support, trading, and financial planning assistance alongside senior advisors, with a clear growth path to grow into a full Advisor role or continue building deep client relationships with existing clients. Requires active FINRA Series 7 and 63, CFP or progress toward it preferred, and 5+ years of relevant experience in wealth management. Strong benefits package including 401(k) match, generous PTO, and hands-on mentorship with structured professional development. Base salary $75,000 to $100,000 DOE plus 10 to 20% annual bonus potential. Email resume and compensation requirements to: elisa.sheftic@rightexecutivesearch.com.

Hiring hybrid: Assistant Vice President – Hedge Fund Accounting in Fair Lawn, NJ for a global provider of governance and administration services to the asset management industry. Key role managing a small number of client relationships and portfolios from start to finish – processing transactions, calculating NAV, preparing statements, etc. Must have college degree and 5 or more years’ hedge fund accounting experience, including at least 2 years’ managerial experience. Hybrid schedule, 4 days in office, 1 WFH. $90-120k depending on experience, plus bonus. Contact: elisa.sheftic@rightexecutivesearch.com.

Hiring in Lutherville, MD (On-site/Potential Hybrid): Senior Financial Advisor for an independent wealth management firm celebrating 20 years of fiduciary-first financial planning, with a defined path toward minority equity ownership for strong performers. The Senior Financial Advisor will manage an existing book of clients ($150K–$500K+ investable assets), delivering comprehensive financial planning across investments, tax, insurance, retirement, and estate planning, while closing inbound leads and growing the practice through networking, supported by a dedicated paraplanner and operations professional. Requires 5–8 years of relevant wealth management/financial planning experience, Series 7 and Series 65 or 66 licenses are required, and CFP® certification or active pursuit strongly preferred. Strong Excel and CRM skills are required, with experience using eMoney, Zocks, Albridge, or Redtail a plus. Compensation includes a base salary of $90,000–$150,000, commensurate with experience, plus performance-based bonuses, with target total compensation of $150,000–$250,000+ in year one. A portable book of business is a plus but not required. Tremendous opportunity for professional and financial growth with a thriving, growing firm that offers a collaborative culture, strong leadership, an established client base, and a defined path toward minority equity ownership for high-performing advisors.
For consideration, please email your resume and compensation requirements to: elisa.sheftic@rightexecutivesearch.com.

Hiring in Houston, TX (onsite): Senior Trust Officer for a privately held wealth management firm, managing a portfolio of complex trust accounts for high-net-worth and ultra-high-net-worth clients ($10M to $100M+ investable assets). Pure trust administration role, no sales, serving as primary contact for clients, beneficiaries, and outside advisors. Requires 7+ years of personal trust administration experience with HNW/UHNW clients; JD or CTFA preferred. Base of $165k -$190k DOE plus performance-based bonus plus equity plus profit sharing plus comprehensive benefits. Email resume and compensation requirements to: elisa.sheftic@rightexecutivesearch.com.
Note: Relocation assistance offered

Hiring in Avon, CT: Lead Advisor/Senior Financial Planner CFP for a growing hybrid RIA/Broker Dealer, over $650 million in AUM. Seeking a client-centered, holistic financial planner (CFP or in progress) with seven or more years of experience and eager to take ownership of client relationships and mentor junior advisors. Must be familiar with eMoney financial planning software and have broad range of financial advisory experience including tax and estate planning as well as portfolio construction and investment advisory. Great opportunity for a polished professional to join a thriving, collaborative team and enjoy full benefits slate and salary $100-$150k base DOE plus performance-based bonus. Please reference job #RES26-512.

Hiring in Anchorage, Alaska (generous relo assistance available) – Trust Advisor and Senior Trust Advisor (2 positions) with a national trust company that is expanding its Anchorage office. Great opportunity in true trust management; no sales. Trust Advisor is open to trust administrators with 2-6 years of experience in servicing HNW/UHNW client accounts; will be mentored to take over an existing book of business. Senior Trust Advisor is suitable for trust officers with 7-15+ years who have worked with complex trusts and as main point of contact for HNW/UHNW clients ($25-$50+mm level). The Senior Trust Advisor will own the client relationships and collaborate with clients’ external advisors. On-site roles only; relocation assistance available to qualified candidates. Submit your resume here or email resume & your compensation requirements to elisa.sheftic@rightexecutivesearch.com-.

Hiring hybrid in NYC or Baltimore, MD: Account Executive for a fast-growing AI and SaaS technology provider serving the asset management community with investment research and due diligence solutions. Tremendous growth opportunity in an individual contributor role owning the full sales cycle and selling to sophisticated institutional buyers. Requires 4+ years of fintech or SaaS sales experience, including at least 2 years selling into asset managers, with a proven quota-carrying track record. Hybrid schedule with 3 days in office, based in Midtown NYC or Baltimore, MD. Base salary $120k to $150k doe, plus commission with OTE $240k to $260k and equity. Submit your resume here or email resume & compensation requirements to elisa.sheftic@rightexecutivesearch.com.

Hiring hybrid in Florham Park, NJ: Senior Wealth Advisor for a combined Family Office and RIA managing over $1.6 billion in assets and growing rapidly. The firm seeks an experienced senior financial advisor (8-10+ years) with CFP certification and Series 65 license, a client-first mindset and proven financial planning skills across tax, estate, insurance, and investment matters. The ideal candidate will excel at client relationships and enjoy mentoring junior advisors as they grow in the profession. Great opportunity with a collaborative, growing team and hybrid schedule (4 days in office), and comprehensive benefits package. Salary range $180k-$200k DOE, plus discretionary bonus. Submit your resume here or email resume & compensation requirements to elisa.sheftic@rightexecutivesearch.com.