Newest Job Openings
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Email your resume to:
elisa.sheftic@rightexecutivesearch.com
Paraplanner/Client Service Associate - North Barrington, IL - hybrid, 4 days on site
Hiring hybrid (4 days on-site / 1 day remote) in North Barrington, IL: Paraplanner / Wealth Management Client Service Associate for a nationally recognized financial services firm with 100+ locations across the U.S. and over $72 billion in client assets under management. The North Barrington office oversees more than $1 billion in client assets and is seeking a polished, client-focused professional to support advisor relationships, financial planning, account servicing, and daily operations. This role offers broad exposure to both the service and planning functions of a full-service wealth management practice. Requires 2+ years of experience in a paraplanner, client service, or operations role within wealth management supporting one or more financial advisors, including financial plan preparation and advisor support. Experience with MoneyGuidePro, Tamarac, and Junxure or similar platforms preferred; familiarity with Pershing NetX360 or Wove is a plus. Polished and professional, strong written and verbal communication skills, high attention to detail, demonstrated integrity, and understanding of fiduciary responsibility required. Salary $65,000 to $85,000 DOE, bonus eligible, great benefits, 401k match, generous PTO. Please reference job #RES26-524.
Paraplanner/Client Service Associate - Waukesha, WI - hybrid, 4 days on site
Hiring hybrid (4 days on-site / 1 day remote) in Waukesha, WI: Paraplanner / Wealth Management Client Service Associate for a nationally recognized financial services firm with 100+ locations across the U.S. and over $72 billion in client assets under management. The office oversees more than $1 billion in client assets and is seeking a polished, client-focused professional to support advisor relationships, financial planning, account servicing, and daily operations. This role offers broad exposure to both the service and planning functions of a full-service wealth management practice. Requires 2+ years of experience in a paraplanner, client service, or operations role within wealth management supporting one or more financial advisors, including financial plan preparation and advisor support. Experience with MoneyGuidePro, Tamarac, and Junxure or similar platforms preferred; familiarity with Pershing NetX360 or Wove is a plus. Polished and professional, strong written and verbal communication skills, high attention to detail, demonstrated integrity, and understanding of fiduciary responsibility required. Salary $60,000 to $80,000 DOE, bonus eligible, great benefits, 401k match, generous PTO. Please reference job #RES26-525.
Senior Client Service Associate (wealth management) - hybrid schedule, Wayne, PA
Hiring hybrid in Wayne, PA: Senior Client Service Associate for a growing wealth management firm managing more than $700 million in assets. This role supports a team of advisors serving high-net-worth individuals and businesses and is ideal for a client-focused professional with 3+ years of experience in wealth management, an RIA, or broker-dealer environment. Responsibilities include client onboarding, account administration, ACATs, money movement, advisor support, financial planning support, CRM management, and operational processing. Series 7 and 63 licenses are preferred. Experience with Salesforce, eMoney, and high-net-worth clients is highly desirable. Series 24 or ability to obtain is a plus. Hybrid schedule (3 days in office), outstanding leadership, strong mentorship, excellent benefits, 401(k) with match, bonus opportunity, and long-term career growth. Compensation range: $75,000 to $90,000 DOE plus bonus. Please reference job #RES26-523.
Junior Financial Advisor (Associate Financial Advisor) - wealth management - New Berlin, WI
Hiring in New Berlin, Wisconsin: Junior Financial Advisor (Associate Financial Advisor) for a well-established wealth management firm. Please note: Client Service Associates with long-term aspirations to become Financial Advisors are encouraged to apply. This is not a sales or prospecting role, the focus is on servicing existing client relationships while supporting senior advisors with financial planning and investment services. Excellent opportunity for someone early in their advisory career looking for mentorship, hands-on client exposure, and long-term growth. Requires 1 to 3 years of wealth management experience and Series 65 or ability to obtain. CFP track preferred. Strong benefits, 401(k) match, PTO, parental leave, and collaborative team environment. Please email resume and compensation requirements. Job reference #RES26-522.
Lead Advisor/Senior Financial Planner (CFP or in progress) - RIA/broker-dealer - Avon, CT
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.
VP or AVP (doe), Trust Operations - trust accounting, cash processing, settlement - on-site, Houston, TX
Hiring in-office in Houston, TX: AVP or VP (DOE), Trust Operations for a large, independent trust company known for personalized service to high-net-worth individuals and multigenerational families. The VP or AVP is a key member of the Operations & Middle Office team and works with daily cash processing and settlement. Candidates should have 2-10 years of trust operations experience and background in accounting, balancing, and reconciliation. Familiarity with a trust accounting system (GWES experience is a big plus) and must be proficient with traditional Microsoft Office programs (Word, Excel, etc.) Excellent career growth opportunity with highly respected firm. Salary range $70k-$95k depending on experience, plus comprehensive benefits package and short- and long-term incentive programs. Reference job #RES26-514.
Marketing Manager (fintech firm) - hybrid, midtown NYC office
Hiring hybrid NYC: Marketing Manager (Fintech) for a fast-growing fintech firm that helps financial institutions create and manage custom investment indexes supporting ETFs and structured products. This is a highly visible, hands-on role responsible for elevating brand, driving campaigns, and building a scalable marketing function. Responsibilities include developing and executing targeted marketing campaigns aligned with sales priorities, managing outbound and inbound marketing efforts, creating content (emails, landing pages, white papers, newsletters), overseeing LinkedIn and website strategy, optimizing SEO and paid campaigns, and supporting sales enablement and events. Will work closely with Sales, Product, and Client Service teams. Requires 3 to 7 years of B2B marketing experience within fintech or financial services, hands-on experience with Salesforce Marketing Cloud, strong outbound and inbound marketing skills, and experience with tools such as Google Analytics, WordPress, Figma or Canva. Experience targeting asset managers, banks, ETF issuers, hedge funds, insurance companies, private banks, RIAs, or similar is a plus. Hybrid 3 days in office NYC Midtown. Salary $130K to $150K plus equity participation. Please reference job #RES26-521.
Client Service Associate (Wealth Management) - on-site - Galleria area, Houston, TX
Client Service Associate (RIA) | Houston, TX (Galleria area, On-site) | Wealth Management | Salary $80k to $100k doe, plus bonus. Our client is a boutique, fee-only wealth management firm overseeing over $850 million in assets, known for its high-touch service and strong client relationships, primarily serving retirees. This is a highly visible, client-facing role supporting advisors and handling day-to-day operations including account opening, ACAT transfers, money movement (wires, ACH, distributions, RMDs), trade processing under advisor direction, and maintaining accurate client records. You will work closely with an experienced Director of Operations and gain hands-on exposure across all aspects of client service. Seeking 3 to 10 years of experience supporting financial advisors, strong communication skills, attention to detail, and comfort with CRM and custodian platforms. Schwab platform experience is a plus. The firm offers a collaborative, team-oriented, and family-style culture, along with a competitive base, bonus, 401(k) with match, strong benefits, generous PTO, and real long-term growth. Please reference job #RES26-520.
Client Service Associate (Wealth Management) - hybrid - North Barrington, IL
Hiring hybrid in North Barrington, IL: Client Service Associate (Wealth Management) for a nationally recognized financial services firm with over 100 locations and more than $72 billion in client assets. This role supports financial advisors and clients by managing account activity, coordinating client service needs, and delivering a high-quality client experience. Expected schedule 4 days in office 8-4:30 and 1 day remote. The CSA serves as a primary client contact, supporting financial planning efforts through data gathering and documentation, assisting with account opening and maintenance, managing CRM updates and follow-ups, and supporting operational workflows including billing, compliance, and custodial coordination as well as administrative support, i.e. answering phones, scanning, etc. The ideal candidate has 2+ years of wealth management client service or operations experience supporting financial advisors, strong communication skills, high attention to detail, and a client-first mindset. Experience with Pershing NetX360, NetX360+, Pershing X, Wove, or similar platforms is a plus. Compensation $65k to $85k DOE plus bonus and full benefits including 401k with match, health, dental, vision, FSA, and generous PTO. Strong opportunity for growth in a collaborative, team-oriented environment. Job #RES26-519.
Trust Advisor and Senior Trust Advisor - thriving trust company in Anchorage, Alaska - relo assistance provided
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. Job reference #RES25-442.
Account Executive (Fintech/SaaS sales) - hybrid, NYC or Baltimore office
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. Please reference job #RES26-507.
Senior Wealth Advisor (RIA/Family Office) - hybrid in Florham Park, NJ
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. Reference job# RES26-503.
Interested in applying for these or our other job openings?
Upload or Email your resume to:
elisa.sheftic@rightexecutivesearch.com