Career Opportunities

Looking for a new job?

Let Financial Headhunters Services help you in finding your next career opportunity. It doesn’t matter if you’re looking to move up the career ladder or to find a more challenging position.

  • Employee Benefits / Retirement Plans
  • Personal Trust / Estates / Private Banking
  • Securities Processing / Operations / Systems
  • Recordkeeping / Allocations / Conversions
  • Investments / Portfolio Management
  • Sales / Marketing
  • Pension Analysts / Administrators
  • Corporate Trust
  • Financial Planning Professionals
  • Tax Compliance/Planning/Analysis
  • Wealth Management Advisors
  • Management

You can trust Financial Headhunters Services to protect your information. We do not mass-mail your resume to prospective employers. Instead, we focus on finding the right job for you. If something opens up that you’re a good match for, we’ll let you know. We also assign one counselor as your contact throughout the process. You will never have to worry about dozens of recruiters bothering you or potentially leaking your sensitive information.

Most importantly, it does not cost you anything to be represented by Financial Headhunters Services. All fees are employer-paid, so you have nothing to lose. Let us help you find your next position in the Trust and Wealth Management industries.

Financial Headhunters Services can assist you in your job search. No matter your area of expertise in the Trust and Wealth Management industries, we can help find the job you’re looking for.

#2120: Manager Retirement Plan Administration – Dallas/Fort Worth, TX. Due to continued success and growth, a TPA is adding a new manager to their team. The position is responsible for managing a staff of Consultants and Coordinators in the delivery of excellent client service to plan sponsors, in all aspects of retirement plan services. The Manager will lead the staff in maintaining service standards and an environment that promotes achievement and professional growth. The manager will assume a book of audit-level DC plans (10 -15), along with directing the daily activity of an experienced staff. We seek a +10-year professional with the QKA or QPA designation and prior supervisory experience. The company offers an above-market base salary, comprehensive employee benefits, and relocation assistance is available.

Submit ResumeMore info.


#2119: Sr. Retirement Plan Administrator – Remote position. Join a large TPA serving over 1,000 retirement plan sponsors in the on-going administration of defined contribution plans. The Sr. Administrator will complete the annual compliance tests, reconcile plan assets and prepare IRS form 5500. Work closely with the assigned plan sponsors to provide consulting and plan design insights. Excellent opportunities for internal growth and promotions. We are seeking a five to 10 year plan administrator, with either the QKA or QPA and experience using FT Williams, Relius or DAITAIR software. The company offers a strong base salary and revenue sharing, along with excellent employee benefits.

Submit ResumeMore info.


#2109: Director of Institutional Consulting - St. Louis, MO. Join a dynamic and rapidly expanding fiduciary in directing the institutional consulting services that assist retirement plan sponsors in adopting industry “Best Practices”. The Director reports to the CEO and will manage the workflow of three consultants. The company provides comprehensive, total retirement plan solutions. The consulting team will provide:

  • Comprehensive annual plan reviews to help the employers monitor their plans’ successes.
  • On-going Investment Manager due diligence and educating plan participants on investment options and plan features.
  • Investment policy development and strategic asset allocation recommendations.
  • Fee benchmarking and investment reporting.
  • Investment Committee education.
  • A process designed to increase the quality of investment choices, lowering of plan fees, and improving the plan administration and service.

We seek a professional with 10+ years of experience in institutional consulting, along with the CIMA, AIF, QPA or RPA designations. The ideal candidate will demonstrate:

  • Strong expertise in dealing with retirement plan sponsors, interpreting plan documents, assessing a variety of fund options, and overall knowledge of the financial markets.
  • Strong leadership skills, with the ability to guide the consulting team on industry knowledge, team priorities, client service standards, operational efficiencies, and industry trends.
  • Considerable experience communicating with and presenting to Retirement Plan Committees.
  • Ability to oversee plan conversions/mergers from beginning to end, interpret ADP/ACP testing results, and review the implications of “auto-plan” features.
  • Strong knowledge of legislative rules and guidelines.
  • Excellent written and verbal communication skills.
  • Prior Defined Benefit plan and/or foundation client experience would be a plus.

The company offers a six-figure base salary, a bonus program, safe harbor 401k, medical, vision, dental, charitable giving program and relocation assistance is available.

Submit ResumeMore info.


# 2107: Retirement Plan Compliance & DB/DC Combo Plan Administration – Remote. A large, privately held TPA, serving over 750 retirement plans, is seeking an ERISA/DOL Compliance professional to perform peer-to-peer reviews, perform plan audits and be a subject-matter expert for related ERISA/DOL questions.

  • Duties include verifying allocation of contributions for cross-tested plans and for the 401(k) control group determinations.
  • The Analyst will be involved with mergers and acquisition analysis for existing clients.
  • The Analyst will also work closely with an actuary and perform the processing for a small book of DB/DC combo plans.
  • The candidate will need 10 plus years of ERISA compliance experience and strong knowledge of overall ERISA/DOL regulations.
  • QKA or QPA designation desired.
  • Prior experience using Relius Administration, FT Williams Documents, or PensionPlan is a plus.
  • The company will provide an excellent base salary, an annual bonus plan and a Safe Harbor 401(k) plan.

Submit ResumeMore info.


#2106: Retirement Plan Account Manager - Remote serving West Coast clients. Serving qualified plans including 401(k) and 403(b), in a fast paced, team environment. The position requires a thorough knowledge of ERISA & DOL regulations and full annual non-discrimination testing. The account manager will advise plan sponsors regarding plan design options, allocate contributions, perform the reconciliation of trust assets, and prepare IRS 5500 forms.

  • Seeking candidates with five plus years of administrative experience, located in PST, MST or CST time zones to effectively serve these accounts.
  • Prior experience using Relius Administration software and/or FT Williams Government forms.
  • QKA or QPA designation preferred.

Submit ResumeMore info.


#2103: Retirement Plan Compliance & Document Specialist – Remote position. Working with a TPA serving qualified retirement plans including 401(k), 403(b), 457, Cash Balance, Profit Sharing and Money Purchase plans. Reporting to a senior manager, the Specialist will review and approve new and existing retirement plans to ensure full compliance with ERISA regulations. The position will provide research and consulting relating to ERISA compliance, as requested by relationships managers, new business officers and retirement plan administrators.

  • Seeking candidates with five to fifteen years in retirement plan administration, reviewing plan documents and having advanced knowledge of ERISA/DOL regulations.
  • Prior ERISA compliance, internal peer review or auditing experience desired.
  • Must be able to multi-task and prioritize to meet critical deadlines.
  • Generate plan documents, plan restatements and plan termination documents.
  • Review draft plan documents with new business officers and relationship managers.
  • Work closely with others in compliance for document review finalization.
  • Prior experience using Relius Documents and/or Pension Pal desired.

Submit ResumeMore info.


#2102: Retirement Plan Administrator – Remote position. Join a rapidly growing, well established, multi-office third-party administrative firm in their plan administration group. The retirement plan administrator will review plan documents and plan amendments, review plan valuations and work closely with relationship managers regarding complex retirement cases. The position will also participate in peer review and provide guidance in areas of compliance testing, as well as IRS/DOL audits.

  • Seeking candidates with a minimum of four years of retirement plan administration.
  • Prepare annual compliance testing, IRS 5500 forms and complete annual valuation reports.
  • Review plan contribution activity and annually reconcile plan assets and loans.
  • Review plans for DOL & IRS compliance.
  • Having prior experience using Relius software a plus.
  • QKA or QPA designation is desired.
  • Company offers a strong base salary, a bonus program paid monthly, and comprehensive employee benefits.

Submit ResumeMore info.


#2004: Retirement Plan Administrator – Greater Pittsburgh, PA. Work for an established TPA firm that services the small to mid-size retirement plan market. Prepare and execute qualified plan documents, maintain participant records, prepare form 5500 and complete annual non-discrimination testing. We are seeking a 2 to 10-year retirement plan administrator, and QPA and QKA preferred. The company will offer a strong base salary, annual bonus plan, comprehensive employee benefits and relocation assistance is available.

Submit ResumeMore info.


#2003: Retirement Plan Administrator – E. Iowa. Join a growing and progressive company in providing retirement plan administration services. The position will be responsible for 50 – 70 plans and will review plan design for possible changes to recommend to plan sponsors. This will include defined contribution plans (profit sharing, money purchase, age-weighted) and cash balance plans. Reconcile and audit plans in a mostly daily recordkeeping. Ensure compliance with IRS and DOL regulations (i.e. ADP, ACP, 415, 404, Top Heavy, form 5500, Plan Audits). Download, convert, and utilize employer's census records and investment company data into Relius recordkeeping system. We are seeking a retirement plan professional with at least three to five years of experience (more is preferred). Prior experience with Relius or having the QKA is a plus. They have a strong base salary (there is a wide range), comprehensive employee benefits and relocation assistance.

Submit ResumeMore info.


#1845: Sr. Actuary – Work remotely from home – no relocation necessary. A large retirement plan actuarial firm seeks an actuarial expert to manage client relationships and oversee, mentor and guide junior staff. Serve as the lead actuary for private and public sector defined benefit pension plans and cash-balance plans. Interface with plan sponsors and advisors to discuss annual compliance needs. We are seeking an Enrolled Actuary with at least five years (more is preferred) of pension benefit/actuarial experience. Strong analytical, problem-solving and math skills and the leadership skills to lead junior staff members. Experience using DATAIR, FT Williams, and/or Winklevoss ProVal would be a plus. The company offers six-figure base salary, bonus plan, home office equipment to be a remote employee and comprehensive employee benefits.

Submit ResumeMore info.

#2122: VP Manager Personal Trust – Minneapolis, MN. Join a fast-growing fiduciary provider of directed trust services. Reporting to Sr. Manager of Wealth Management, the Personal Trust Manager will supervise one personal trust administrator and one assistant administrator.

DUTIES:

  • The Manager will serve as a primary administrator for their trust relationships.
  • Lead the development and execution of long-term growth strategies for the personal trust business line and promote a business development/sales culture.
  • Manage all personal trust department activities for compliance including the account review process.
  • Serve as member of the Trust Officers’ Group, Trust Administration Review Group and the Fee and Acceptance Group.
  • Serve as a member and drive the annual Trust Investment Committee to review and approve delegated investment authority.

QUALIFICATIONS:

  • Bachelor’s degree required and CTFA or CFP® preferred.
  • Eight-to-fifteen years of broad personal trust administration experience, along with strong, demonstrated leadership and supervisory experience.
  • Excellent communication skills, both oral and written.
  • Ability to prioritize and organize job responsibilities and work independently.

COMPANY OFFERS:

  • Six-figure base salary, a discretionary bonus & incentive plan.
  • Medical Insurance, Health Saving Account, Vision & Dental insurance
  • Life Insurance, 401(k), Safe Harbor and Profit-Sharing plan.

Submit ResumeMore info.


#2111: VP / Asst. VP Personal Trust Officer - Florida Panhandle. Be a part of the proud history of a premier trust company serving the fiduciary needs of clients with a team of trust and wealth management experts all working together to meet the clients’ goals. Reporting to the Sr. VP Manager Trust Administration, the personal trust officer will assume an existing book of revocable, irrevocable, and special needs trusts, as well as investment management accounts and estates.

Duties include:

  • Meeting with trust clients on a regular basis and perform monthly account reviews.
  • Coordinate efforts with the portfolio managers in establishing investment objectives.
  • Work with outside advisors reviewing estate planning documents and tax issues
  • Make account discretionary distributions in accordance with legal documents
  • Remain current with federal, state and tax laws pertaining to fiduciary and estate planning duties
  • Represent the firm in business and community activities.

We are looking for a two-to-15-year personal trust professional with a passion for serving their clients.

  • Additional designations, such as CTFA, CFP, JD, or CPA desired.
  • Experience using AddVantage trust accounting platform is a plus.
  • The company offers a strong base salary, new business incentive plan, company bonus, excellent employee benefits and relocation assistance is available.

Submit ResumeMore info.


#2012: Sr. Trust Officer – North Dakota. The senior trust officer will provide daily account administration for the assigned personal trusts, estates, and real asset accounts and have regular client contact. Duties include monitoring daily activity, tracking asset transfers, income and principal balances and performing the annual trust reviews. The senior officer will participate in the department’s investment committee and will participate in an officer call program to be responsive to outside CPAs and attorneys. The company is looking for a 10-to-20-year fiduciary professional, with a either the CTFA or CFP® designation. Previous experience with real assets, mineral rights or oil/gas is a plus. The company offers a six-figure base salary, annual bonus plan, comprehensive employee benefits and relocation assistance.

Submit ResumeMore info.


#2011: Trust Officer – North Dakota. Be part of a growing wealth management team as a personal trust officer administering trusts, estates, investment agencies and IRAs. Ensure all trust accounts are in accordance with company policies and state laws. Participate in the investment committee in determining the department’s asset allocation strategies and interact with outside third-party professionals, such as attorneys, CPAs and community leaders. The company is looking for a two-to- five-year trust professional with an undergraduate degree. The CTFA designation or CFP® designation is a plus. The company offers an above-market base salary, a company bonus program, two retirement programs and comprehensive employee benefits. Relocation assistance is available.

Submit ResumeMore info.


#2001: Trust Administrator - Newark/Wilmington, DE. Working closely with senior trust officers, the administrator is responsible for maintaining a working knowledge of all high-net-worth client accounts, opening and closing of accounts, and the proper use of the trust accounting system. Additional duties include monitoring cash-flow requirements and preparing reports for clients and trust officers. The administrator will have good visibility to senior management and long-term career opportunities exist. We are seeking a trust professional with at least three to seven years of trust administrative or operations experience, along with an undergraduate degree. Having the CTFA, or CFP® designation (or in process) is a plus. The company offers an excellent salary, and strong employee benefits.

Submit ResumeMore info.

#2023: Senior Personal Trust Officer – CTFA/CFP® preferred. El Paso, TX Join a community oriented financial institution that understands “Banking” is all about emphasizing superior customer service and exceeding customers’ expectations. The local economy continues to be strong with outstanding tourism, commerce, federal government and military employment.

The responsibilities for the senior trust officer will include communicating with clients, agencies, advisors, and internal personnel on the laws and options concerning trusts and estate matters. This position has an integral role in assisting clients with financial decisions that have an impact both professionally and personally.

  • Supervise daily activities for three trust professionals and report directly to a senior manager.
  • Provide daily account administration and regular client contact for the assigned personal trusts, estates, and real asset accounts.
  • Monitor daily activity, tracking asset transfers, income and principal balances.
  • Perform the annual trust reviews.
  • Senior Trust Officer will participate in an officer calling program for outside CPAs and attorneys.

The company is looking for:

  • 5 to 15 - year trust/fiduciary professional
  • Prior experience administering Elder Care or Special Needs trusts is a plus
  • CTFA or CFP® designation preferred

The company offers:

  • Outstanding base salary
  • Annual discretionary bonus plan
  • Comprehensive employee benefits
  • Relocation assistance

Submit ResumeMore info.


#2018: Asst. Vice President Trust Operations (3 years’ minimum experience) – Houston, TX. A Houston fiduciary services company providing fiduciary and custodial services tax planning and investment management for high-net-worth families. The firm is a privately held, non-deposit trust company that, as a true fiduciary, specializes in the transition of assets across generations, assisting families and individuals with estate and trust administration. The trust operations officer will play a key role in the overall client experience.

Working closely with Trust Officers and other senior managers, the duties include:

  • Use the SEI trust accounting system to deliver quality client services
  • Perform monthly fee analysis, and processing monthly macro posting of fees to accounts
  • Perform monthly tax transaction analysis and resolve issues with tax reporting system
  • Process tax forms 1098, 1099, 1099R, and 5498 using OneSource Trust Tax
  • Create asset allocation reports and coordinate projects involving extensive Excel use

The company is looking for:

  • Three to ten years of prior trust or investment operations experience in trust or an RIA
  • Strong Excel skills to include ability to query & sort data, create & run macros
  • Prior experience using tax reporting software: OneSource, TrustTax or Wall Street Concepts
  • Prior experience using SEI Trust 3000 desired
  • Undergraduate degree preferred
  • CTFA or CFP® designation (or in process) is a plus.

The company offers:

  • Outstanding compensation plan ($60,000 to $80,000)
  • Annual discretionary bonus plan
  • Profit Sharing & 401(k) retirement plan
  • Comprehensive employee benefits

Submit ResumeMore info


#2016: Asst. Vice President Trust Operations – Houston, TX A Houston fiduciary services company providing fiduciary and custodial services, tax planning and investment management for high-net-worth families. The firm is a privately held, non-deposit trust company that, as a true fiduciary, specializes in the transition of assets across generations, assisting families and individuals with estate and trust administration.

The trust operations officer will play a key role in the overall client experience. Working closely with Trust Officers and other senior managers, the duties include:

  • Use the SEI trust accounting system to deliver quality client services
  • Process cash receipts, wire transfers, and the free receipt and delivery of trust assets
  • Enter oil and gas transactions to client accounts, coordinating with third-party processor
  • Complete daily processes, and reconcile trade settlement reports with third-party processor
  • Oversee note receivables, as well as posting regular loan payments to client accounts
  • Assist in the preparation and review of quarterly account statements

The company is looking for:

  • Three to ten years of prior trust or investment operations experience in trust or an RIA
  • Prior experience using SEI Trust 3000 desired
  • Undergraduate degree preferred
  • CTFA or CFP® designation (or in process) is a plus.

The company offers:

  • Outstanding compensation plan ($60,000 to $80,000)
  • Annual discretionary bonus plan
  • Profit Sharing and 401(k) plans
  • Comprehensive employee benefits

Submit ResumeMore info


#2008: Portfolio Administrator/Operations Analyst – Portland, OR. A dynamic wealth management firm with over $300 million in AUM, seeks a portfolio administrator to join their team. Daily tasks include reconciling the client holdings with its custodian/accounting records, and trading activity with the Depository Trust Company (DTC). Portfolio administrator will also compile reports for executives, clients, and portfolio managers; check the performance of funds, and create monthly reports. The portfolio administrator is responsible for the processing of equity and fixed income trades. We seek a professional with a minimum of five years (more is preferred) experience using Advent AXYS® software system and the desire to grow with the firm and assume additional responsibilities in the future. The firm offers a very attractive compensation package, that includes employee benefits, a bonus program and relocation assistance is available.

Submit ResumeMore info


#2007: Sr. Portfolio Administrator – Seattle, WA. Join a premier fee-only investment practice serving individuals, trusts, foundations and corporations. As part of this dynamic group, the portfolio administrator will work closely with wealth advisors and will calculate the daily cash balances to ensure investment of excess balances, process withdrawals, deposits and transfers to ensure that all accounts traded accurately and efficiently. Collaborate with trading, management and investment specialists to determine error sources and reinstate accounts at appropriate performance levels. Prior experience using Tamarac's Advisor View or Advisor Rebalancing a plus. The company offers an excellent base salary, an annual bonus program, comprehensive benefits - major medical, a flex spending account and a 401(k). Relocation assistance available.

Submit ResumeMore info


#1904: Wealth Management – Investment Associate – No. Suburbs-Chicago, IL. Work closely with the principals of this well-respected RIA, serving the investment and wealth needs of high-net-worth individuals. The Wealth Associate will assist in setting the asset allocation of discretionary portfolios, and placing the trades for mutual funds, ETFs, and individual securities. The Associate will also perform due diligence on outside money managers and prepare financial plans using E-Money software. There will be opportunities to assist and participate in client meetings. We are interested in candidates with five plus years working in an RIA and having strong Excel skills, and a CFP® desired. The company has an above-market base salary and long-term career opportunities.

Submit ResumeMore info.


#1850: Sr. Tax Planning Strategist - Chicago, IL. A multi-state wealth management firm seeks an experienced tax professional to manage unique tax-planning needs for high-net-worth families. The position will interface with Wealth Advisors and clients in presenting tax strategies. The senior tax strategist will mentor junior tax analysts in providing tax planning needs for HNW clients, including providing advice on cash-flow and tax planning. The group prepares in excess of 700 tax returns annually. We are seeking a ten-year tax professional, with experience preparing individual and small business tax returns. The CPA designation is required (or EA), and MS-Tax is preferred. The company offers a six-figure base salary, plus up to 20% bonus plan, comprehensive employee benefits and strong career opportunities.

Submit ResumeMore info.

#2120: Manager Retirement Plan Administration – Dallas/Fort Worth, TX. Due to continued success and growth, a TPA is adding a new manager to their team. The position is responsible for managing a staff of Consultants and Coordinators in the delivery of excellent client service to plan sponsors, in all aspects of retirement plan services. The Manager will lead the staff in maintaining service standards and an environment that promotes achievement and professional growth. The manager will assume a book of audit-level DC plans (10 -15), along with directing the daily activity of an experienced staff. We seek a +10-year professional with the QKA or QPA designation and prior supervisory experience. The company offers an above-market base salary, comprehensive employee benefits, and relocation assistance is available.

Submit ResumeMore info.


#2119: Sr. Retirement Plan Administrator – Remote position. Join a large TPA serving over 1,000 retirement plan sponsors in the on-going administration of defined contribution plans. The Sr. Administrator will complete the annual compliance tests, reconcile plan assets and prepare IRS form 5500. Work closely with the assigned plan sponsors to provide consulting and plan design insights. Excellent opportunities for internal growth and promotions. We are seeking a five to 10 year plan administrator, with either the QKA or QPA and experience using FT Williams, Relius or DAITAIR software. The company offers a strong base salary and revenue sharing, along with excellent employee benefits.

Submit ResumeMore info.


# 2107: Retirement Plan Compliance & DB/DC Combo Plan Administration – Remote. A large, privately held TPA, serving over 750 retirement plans, is seeking an ERISA/DOL Compliance professional to perform peer-to-peer reviews, perform plan audits and be a subject-matter expert for related ERISA/DOL questions.

  • Duties include verifying allocation of contributions for cross-tested plans and for the 401(k) control group determinations.
  • The Analyst will be involved with mergers and acquisition analysis for existing clients.
  • The Analyst will also work closely with an actuary and perform the processing for a small book of DB/DC combo plans.
  • The candidate will need 10 plus years of ERISA compliance experience and strong knowledge of overall ERISA/DOL regulations.
  • QKA or QPA designation desired.
  • Prior experience using Relius Administration, FT Williams Documents, or PensionPlan is a plus.
  • The company will provide an excellent base salary, an annual bonus plan and a Safe Harbor 401(k) plan.

Submit ResumeMore info.


#2106: Retirement Plan Account Manager - Remote serving West Coast clients. Serving qualified plans including 401(k) and 403(b), in a fast paced, team environment. The position requires a thorough knowledge of ERISA & DOL regulations and full annual non-discrimination testing. The account manager will advise plan sponsors regarding plan design options, allocate contributions, perform the reconciliation of trust assets, and prepare IRS 5500 forms.

  • Seeking candidates with five plus years of administrative experience, located in PST, MST or CST time zones to effectively serve these accounts.
  • Prior experience using Relius Administration software and/or FT Williams Government forms.
  • QKA or QPA designation preferred.

Submit ResumeMore info.


#2103: Retirement Plan Compliance & Document Specialist – Remote position. Working with a TPA serving qualified retirement plans including 401(k), 403(b), 457, Cash Balance, Profit Sharing and Money Purchase plans. Reporting to a senior manager, the Specialist will review and approve new and existing retirement plans to ensure full compliance with ERISA regulations. The position will provide research and consulting relating to ERISA compliance, as requested by relationships managers, new business officers and retirement plan administrators.

  • Seeking candidates with five to fifteen years in retirement plan administration, reviewing plan documents and having advanced knowledge of ERISA/DOL regulations.
  • Prior ERISA compliance, internal peer review or auditing experience desired.
  • Must be able to multi-task and prioritize to meet critical deadlines.
  • Generate plan documents, plan restatements and plan termination documents.
  • Review draft plan documents with new business officers and relationship managers.
  • Work closely with others in compliance for document review finalization.
  • Prior experience using Relius Documents and/or Pension Pal desired.

Submit ResumeMore info.


#2102: Retirement Plan Administrator – Remote position. Join a rapidly growing, well established, multi-office third-party administrative firm in their plan administration group. The retirement plan administrator will review plan documents and plan amendments, review plan valuations and work closely with relationship managers regarding complex retirement cases. The position will also participate in peer review and provide guidance in areas of compliance testing, as well as IRS/DOL audits.

  • Seeking candidates with a minimum of four years of retirement plan administration.
  • Prepare annual compliance testing, IRS 5500 forms and complete annual valuation reports.
  • Review plan contribution activity and annually reconcile plan assets and loans.
  • Review plans for DOL & IRS compliance.
  • Having prior experience using Relius software a plus.
  • QKA or QPA designation is desired.
  • Company offers a strong base salary, a bonus program paid monthly, and comprehensive employee benefits.

Submit ResumeMore info.


#2004: Retirement Plan Administrator – Greater Pittsburgh, PA. Work for an established TPA firm that services the small to mid-size retirement plan market. Prepare and execute qualified plan documents, maintain participant records, prepare form 5500 and complete annual non-discrimination testing. We are seeking a 2 to 10-year retirement plan administrator, and QPA and QKA preferred. The company will offer a strong base salary, annual bonus plan, comprehensive employee benefits and relocation assistance is available.

Submit ResumeMore info.


#2003: Retirement Plan Administrator – E. Iowa. Join a growing and progressive company in providing retirement plan administration services. The position will be responsible for 50 – 70 plans and will review plan design for possible changes to recommend to plan sponsors. This will include defined contribution plans (profit sharing, money purchase, age-weighted) and cash balance plans. Reconcile and audit plans in a mostly daily recordkeeping. Ensure compliance with IRS and DOL regulations (i.e. ADP, ACP, 415, 404, Top Heavy, form 5500, Plan Audits). Download, convert, and utilize employer's census records and investment company data into Relius recordkeeping system. We are seeking a retirement plan professional with at least three to five years of experience (more is preferred). Prior experience with Relius or having the QKA is a plus. They have a strong base salary (there is a wide range), comprehensive employee benefits and relocation assistance.

Submit ResumeMore info.


#1845: Sr. Actuary – Work remotely from home – no relocation necessary. A large retirement plan actuarial firm seeks an actuarial expert to manage client relationships and oversee, mentor and guide junior staff. Serve as the lead actuary for private and public sector defined benefit pension plans and cash-balance plans. Interface with plan sponsors and advisors to discuss annual compliance needs. We are seeking an Enrolled Actuary with at least five years (more is preferred) of pension benefit/actuarial experience. Strong analytical, problem-solving and math skills and the leadership skills to lead junior staff members. Experience using DATAIR, FT Williams, and/or Winklevoss ProVal would be a plus. The company offers six-figure base salary, bonus plan, home office equipment to be a remote employee and comprehensive employee benefits.

Submit ResumeMore info.

#2123: Portfolio Manager CFA – Portland, OR. Be a valuable member of a prominent wealth management firm, providing investment management and trust advisory services to high-net-worth clients. Through a close relationship, the firm has direct responsibility for the clients’ assets and wealth planning. Working closely with the Chief Investment Officer, the PM will work to provide a consistently exceptional client experience. The PM will collaborate in financial planning with clients in defining their investment objectives, considering all goals and tax obligations. The PM will provide clients a broad understanding of major markets, asset classes and tax-efficient investing. The PM will also provide support to Trust Officers, and Wealth Managers.

DUTIES:

  • Provide security analysis for individual stocks, bonds, ETFs, and mutual funds.
  • Recommend and implement equity portfolio structure, including asset allocation.
  • Perform portfolio trading.
  • Experience using Morningstar, Tamarac RIA, Charles Schwab and TD Ameritrade Advisor Technology desired.

QUALIFICATIONS:

  • Bachelor’s degree in a business-related field and MBA preferred.
  • CFA strongly desired.
  • Three-to-ten years’ prior experience managing individualized portfolios.
  • Thorough knowledge of wealth management products and services.
  • Ability to anticipate client needs.

COMPANY OFFERS:

  • Strong base salary and incentive plan.
  • Comprehensive employee health benefits, life insurance, and disability insurance.
  • Target bonus and company 401(k) Profit Sharing.
  • Relocation assistance.

Submit ResumeMore info.


#2115: Team Leader & Sr. Wealth Advisor - Effingham/Mount Carmel, IL. (10+ years, CFP® or CFA.) A prominent, multi-state wealth management firm providing investment management and fiduciary advisory services for high-net-worth families and business owners. Through a close relationship, the firm has direct responsibility for the clients’ assets and wealth planning. Reporting to the CEO, the team leader will manage the wealth management unit serving high-net-worth clients and provide for a consistent and exceptional client experience. The Sr. Wealth Advisor will assist clients in defining their investment objectives and provide comprehensive financial plans considering all goals and tax obligations.

DUTIES:

  • Assess client's overall financial picture; understand their needs and develop a solid financial plan and portfolio strategy.
  • Prepare customized financial plans for clients and prospective clients.
  • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with internal partners to design, implement and manage their portfolios.
  • Assists in the development of complex and highly customized investment portfolios.
  • Develop asset allocations to meet clients' risk profile and time horizon.
  • Provide leadership within the team.
  • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings.
  • Educate internal business partners on current wealth management topics.

QUALIFICATIONS:

  • Bachelor’s degree in a business-related field and MBA preferred.
  • CFP® and/or CFA, strongly desired.
  • Ten plus years prior experience providing financial planning and wealth solutions for high-net-worth clients, along with staff management experience.
  • Thorough knowledge of wealth management products and services.
  • Ability to anticipate client needs.

COMPANY OFFERS:

  • Six-figure base salary and incentive plan.
  • Comprehensive employee health benefits, life insurance, and disability insurance.
  • Target bonus and company 401(k) Profit Sharing.
  • Relocation assistance.

Submit ResumeMore info.


#2114: Wealth Advisor (5 + years, CFP®) – Southeastern, IL. A full-service advisory and wealth management firm providing financial planning and investment management services for high-net-worth families. The firm is a true fiduciary, assisting families and individuals with retirement and estate planning services. The team is dedicated to putting the clients’ interests first and to helping them navigate their financial future. The Wealth Advisor serves as the firm’s primary point of contact for a select group of clients and is instrumental in introducing new business development opportunities to the firm. This is a critically important role in which you provide sound financial planning advice and counsel and work closely with all members of the team to exceed client expectations.

DUTIES:

  • Manage existing client relationships, including ongoing regular client contact and communications.
  • Implementation of financial plans, including a customized investment portfolio and coordination of estate planning, insurance, and tax strategies.
  • Work with the firm’s portfolio management team to incorporate clients’ investment strategies with their planning objectives.
  • Will review the financial plans with clients and update plans to kept abreast of any life-changing events.
  • Actively participate in the development of new business and networking opportunities with internal team members to meet team goals.

QUALIFICATIONS:

  • Minimum 5 to 10 years’ experience in wealth advisory services with a demonstrated ability to develop and manage existing client relationships and develop new business opportunities.
  • CFP® designation (or in process).
  • A self-motivated, highly driven, and entrepreneurial personality.
  • Proven ability to network with prospective clients and outside centers of influence.
  • A team player with strong coaching and leadership skills.

COMPANY OFFERS:

  • An above-market base salary.
  • Annual discretionary bonus plan.
  • Profit Sharing and 401(k) plans.
  • Comprehensive employee benefits.
  • Relocation assistance available.

Submit ResumeMore info.


#2105: Equity Analyst – Milwaukee, WI. (Five plus years’ experience, CFA). An investment firm with a philosophy that is based on fundamental, bottom-up approach to security selection with growth at a reasonable price (GARP). The approach focuses on identifying securities offering secular growth characteristics, strong financial bases, reasonable valuations, and downside risk, while maintaining a focus on the long-term potential of the securities in the portfolios. Providing clients with a more consistent return, with reduced volatility, encourages investors to maintain market exposure and stay invested for the long term.

DUTIES:

  • Maintain an extensive coverage list of companies in either the Technology or Healthcare sectors and monitor all the developments on those companies.
  • Review and interpret cash flow statements, income statements and balance sheets.
  • Develop various financial models to accurately reflect companies’ overall performances, as well as original valuation reports to help make sensible investment decisions.
  • Develop key industry themes and company due diligence.
  • Provide fundamental research on industry and individual companies and help generate timely and accurate investment recommendations.
  • Develop, maintain, and manage business contacts with management level, sell-side analysts, and investment community peers.
  • Participate in industry conferences, and on-site visits; gathering first-hand information and helping to enhance the investment process.

QUALIFICATIONS:

  • Bachelor’s degree in a business-related field and MBA preferred.
  • CFA and/or CFP® strongly desired.
  • Five-to-ten years’ prior experience covering Technology and/or Healthcare sectors.

COMPANY OFFERS:

  • Six figure base salary and company bonus plan.
  • Comprehensive employee health benefits, life insurance, and disability insurance.
  • Outstanding company profit sharing plan.
  • Relocation assistance.

Submit ResumeMore info.


#2021: VP - Portfolio Manager – Albuquerque, NM. A prominent wealth management firm providing investment management and trust advisory services for high-net-worth clients. Through a close relationship, the firm has direct responsibility for the clients’ assets and wealth planning.

Manage both model and individualized equity portfolios for high-net-worth clients, providing a consistently exceptional client experience. The PM will assist clients in defining their investment objectives, considering all goals and tax obligations. The PM will provide clients a broad understanding of major markets, asset classes and tax-efficient investing. The PM will also provide support to Trust Officers, and Wealth Managers.

DUTIES:

  • Portfolio management and client relationship for HNW client accounts
  • Recommend and implement equity portfolio structure, including asset allocation, and providing advice on concentrated equity positions
  • Perform investment due diligence for third-party money managers and maintain the approved investment listings for equities, mutual funds, and ETFs
  • Perform annual investment reviews and participate in business development activities
  • Perform investment research on individual securities, sectors and outside advisors
  • A member of investment committee

QUALIFICATIONS:

  • Bachelor’s degree in a business-related field
  • CFA and/or CFP® strongly desired
  • Five-to-fifteen years prior experience managing HNW clients’ portfolios
  • Thorough knowledge of wealth management products and services
  • Ability to anticipate client needs

COMPANY OFFERS:

  • Six figure base salary and incentive plan
  • Comprehensive employee health benefits, life insurance, and disability insurance
  • Company 401(k) Profit Sharing
  • Relocation assistance

Submit ResumeMore info.


#1904: Wealth Management – Investment Associate – No. Suburbs-Chicago, IL. Work closely with the principals of this well-respected RIA, serving the investment and wealth needs of high-net-worth individuals. The Wealth Associate will assist in setting the asset allocation of discretionary portfolios, and placing the trades for mutual funds, ETFs, and individual securities. The Associate will also perform due diligence on outside money managers and prepare financial plans using E-Money software. There will be opportunities to assist and participate in client meetings. We are interested in candidates with five plus years working in an RIA and having strong Excel skills, and a CFP® desired. The company has an above-market base salary and long-term career opportunities.

Submit ResumeMore info.

#2114: Wealth Advisor (5 + years, CFP®) – Southeastern, IL. A full-service advisory and wealth management firm providing financial planning and investment management services for high-net-worth families. The firm is a true fiduciary, assisting families and individuals with retirement and estate planning services. The team is dedicated to putting the clients’ interests first and to helping them navigate their financial future. The Wealth Advisor serves as the firm’s primary point of contact for a select group of clients and is instrumental in introducing new business development opportunities to the firm. This is a critically important role in which you provide sound financial planning advice and counsel and work closely with all members of the team to exceed client expectations.

DUTIES:

  • Manage existing client relationships, including ongoing regular client contact and communications.
  • Implementation of financial plans, including a customized investment portfolio and coordination of estate planning, insurance, and tax strategies.
  • Work with the firm’s portfolio management team to incorporate clients’ investment strategies with their planning objectives.
  • Will review the financial plans with clients and update plans to kept abreast of any life-changing events.
  • Actively participate in the development of new business and networking opportunities with internal team members to meet team goals.

QUALIFICATIONS:

  • Minimum 5 to 10 years’ experience in wealth advisory services with a demonstrated ability to develop and manage existing client relationships and develop new business opportunities.
  • CFP® designation (or in process).
  • A self-motivated, highly driven, and entrepreneurial personality.
  • Proven ability to network with prospective clients and outside centers of influence.
  • A team player with strong coaching and leadership skills.

COMPANY OFFERS:

  • An above-market base salary.
  • Annual discretionary bonus plan.
  • Profit Sharing and 401(k) plans.
  • Comprehensive employee benefits.
  • Relocation assistance available.

Submit ResumeMore info.


#2104: Internal 401(k) Sales Support – Remote position (2 yrs. Retirement Plan Admin. experience). Be a member of a quickly growing TPA serving qualified plan sponsors. The TPA works with the plan sponsors to ensure the ongoing accuracy of their qualified plan, minimizing the time the plan sponsor must devote to plan oversight, meet service and compliance deadlines, as well as coordinating with all necessary parties. The internal support sales team works closely with the new business sales officers in developing proposals for retirement plan administrative services, calculating pricing for custom administration services and assisting in the on-going sales process.

Duties include:

  • Preparing retirement plan illustrations for use during sales meetings.
  • Creating cash-balance illustrations for new and existing clients with assistance from an actuary.
  • Completing pricing for existing clients, and pre-pricing services for a prospective plan sponsor.
  • Managing the new business tracking spreadsheet and assisting in follow up contact post meeting.
  • Creating and assisting in the design of marketing materials and e-mails for events.

The company is looking for:

  • 2 to 4 years of prior retirement plan administration, or prior contract proposal development.
  • Prior experience assisting an independent sales force is a plus.
  • Strong customer services and interpersonal skills required.

The company offers:

  • Outstanding hourly wage
  • Annual discretionary bonus plan
  • Comprehensive employee benefits

Submit ResumeMore info.

#2120: Manager Retirement Plan Administration – Dallas/Fort Worth, TX. Due to continued success and growth, a TPA is adding a new manager to their team. The position is responsible for managing a staff of Consultants and Coordinators in the delivery of excellent client service to plan sponsors, in all aspects of retirement plan services. The Manager will lead the staff in maintaining service standards and an environment that promotes achievement and professional growth. The manager will assume a book of audit-level DC plans (10 -15), along with directing the daily activity of an experienced staff. We seek a +10-year professional with the QKA or QPA designation and prior supervisory experience. The company offers an above-market base salary, comprehensive employee benefits, and relocation assistance is available.

Submit ResumeMore info.


#2119: Sr. Retirement Plan Administrator – Remote position. Join a large TPA serving over 1,000 retirement plan sponsors in the on-going administration of defined contribution plans. The Sr. Administrator will complete the annual compliance tests, reconcile plan assets and prepare IRS form 5500. Work closely with the assigned plan sponsors to provide consulting and plan design insights. Excellent opportunities for internal growth and promotions. We are seeking a five to 10 year plan administrator, with either the QKA or QPA and experience using FT Williams, Relius or DAITAIR software. The company offers a strong base salary and revenue sharing, along with excellent employee benefits.

Submit ResumeMore info.


#2109: Director of Institutional Consulting - St. Louis, MO. Join a dynamic and rapidly expanding fiduciary in directing the institutional consulting services that assist retirement plan sponsors in adopting industry “Best Practices”. The Director reports to the CEO and will manage the workflow of three consultants. The company provides comprehensive, total retirement plan solutions. The consulting team will provide:

  • Comprehensive annual plan reviews to help the employers monitor their plans’ successes.
  • On-going Investment Manager due diligence and educating plan participants on investment options and plan features.li>
  • Investment policy development and strategic asset allocation recommendations.
  • Fee benchmarking and investment reporting.
  • Investment Committee education.
  • A process designed to increase the quality of investment choices, lowering of plan fees, and improving the plan administration and service.

We seek a professional with 10+ years of experience in institutional consulting, along with the CIMA, AIF, QPA or RPA designations. The ideal candidate will demonstrate:

  • Strong expertise in dealing with retirement plan sponsors, interpreting plan documents, assessing a variety of fund options, and overall knowledge of the financial markets.
  • Strong leadership skills, with the ability to guide the consulting team on industry knowledge, team priorities, client service standards, operational efficiencies, and industry trends.
  • Considerable experience communicating with and presenting to Retirement Plan Committees.
  • Ability to oversee plan conversions/mergers from beginning to end, interpret ADP/ACP testing results, and review the implications of “auto-plan” features.
  • Strong knowledge of legislative rules and guidelines.
  • Excellent written and verbal communication skills.
  • Prior Defined Benefit plan and/or foundation client experience would be a plus.

The company offers a six-figure base salary, a bonus program, safe harbor 401k, medical, vision, dental, charitable giving program and relocation assistance is available.

Submit ResumeMore info.


# 2107: Retirement Plan Compliance & DB/DC Combo Plan Administration – Remote. A large, privately held TPA, serving over 750 retirement plans, is seeking an ERISA/DOL Compliance professional to perform peer-to-peer reviews, perform plan audits and be a subject-matter expert for related ERISA/DOL questions.

  • Duties include verifying allocation of contributions for cross-tested plans and for the 401(k) control group determinations.
  • The Analyst will be involved with mergers and acquisition analysis for existing clients.
  • The Analyst will also work closely with an actuary and perform the processing for a small book of DB/DC combo plans.
  • The candidate will need 10 plus years of ERISA compliance experience and strong knowledge of overall ERISA/DOL regulations.
  • QKA or QPA designation desired.
  • Prior experience using Relius Administration, FT Williams Documents, or PensionPlan is a plus.
  • The company will provide an excellent base salary, an annual bonus plan and a Safe Harbor 401(k) plan.

Submit ResumeMore info.


#2106: Retirement Plan Account Manager - Remote serving West Coast clients. Serving qualified plans including 401(k) and 403(b), in a fast paced, team environment. The position requires a thorough knowledge of ERISA & DOL regulations and full annual non-discrimination testing. The account manager will advise plan sponsors regarding plan design options, allocate contributions, perform the reconciliation of trust assets, and prepare IRS 5500 forms.

  • Seeking candidates with five plus years of administrative experience, located in PST, MST or CST time zones to effectively serve these accounts.
  • Prior experience using Relius Administration software and/or FT Williams Government forms.
  • QKA or QPA designation preferred.

Submit ResumeMore info.


#2103: Retirement Plan Compliance & Document Specialist – Remote position. Working with a TPA serving qualified retirement plans including 401(k), 403(b), 457, Cash Balance, Profit Sharing and Money Purchase plans. Reporting to a senior manager, the Specialist will review and approve new and existing retirement plans to ensure full compliance with ERISA regulations. The position will provide research and consulting relating to ERISA compliance, as requested by relationships managers, new business officers and retirement plan administrators.

  • Seeking candidates with five to fifteen years in retirement plan administration, reviewing plan documents and having advanced knowledge of ERISA/DOL regulations.
  • Prior ERISA compliance, internal peer review or auditing experience desired.
  • Must be able to multi-task and prioritize to meet critical deadlines.
  • Generate plan documents, plan restatements and plan termination documents.
  • Review draft plan documents with new business officers and relationship managers.
  • Work closely with others in compliance for document review finalization.
  • Prior experience using Relius Documents and/or Pension Pal desired.

Submit ResumeMore info.


#2102: Pension Plan Administrator – Remote position. Join a rapidly growing, well established, multi-office third-party administrative firm in their plan administration group. The retirement plan administrator will review plan documents and plan amendments, review plan valuations and work closely with relationship managers regarding complex retirement cases. The position will also participate in peer review and provide guidance in areas of compliance testing, as well as IRS/DOL audits.

  • Seeking candidates with a minimum of four years of retirement plan administration.
  • Perform annual compliance testing, prepare IRS 5500 forms and complete annual valuation reports.
  • Review plan contribution activity and annually reconcile plan assets and loans.
  • Review all plans for DOL & IRS compliance.
  • Having experience using Relius software a plus.
  • QKA or QPA designation is desired.
  • Company offers a strong base salary, a bonus program paid monthly, and comprehensive employee benefits.

Submit ResumeMore info.


#2004: Retirement Plan Administrator – Greater Pittsburgh, PA. Work for an established TPA firm that services the small to mid-size retirement plan market. Prepare and execute qualified plan documents, maintain participant records, prepare form 5500 and complete annual non-discrimination testing. We are seeking a 2 to 10-year retirement plan administrator, and QPA and QKA preferred. The company will offer a strong base salary, annual bonus plan, comprehensive employee benefits and relocation assistance is available.

Submit ResumeMore info.


#1845: Sr. Actuary – Work remotely from home – no relocation necessary. A large retirement plan actuarial firm seeks an actuarial expert to manage client relationships and oversee, mentor and guide junior staff. Serve as the lead actuary for private and public sector defined benefit pension plans and cash-balance plans. Interface with plan sponsors and advisors to discuss annual compliance needs. We are seeking an Enrolled Actuary with at least five years (more is preferred) of pension benefit/actuarial experience. Strong analytical, problem-solving and math skills and the leadership skills to lead junior staff members. Experience using DATAIR, FT Williams, and/or Winklevoss ProVal would be a plus. The company offers six-figure base salary, bonus plan, home office equipment to be a remote employee and comprehensive employee benefits.

Submit ResumeMore info.

No available positions at this time. Please check back later.

#2116: Financial Planner/Tax Analyst – Houston, TX. (Five plus years, CPA). A prominent wealth management firm providing investment management and advisory services for ultra-high-net-worth clients. Through a close relationship, the firm has direct responsibility for the clients’ assets and wealth planning. The Analyst will work closely with Wealth Advisors in providing complex financial planning, portfolio management services and tax planning strategies.

DUTIES:

  • Analyze clients’ current tax liabilities for federal, state and estate taxes, and using tax planning software, provide tax planning strategies.
  • Implementation of financial plans including coordination of estate, and tax strategies
  • Review clients’ existing financial plans and prepare estimated tax payment vouchers for clients.
  • Work with the firm’s portfolio management team to incorporate clients’ investment strategies with their planning objectives and asset allocations.
  • Must demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources.

QUALIFICATIONS:

  • Bachelor’s degree in a business-related field and MBA preferred.
  • CPA certificate or Enrolled Agent, with five-to-ten years’ prior tax preparation experience, including 1040, 1040-ES, 1041 returns.
  • Thorough knowledge of wealth management products and services.
  • Ability to anticipate client needs.

COMPANY OFFERS:

  • Outstanding base salary and incentive plan
  • Comprehensive employee health benefits, life insurance, and disability insurance
  • Target bonus and company 401(k) Profit Sharing
  • Relocation assistance

Submit ResumeMore info.


#2113: Financial Planner & Fiduciary Tax Accountant - Nashville, TN. At this fee-only wealth management firm, financial planning is the engine behind the client experience. Work closely with wealth advisors to develop and implement wealth solutions for high-net-worth clients. After carefully reviewing the client’s status, develop plans and assist in presenting the investment recommendations and estate planning strategies to the client. The Planner will also be responsible for the preparation of 100 trust tax returns, 1040s, Estate and Gift tax returns. We are seeking a five-to-15-year professional, with either the CPA or Enrolled Agent designation or LLM Taxation, along with excellent attention to detail and strong interpersonal skills. The company offers a six-figure base salary and a company bonus plan, comprehensive employee benefits and relocation assistance is available.

Submit ResumeMore info.


#2112: Financial Planner & Associate Advisor – Columbia, MD. Work with a fee-only, wealth management firm providing comprehensive wealth plans for high-net-worth business owners, families, and individuals. Work closely with senior advisors ensure a superior client experience in the planning process. The planner will analyze the client’s existing financial status and make recommendations to minimize taxes, plan for retirement and long-term estate planning. We are looking for a two to four planner with experience using financial planning software, a CFP® holder or actively pursuing the CFP®. The position offers an excellent base salary, bonus plan and comprehensive health and welfare benefits.

Submit ResumeMore info.


#2110: Financial Planner – Milwaukee, WI. Join a growing investment management and financial planning firm serving high-net-worth individuals, families, and business owners. The Financial Planner is a crucial piece in the overall client experience. The Planner will meet with clients to gather crucial information to assess client goals and investment risk tolerance. The comprehensive plans will include cash and debt management, tax planning, retirement planning and investment recommendations. In conjunction with the wealth advisor, the Planner will present the findings and recommendations to the client. The Planner will work closely with wealth advisors in preparing for client meetings and tracking of meetings in client files. We are looking for CFP® or a candidate for the designation, with three to seven years of prior comprehensive planning with a RIA or other fiduciary. Experience using MoneyGuidePro and Redtail software is a plus. The company offers an above market base salary, discretionary bonus plan, Safe Harbor 401(k), excellent Health, Dental and Disability insurance.

Submit ResumeMore info.


#1920: Financial Planner – Houston, TX. Work with fee-only, wealth management advisors providing comprehensive wealth plans for high-net-worth business owners, families and individuals. The company has been serving clients for over fifteen years. The planner will analyze the client’s existing financial status and make recommendations to minimize taxes, plan for retirement and long-term estate planning. We are looking for a three (+) plus year planner with experience using planning software, having the CFP® or pursuing the designation. The position offers an excellent base salary, an above-market bonus plan and comprehensive employee benefits.

Submit ResumeMore info.


#1919: Financial Planning/Tax Analyst – Houston, TX. Be part of a dynamic, well-respected RIA serving ultra-high-net worth clients as fee-only advisors. The analyst will provide tax strategies and develop estimated tax payments using tax planning software. In addition, the analyst will review clients’ financial plans, as well as reviewing and organizing investment performance for investment committee review. Using Excel spreadsheets, the analyst will perform portfolio rebalancing as needed. We are seeking a five (+) year professional with prior 1040, 1040-ES, 1041 tax preparation experience. The EA or CPA designation desired. The company offers a base salary, a company bonus plan and very comprehensive employee benefits.

Submit ResumeMore info.

#2116: Financial Planner/Tax Analyst – Houston, TX. (Five plus years, CPA). A prominent wealth management firm providing investment management and advisory services for ultra-high-net-worth clients. Through a close relationship, the firm has direct responsibility for the clients’ assets and wealth planning. The Analyst will work closely with Wealth Advisors in providing complex financial planning, portfolio management services and tax planning strategies.

DUTIES:

  • Analyze clients’ current tax liabilities for federal, state and estate taxes, and using tax planning software, provide tax planning strategies.
  • Implementation of financial plans including coordination of estate, and tax strategies
  • Review clients’ existing financial plans and prepare estimated tax payment vouchers for clients.
  • Work with the firm’s portfolio management team to incorporate clients’ investment strategies with their planning objectives and asset allocations.
  • Must demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources.

QUALIFICATIONS:

  • Bachelor’s degree in a business-related field and MBA preferred.
  • CPA certificate or Enrolled Agent, with five-to-ten years’ prior tax preparation experience, including 1040, 1040-ES, 1041 returns.
  • Thorough knowledge of wealth management products and services.
  • Ability to anticipate client needs.

COMPANY OFFERS:

  • Outstanding base salary and incentive plan
  • Comprehensive employee health benefits, life insurance, and disability insurance
  • Target bonus and company 401(k) Profit Sharing
  • Relocation assistance

Submit ResumeMore info.


#2113: Financial Planner & Fiduciary Tax Accountant - Nashville, TN. At this fee-only wealth management firm, financial planning is the engine behind the client experience. Work closely with wealth advisors to develop and implement wealth solutions for high-net-worth clients. After carefully reviewing the client’s status, develop plans and assist in presenting the investment recommendations and estate planning strategies to the client. The Planner will also be responsible for the preparation of 100 trust tax returns, 1040s, Estate and Gift tax returns. We are seeking a five-to-15-year professional, with either the CPA or Enrolled Agent designation or LLM Taxation, along with excellent attention to detail and strong interpersonal skills. The company offers a six-figure base salary and a company bonus plan, comprehensive employee benefits and relocation assistance is available.

Submit ResumeMore info.


#1850: Sr. Tax Planning Strategist - Chicago, IL. A multi-state wealth management firm seeks an experienced tax professional to manage unique tax-planning needs for high-net-worth families. The position will interface with Wealth Advisors and clients in presenting tax strategies. The senior tax strategist will mentor junior tax analysts in providing tax planning needs for HNW clients, including providing advice on cash-flow and tax planning. The group prepares in excess of 700 tax returns annually. We are seeking a ten-year tax professional, with experience preparing individual and small business tax returns. The CPA designation is required (or EA), and MS-Tax is preferred. The company offers a six-figure base salary, plus up to 20% bonus plan, comprehensive employee benefits and strong career opportunities.

Submit ResumeMore info.

#2116: Financial Planner/Tax Analyst – Houston, TX. (Five plus years, CPA). A prominent wealth management firm providing investment management and advisory services for ultra-high-net-worth clients. Through a close relationship, the firm has direct responsibility for the clients’ assets and wealth planning. The Analyst will work closely with Wealth Advisors in providing complex financial planning, portfolio management services and tax planning strategies.

DUTIES:

  • Analyze clients’ current tax liabilities for federal, state and estate taxes, and using tax planning software, provide tax planning strategies.
  • Implementation of financial plans including coordination of estate, and tax strategies
  • Review clients’ existing financial plans and prepare estimated tax payment vouchers for clients.
  • Work with the firm’s portfolio management team to incorporate clients’ investment strategies with their planning objectives and asset allocations.
  • Must demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources.

QUALIFICATIONS:

  • Bachelor’s degree in a business-related field and MBA preferred.
  • CPA certificate or Enrolled Agent, with five-to-ten years’ prior tax preparation experience, including 1040, 1040-ES, 1041 returns.
  • Thorough knowledge of wealth management products and services.
  • Ability to anticipate client needs.

COMPANY OFFERS:

  • Outstanding base salary and incentive plan
  • Comprehensive employee health benefits, life insurance, and disability insurance
  • Target bonus and company 401(k) Profit Sharing
  • Relocation assistance

Submit ResumeMore info.


#2115: Team Leader & Sr. Wealth Advisor - Effingham/Mount Carmel, IL. (10+ years, CFP® or CFA.) A prominent, multi-state wealth management firm providing investment management and fiduciary advisory services for high-net-worth families and business owners. Through a close relationship, the firm has direct responsibility for the clients’ assets and wealth planning. Reporting to the CEO, the team leader will manage the wealth management unit serving high-net-worth clients and provide for a consistent and exceptional client experience. The Sr. Wealth Advisor will assist clients in defining their investment objectives and provide comprehensive financial plans considering all goals and tax obligations.

DUTIES:

  • Assess client's overall financial picture; understand their needs and develop a solid financial plan and portfolio strategy.
  • Prepare customized financial plans for clients and prospective clients.
  • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with internal partners to design, implement and manage their portfolios.
  • Assists in the development of complex and highly customized investment portfolios.
  • Develop asset allocations to meet clients' risk profile and time horizon.
  • Provide leadership within the team.
  • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings.
  • Educate internal business partners on current wealth management topics.

QUALIFICATIONS:

  • Bachelor’s degree in a business-related field and MBA preferred.
  • CFP® and/or CFA, strongly desired.
  • Ten plus years prior experience providing financial planning and wealth solutions for high-net-worth clients, along with staff management experience.
  • Thorough knowledge of wealth management products and services.
  • Ability to anticipate client needs.

COMPANY OFFERS:

  • Six-figure base salary and incentive plan.
  • Comprehensive employee health benefits, life insurance, and disability insurance.
  • Target bonus and company 401(k) Profit Sharing.
  • Relocation assistance.

Submit ResumeMore info.


#2114: Wealth Advisor (5 + years, CFP®) – Southeastern, IL. A full-service advisory and wealth management firm providing financial planning and investment management services for high-net-worth families. The firm is a true fiduciary, assisting families and individuals with retirement and estate planning services. The team is dedicated to putting the clients’ interests first and to helping them navigate their financial future. The Wealth Advisor serves as the firm’s primary point of contact for a select group of clients and is instrumental in introducing new business development opportunities to the firm. This is a critically important role in which you provide sound financial planning advice and counsel and work closely with all members of the team to exceed client expectations.

DUTIES:

  • Manage existing client relationships, including ongoing regular client contact and communications.
  • Implementation of financial plans, including a customized investment portfolio and coordination of estate planning, insurance, and tax strategies.
  • Work with the firm’s portfolio management team to incorporate clients’ investment strategies with their planning objectives.
  • Will review the financial plans with clients and update plans to kept abreast of any life-changing events.
  • Actively participate in the development of new business and networking opportunities with internal team members to meet team goals.

QUALIFICATIONS:

  • Minimum 5 to 10 years’ experience in wealth advisory services with a demonstrated ability to develop and manage existing client relationships and develop new business opportunities.
  • CFP® designation (or in process).
  • A self-motivated, highly driven, and entrepreneurial personality.
  • Proven ability to network with prospective clients and outside centers of influence.
  • A team player with strong coaching and leadership skills.

COMPANY OFFERS:

  • An above-market base salary.
  • Annual discretionary bonus plan.
  • Profit Sharing and 401(k) plans.
  • Comprehensive employee benefits.
  • Relocation assistance available.

Submit ResumeMore info.


#1904: Wealth Management – Investment Associate – No. Suburbs-Chicago, IL. Work closely with the principals of this well-respected RIA, serving the investment and wealth needs of high-net-worth individuals. The Wealth Associate will assist in setting the asset allocation of discretionary portfolios, and placing the trades for mutual funds, ETFs, and individual securities. The Associate will also perform due diligence on outside money managers and prepare financial plans using E-Money software. There will be opportunities to assist and participate in client meetings. We are interested in candidates with five plus years working in an RIA and having strong Excel skills, and a CFP® desired. The company has an above-market base salary and long-term career opportunities.

Submit ResumeMore info.

#2122: VP Manager Personal Trust – Minneapolis, MN. Join a fast-growing fiduciary provider of directed trust services. Reporting to Sr. Manager of Wealth Management, the Personal Trust Manager will supervise one personal trust administrator and one assistant administrator.

DUTIES:

  • The Manager will serve as a primary administrator for their trust relationships.
  • Lead the development and execution of long-term growth strategies for the personal trust business line and promote a business development/sales culture.
  • Manage all personal trust department activities for compliance including the account review process.
  • Serve as member of the Trust Officers’ Group, Trust Administration Review Group and the Fee and Acceptance Group.
  • Serve as a member and drive the annual Trust Investment Committee to review and approve delegated investment authority.

QUALIFICATIONS:

  • Bachelor’s degree required and CTFA or CFP® preferred.
  • Eight-to-fifteen years of broad personal trust administration experience, along with strong, demonstrated leadership and supervisory experience.
  • Excellent communication skills, both oral and written.
  • Ability to prioritize and organize job responsibilities and work independently.

COMPANY OFFERS:

  • Six-figure base salary, a discretionary bonus & incentive plan.
  • Medical Insurance, Health Saving Account, Vision & Dental insurance
  • Life Insurance, 401(k), Safe Harbor and Profit-Sharing plan.

Submit ResumeMore info.


#2120: Manager Retirement Plan Administration – Dallas/Fort Worth, TX. Due to continued success and growth, a TPA is adding a new manager to their team. The position is responsible for managing a staff of Consultants and Coordinators in the delivery of excellent client service to plan sponsors, in all aspects of retirement plan services. The Manager will lead the staff in maintaining service standards and an environment that promotes achievement and professional growth. The manager will assume a book of audit-level DC plans (10 -15), along with directing the daily activity of an experienced staff. We seek a +10-year professional with the QKA or QPA designation and prior supervisory experience. The company offers an above-market base salary, comprehensive employee benefits, and relocation assistance is available.

Submit ResumeMore info.


#2115: Team Leader & Sr. Wealth Advisor - Effingham/Mount Carmel, IL. (10+ years, CFP® or CFA.) A prominent, multi-state wealth management firm providing investment management and fiduciary advisory services for high-net-worth families and business owners. Through a close relationship, the firm has direct responsibility for the clients’ assets and wealth planning. Reporting to the CEO, the team leader will manage the wealth management unit serving high-net-worth clients and provide for a consistent and exceptional client experience. The Sr. Wealth Advisor will assist clients in defining their investment objectives and provide comprehensive financial plans considering all goals and tax obligations.

DUTIES:

  • Assess client's overall financial picture; understand their needs and develop a solid financial plan and portfolio strategy.
  • Prepare customized financial plans for clients and prospective clients.
  • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with internal partners to design, implement and manage their portfolios.
  • Assists in the development of complex and highly customized investment portfolios.
  • Develop asset allocations to meet clients' risk profile and time horizon.
  • Provide leadership within the team.
  • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings.
  • Educate internal business partners on current wealth management topics.

QUALIFICATIONS:

  • Bachelor’s degree in a business-related field and MBA preferred.
  • CFP® and/or CFA, strongly desired.
  • Ten plus years prior experience providing financial planning and wealth solutions for high-net-worth clients, along with staff management experience.
  • Thorough knowledge of wealth management products and services.
  • Ability to anticipate client needs.

COMPANY OFFERS:

  • Six-figure base salary and incentive plan.
  • Comprehensive employee health benefits, life insurance, and disability insurance.
  • Target bonus and company 401(k) Profit Sharing.
  • Relocation assistance.

Submit ResumeMore info.


#2109: Director of Institutional Consulting - St. Louis, MO. Join a dynamic and rapidly expanding fiduciary in directing the institutional consulting services that assist retirement plan sponsors in adopting industry “Best Practices”. The Director reports to the CEO and will manage the workflow of three consultants. The company provides comprehensive, total retirement plan solutions. The consulting team will provide:

  • Comprehensive annual plan reviews to help the employers monitor their plans’ successes.
  • On-going Investment Manager due diligence and educating plan participants on investment options and plan features.li>
  • Investment policy development and strategic asset allocation recommendations.
  • Fee benchmarking and investment reporting.
  • Investment Committee education.
  • A process designed to increase the quality of investment choices, lowering of plan fees, and improving the plan administration and service.

We seek a professional with 10+ years of experience in institutional consulting, along with the CIMA, AIF, QPA or RPA designations. The ideal candidate will demonstrate:

  • Strong expertise in dealing with retirement plan sponsors, interpreting plan documents, assessing a variety of fund options, and overall knowledge of the financial markets.
  • Strong leadership skills, with the ability to guide the consulting team on industry knowledge, team priorities, client service standards, operational efficiencies, and industry trends.
  • Considerable experience communicating with and presenting to Retirement Plan Committees.
  • Ability to oversee plan conversions/mergers from beginning to end, interpret ADP/ACP testing results, and review the implications of “auto-plan” features.
  • Strong knowledge of legislative rules and guidelines.
  • Excellent written and verbal communication skills.
  • Prior Defined Benefit plan and/or foundation client experience would be a plus.

The company offers a six-figure base salary, a bonus program, safe harbor 401k, medical, vision, dental, charitable giving program and relocation assistance is available.

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#2109: Director of Institutional Consulting - St. Louis, MO. Join a dynamic and rapidly expanding fiduciary in directing the institutional consulting services that assist retirement plan sponsors in adopting industry “Best Practices”. The Director reports to the CEO and will manage the workflow of three consultants. The company provides comprehensive, total retirement plan solutions. The consulting team will provide:

  • Comprehensive annual plan reviews to help the employers monitor their plans’ successes.
  • On-going Investment Manager due diligence and educating plan participants on investment options and plan features.li>
  • Investment policy development and strategic asset allocation recommendations.
  • Fee benchmarking and investment reporting.
  • Investment Committee education.
  • A process designed to increase the quality of investment choices, lowering of plan fees, and improving the plan administration and service.

We seek a professional with 10+ years of experience in institutional consulting, along with the CIMA, AIF, QPA or RPA designations. The ideal candidate will demonstrate:

  • Strong expertise in dealing with retirement plan sponsors, interpreting plan documents, assessing a variety of fund options, and overall knowledge of the financial markets.
  • Strong leadership skills, with the ability to guide the consulting team on industry knowledge, team priorities, client service standards, operational efficiencies, and industry trends.
  • Considerable experience communicating with and presenting to Retirement Plan Committees.
  • Ability to oversee plan conversions/mergers from beginning to end, interpret ADP/ACP testing results, and review the implications of “auto-plan” features.
  • Strong knowledge of legislative rules and guidelines.
  • Excellent written and verbal communication skills.
  • Prior Defined Benefit plan and/or foundation client experience would be a plus.

The company offers a six-figure base salary, a bonus program, safe harbor 401k, medical, vision, dental, charitable giving program and relocation assistance is available.

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#1924: Special Assets Analyst – Atlanta, GA. A fiduciary services provider has a need for a special assets analyst to manage real estate, mineral rights, oil & gas and closely held business assets for their trust clients. The analyst will handle the annual asset reviews and due diligence for real estate assets, including purchases, sales and lease agreements. The analyst will perform reviews of new assets and oversee the registration and service of securities. We are seeking a professional with 3 - 10 years of trust real estate, oil & gas, and closely held business valuation experience. The company offers an excellent base salary, a generous bonus program, comprehensive employee benefits and relocation assistance is available.

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#1851: Fiduciary Tax Accountant – SE WI. Join a progressive fiduciary services firm that caters to high-net-worth families as a seasonal temp, with the possible fulltime role as Assistant Tax Manager. The position prepares estate, trust and partnership tax returns and estimated taxes for complex and simple trusts. The accountant will complete complex research, reconciliations and projects as assigned. The candidate should have at least 3 to 5 years of prior experience dealing with trusts, estates, partnerships, and gift tax returns. Having a CPA designation or MS – Tax desired. Prior use of ProSystem fx® software is helpful. Excellent exposure to the senior management team and strong career opportunities. The firm provides a strong base salary, (they have a wide salary range), bonus program, and comprehensive benefits.

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#1850: Sr. Tax Planning Strategist - Chicago, IL. A multi-state wealth management firm seeks an experienced tax professional to manage unique tax-planning needs for high-net-worth families. The position will interface with Wealth Advisors and clients in presenting tax strategies. The senior tax strategist will mentor junior tax analysts in providing tax planning needs for HNW clients, including providing advice on cash-flow and tax planning. The group prepares in excess of 700 tax returns annually. We are seeking a ten-year tax professional, with experience preparing individual and small business tax returns. The CPA designation is required (or EA), and MS-Tax is preferred. The company offers a six-figure base salary, plus up to 20% bonus plan, comprehensive employee benefits and strong career opportunities.

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#1845: Sr. Actuary – Work remotely from home – no relocation necessary. A large retirement plan actuarial firm seeks an actuarial expert to manage client relationships and oversee, mentor and guide junior staff. Serve as the lead actuary for private and public sector defined benefit pension plans and cash-balance plans. Interface with plan sponsors and advisors to discuss annual compliance needs. We are seeking an Enrolled Actuary with at least five years (more is preferred) of pension benefit/actuarial experience. Strong analytical, problem-solving and math skills and the leadership skills to lead junior staff members. Experience using DATAIR, FT Williams, and/or Winklevoss ProVal would be a plus. The company offers six-figure base salary, bonus plan, home office equipment to be a remote employee and comprehensive employee benefits.

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