Active Candidates

 Reminder: If the candidate is placed, we charge 10% of their starting salary.

Candidate #283

• Years of industry experience: 14+ years

• Licenses: None

• Location: Denver, CO but open to relocation

• Preferred Type (In-office, Hybrid, Remote): In-office, Hybrid, or Remote

• Looking for: Chief Investment Strategist/ Analyst

• Compensation expectations: $140K plus bonuses

Candidate #282

• Years of industry experience: 7.5 years

• Licenses: None, working on CFA

• Location: Denver, CO

• Preferred Type (In-office, Hybrid, Remote): Hybrid in Denver area or Remote

• Looking for: Wealth Management/ Financial Analyst

• Compensation expectations: $90-100K

Candidate #281

• Years of industry experience: 4 years

• Licenses: CFP and EA

• Location: Dallas, TX or Pittsburgh, PA

• Preferred Type (In-office, Hybrid, Remote): In-office for Dallas or Pittsburgh or Remote

• Looking for: Lead Advisor (and prefers business development component)

• Compensation expectations: $100-125K base plus commissions/bonuses

Candidate #280

• Years of industry experience: 5 years

• Licenses: Series 6 & 63 - would like to obtain 7

• Location: Chicago area

• Preferred Type (In-office, Hybrid, Remote): In-office, Hybrid, or Remote

• Looking for: CSA or Operations roles

• Compensation expectations: $75-80K

Candidate #279

• Years of industry experience: 3.5 years

• Licenses: Series 65

• Location: Atlanta area

• Preferred Type (In-office, Hybrid, Remote): In-office, Hybrid, or Remote

• Looking for: Operations Manager or COO

• Compensation expectations: Minimum base salary of $120K + bonuses (currently at $160K total)

Candidate #278

• Years of industry experience: 5 years

• Licenses: Series 7 and 66

• Location: Denver, CO but open to relocation to CA or NYC

• Preferred Type (In-office, Hybrid, Remote): Hybrid preferred

• Looking for: Investment/ Portfolio Analyst

• Compensation expectations: $100K+ base salary

Candidate #277

• Years of industry experience: 6+ years

• Licenses: None

• Location: Dallas, TX

• Preferred Type (In-office, Hybrid, Remote): Remote

• Looking for: Recruiting, Project Management, Team Lead, Executive Assistant

• Compensation expectations: $80-100K depending on role

Candidate #276

• Years of industry experience: 3 years

• Licenses: Series 7, 63, and SIE

• Location: Pittsburgh, Pennsylvania - Open to relocation to most large cities

• Preferred Type (In-office, Hybrid, Remote): In-office, Hybrid, or Remote

• Looking for: Client Service Associate, Investment Associate, Wealth Management Associate, Associate Relationship Manager

• Compensation expectations: $115K base plus bonus

Candidate 273

• Years of industry experience: 2.5 years in wealth management and 2 years of prior accounting experience

• Licenses: Series 7, 63, and 65

• Location: Boston, Massachusetts

• Preferred Type (In-office, Hybrid, Remote): Hybrid, Remote

• Looking for: Investment Operations/Associate

• Compensation expectations: $115K

Candidate 272

• Years of industry experience: 14

• Licenses: Series 7, 63, 66, and Life & Health

• Location: New Jersey

• Preferred Type (In-office, Hybrid, Remote): In-office, Hybrid, Remote

• Looking for: Client Service Associate, Investment Operations, Financial Associate (anything but sales)

• Compensation expectations: $80-100K

Candidate 271

• Years of industry experience: 3+ years

• Licenses: Series 7 and 66 / will take CFA exam in February 2025

• Location: Portland, Oregon

• Preferred Type (In-office, Hybrid, Remote): In-office, Hybrid, Remote

• Looking for: Investment Operations or Analysis

• Compensation expectations: $85-90K