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Career Opportunities - Issue 18
Featured career opportunities, January 2026
Kevin Sailor
January 20, 2026
📌 Featured Career Opportunities
We’re currently recruiting for the below roles. See the perfect fit? Contact the recruiter listed.
Private Banker IV
Credentials: CFP, Series 7 & 66 |
Location: Dallas, TX |
Recruiter: Greg McDowell |
Estate Planning Attorney
Credentials: JD |
Location: Madison, WI |
Recruiter: Daniel Jimenez |
Charitable Planning Attorney
Credentials: JD |
Location: Stamford, CT and Florida |
Recruiter: Cody Newton |
Trusts & Estates Associate
Location: Stamford, CT and Greenwich, CT |
Recruiter: Cody Newton |
Fiduciary Tax Accountant
Credentials: 1041, 706 Tax Filing Experience |
Location: Stamford CT |
Recruiter: Cody Newton |
Wealth Investment Portfolio Manager
Credentials: CFA or CFP |
Location: MI, IN, Chicago |
Recruiter: Christie Burgess |
Insurance Loss Control Consultant
Credentials: CSP, ARM, CRIS |
Location: Chicago, IL |
Recruiter: Greg McDowell |
Insurance Premium Audit Director
Credentials: APA, CPCU |
Location: Remote in the Southeast |
Recruiter: Greg McDowell |
Insurance Premium Auditor - Field
Credentials: APA |
Location: Memphis, TN |
Recruiter: Greg McDowell |
Relationship Manager
Credentials: CFA, CFP |
Location: Austin/Houston, TX |
Recruiter: Daniel Jimenez |
Senior Trust Officer
Location: Chicago |
Recruiter: Christie Burgess |
Trust Officer Tax Specialist
Credentials: CPA, CTFA |
Location: Chicago |
Recruiter: Christie Burgess |
Estate Planning Attorney
Location: Chicago |
Recruiter: Christie Burgess |
Wealth Advisor
Credentials: FINRA Licensed |
Location: Chicago/Raleigh, NC |
Recruiter: Christie Burgess |