📌 Featured Career Opportunities
We’re currently recruiting for the below roles. See the perfect fit? Contact the recruiter listed.
VP, Investments (Portfolio Manager)
Credentials: CFP, CFA (but not required) |
Location: Houston |
Recruiter: Greg McDowell |
Portfolio Manager (Investments)
Credentials: CPA |
Location: Chicago; IN; WI |
Recruiter: Christie Burgess |
Senior Fiduciary Tax Accountant
Credentials: 1041, 706 Tax Filing Experience |
Location: Stamford CT |
Recruiter: Cody Newton |
Trust Officer Tax Specialist
Credentials: CPA, CTFA |
Location: Northern Texas |
Recruiter: Christie Burgess |
Fiduciary Officer
Credentials: CTFA |
Location: Burlington, VT |
Recruiter: Daniel Jimenez |
Commercial Lines Insurance Account Manager
Credentials: P&C License |
Location: Missouri (Columbia, St. Louis, Kansas City) |
Recruiter: Christie Burgess |
Charitable Planning Attorney
Credentials: JD |
Location: Stamford, CT and Florida |
Recruiter: Cody Newton |
Estate Planning Attorney or Associate EP Attorney
Location: Chicago |
Recruiter: Christie Burgess |
Client Wealth Advisor/Relationship Manager
Credentials: CFP, CFA |
Location: Chicago |
Recruiter: Christie Burgess |
Trusts & Estates Associate
Location: Stamford, CT and Greenwich, CT |
Recruiter: Cody Newton |
