📌 Featured Career Opportunities
We’re currently recruiting for the below roles. See the perfect fit? Contact the recruiter listed.
Wealth Director (Business Development Officer)
Location: Los Angeles/San Francisco |
Recruiter: Daniel Jimenez |
Loss Control Consultant
Location: IA & NE |
Recruiter: Greg McDowell |
SVP, Regional Manager, Wealth
Location: Dallas or Houston, TX |
Recruiter: Greg McDowell |
VP, Investments (Portfolio Manager)
Credentials: CFP, CFA (but not required) |
Location: Houston, TX |
Recruiter: Christie Burgess |
Private Wealth Advisor
Location: Omaha, NE |
Recruiter: Greg McDowell |
Senior Trust Officer
Location: Houston, TX |
Recruiter: Greg McDowell |
Trust Employee Benefits Officer
Location: Bryan, TX |
Recruiter: Greg McDowell |
Trust Administrator
Location: Las Vegas |
Recruiter: Christie Burgess |
Commercial Lines Insurance Account Manager
Credentials: P&C License |
Location: Missouri (Columbia, St. Louis, Kansas City) |
Recruiter: Christie Burgess |
Portfolio Manager (Investments)
Credentials: CFA or CFP |
Location: Chicago; IN; WI |
Recruiter: Christie Burgess |
Senior Fiduciary Tax Accountant
Credentials: 1041, 706 Tax Filing Experience |
Location: Stamford CT |
Recruiter: Cody Newton |
Estate Planning Attorney or Associate EP Attorney
Location: Chicago |
Recruiter: Christie Burgess |
Trusts & Estates Associate
Location: Stamford, CT and Greenwich, CT |
Recruiter: Cody Newton |
Charitable Planning Attorney
Credentials: JD |
Location: Stamford, CT and Florida |
Recruiter: Cody Newton |
