📌 Featured Career Opportunities
We’re currently recruiting for the below roles. See the perfect fit? Contact the recruiter listed.
Senior Trust Officer
Location: Dallas, TX |
Recruiter: Greg McDowell |
Loss Control Consultant
Location: Wichita, KS |
Recruiter: Greg McDowell |
Senior Trust Officer
Location: Temple, TX |
Recruiter: Greg McDowell |
Relationship Manager / Trust Officer
Credentials: CFP, CTFA |
Location: St. Louis, MO |
Recruiter: Christie Burgess |
Investment Strategist
Credentials: CFP, CFA |
Location: St. Louis or Clayton, MO |
Recruiter: Cody Newton |
Senior Trust Officer
Location: Beaumont, TX |
Recruiter: Greg McDowell |
Wealth Advisor
Credentials: CFP, Series 66 or 65 |
Location: Santa Clarita, CA |
Recruiter: Christie Burgess |
Managing Director / Sr. Wealth Advisor / Team Lead
Credentials: JD, CFP, CTFA, CFA |
Location: Green Bay / Hobart, WI |
Recruiter: Cody Newton |
Loss Control Consultant
Location: Minneapolis, MN |
Recruiter: Greg McDowell |
Portfolio Manager
Credentials: CFP, CFA |
Location: Columbia, MO |
Recruiter: Christie Burgess |
Charitable Planning Attorney
Credentials: JD |
Location: Stamford, CT and Florida |
Recruiter: Cody Newton |
Senior Trust Officer
Location: Midland, TX |
Recruiter: Greg McDowell |
Wealth Advisor, Trust Officer
Credentials: CTFA, JD |
Location: Columbia, MO |
Recruiter: Christie Burgess |
Sr. Investment Strategist
Credentials: CFA, CFP |
Location: Denver, CO |
Recruiter: Cody Newton |
Loss Control Consultant
Location: Utah |
Recruiter: Greg McDowell |
Wealth Advisor
Credentials: CFP, Finra 7, 66 |
Location: St. Louis, MO |
Recruiter: Christie Burgess |
Trusts & Estates Associate
Location: Stamford, CT and Greenwich, CT |
Recruiter: Cody Newton |
Senior Trust Officer
Location: Tyler, TX |
Recruiter: Greg McDowell |
Tax Trust Admin - Advisor (Wealth and Trust)
Credentials: CTFA, CPA |
Location: Chicago |
Recruiter: Christie Burgess |
Senior Fiduciary Tax Accountant
Credentials: 1041, 706 Tax Filing Experience |
Location: Stamford CT |
Recruiter: Cody Newton |
