Career Opportunities - Issue 9

Featured career opportunities, April 2025

We’re currently recruiting for the below roles. See the perfect fit? Contact the recruiter listed.

Specialty Asset Officer

Location: Nevada (willing to relocate)

Recruiter: Greg McDowell
[email protected]

Lead Advisor to Manage and Run a $1.5B Office

Location: Des Moines, IA (willing to relocate)

Recruiter: Greg McDowell
[email protected]

EVP of Wealth

Location: Chicago

Recruiter: Christie Burgess
[email protected]

President of Trust and Wealth

Credentials: JD, CFA, CFP, CTFA

Location: Central Texas

Recruiter: Greg McDowell
[email protected]

Director of Wealth and Retirement Strategy

Credentials: CFA, CFP

Location: Wichita

Recruiter: Denise Decker
[email protected]

Family Office - Trust and Relationship Manager

Location: Houston (will allow relocation)

Recruiter: Greg McDowell
[email protected]

Trust Officer/Wealth Manager

Location: Indianapolis

Recruiter: Christie Burgess
[email protected]

Trust Officer

Location: Chicago

Recruiter: Christie Burgess
[email protected]

Financial Advisor

Credentials: CFP

Location: New York City

Recruiter: Jacob Aubel
[email protected]

Financial Planner

Credentials: CFP, CFA

Location: Pittsburgh

Recruiter: Jacob Aubel
[email protected]

Loss Control Consultant

Location: Williston, ND

Recruiter: Greg McDowell
[email protected] 

Premium Audit

Location: Virginia

Recruiter: Greg McDowell
[email protected] 

Private Banker

Location: Tallahassee

Recruiter: Jacob Aubel
[email protected]

Trust Legal Counsel

Location: New Orleans and Houston

Recruiter: Greg McDowell
[email protected]

Portfolio Manager

Location: Las Vegas

Recruiter: Erin Keller
[email protected] 

Wealth Strategist

Credentials: CFP

Location: Arizona, Utah, or similar area

Recruiter: Adrian Hernandez
[email protected]

Wealth Advisor - Bank Referral Network

Location: Orange County and San Diego

Recruiter: Adrian Hernandez
[email protected]

Wealth Advisor

Credentials: CFP

Location: Stuart, FL

Recruiter: Erin Keller
[email protected]

Wealth Advisor/Relationship Manager

Location: Space Coast, FL

Recruiter: Erin Keller
[email protected]

Wealth Manager - Fee Only

Location: Pittsburgh

Recruiter: Jacob Aubel
[email protected]