Candidate Spotlight

  • Search by Function

  • Search by Region

  • Portable Assets Under Management

  • Senior Wealth Advisor

    ID#62124

    Midwest

  • Wealth Advisor

    ID#162011

    East Coast

  • Business Development Officer

    ID#53725

    West Coast

  • Wealth Consultant

    ID#132903

    West Coast

  • Wealth Advisor

    ID#164045

    Southeast

  • Wealth Advisor

    ID#10311

    Northeast

  • Wealth Planner

    ID#148544

    Northeast

  • Wealth Advisor

    ID#150621

    South Central

  • Senior Wealth Advisor

    ID#158779

    East Coast

  • Senior Wealth Advisor

    ID#138778

    South Central

  • Wealth Planner

    ID#160776

    East Coast

  • Senior Advisor

    ID#134876

    Northeast

  • Wealth Advisor

    ID#167221

    Northeast

  • Senior Wealth Advisor

    ID#166689

    West Coast

  • Business Development Officer

    ID#170742

    Midwest

  • UHNW Relationship Manager

    ID#149590

    Southeast

  • Wealth Advisor

    ID#47440

    Northeast

  • Wealth Advisor

    ID#112257

    East Coast

  • Senior Wealth Advisor

    ID#155088

    Southwest

  • Wealth Advisor

    ID#109584

    East Coast

  • Wealth Advisor

    ID#38464

    Northeast

  • Senior Advisor

    ID#97996

    Northeast

  • Private Wealth Advisor 

    ID#163500

    Northeast

  • Chief Operating Officer

    ID#82538

    Northeast

  • Senior Wealth Advisor

    ID#56886

    Northwest,West Coast

  • Chief of Staff

    ID#161334

    Midwest,Northeast,Northwest,Southeast,Southwest,West Coast

  • Lead Wealth Manager

    ID#104432

    Midwest

  • Regional Team Lead

    ID#143369

    Southeast

  • COO

    ID#160017

    Southeast

  • COO

    ID#141766

    Northeast,Southeast

  • Chief Technology Officer

    ID#156418

    Northwest

  • HNW Tax Professional

    ID#157954

    Southwest,West Coast

  • Wealth Advisor

    ID#151663

    Midwest,Northeast,Southwest

  • Investment Strategist

    ID#133038

    Northeast

  • COO/President

    ID#130284

    Northeast,Southeast

  • Family Office Advisor, CPA

    ID#154133

    Northeast,West Coast

  • Director of Operations

    ID#133928

    Southeast

  • RIA Chief Growth Officer

    ID#48729

    Northeast,Northwest,West Coast

  • Family Office Tax Advisor

    ID#149190

    Midwest

  • Family Office Advisor

    ID#155152

    Northeast

  • Operational Leader

    ID#56815

    West Coast

  • Head of M&A/Corporate Development

    ID#22317

    Northeast

  • COO

    ID#88160

    Northeast,Northwest,Southeast

  • Chief Operating Officer

    ID#145766

    Midwest,Northeast,Southeast,Southwest

  • Strategic Leader

    ID#45052

    Northeast

  • Investment Associate

    ID#149259

    Northeast

  • CIO

    ID#88292

    Northeast

  • CIO

    ID#149349

    Northeast

  • Senior Portfolio Manager

    ID#145650

    Northeast

  • Investment Analyst

    ID#141693

    Midwest,Northeast

  • Senior Wealth Advisor

    ID#60051

    Northeast

  • Portfolio Manager

    ID#143928

    Southwest,West Coast

  • UHNW Director of Client Services

    ID#132388

    Midwest

  • UHNW Investment Advisor

    ID#130623

    Northeast

  • Chief Investment Officer

    ID#10922

    Northeast,Southeast

  • Family Office Executive

    ID#137363

    Midwest,Northeast,Northwest,Southeast,Southwest,West Coast

  • Wealth Advisor

    ID#142113

    Northeast

  • COO

    ID#141081

    Southeast

  • Director of Wealth Advisory

    ID#127766

    Southwest

  • Chief Growth Officer

    ID#133926

    Midwest,Northeast,Northwest,Southeast,Southwest,West Coast

  • Director of Operations

    ID#109431

    Southwest

  • UHNW Sr Wealth Advsor

    ID#127984

    Midwest,Northeast,Southeast

  • UHNW Wealth Planner

    ID#142079

    Southwest,West Coast

  • Wealth Advisor

    ID#133726

    Northeast

  • Director of Wealth Management

    ID#126072

    West Coast

  • Manager of Research and Due Diligence

    ID#124479

    Northeast

  • Director of Wealth Management

    ID#88083

    West Coast

  • Lead Financial Planner

    ID#126083

    Southwest,West Coast

  • Wealth Advisor

    ID#106319

    Northeast

  • Chief Investment Officer

    ID#129716

    Northeast

  • Wealth Advisor

    ID#5078

    Northeast,Southeast

  • Single Family Office Executive

    ID#33990

    Northeast

  • RIA Technology and Operations Professional

    ID#120218

    Northeast

  • COO

    ID#34533

    Midwest

  • Lead Financial Advisor

    ID#13437

    Northeast

  • Wealth Manager

    ID#125720

    Midwest,Northwest,Southeast,Southwest,West Coast

  • Equity Research Analyst

    ID#110847

    Northeast

  • M&A

    ID#109261

    Northeast

  • Wealth Advisor

    ID#30338

    Northeast

  • LATAM Focused Wealth Advisor

    ID#41606

    Southeast

  • COO

    ID#65813

    West Coast

  • Director of Investments

    ID#105823

    Northeast

  • COO

    ID#40180

    Northeast

  • Wealth Manager

    ID#105134

    Northeast

  • Wealth Advisor

    ID#90801

    Southeast

  • Relationship Manager

    ID#26304

    Northeast

  • Director of Operations

    ID#97111

    Northeast,Southeast,Southwest

  • Wealth Advisor

    ID#31649

    Northeast

  • Wealth Advisor

    ID#86570

    Northeast

  • Director of Investments

    ID#11041

    Northeast

  • Director of Operations

    ID#87533

    Northeast

  • Director of Investments

    ID#33023

    Northeast

  • Portfolio Manager/Relationship Manager

    ID#841

    West Coast

  • Wealth Advisor

    ID#29544

    Southwest,West Coast

  • Director of Operations

    ID#64826

    Midwest

  • Wealth Advisor

    ID#21939

    Southeast

  • Financial Advisor

    ID#66798

    Southeast

  • Financial Planner

    ID#21883

    Northeast

  • Senior Executive

    ID#51467

    Midwest,Southeast,Southwest

  • Director of Operations

    ID#77053

    Northeast

  • Financial Advisor

    ID#2136

    Northeast