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Bankers Trust

Phoenix, Arizona

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Schulfer & Associates, LLC Logo
Schulfer & Associates, LLC

Stevens Point, Wisconsin

Oppenheimer & Co., Inc.

Bellevue, Washington

Waypoint Wealth Partners Logo
Waypoint Wealth Partners

Mill Valley, California

Moneywatch Advisors Logo
Moneywatch Advisors

Lexington, Kentucky

Fortress Financial Group

Rochester, Minnesota

Aspyre Wealth Partners Logo
Aspyre Wealth Partners

Overland Park, Kansas

ISC Financial Advisors Logo
ISC Financial Advisors

Minneapolis, Minnesota

Guide My Finances Logo
Guide My Finances

Carlsbad, California

STRATA Trust Company, Inc. Logo
STRATA Trust Company, Inc.

Waco, Texas

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Harbor Capital Advisors

Boston, Massachusetts

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Seeking Portfolio Advisor
This position is an addition to our current staff in order to provide support for a growing team of two Portfolio Managers along with two other Portfolio Advisors.  We are looking for a candidate with one to three years’ experience in a similar role that can continue to grow and learn.  Our best Advisors have a genuine desire to provide exceptional client service and as a result are able to develop strong relationships with our clients and their families. In addition to strong communications and writing skills the advisor must be very detailed oriented and able to multi task and prioritize.  Above all, it requires patience and a love for people. Job responsibilities include: Assist Portfolio Managers in preparing for and conducting clie


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