Lead advisor jobs & Careers

Share this job SVGs not supported by this browser. Description Financial Advisor Wayfinding Financial is an independent, SEC-Registered Investment Advisory firm that provides clients with an objective, transparent, and collaborative team approach to wealth management. Our miss...

Who are we? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters ...

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial adv...

We are seeking a highly organized and proactive Recruiting Lead to join our team. The ideal candidate will have experience in a tech start-up environment and will be instrumental in supporting our recruiting efforts, ensuring a seamless and positive experience for candidat...

Interested in what Vise is building but do not see a role that fits what you are looking for? Or perhaps you’re not yet ready to make a move. Join the Vise Talent Network, we will keep you up to date on what we are doing and when we open a new role that matches...

Who are we? We are The Motley Fool, a purpose-driven financial information and services firm with nearly 30 years of experience focused on making the world smarter, happier, and richer. But what does that even mean?! It means we’re helping people demystify the world...

About Portfolio Advisors, LLC Portfolio Advisors is a global private asset manager specializing in the U.S. middle market. We provide tailored private equity, private credit and private real estate investment solutions through a variety of customized programs, includi...

Vise, a technology driven Investment Advisor is seeking an experienced Investment Operations Specialist to join our Client Success Team. In this role, you will be an indispensable resource at the operational center of the Vise business, overseeing and managing all onboardi...

About Portfolio Advisors, LLC Portfolio Advisors is a global private asset manager specializing in the U.S. middle market. We provide tailored private equity, private credit and private real estate investment solutions through a variety of customized programs, includi...

We are not working with external recruiting partners at this time, please apply directly to the role if you have further interest in joining Vise Engineering at Vise has the unique opportunity to use technology to revolutionize the investment industry. Team member...

As a Quantitative Analyst on Vise’s Investment team you will contribute to building a world class investment platform. You will contribute to investment strategy design including the support of our quantitative stock selection and asset allocation processes, as well as sup...

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial adv...

About Portfolio Advisors, LLC Portfolio Advisors is a global private asset manager specializing in the U.S. middle market. We provide tailored private equity, private credit and private real estate investment solutions through a variety of customized programs, includi...

About Portfolio Advisors, LLC Portfolio Advisors is a global private asset manager specializing in the U.S. middle market. We provide tailored private equity, private credit and private real estate investment solutions through a variety of customized programs, includi...

We are looking for an experienced Executive Assistant to directly support and partner with both of Vise's Founders, ensuring their time is maximized amongst a range of competing priorities. You will be directly responsible for calendaring and scheduling, meeting preparatio...

Share this job SVGs not supported by this browser. Description The Director of Graduate Success and Residency Planning at the Idaho College of Osteopathic Medicine (ICOM) is a pivotal role responsible for guiding and supporting students through their transition to residency, a...

Who are we? We are The Motley Fool, a purpose-driven financial information and services firm with nearly 30 years of experience focused on making the world smarter, happier, and richer. But what does that even mean?! It means we’re helping Fools (always with a capit...

Who are we? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented culture that fosters connection and collaboration with our clie...

Who are we? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented culture that fosters connection and collaboration with our clie...

Who We Are At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients.  With a 25-year history of consistent growth and success, we are an independent wealth and asset management firm with more than $10 billion in assets...

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial adv...

Office Coordinator We are seeking a highly motivated and organized individual to join our team as Office Coordinator. In this dynamic role, you'll wear two hats: overseeing the day-to-day operations of our office while providing exceptional operational support to our Par...

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial adv...

Inside Sales Representative Orlando, FL Sales – Sales & PR / Full-Time / Hybrid Apply for this job WHO WE ARE Lindblad Expeditions is a true pioneer in Expedition Travel. From taking the first citizen explorers to Antarctica in...

Campus Impact Advisor Rutgers Hillel Role Overview Rutgers Hillel is looking for a passionate and creative professional to serve as its inaugural Campus Impact Advisor . This role will focus on supporting antisemitism response and prevention on campus and w...