Bluespring Wealth Partners

NewBe an early applicant North America

3 days ago

Financial Advisory - Business Development Specialist

Lead with Purpose. Partner with Impact. The Business Development Specialist supports the firm’s prospect pipeline across Madison, Minneapolis, and Milwaukee from a base in Madison. The role carries the outreach,…

Business Development

Open 0d HybridNorth America

6 days ago

Financial Advisory - Service Advisor

Business Development CRM Salesforce Zoom

Who We Are: Christopher Street Financial (CSF) is a unique, growing financial planning and wealth management firm based in New York City, with clients nationwide. We offer relationship-based financial planning and…

New North AmericaPrincipal

7 days ago

Mergers & Acquisitions - M&A and Business Development Principal

Lead with Purpose. Partner with Impact. Bluespring Wealth Partners (BWP) is a fast-growing acquirer of wealth management firms throughout the United States. We take a relationship-based approach to partnering with and…

Business Development

7 days ago

Executive Assistant

New North America

Lead with Purpose. Partner with Impact. Bluespring Wealth (BSW) is a fast-growing acquirer of wealth management firms throughout the United States. We take a relationship-based approach to partnering with and…

Mergers & Acquisitions Business Analyst

Open 16d North America

Confluence Jira Salesforce Smartsheet SQL

Lead with Purpose. Partner with Impact. As the Business Analyst, you will report to the Head of the Merger & Integration Management Office (IMO) and play a critical role in shaping how acquired firms transition…

Financial Advisory - Executive Assistant

Open 19d North America

Lead with Purpose. Partner with Impact. The Executive Assistant is a highly organized and proactive professional responsible for supporting day-to-day administrative and operational needs of the firm. This role serves…

CRM SharePoint

Financial Advisory - Tax Manager

Open 22d North America

Lead with Purpose. Partner with Impact. Bluespring Wealth Midwest is a wealth management firm serving individuals, families, and business owners from offices in Madison, Milwaukee, and Minneapolis. The firm brings…

Financial Advisory - Compliance Manager

Open 22d North America

Corrective Action Process Improvement Risk Assessment

Lead with Purpose. Partner with Impact. Leads the firm’s compliance program and promotes adherence to applicable Securities and Exchange Commission (SEC) requirements, other regulatory obligations, and the firm’s…

Open 30d North AmericaPart-timeSenior

last month

Financial Advisory - Executive Assistant

Lead with Purpose. Partner with Impact. Curo Private Wealth, with offices in Reston, VA, Richmond, VA and Rockville, MD, is seeking an experienced Executive Assistant to provide high-level administrative and…

Accounts Payable

Open 32d HybridNorth America

last month

Financial Advisory - Operations Manager

AI CRM Microsoft Copilot Performance Management Salesforce

Who We Are: Christopher Street Financial (CSF) is a unique, growing financial planning and wealth management firm based in New York City, with clients nationwide. We offer relationship-based financial planning and…

2 months ago

Client Service & Operations Manager

Lead with Purpose. Partner with Impact The Client Services & Operations Manager oversees high-level administrative and business operations for the advisory team. This position exercises discretion and independent…

CRM SharePoint

2 months ago

Marketing Coordinator

Email Marketing SharePoint

Lead with Purpose. Partner with Impact. The Marketing Coordinator is responsible for planning, coordinating, and executing Synthesis Wealth Planning’s marketing initiatives across digital, print, events, client…

3 months ago

Financial Advisory - Support Advisor

Lead with Purpose. Partner with Impact. LifeBridge Financial Group is an independent financial planning and investment management firm with offices in Houston, TX, Cypress, TX, Waco, TX, and Irving, TX. We exceed…

CRM Cypress SharePoint

3 months ago

Service Advisor

North America

Lead with Purpose. Partner with Impact. The Service Advisor is responsible for delivering high-quality quality client service, financial analysis, and portfolio management support. This role involves direct client…

CRM Salesforce

4 months ago

Financial Advisory - Relationship Manager

Lead with Purpose. Partner with Impact. As the Client Relationship Manager, you will report to the Director of Operations and serve as a key leader within the operations team. You will oversee client service delivery,…

5 months ago

Mergers & Acquisitions Business Analyst

Confluence Jira Salesforce Smartsheet SQL

Bluespring Wealth Partners (Bluespring) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful, growing wealth…

6 months ago

Financial Advisory - Financial Advisor

North America

Lead with Purpose. Partner with Impact. At Rodgers & Associates, our singular mission is to guide clients toward financial independence in retirement. For over 25 years, our collaborative, team-based approach has…