Search the 36 jobs at Claire Myers Consulting

Seeking an Administrative Assistant to support the Founder of a boutique Wealth Management Advisory firm. Responsibilities include calendar management, client communication, prospect research, team support, and paperwork processing. Qualifications include 2+ years in Financial Services, client service experience, organizational skills, confidentiality, and insurance licensing.

The Operations Associate will be responsible for supporting a wealth management practice by handling client accounts, financial planning processes, and providing exceptional customer service. Key responsibilities include inputting trading, preparing account documents, servicing accounts, and communicating with advisors. Qualifications include strong communication skills, financial knowledge, organizational abilities, and a Bachelor's degree in finance or a related field. The compensation for this position is $50,000 - $60,000 per year.

Seeking a Lead Advisor to support a wealth management practice in Vail, CO. Responsibilities include conducting client meetings, managing client relationships, generating new business, and strategic planning. Ideal candidate has 1-5 years of financial services experience, a BA/BS Degree, and relevant certifications (CFP, CFA, MBA). Compensation range is $100,000 - $250,000 per year.

Seeking a Financial Planning Manager with 2-5 years of experience in accounting or tax to develop and implement financial plans, provide strategic advice, and transition into an advisory-focused role. Opportunity for career growth into a leadership position. Flexible work environment with potential for remote or in-office work.

Seeking detail-oriented fractional Paraplanner to assist with financial planning using e-Money and Asset-Map. Part-time role in Honolulu with competitive hourly compensation.

As an Operations Associate, you will be responsible for managing trade settlements, portfolio reconciliations, client relationships, and administrative tasks to ensure smooth business operations in a wealth management firm.

Serve as the point of contact for established clients, manage risk and investment strategies, develop revenue opportunities, maintain industry knowledge, and work collaboratively with clients and team members.

Responsible for designing, creating, supporting, and troubleshooting production infrastructure in MS Azure Cloud and AKS, ensuring compliance with SOC2 and HIPAA regulations, identifying and fixing infrastructure issues, and collaborating with the engineering team on optimizing solutions.

Seeking an Executive Director to lead a nonprofit organization dedicated to enhancing the quality of life for older adults in the community. Responsibilities include strategic leadership, program management, fundraising, and external relations. Ideal candidate has proven leadership, communication, and fundraising skills, along with a passion for serving seniors. Bachelor's degree in gerontology or related field and 3+ years of management experience required.

Seeking a Client Service Associate with 3-5 years of wealth management industry experience to assist in daily operations, maintain client relationships, manage the CRM, and collaborate with clients and third-party custodians. Responsibilities also include paperwork review, client correspondence, and office management tasks. Strong communication, organizational, and interpersonal skills are required.

As a Lead Financial Advisor, you will build and maintain client relationships, develop financial plans, manage investment portfolios, provide strategic advice, and ensure compliance with regulations. You will also identify opportunities for business growth and stay informed about financial products and market trends.

The Operations Manager/Executive Assistant will oversee day-to-day operations, manage payroll, coordinate new hire onboarding, maintain the master calendar, support employee career development, prepare advisors for meetings, streamline operational processes, and handle office administration tasks.

A Service Coordinator role specializing in internal operations, calendar management, client service, and maintaining compliance within a financial firm. Requires excellent communication skills, attention to detail, ability to manage multiple projects, and willingness to work in a fast-paced environment.

Marketing Coordinator needed to manage social media and marketing operations for a financial literacy business specializing in athletes. Responsibilities include content creation, social media management, and overseeing marketing strategies. Bachelor's degree in marketing or related field required. Strong skills in writing, social media platforms, and analytics are essential. Experience in sports or digital marketing is advantageous. Salary range $50,000 - $80,000 per year.

As a Sr. Business Development Coordinator, you will collaborate closely with the Business Development Manager to initiate leads, track clients, qualify prospects, assist with marketing activities, coordinate client events, and provide administrative support. Requires 3-5 years of experience in customer service, marketing, or sales-related fields, along with a Bachelor's degree in business or marketing. Strong networking, project management, problem-solving, and communication skills are essential.

Seeking an experienced Business Development Manager to drive growth and positive customer ratings, strengthen client relationships, and train sales professionals. Responsibilities include overseeing the Business Development Department, conducting industry research, planning new business initiatives, and creating sales strategies. Must have a Bachelor's degree, 5-10 years of sales experience, and strong communication and data analysis skills.

Adding a Relationship Manager to support a wealth management firm in Westport, CT. Responsibilities include second chairing client meetings, identifying business development opportunities, collaborating with teams, and shadowing senior advisors.

Service Advisor position at a boutique wealth management firm in Westport, CT. Responsibilities include supporting senior advisors, conducting client reviews, identifying new business opportunities, and collaborating with teams. Qualifications include a Bachelor's degree, 2-3+ years of financial planning experience, CFP preferred, and Series 7, 66, and LAH insurance license. Compensation includes a $120,000 base salary with additional incentives and OTE of $175,000-200,000.

The Lead Advisor will master planning, investment, and communication philosophies, update financial plans for clients, drive business development, and lead client strategies and planning. Qualifications include a Bachelor’s Degree, 3+ years of client-facing and financial planning experience, Series 7, Series 66, LAH insurance license, and CFP designation.

Seeking a meticulous and client-focused Insurance Operations Associate to support various aspects of insurance operations within a wealth management setting. Responsibilities include facilitating onboarding, assisting in underwriting, serving as a primary contact for clients, managing insurance policies, monitoring late payments, maintaining records, and staying current with industry regulations.