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Claire Myers Consulting

Relationship Manager

18 Days Ago

Wichita Falls, TX, USA

20 Employees

65K-75K Annually

3-5 Years of Experience

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20 Employees

65K-75K Annually

3-5 Years of Experience

Consulting

The Lead Financial Advisor will focus on complete client care and delivering on promises made. They will be responsible for client satisfaction, risk and investment strategies, increasing assets under management, and developing new revenue opportunities. Qualifications include 5+ years of experience in Financial Services, strong understanding of financial planning, and relevant certifications.

Claire Myers Consulting

Financial Planning Associate

19 Days Ago

Los Angeles, CA, USA

20 Employees

75K-90K Annually

3-5 Years of Experience

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20 Employees

75K-90K Annually

3-5 Years of Experience

Consulting

Seeking a Senior Financial Planning Associate to collaborate with Advisors in developing and delivering financial plans, managing compliance, and increasing assets under management. The role involves connecting with clients' next generation and developing revenue opportunities. Requires 3+ years of experience in Financial Services, understanding of Financial Planning, and strong communication skills.

Claire Myers Consulting

Lead Advisor

19 Days Ago

Manchester, NH, USA

20 Employees

5-7 Years of Experience

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20 Employees

5-7 Years of Experience

Consulting

Seeking an investment associate with a strong investment analysis/management background and emphasis in financial planning. Responsible for maintaining a book of business, trading assets, coordinating with wealth management and fund companies, monitoring asset variance, conducting research, and providing client guidance.

Claire Myers Consulting

Lead Financial Advisor

20 Days Ago

Great Barrington, MA, USA

20 Employees

105K-250K Annually

3-5 Years of Experience

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20 Employees

105K-250K Annually

3-5 Years of Experience

Consulting

Lead Financial Advisor role providing personalized financial advice and strategies to a sophisticated client base. Requires understanding of financial planning, investment strategies, and client relationship management. Strong analytical and communication skills essential.

Claire Myers Consulting

Operations Associate

23 Days Ago

Edwards, CO, USA

20 Employees

50K-60K Annually

1-3 Years of Experience

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20 Employees

50K-60K Annually

1-3 Years of Experience

Consulting

Seeking Operations Associate to support a wealth management practice in financial planning and client account management. Responsibilities include trading, account maintenance, client communication, and financial planning. Qualifications include strong communication skills, financial knowledge, and organizational abilities. Bachelor's degree in finance or related field required. Compensation: $50,000 - $60,000 yearly.

Claire Myers Consulting

Investment Relations Advisor

24 Days Ago

United States

Remote

20 Employees

65K-150K Annually

3-5 Years of Experience

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20 Employees

65K-150K Annually

3-5 Years of Experience

Consulting

The Investment Relations Advisor will focus on growing clientele and generating new business. They will also connect with the client's next generation and build relationships with COIs.