| Paraplanner (Client Service Associate) |
Immediately |
Briaud Financial Advisors |
College Station |
TX |
| Private Wealth Manager |
Immediately |
Wellesley Investment Partners |
Wellesley |
MA |
| Financial Planner |
Immediately |
Timberchase Financial, LLC |
Birmingham |
AL |
| Associate Wealth Manager |
Immediately |
New Planner Recruiting. LLC in representation of fee-only firm |
Berkeley |
CA |
| Financial Planning Associate |
Immediately |
New Planner Recruiting, LLC in representation of fee-only firm |
Tysons Corner |
VA |
| Experienced Financial Analyst |
Immediately |
myCIO Wealth Partners, LLC |
Philadelphia |
PA |
| Entry level CFP®/Soon to be CFP® |
Immediately |
Ames Planning Associates, Inc. |
Peterborough |
NH |
| Executive Administrative Assistant |
4/1/2012 |
Baltimore-Washington Financial Advisors, Inc. |
Columbia |
MD |
| Client Service Specialist |
Immediately |
Modera Wealth Management, LLC |
Boston |
MA |
| Financial Services Assistant |
Immediately |
Ames Planning Associates, Inc. |
Peterborough |
NH |
| Client Service Assistant: Baltimore, MD |
3/7/2012 |
Ronald Blue & Co., LLC |
Hunt Valley |
MD |
| Associate Advisor |
Immediately |
New Planner Recruiting, LLC in representation of fee-only firm |
Austin |
TX |
| Financial Planning Analyst |
Immediately |
Ballentine Partners, LLC |
Wolfeboro |
NH |
| Paraplanner |
Immediately |
Conway Financial Group, LLC |
Chesterfield |
MO |
| Paraplanner/Chief Admin |
Immediately |
|
Hockessin |
DE |
| Financial Advisor Internship |
Immediately |
Artemis Financial Advisors, LLC |
Boston |
MA |
| Part-Time Client Service Administrator |
Immediately |
Artemis Financial Advisors, LLC |
Boston |
MA |
| Paraplanner |
Immediately |
The Family Firm, Inc. |
Bethesda |
MD |
| Investment Associate |
Immediately |
Matrix Wealth Advisors, Inc. |
Charlotte |
NC |
| Portfolio and Planning Analyst |
Immediately |
Gold Medal Waters, Inc. |
Boulder |
CO |
| Associate Financial Advisor |
Immediately |
New Planner Recruiting, LLC in representation of fee-only firm |
Annapolis |
MD |
| Financial Planning Assistant |
Immediately |
Trinity Financial Advisors, LLC |
Chicago |
IL |
| Service and Operations Associate |
7/1/2012 |
Bernhardt Wealth Management, Inc. |
McLean |
VA |
| Portfolio Manager - West Financial Services |
Immediately |
West Financial Services, Inc. |
McLean |
VA |
| Associate Financial Planner |
6/1/2012 |
Briggs Wealth Management, LLC |
Glastonbury |
CT |
| Financial Advisor |
Immediately |
Modera Wealth Management, LLC |
Boston |
MA |
| Investment Research Analyst |
Immediately |
|
Atlanta |
GA |
| Financial Investment Operations Manager |
Immediately |
Valentine Ventures, LLC |
Bend |
OR |
