Windward Recruiting Jobs in United States

Regional Wealth Director · This position is ideal for someone who excels at building trust-based partnerships, guiding high-net-worth prospects through thoughtful discovery. · Owning and growing external referral partnerships within the assigned region. · Building a high-quality ...

Job Description · This role requires a seasoned wealth professional to join our expanding advisory platform in a senior regional leadership position. · Cultivate trust-based partnerships with high-net-worth prospects through thoughtful discovery and personalized guidance. · Serve ...

A national advisory platform is seeking a Regional Wealth Director covering multiple regions. The ideal candidate has extensive experience in wealth management and excels in building trust-based partnerships with high-net-worth individuals. Responsibilities include managing refer ...

We have an opportunity for a detail-oriented, client-focused Client Service Associate (CSA) to join a collaborative wealth management team in Atlanta. · This is a non-sales role designed for a professional who thrives on organization, precision, and delivering best-in-class clien ...

Join our collaborative team as a detail-oriented Client Services Associate. In this non-sales role, you'll emphasize organization, precision, and exceptional client service. · About Us · We're a boutique wealth management firm seeking professionals who share our passion for deliv ...

Regional Wealth Director (Business Development) · This is a National Role that will cover several regions. This posting is for the Midwest Region. · Regional Coverages Available: Southeast, Southwest, Northeast, Midwest · We have an opportunity for a seasoned, relationship-driven ...

Regional Wealth Director · This senior regional leadership role involves building trust-based partnerships with high-net-worth prospects and referral partners. · The Regional Wealth Director will guide clients through thoughtful discovery conversations to assess their needs and c ...

We have an opportunity for a strategic and client-focused Wealth Advisor to join a dynamic private wealth team in Madison, Wisconsin. · This role is responsible for delivering holistic financial solutions tailored to high-net-worth clients, with an emphasis on long-term relations ...

About the Role: · You will lead client relationships and play a key role in driving new business development as you help shape the next phase of growth within a well-established RIA. This is a role for an experienced, relationship-driven professional who values thoughtful plannin ...

This is a National Role that will cover several regions. This posting is for the Midwest Region.We have an opportunity for a seasoned, relationship-driven wealth professional to join a nationally expanding advisory platform in a senior regional leadership role. · ...

Wealth Management and Finance industries. · Sales skills, · make a real impact, · long-term career advancement.Proactively generate new leads and prospects through outbound calls, emails, and strategic networking · Build and nurture strong relationships with potential clients · P ...

We have an opportunity for an experienced, relationship-driven professional to join a well-established, independently owned Texas bank within its Private Banking division. · ...

Job Description · We are seeking a detail-oriented client-focused professional to deliver comprehensive wealth management services. · Organize materials for regular meetings · Attend meetings and prepare follow-up letters · Implement action items working with clients · ();, Part ...

We have an opportunity for an experienced relationship-driven professional to join a well-established independently owned Texas bank within its Private Banking division. · ...

We have an opportunity for a relationship-driven, thoughtful Wealth Advisor to join a boutique independent RIA with a deliberately managed, · high-trust client base.Serve as a primary or secondary advisor to clients, delivering comprehensive financial advice across planning, inve ...

Are you energized by building relationships, opening doors, and helping businesses grow?Do you thrive in a fast-paced, entrepreneurial environment where your efforts truly matter? · ...

A leading financial advisory firm is seeking a Regional Wealth Director to enhance external referral partnerships across multiple regions. This role requires 5+ years of experience in wealth management and professional designations such as CFP or CFA. Responsibilities include man ...

+Job Summary · We have an opportunity for a driven, relationship-first Regional Director to join a high-performing, collaborative wealth management team in Los Angeles.This is a high-visibility, high-upside position within a fast-moving office that values momentum, team integrati ...

We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families. · RESPONSIBILITIES: · Organize and prepare materials for regular client meetings · Attend and participate in client meetings, prepare ...

We have an opportunity for a driven, · relationship-first Regional Director · to join a high-performing, · collaborative wealth management team.Build and deepen relationships with Financial Consultants and branch leadership across Schwab and Fidelity partner branchesIncrease refe ...