Roles we fill
Roles We Place
Our placements span a wide range of professional roles, from receptionists and client service associates to certified financial planners, financial advisors, accountants, enrolled agents (EA), certified public accountants (CPA), licensed insurance agents and insurance brokers. These are just a few examples of the many roles we help our clients fill, specializing exclusively in permanent, direct-hire placements.
How to read this
Support roles
and producer
roles
The lists below run roughly from support roles up to producer and management roles. That order does not decide your package. What you already have in house does. Two firms hiring the same role often need different things from us, and you should not pay for steps you can run yourself.
If a title you are hiring for is not on the list, it is still worth a call. These are the roles we fill most often.
By industry
Sixty roles we fill
Financial Services
- Receptionist
- Financial Office Assistant
- Financial Advisor Assistant
- Financial Office Manager
- Marketing Coordinator
- Marketing Director
- Client Service Specialist
- Client Service Associate
- Registered Client Service Specialist
- Registered Client Service Associate
- Associate Financial Advisor
- Associate Financial Consultant
- Financial Advisor
- Financial Consultant
- Investment Associate
- Trading Associate
- Portfolio Manager
- Paraplanner
- Financial Planner
- Certified Financial Planner
Accounting & Tax
- Accounting Clerk
- Accounting Assistant
- Administrative Assistant
- Bookkeeper
- Full Charge Bookkeeper
- Financial Auditor
- Compliance Auditor
- Senior Financial Auditor
- Accountant
- Staff Accountant
- Controller
- Comptroller
- Tax Preparer
- Tax Specialist
- Tax Planning Specialist
- Tax Planning Advisor
- Enrolled Agent
- Tax Accountant
- Senior Tax Accountant
- Certified Public Accountant
Insurance
- Receptionist
- Office Assistant
- Insurance Representative
- Customer Service Associate
- Client Service Representative
- Customer Service Representative
- Customer Service Manager
- Insurance Agent
- Insurance Sales Agent
- Insurance Sales Specialist
- Licensed Insurance Agent
- Licensed Insurance Representative
- Account Manager
- Area Manager
- Insurance Consultant
- Insurance Underwriter
- Underwriting Manager
- Insurance Manager
- Sales Agency Manager
- Insurance Broker
Next step
Tell us which position is open
One intake call and we will tell you how far the process should go for what you already have in house.
