cainwattersassociates

Summary/Objective Reporting to the Chief Revenue Officer, the Executive Administrative Assistant is responsible for providing administrative, operational, and project support while helping drive coordination across the Growth organization. This role partners closely with business leaders to manage e

Summary/Objective The Associate Financial Planner Interns will report to Financial Planners, as well as the Partners in charge of Associate Financial Planners. The Associate Financial Planner Intern is responsible for directly supporting the Financial Planner with all aspects of the client relations

Position Summary Reporting to the Senior Vice President of Business Development, the Senior Director / Vice President, Mergers & Acquisitions is responsible for developing meaningful relationships with 7 Pillars clients and cultivating ongoing working relationships with potential partner entities. T

Summary/Objective The Associate Financial Planner Interns will report to Financial Planners, as well as the Partners in charge of Associate Financial Planners. The Associate Financial Planner Intern is responsible for directly supporting the Financial Planner with all aspects of the client relations

Summary/Objective Reporting to the Senior Wealth Advisor, the Client Coordinator supports our wealth management team. This role is the operational backbone of the client experience — managing scheduling, communications, and administrative workflows for advisors while serving as a warm, professional

Summary/Objective Reporting to the Executive Committee, the Chief Legal Officer (CLO) is a critical member of the executive leadership team responsible for providing strategic legal counsel, overseeing enterprise contract management, leading key growth initiatives, and supporting operational excelle

Summary/Objective Reporting to the Investment Operations Manager, the Investment Operations Specialist is responsible for onsite support related to coordinating, implementing and maintaining all investment account openings, and service requests, while maintaining confidentiality of client informatio

Summary/Objective Reporting to a Partner and the Director of Wealth Management, the Wealth Advisor is responsible for managing a group book of client relationships, delivering comprehensive financial planning and investment advisory services. This role is ideal for a credentialed professional (CFP®

Summary/Objective Reporting to the Vice President of Member Engagement, the Member Engagement Specialist is responsible for owning a defined portfolio of ELITE members referred by strategic partners, primarily Cain Watters & Associates (CWA). This role provides high-touch engagement, supports financ

Summary/Objective Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the client’s financial plan, which include management of both internal and extern

Summary/Objective Reporting to the IT Applications Manager, the Application Programmer Analyst is responsible for designing, developing, testing, and maintaining software applications that support organizational goals and business processes. This role ensures seamless integration of applications, pr