
1 - 10 employees
Founded 2017
🎯 Recruiter
💸 Finance
🤝 B2B
Recruitment • Finance • B2B
Windward Recruiting is a premier recruitment agency specializing in executive search and recruitment within the wealth management and financial services sectors. With over 45 years of combined experience, Windward Recruiting is dedicated to connecting organizations with exceptional talent, ensuring successful placements that promote growth. The company emphasizes the building of long-term relationships with clients and employs a rigorous candidate screening process to identify the best fits for high-level positions.
🕒 July 8
Operations / Client Service Associate at Guiding Financial providing client service and managing operations. Engage with ultra-high-net-worth families while supporting Advisors and internal workflows.
🕒 June 16
Client Service Associate assisting clients in a financial planning firm remotely. Responsibilities include client communication, data management, and administrative tasks.
🕒 May 16
Client Service Operations Associate at Bergland Wealth Management assisting with client requests and back-office operations. Work primarily remote but serving clients in Eastern and Central time zones.