
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.
2 - 10 employees
Founded 2017
🎯 Recruiter
💸 Finance
🤝 B2B
November 8
Client Service Associate providing excellent client service and managing responsibilities in a wealth management firm. The role involves communication, process management, and task execution for client deliverables.
🗽 New York – Remote
💵 $65k - $80k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
📁 Client Services
🚫👨🎓 No degree required
November 5
Client Service Associate assisting in providing excellent service to clients at Northern Lights Advisors, a financial planning firm. This position is remote and requires financial services experience.
☕ Washington – Remote
💵 $65k - $80k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
📁 Client Services
🚫👨🎓 No degree required
October 31
Associate Advisor / Relationship Manager for Modern Wealth Management supporting advisors with operational tasks. Deliver financial planning services and maintain client relationships in a permanently remote setting.