
1 - 10 employees
Founded 2017
💼 Consulting
⚖️ Legal
🎯 Recruiter
Consulting • Legal • Recruitment
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.
🔥 3 hours ago
Part-time Hiring Associate screening and interviewing candidates for RIA Recruiting. Supporting small financial advisory firms by managing resumes, Zoom interviews, and ATS updates.
🏈 Ohio – Remote
💵 $30 - $40 / hour
⏱ Part Time
🟢 Junior
🟡 Mid-level
🚫👨🎓 No degree required
👻 Ghost score 0%
🕒 August 11
Client Service Associate supporting clients of a boutique financial planning, tax, and investment advisory practice. Managing client requests, brokerage operations, workflows, and NaviPlan data entry remotely.
🏄 California – Remote
💵 $65k - $80k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
📁 Client Services
🚫👨🎓 No degree required
👻 Ghost score 0%
🕒 August 11
Associate Financial Advisor supporting individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients. Providing financial planning, tax, investment operations, and client-service support.
🏄 California – Remote
💵 $90k - $120k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💸 Financial Planning and Analysis (FP&A)
🚫👨🎓 No degree required
👻 Ghost score 0%
🕒 July 24
Client Service Operations Associate at Pathwise Wealth Partners managing client requests and onboarding. Requires financial services experience and excellent communication skills in a fully remote role.
🏄 California – Remote
💵 $80k - $100k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
📁 Client Services
👻 Ghost score 0%
🕒 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.
🎸 Mississippi – Remote
💵 $65k - $80k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
📁 Client Services
👻 Ghost score 13%