Operations Staff Opportunities
Operations & Non-Advisor Roles
Great firms are built by great people. For the people who make firms work — not just the people who own them.
Whether you’re in client service, compliance, operations, or marketing, we help you align your skills, purpose, and career with firms that value what you do.
Who We Work With
The wealth management world is evolving — and so are the people behind it.
From client service and operations to compliance and marketing, the industry runs on talent that’s often overlooked when firms talk about “growth.”
We connect and consult with professionals in roles such as:
- Client Service & Relationship Management
- Compliance & Risk
- Operations & Trading
- Marketing & Client Experience
- Financial Planning Support & Paraplanning
- Technology & Integration
- Lead/Service Advisors
- Relationship Managers
- Portfolio Managers
Whether you’re looking for a new role, exploring independence, or want to grow your impact within a team, AMGF + LIDS can help guide your path.
Non-Advisor Opportunity Listings
We partner with independent RIAs, family offices, and financial platforms nationwide to fill open roles within their organization.
Director of Advanced Tax & Financial Planning | Remote
They are seeking a Director of Advanced Tax & Financial Planning who thrives in a collaborative environment and enjoys building relationships. This leadership role focuses on guiding a team of planning professionals and partnering with advisors to deliver proactive, integrated strategies—not preparing returns personally.
Contact
Schedule A Confidential Call
Let’s talk about your next step. Whether you’re seeking capital, planning succession, or positioning for acquisition, we can help you chart the right course — and execute it with confidence.
Your Future. Your Equity. Your Legacy.
A. M. GUIDANCE & FINANCIAL SERVICES
Through our collaboration with Lids Consulting, AMGF delivers a rare combination of human-capital expertise and institutional M&A strategy, empowering boutique firms to compete and grow while remaining independent.
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