Creativeone Wealth Jobs in Usa

• Upsell and Expand: Identify and act on opportunities to grow platform usage and adoption within each account (e.g., new advisor teams, new features, deeper integrations).
• Drive Adoption: Lead advisor engagement post-sale by training teams, driving daily usage, and embedding Vise into the firm's operating rhythm. Success means AUM managed on Vise grows consistently.
• Own Relationships: Be the primary point of contact for named enterprise accounts-building trust, anticipating needs, and making sure advisors and home office stakeholders are set up for long-term success.
• Be the Client Voice: Capture advisor feedback and surface insights internally to influence product development, roadmap priorities, and client experience improvements.
• Orchestrate Onboarding: Partner with implementation, product, and service teams to seamlessly onboard new firms and teams-ensuring a smooth transition and successful launch.
• Collaborate Cross-Functionally: Liaise with sales, investments, product, and marketing to align efforts and execute on account growth strategies.
• Support Strategic Projects: Join demos, prep executive updates, and help shape the enterprise success playbook as we scale.

• 3+ years of experience in account management, relationship management, or client success in a B2B SaaS, fintech, or wealth management environment
• Experience working with or selling to financial advisors, broker-dealers, or enterprise RIAs
• Knowledge of investment products and strategies commonly used by financial advisors
• Proven track record of driving adoption, increasing product usage, and growing client relationships
• A sales-forward, consultative mindset with the ability to identify upsell opportunities and close them in partnership with sales
• Comfort managing enterprise clients with complex organizational structures and high expectations
• Strong communication and relationship-building skills-both with advisors and internal stakeholders
• Highly organized and proactive, with the ability to juggle multiple priorities and keep momentum across accounts
• Strong understanding of investment platforms, TAMPs, custodians (e.g., Schwab, Fidelity, Pershing), and the advisor tech stack is a plus
• Experience with Salesforce and comfort analyzing account data to inform strategy

• Opportunity to make a significant impact at a hyper-growth fintech start-up
• Competitive salary and equity
• Unlimited PTO and great benefits, including $1 medical insurance
• 401k plan with generous matching and self-directed brokerage account option
• Access to investment management and free financial advice from one of our partner RIA firms
• Paid lunches at our NYC office
• Career growth and development opportunities

• Host demo presentations with potential members
• Build and maintain strong client relationships
• Meet or exceed monthly sales targets
• Manage and maintain a healthy sales pipeline and deal status
• Develop a deep understanding of products and services
• Stay updated on industry trends

• 8+ years in direct sales capacity
• Have an energetic, outgoing, and friendly demeanor
• Excellent verbal and written communication skills; the ability to call, connect and interact with anyone
• Previous experience selling into consumers
• Previous experience selling a SaaS product
• Previous experience in FinTech or WealthTech or Wealth Management Industry
• SIE, Series 7, Series 65, Series 66, CFP or similar designation preferred
• Bachelor's degree or equivalent experience

• Health & Wellness: 100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage
• 401(k): Retirement savings program to support your future
• Paid Time Off: time to reset and recharge + most federal holidays
• Parental Leave: Comprehensive leave policy for growing families
• Meals: Select meals covered throughout the week
• Fitness: Monthly movement stipend
• Equity & Career Growth: Early exercise eligibility and a strong focus on professional development
• Annual Compensation Reviews: Salary and equity refreshes based on performance
• Boomerang Program: After two years at Range, you can take time away to start your own company. We'll hold your spot for 6 months - and pause your equity vesting, which resumes if you return

A well-regarded, mid-size law firm with a single Chicago office is seeking a Trusts & Estates Associate to join a their private client and wealth planning practice.

Associates in this group work on a full suite of private client and wealth management matters often advising individuals, families, and closely held businesses on gift tax, estate planning, and succession planning.

This role offers a chance to embrace lead associate responsibilities in a proven practice group with a full-service firm that genuinely prioritizes work-life balance (reasonable billable hour requirement and true hybrid flexibility).

Compensation

• $140,000 – 200,000 base salary, plus bonuses (DOE).

Details

• Draft comprehensive estate plans for high-net-worth and middle-market clients.
• Advise clients on generation skipping trusts, gift tax planning, SLATs, ILITs, and other sophisticated planning strategies.
• Assist with trust and estate administration matters as part of ongoing client relationships.
• 1700 Billable Requirement.
• Hybrid (optional), "3 days in, 2 days out".

Requirements

• 4+ years trusts & estates experience.
• Illinois Bar Admission.
• JD from accredited law school.

Benefits include Health, Dental, Vision, 401(k).

Equal Opportunity Employer/Veterans/Disabled. To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to . The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act, Los Angeles City Fair Chance Ordinance, Los Angeles County Fair Chance Ordinance for Employers, San Francisco Fair Chance Ordinance.

The Center for Heirs' Property is a nonprofit organization dedicated to providing legal and forestry education and services to underserved families. Its mission is to protect heirs' property, increase land value, and create generational wealth. The organization is committed to empowering families with the tools and knowledge needed to maintain and grow their land assets. By focusing on education and advocacy, the Center fosters sustainable land stewardship and economic growth for future generations.

The Staff Attorney will provide legal assistance and representation to underserved families in matters related to heirs' property. This is a full-time, on-site position located in North Charleston, SC. Key responsibilities include offering legal counsel, preparing legal documents, conducting legal research, negotiating resolutions, and representing clients in relevant proceedings. The Staff Attorney will work closely with clients to achieve solutions that protect property rights and promote generational wealth.

• Knowledge of Law, with a specific emphasis on Labor and Employment Law
• Proven ability to provide Legal Advice and draft legal documents
• Strong skills in Research and the ability to analyze complex legal matters
• Experience in Negotiation and dispute resolution
• Excellent verbal and written communication abilities
• Ability to manage multiple cases and prioritize tasks effectively
• Juris Doctor (JD) from an accredited law school and active bar membership in South Carolina
• Experience working with underserved communities or nonprofit organizations is a plus

About the Role

We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our client, a well-known and respected MFO in Los Angeles. You'll play a pivotal role in overseeing diverse financial needs, including trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both retention and growth, you'll work collaboratively across departments to provide holistic wealth management solutions tailored to clients' unique situations.

**This role does not require a portable book of established business. There are clients ready for you to work with and expand upon!

Key Responsibilities

• Client Relationship Management: Oversee trusts, estates, and investment accounts, ensuring compliance with fiduciary regulations and seamless white-glove client service.
• Legal and Financial Expertise: Apply a working knowledge of legal documents and fiduciary laws, including trust agreements, powers of attorney, and community property issues.
• New Business Development: The ability to leverage your network of legal, accounting, and other professionals to cultivate new client relationships in a very organic way to meet revenue goals.
• Collaboration Across Teams: Partner with investment, tax, real estate, and operations teams to deliver comprehensive client solutions.
• Client Engagement: Conduct regular client meetings, performance reviews, and account updates to provide personalized financial advice.
• Leadership: Supervise and mentor junior colleagues to ensure exceptional service delivery and shape the advisors of tomorrow.

Ideal Candidate Profile

• Education: Bachelor's degree required; advanced degrees (JD, MBA) or certifications (CTFA, CFP, CFA, CPA) strongly preferred.
• Experience: 10-15+ years in wealth management.
• Skills: Exceptional knowledge of trust administration, estate planning, and the custom financial needs of high-net-worth clients. Strong leadership and interpersonal skills.
• New Business Development Experience: We're looking for professionals who understand the long, relationship-driven sales cycle required to attract and engage UHNW individuals and families.
• Mindset: Driven by collaboration, client-centric solutions, and a passion for excellence.

What We Offer

• A collaborative, supportive environment with a strong focus on client success.
• Opportunities to work with an exclusive clientele and expand your professional network.
• The ability to make a tangible impact on clients' long-term financial legacies.

Trusts & Estates Paralegal

Location: San Diego, CA

Salary Range and Benefits: $90,000 to $115,000 per year, along with comprehensive benefits such as medical, dental, vision, etc.

Position Type: Full-time, Hybrid (1-2 Days Onsite), Direct Hire

LHH is partnering with a prestigious law firm specializing in high-wealth, high-profile trusts & estates and probate matters, in seeking an experienced and empathetic Trusts & Estates Paralegal. The ideal candidate should have a minimum of 3 years' experience in trust & estate law and possess exceptional organizational and interpersonal skills. As a Trusts & Estates Paralegal you will play a crucial role in servicing our high-wealth, high-profile clients. Your responsibilities will include:

Responsibilities:

• Client Interaction: Meet with clients, trustees, family members, and communicate with beneficiaries to provide support and guidance.
• Tax Compliance: Prepare estate and gift tax returns to ensure compliance with relevant tax laws.
• Document Preparation: Draft and prepare a variety of legal documents, including deeds, asset spreadsheets, probate pleadings, and fiduciary accountings.
• Estate Administration: Assist in the administration of probate estates and trusts, including asset allocation, asset transfers, and the sale of assets.
• Legal Support: Draft trusts, wills, and related documents as needed to support our clients' needs.
• Financial Coordination: Work closely with financial institutions, accountants, and appraisers to collect estate assets and financial information.
• Guardianship and Conservatorship: Prepare and file petitions, accountings, and reports related to guardianship and conservatorship proceedings.
• General Support: Perform other duties as assigned by attorneys to support our clients effectively.

Qualifications:

• Experience: Minimum of three years' experience as a trust & estates paralegal.
• Education: Paralegal certificate.
• Detail-Oriented: Strong attention to detail, proactive, dependable, and highly organized.
• Technical Skills: Excellent math and computer skills, including proficiency with legal software.
• Analytical Skills: Strong problem-solving and analytical skills.
• Communication: Clear and concise communication skills, both written and verbal.
• Legal Knowledge: Familiarity with probate processes, rules, and judicial council forms.
• Location: Ability to work in the Los Angeles office four times a week.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance

Physical Therapist (PT) 

Sign-on Bonus: $5,000.00
Job Type: Full-time

Your experience matters 

At Community Rehabilitation Hospital South, we are driven by a profound commitment to prioritize your well-being so you can provide exceptional care to others. Here, you're not just valued as an employee, but as a person. As a Physical Therapist (PT) joining our team, you're embracing a vital mission dedicated to making communities healthier. Join us on this meaningful journey where your skills, compassion, and dedication will make a remarkable difference in the lives of those we serve.

How you'll contribute

A Physical Therapist who excels in this role: 

• Assumes responsibility and accountability for the care of those patients being treated by Physical Therapist Assistants and Therapy techs. May be assigned to orient staff and students and assume the duties and responsibilities of the supervisor in the absence of that individual.

• Assesses patients' needs; identifies and initiates appropriate physical therapy interventions; works cooperatively with other patient team personnel in maintaining standards for professional physical therapy practice and interdisciplinary teamwork.

• Observes and evaluates treatment affect, accomplishment of short- and long-term goals. Recommends change to physician, if needed.

• Performs an appropriate assessment on each patient and performs reassessments, as per policy. Performs accurate and timely QI scoring. The population is adult and geriatric patients requiring an adult medical rehabilitation program and services.

• Able to assess patient pain interfering with optimal level of function of participation in rehabilitation; makes appropriate interventions to reduce pain; makes appropriate physician contact for intervention.

What we offer 

Fundamental to providing great care is supporting and rewarding our team. In addition to your base compensation, this position also offers: 

• Employee Well-being: Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments, mental health services and discount programs).
• Professional Development: Ongoing learning and career advancement opportunities.
• Competitive Pay Rates
• Superior Quality Patient Outcomes
• Supportive Leadership and Culture

Qualifications and requirements:

• Current licensure as a Physical Therapist in the state where the hospital is located.

• Inpatient rehab experience preferred

• Current BLS/CPR Card

Department/Unit Summary 

• Our team is cohesive, organized, and supportive, ensuring a collaborative and efficient work environment.

• We highly value our PRN staff, recognizing their crucial role in maintaining high-quality patient care.

• We offer comprehensive mentorship during onboarding, helping new team members integrate smoothly and confidently.

• Our tenured staff bring a wealth of experience and stability, contributing to our exceptional standards of care.

• We provide specialized stroke programming, delivering targeted and effective treatment for stroke patients.

About us
Community Rehabilitation Hospital South is a 44-bed hospital located in Greenwood, Indiana, and is part of Lifepoint Health, a diversified healthcare delivery network committed to making communities healthier® with acute care, rehabilitation, and behavioral health facilities from coast to coast. From your first day to your next career milestone-your experience matters.

EEOC Statement

"Community Rehabilitation Hospital South is an Equal Opportunity Employer. Community Rehabilitation Hospital South is committed to Equal Employment Opportunity for all applicants and employees and complies with all applicable laws prohibiting discrimination and harassment in employment."

Lifepoint Health is a leader in community-based care and driven by a mission of Making Communities Healthier. Our diversified healthcare delivery network spans 29 states and includes 63 community hospital campuses, 32 rehabilitation and behavioral health hospitals, and more than 170 additional sites of care across the healthcare continuum, such as acute rehabilitation units, outpatient centers and post-acute care facilities. We believe that success is achieved through talented people. We want to create places where employees want to work, with opportunities to pursue meaningful and satisfying careers that truly make a difference in communities across the country.

Occupational Therapist (OT)
Job Type: PRN

Your experience matters 

At Community Rehabilitation Hospital South, we are driven by a profound commitment to prioritize your well-being so you can provide exceptional care to others. Here, you're not just valued as an employee, but as a person. As an Occupational Therapist (OT) joining our team, you're embracing a vital mission dedicated to making communities healthier. Join us on this meaningful journey where your skills, compassion, and dedication will make a remarkable difference in the lives of those we serve.

How you'll contribute  

• Assumes responsibility and accountability as indicated for the care of those patients being treated by Certified Occupational Therapist Assistants, rehabilitation technicians and occupational therapy students. May be assigned to orient staff and students and assume the duties and responsibilities of the supervisor in the absence of that individual as qualified to do so.

• Assesses patients' needs; identifies and initiates appropriate occupational therapy interventions; works cooperatively with other patient team personnel in maintaining standards for professional occupational therapy practice and interdisciplinary teamwork.

• Observes and evaluates treatment affect, accomplishment of short- and long-term goals. Recommends change to physician, if needed.

• Performs an appropriate assessment on each patient and performs reassessments, as per policy. Performs accurate and timely QI scoring. The population is adult and geriatric patients requiring an adult medical rehabilitation program and services.

• Able to assess patient pain interfering with optimal level of function of participation in rehabilitation; makes appropriate interventions to reduce pain; makes appropriate physician contact for intervention

What we offer 

Fundamental to providing great care is supporting and rewarding our team. In addition to your base compensation, this position also offers: 

• Employee Well-being: Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments, mental health services and discount programs).
• Professional Development: Ongoing learning and career advancement opportunities.
• Competitive Pay Rates
• Superior Quality Patient Outcomes
• Supportive Leadership and Culture

Qualifications and requirements:

• Current licensure as an Occupational Therapist in the state where the hospital is located.

• Previous experience in all aspects of occupational therapy preferred but not required.

• Effective oral and written communication skills in English with additional languages preferred

• Current CPR/BLS certification

Department/Unit Summary 

• Our team is cohesive, organized, and supportive, ensuring a collaborative and efficient work environment.

• We highly value our PRN staff, recognizing their crucial role in maintaining high-quality patient care.

• We offer comprehensive mentorship during onboarding, helping new team members integrate smoothly and confidently.

• Our tenured staff bring a wealth of experience and stability, contributing to our exceptional standards of care.

• We provide specialized stroke programming, delivering targeted and effective treatment for stroke patients.

About us
Community Rehabilitation Hospital South is a 44-bed hospital located in Greenwood, Indiana, and is part of Lifepoint Health, a diversified healthcare delivery network committed to making communities healthier® with acute care, rehabilitation, and behavioral health facilities from coast to coast. From your first day to your next career milestone-your experience matters.

EEOC Statement

"Community Rehabilitation Hospital South is an Equal Opportunity Employer. Community Rehabilitation Hospital South is committed to Equal Employment Opportunity for all applicants and employees and complies with all applicable laws prohibiting discrimination and harassment in employment."

Lifepoint Health is a leader in community-based care and driven by a mission of Making Communities Healthier. Our diversified healthcare delivery network spans 29 states and includes 63 community hospital campuses, 32 rehabilitation and behavioral health hospitals, and more than 170 additional sites of care across the healthcare continuum, such as acute rehabilitation units, outpatient centers and post-acute care facilities. We believe that success is achieved through talented people. We want to create places where employees want to work, with opportunities to pursue meaningful and satisfying careers that truly make a difference in communities across the country.

Physical Therapist (PT) 
Job Type: PRN 

Your experience matters 

At Community Rehabilitation Hospital South, we are driven by a profound commitment to prioritize your well-being so you can provide exceptional care to others. Here, you're not just valued as an employee, but as a person. As a Physical Therapist (PT) joining our team, you're embracing a vital mission dedicated to making communities healthier. Join us on this meaningful journey where your skills, compassion, and dedication will make a remarkable difference in the lives of those we serve.

How you'll contribute

A Physical Therapist who excels in this role: 

• Assumes responsibility and accountability for the care of those patients being treated by Physical Therapist Assistants and Therapy techs. May be assigned to orient staff and students and assume the duties and responsibilities of the supervisor in the absence of that individual.

• Assesses patients' needs; identifies and initiates appropriate physical therapy interventions; works cooperatively with other patient team personnel in maintaining standards for professional physical therapy practice and interdisciplinary teamwork.

• Observes and evaluates treatment affect, accomplishment of short- and long-term goals. Recommends change to physician, if needed.

• Performs an appropriate assessment on each patient and performs reassessments, as per policy. Performs accurate and timely QI scoring. The population is adult and geriatric patients requiring an adult medical rehabilitation program and services.

• Able to assess patient pain interfering with optimal level of function of participation in rehabilitation; makes appropriate interventions to reduce pain; makes appropriate physician contact for intervention.

What we offer 

Fundamental to providing great care is supporting and rewarding our team. In addition to your base compensation, this position also offers: 

• Employee Well-being: Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments, mental health services and discount programs).
• Professional Development: Ongoing learning and career advancement opportunities.
• Competitive Pay Rates
• Superior Quality Patient Outcomes
• Supportive Leadership and Culture

Qualifications and requirements:

• Current licensure as a Physical Therapist in the state where the hospital is located.

• Inpatient rehab experience preferred

• Current BLS/CPR Card

Department/Unit Summary 

• Our team is cohesive, organized, and supportive, ensuring a collaborative and efficient work environment.

• We highly value our PRN staff, recognizing their crucial role in maintaining high-quality patient care.

• We offer comprehensive mentorship during onboarding, helping new team members integrate smoothly and confidently.

• Our tenured staff bring a wealth of experience and stability, contributing to our exceptional standards of care.

• We provide specialized stroke programming, delivering targeted and effective treatment for stroke patients.

About us
Community Rehabilitation Hospital South is a 44-bed hospital located in Greenwood, Indiana, and is part of Lifepoint Health, a diversified healthcare delivery network committed to making communities healthier® with acute care, rehabilitation, and behavioral health facilities from coast to coast. From your first day to your next career milestone-your experience matters.

EEOC Statement

"Community Rehabilitation Hospital South is an Equal Opportunity Employer. Community Rehabilitation Hospital South is committed to Equal Employment Opportunity for all applicants and employees and complies with all applicable laws prohibiting discrimination and harassment in employment."

Lifepoint Health is a leader in community-based care and driven by a mission of Making Communities Healthier. Our diversified healthcare delivery network spans 29 states and includes 63 community hospital campuses, 32 rehabilitation and behavioral health hospitals, and more than 170 additional sites of care across the healthcare continuum, such as acute rehabilitation units, outpatient centers and post-acute care facilities. We believe that success is achieved through talented people. We want to create places where employees want to work, with opportunities to pursue meaningful and satisfying careers that truly make a difference in communities across the country.