- Zoe Financial (New York, NY)
- About Zoe Zoe is an end-to-end wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service. Zoe ... former and current operators from JP Morgan, Blackrock, Charles Schwab , Uber, and Doordash are part of the cap...include Nerdwallet's 2022, 2023, and 2024 Best Online Financial Advisor , Morningstar's Fintech Startup of the Year 2019, ThinkAdvisor… more
- Robert Half Finance & Accounting (New York, NY)
- …recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ years' ... Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The role is hybrid remote and requires 3 days… more
- Guardian Life (Holmdel, NJ)
- …**You will** + Manage all aspects of the complex process of transitioning a wealth management advisor + Collaborate across teams to deliver seamless and world ... Guardian life is seeking an Advisor Transitions Specialist who will be a critical...and transfers + Knowledge of Pershing NetX360, Envestnet, Charles Schwab , and Fidelity Wealthscape preferred + Strong technology aptitude… more
