- M&T Bank (Boston, MA)
- …other related duties as assigned. Scope of Responsibilities: The position assists the Wealth Advisor , Wealth Management team, and internal business partners ... High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and… more
- Hightower (Purchase, NY)
- …accuracy and consistent completion? Do want to begin a career in the dynamic wealth management industry? Founded in 2010, Altium believes that our clients wealth ... a higher sense of purpose. Our mission far exceeds wealth generation: we want to empower our clients to...for a strategic professional to join our growing Client Service team. Our Client Service team directly… more
- Windward Recruiting (Milwaukee, WI)
- …for a detail-oriented, client-focused professional to join a collaborative, growth-minded wealth management team. This role is ideal for someone looking to ... their experience in financial advisory services with a clear path toward becoming a Wealth Manager - no sales required. You'll be part of a high-integrity firm that… more
- Goldman Sachs, Inc. (Irving, TX)
- …the drive to make things possible for our clients and communities. Asset & Wealth Management includes our Advisory business - Goldman Sachs Wealth Services ... and banking expertise to consumers and institutions around the world. Asset and Wealth Management partners with various teams across the firm to assist individuals… more
- Bank of America (Providence, RI)
- Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, ... companies, and institutions. Merrill Wealth Management is one of the largest businesses of...Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Goldman Sachs, Inc. (San Francisco, CA)
- …is designed to service the firm's most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra-high net worth clients for more than ... essential to maintaining and enhancing our business. Principal Responsibilities: Join an advisor team(s) and help service clients and their families, providing… more
- Goldman Sachs, Inc. (West Palm Beach, FL)
- …infrastructure, transactional workflows, liquidity management, compliance, valuation, cybersecurity, and service providers. Assess advisor and fund documentation ... Job Description Job Description A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential,… more
- Kestra Financial Independent Advisor (Hartford, CT)
- Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are ... for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients....new clientele. This position is perfect for a financial advisor who is eager to succeed in the independent… more
- TD Bank Group (Manchester, NH)
- …this role. Line of Business: TD Wealth Job Description: The Private Client Service (PCS) Income Tax Advisor is responsible for timely and effective fiduciary ... of Company policies and regulatory guidelines Directs and coordinates with Customer Service Associate (CSA) assigned to the fiduciary tax team Maintains… more
- LPL Financial Holdings, Inc. (Troy, MI)
- …you to support Financial Advisors associated with LPL Financial under our Employee Advisor Model. This role will support advisors within the credit union. This ... opportunity is an excellent steppingstone to continue to build on your wealth management experience and opportunities to work with multiple internal departments at a… more
- Focus Partners Wealth (Boston, MA)
- …goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange ... ASSOCIATE VICE PRESIDENT, BUSINESS DEVELOPMENT Boston, MA New...Boston, MA New York, NY Position Summary Focus Partners Wealth (FPW) is a dynamic and growing independentwealth management… more
- TalentLink Solutions (Atlanta, GA)
- …planning. We are expanding our team and hiring a highly organized and efficient Client Service Associate to join our team. This position is crucial in supporting ... strong leader to guide and work within our client service and operations model. Our collaborative and supportive team... - troubleshoot problems and serve as liaison between Advisor and Client as needed Communicate with the broker/dealer,… more
- Citigroup, Inc. (Uniondale, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… more
- Morgan Stanley (Alpharetta, GA)
- … Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a daily ... with their everyday needs. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: *Supporting the FA/PWA/team in… more
- MassMutual Eastern PA (Philadelphia, PA)
- …and other financial products Qualifications *2+ years of experience as a financial advisor , wealth manager, or related role. *Active state insurance licenses and ... network of specialists, including tax, estate planning, business development, and wealth management teams. *Utilize advanced digital tools to manage your business… more
- Claire Myers Consulting (Dallas, TX)
- Job Title: Senior Planning Associate Location: Dallas, TX (Primarily On-Site) Compensation: 85k-110k base + ~10% annual bonus About the Role: A growing wealth ... management firm in Dallas is hiring a Senior Planning Associate to lead the planning process for a team...opportunities and develop custom solutions Serve as a servicing advisor for a portion of client relationships, delivering advice… more
- The University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Job Title Associate Director of Strategy and Planning Job Profile Title...with an emphasis on: Planning: Serve as key strategic advisor and thought partner to top management. Select and… more
- Jordan Park Trust Company (Portsmouth, NH)
- …trust company under common ownership with Jordan Park Group, an investment advisor registered with the Securities and Exchange Commission. We provide comprehensive ... team of trust professionals enables clients to preserve and manage their wealth in coordination with their estate planning objectives. We embrace complexity and… more
- Fidelity Investments (Redmond, WA)
- …providing investment solutions and growing relationships with a dedicated local advisor . The Expertise We're Looking For Effectively utilizing Fidelity's guidance ... tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs Leveraging technology, you can prepare… more
- Kestra Financial (Cypress, TX)
- An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate / Service Wealth Advisor for a great opportunity for the ... right person. This person will report to the Lead Advisor and be the primary contact for customer relationship...large book of business, including managing client needs regarding service , asset allocation, case design, and financial planning +… more
