- 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
- Charles Schwab (Manhasset, NY)
- **Your opportunity** At Schwab , you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the ... You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship...desire to grow under the mentorship of a seasoned advisor , this could be the role for you. **What… 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 (New York, NY)
- …**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
