coastal wealth Jobs - 8979

Point Wealth Management - Melville,NY

Employment Type : Full-Time

The right candidate should have wealth management and comprehensive financial planning experience and have demonstrated success in client-facing roles. They should have a passion for the planning profession and delivering a first-class client...

Posted on : 2024-05-18T03:12:58Z

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Russell Tobin - All cities,NY

Employment Type : Full-Time

The Financial Advisory Analyst is a key member of the team responsible for managing high net worth and ultra-high net worth clients. They handle tasks such as preparing client balance sheets, analyzing asset allocation, monitoring investment...

Posted on : 2024-05-13T02:14:30Z

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USHA - Buffalo - Buffalo,NY

Employment Type : Full-Time

Entry Level Account Representative Ready to make a difference? Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions,...

Posted on : 2024-05-04T11:21:54Z

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Preferred Mutual Insurance Company - All cities,NY

Employment Type : Full-Time

Please note, this role requires frequent travel in the Southeastern NY area - this area includes travel in Greene, Ulster, Duchess, Westchester, Sullivan, Putnam, Orange and Rockland Counties, with occasional travel to Northern New...

Posted on : 2024-05-17T02:24:08Z

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The Phoenix Group - All cities,NY

Employment Type : Full-Time

About Us: Welcome to The Phoenix Group, a premier executive search and staffing solutions firm providing contract, contract-to-hire, and direct-hire services. We're actively seeking driven and motivated individuals to join...

Posted on : 2024-05-18T04:28:06Z

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