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...
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...
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,...
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...
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...