Employment Type : Full-Time
A multi-billion dollar family office is seeking an experienced EA to support the head of the firm. This is an EXCELLENT opportunity to join a great firm with a strong culture, great pay & benefits and a hybrid schedule. The ideal...
Employment Type : Full-Time
Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients...
Employment Type : Full-Time
Our wealth management client in Midtown is seeking an advisor coordinator to work alongside wealth management advisors assisting with client service support, applications, and on-boarding. Administrative...
Employment Type : Full-Time
Location: Purchase NY Duration: 7 months with the possibility of extension Responsibilities Heavy phone contact with Financial Advisors and branch office...
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...