Employment Type : Full-Time
Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and...
Employment Type : Full-Time
Business Overview: Siebert Financial Corp. is a well-respected and established provider of comprehensive wealth management and investment products and services for individuals, companies, and...
Employment Type : Full-Time
Description The Private Client Senior Wealth Advisor thrives in a culture defined by a shared vision of always placing client interests first while coaching and developing self and others. The Private Client Senior Wealth...
Employment Type : Full-Time
Wealthstream Advisors, Inc., a fast growing boutique wealth management firm located in New York City providing investment management and financial planning services to high net worth clients. We are looking for a Wealth Management...
Employment Type : Full-Time
Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services...