wealth services specialist Jobs - 8998
Client Services/Operations Associate - Wealth Manager in Westchester
Coda Search Staffing - All cities,NY
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...
Wealth Management Operations Specialist
Wealthstream Advisors - New York,NY
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...
Private Wealth Advisor
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...
Senior Wealth Advisor
Atlas - New York,NY
Employment Type : Full-Time
Atlas is a next-gen wealth and asset management company. We are building and leveraging the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more...
Private Wealth Management Administrative Assistant - Cohoes
Advantage xPO - Cohoes,NY
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...