Company Overview. The Center for Wealth Preservation is a leading provider of wealth management services to high-net-worth individuals, professional athletes, corporations, and foundations. Our team of experts is dedicated to delivering customized financial solutions and providing exceptional client service. This role offers the opportunity to work closely with clients, develop personalized financial strategies, and play a critical role in guidin...
Company Overview. The Center for Wealth Preservation is a leading provider of wealth management services to high-net-worth individuals, professional athletes, corporations, and foundations. Our team of experts is dedicated to delivering customized financial solutions and providing exceptional client service. This role offers the opportunity to work closely with clients, develop personalized financial strategies, and play a critical role in guidin...
Company Overview. The Center for Wealth Preservation is a leading provider of wealth management services to high-net-worth individuals, professional athletes, corporations, and foundations. Our team of experts is dedicated to delivering customized financial solutions and providing exceptional client service. This role offers the opportunity to work closely with clients, develop personalized financial strategies, and play a critical role in guidin...
Customized Financial Solutions. The Center for Wealth Preservation, LLC is a leading provider of tailored financial solutions for high-net-worth individuals, corporations, and foundations. As a key member of our team, you will have the opportunity to work closely with clients, develop personalized financial strategies, and guide them toward their financial goals. Develop comprehensive financial plans incorporating investment, insurance, retiremen...
Job Description. Profile. Our work at Center for Wealth Preservation is critical to the financial well-being of individuals, families, businesses, and communities. We are driven to help people feel more secure and more prepared for their financial future. We are seeking a detail-oriented and organized Part-Time Office Facilitator to support our Hauppauge office operations. This role involves a variety of administrative tasks, client interactions,...
Job Description. We are looking for a part- time bookkeeper to join our team. Hours. Flexible. Key Details. Prior bookkeeping or accounting firm experience. Experience with Quickbooks is required. Concur and Excel experience is helpful. Flexible hours and a pleasant work environment.
About Us. The Center for Wealth Preservation is a leading wealth and financial management firm. Our team of experienced wealth management professionals provides customized solutions for a diverse client base that includes high-net-worth individuals, professional athletes, corporations, and foundations. We take pride in our strong ethical framework and dedication to providing outstanding customer service. Our mission is to offer the right solution...
