Our client, a nationally recognized broker-dealer renowned for their exceptional client service and commitment to employee satisfaction, is seeking a Assistant Branch Manager for their location in Rancho Cucamonga, California. This pivotal role focuses on supporting the Branch Manager in cultivating a high-performing sales team while fostering the development of service associates who drive revenue and deliver outstanding customer experiences. Ke...
Our client, an independent wealth management firm, is looking to add to their team, an Investment Operations Associate. This role is in office. Our client, specialize in working with ultra-high net worth families, as well as family offices and institutions with investment assets. Their goal is to assist families in managing their wealth and preparing future generations for the responsibilities and opportunities it brings. Job Duties may include b...
Our client is a national broker-dealer, well known for their exceptional focus on the client services and employee experience. They are searching for a Branch Leader in Rancho Cucamonga, California. The Branch Leader role is centered around supporting the Branch Manager in building and leading a high-performing sales team while developing service associates who drive revenue and ensure excellent customer satisfaction. Key responsibilities of the ...
Our client is looking for a detail-oriented and proactive. Administrative Assistant. to join their team. As a key member of the office, you will be the first point of contact for visitors, manage incoming calls, and coordinate client schedules. In this role, you'll provide essential support by handling daily administrative tasks, ensuring the smooth operation of the firm. Additional responsibilities may include assisting firm officers with person...
Our client is a national leader in the broker-dealer space, known for their investment in employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Licensed Financial Consultants to join their branches in the following locations. San Antonio and Austin areas. In this role, you will be building a career for yourse...
