Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers, custodial banks, retail banks, financial planners and others. There is no equivalent of a stock exchange to consolidate the allocation of investments and promulgate fund pricing and as such it is considered a fragmented and decentralised industry. High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory sp ...
ecialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. Wealth managers can have backgrounds as independent Chartered Financial Consultants, Certified Financial Planners or Chartered Financial Analysts (in the United States), Certified International Investment Analysts, Chartered Strategic Wealth Professionals (in Canada), Chartered Financial Planners (in the UK), or any credentialed (such as MBA) professional money managers who work to enhance the income, growth and tax-favored treatment of long-term investors.
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Job Description. Callahan Financial Planning is seeking to hire a. Client. Service Associate. This position will work in a. high-quality service environment within the financial services. industry. They will be responsible for a wide variety of client. processes and communications while having awareness of operational. processes to achieve the client’s needs. Must have a basic. understanding of finance, investments, and investment products. Prefe...
Description/Job Summary. Provides support to the incumbents manager as well as any other Wealth Management Advisors within the organization. Responsibilities/Duties. 1. Aids officers with administrative responsibilities, such as answering phones, filing and preparation of documents. This duty is performed daily. 2. Assists in completion of new account related activities, such as account openings, preparation of account documents, CIP compliance, ...
Are you a team player. Are you extremely organized. Do you enjoy learning new things. If so, we would love to hear from you. Manske Wealth Management is a unique communication-focused wealth management firm that provides meaningful, monthly communication to our clients so they can easily control their investments and accomplish their goals. What sets our team apart from the rest of Wall Street is our systemic dedication to staying in touch with o...
Client Service Representative Opportunity in Birmingham, AL. Want a company that invests in you rather than treating you like a number. Looking for a company that has direct growth plans. We are looking for a high-level Client Service Representative to join a boutique firm here in Birmingham. This company provides tremendous training for their employees, creates custom growth paths for each individual, and truly gives everyone a seat at the table...
Client Service Associate. Job Title. Client Service Associate. Location. Pittsburg, PA. Salary. $60-$65K. We are one of the largest Registered Invesment Advisory (RIA) firms in the nation, founded in 2002 and based out of California. With over 400 employees across 50 offices and over $25 billion in assets under management our team has seen continuous growth the past couple years. Due to this we are actively looking to add a Client Service Associa...
Relationship Manager. Reports to. Director of Practice Management. Status. Exempt. Apollon Wealth Management is looking for a driven Relationship Manager to become a valuable member of our team. Our ideal candidate will play a crucial role in maintaining smooth day-to-day operations within the organization. Responsibilities. Efficiently handle incoming calls and manage scheduling for financial advisors, ensuring smooth communication and appointme...
Relationship Manager. Reports to. Director of Practice Management. Status. Exempt. Apollon Wealth Management is looking for a driven Relationship Manager to become a valuable member of our team. Our ideal candidate will play a crucial role in maintaining smooth day-to-day operations within the organization. Responsibilities. Efficiently handle incoming calls and manage scheduling for financial advisors, ensuring smooth communication and appointme...
Exciting Opportunity for an Attorney with strong Estate Planning experience to join a premier wealth management firm. As an Estate Planning Specialist, you will work with the firm's Financial Advisors to educate clients on estate planning and business succession and will serve as a resource for clients who are working through the estate planning process with their outside legal team. You will also serve as an internal resource, including by assis...
Description. . About us. As one of the oldest, independent community banks in Vermont, Union Bank has a longstanding reputation for investing in the success of our customers and communities. Founded in 1891 in Morrisville, Vermont, Union Bank is a full-service bank offering commercial, retail, municipal and asset management services throughout northern Vermont and northern New Hampshire. . Description. We are seeking a motivated individual for a ...
Opal Wealth Advisors, located in Jericho Long Island (NY) is a registered investment advisor (RIA) dedicated to helping their clients create and use wealth to accomplish their financial goals. Opal Wealth is currently looking to add a Financial Analyst to their team of wealth management professionals. The key aspects of the Financial Analyst Role include. Serving as the primary administrator of all Opal Investment Models, including oversight, exe...
Our client is seeking a Client Services Associate for their wealth management company located in Brentwood, TN. This is an on-site role, M-F 8:30am-4:30pm. The ideal candidate will be business professional, work well in a team and excellent at multi-tasking. Some of the duties include. Compliance follow up to ensure we have all forms required on new accounts. Create and maintain records in Salentica. Account opening. Establish and maintain Period...
New York Life Insurance Company/NYLIC Securities is a large business in New York, NY. We are professional and our goal is to make a lasting impact on the financial well-being of individuals, families, and small businesses. Our work environment includes. Modern office setting. Financial Professional. Are you a leader who has the following traits. Competitive. Coachable. Communicative. Self-disciplined. Authentic. If the answer is yes, consider bec...
