Wealth Planning Associate

Our client - a well known wealth management firm based in Westport, CT - is looking for an experienced Executive Assistant to join the team. This is a permanent role and is based on site 5 days/week. Client Details A growing, well known wealth management firm. Description The role will involve: Support 3 members of the Executive team, with various...

About Our Client A growing, well known wealth management firm. Job Description The role will involve:Support 3 members of the Executive team, with various administrative tasks. These include:Managing calendars and organizing meetingsDrafting communications and managing correspondence Creating presentations and attending meetings where needed Booking travel...

About Our Client A growing, well known wealth management firm. Job Description The role will involve:Support 3 members of the Executive team, with various administrative tasks. These include:Managing calendars and organizing meetingsDrafting communications and managing correspondence Creating presentations and attending meetings where needed Booking travel...

About the Company:About the role:The Retail Associate will work on the frontlines ensuring that every customer has a positive and comfortable experience. The Retail Associate will be an ambassador of Rhone and a representation of its principles (Gritty, Responsible, Evolving, Authentic, and Team Centered). They should have a passion for fitness and living a...

The School At Greens Farms Academy (GFA), students are empowered to do the hard, thrilling, essential work of shaping their own world, of building their own future. More than 700 PreK -12 students come from 23 towns in Fairfield and Westchester counties and form a joyful community that aspires to live by the school's motto, "Each for All." Founded in 1925,...

The School At Greens Farms Academy (GFA), students are empowered to do the hard, thrilling, essential work of shaping their own world, of building their own future. More than 700 PreK -12 students come from 23 towns in Fairfield and Westchester counties and form a joyful community that aspires to live by the school's motto, "Each for All." Founded in 1925,...

TotalMed Staffing is seeking an experienced Neonatal Intensive Care Unit Registered Nurse for an exciting Travel Nursing job in Lebanon, NH. Shift: 3x12 hr nights Start Date: 06/10/2024 Duration: 13 weeks Pay: $ / Week Registered Nurse - Neonatal | RN - N | Lebanon, New Hampshire | $ Weekly TotalMed is seeking a Registered Nurse - Neonatal for a travel...

Job Schedule: Per Diem Job Shift: Shift 1Shift Details: As needed (PRN)RN Sun- 7:00a-3:30p/Sat 3:00pm -11:30p /11P-7:30a. Every day, over 30,000 Hartford HealthCare colleagues come to work with one thing in common: We invite you to become part of Connecticut's most comprehensive healthcare network. Vincent's Medical Center in Bridgeport has more than 3,200...

Elio Longo has been a transformational school finance professional for over twenty years. Elio received his Master of Business Administration degree at Quinnipiac College and his undergraduate degree at the University of Bridgeport. Prior to a career change to school finance management Elio worked as a financial/marketing analyst for a multinational...

Wealth Planning AssociateResponsibilities include:Support Relationship Managers on client relationships.Serve as a key point of contact for day-to-day client service needs.Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.Review of bank and brokerage accounts on a regular...

Wealth Planning Associate | (Hybrid, in office at least 2 days a week- primarily Tuesdays & Wednesdays)Dalio Family Office Overview: The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures and investments as well as their work through Dalio Philanthropies, including OceanX, Dalio Education, Endless Network, and the...

Wealth Planning Associate | (Hybrid, in office at least 2 days a week- primarily Tuesdays & Wednesdays)Dalio Family Office Overview: The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures and investments as well as their work through Dalio Philanthropies, including OceanX, Dalio Education, Endless Network, and the...

A boutique multi-family office advisory practice serving the sophisticated wealth needs of individuals, families, and their related businesses and organizations. We provide a concierge approach to our clients, fostering a collaborative and transparent relationship with every member of the client's team ensuring accountability and successful implementation of...

Job DescriptionJob DescriptionJob Title: Tax ManagerLocation: 100% Remote but with offices all over the countrySalary: $125,000 to $145,000 + bonus + benefitsCPA or EA required Great opportunity to be part of a holistic approach to Tax Planning & Wealth Management.Amazing hours! No more brutal tax seasons. Get out of the grind of CPA firms. This is not a...

Job DescriptionJob DescriptionFinancial Advisor Position OpportunityWe are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States.website www.allianceg.comAs we continue to grow, we are seeking established Financial Advisors...

Job DescriptionJob DescriptionFinancial Advisor Position OpportunityWe are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States.website www.allianceg.comAs we continue to grow, we are seeking established Financial Advisors...

Our Story Founded in 2008, Hightower Advisors is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size, and scale empower its...

Our Story Founded in 2008, Hightower Advisors is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size, and scale empower its...

Limitless Management Group is a dynamic, fast-growing business development firm looking for a proactive and enthusiastic Business Development Associate to forge impactful relationships with partners and improve prospective client volume. The Business Development Associate will build relationships and assist the sales team to gain new customers through...

Limitless Management Group is a dynamic, fast-growing business development firm looking for a proactive and enthusiastic Business Development Associate to forge impactful relationships with partners and improve prospective client volume. The Business Development Associate will build relationships and assist the sales team to gain new customers through...

Limitless Management Group is a dynamic, fast-growing business development firm looking for a proactive and enthusiastic Business Development Associate to forge impactful relationships with partners and improve prospective client volume. The Business Development Associate will build relationships and assist the sales team to gain new customers through...

Job DescriptionJob DescriptionLimitless Management Group is a dynamic, fast-growing business development firm looking for a proactive and enthusiastic Business Development Associate to forge impactful relationships with partners and improve prospective client volume. The Business Development Associate will build relationships and assist the sales team to...

**Associate, Strategic Initiatives** **Dalio Family Office** **Dalio Family Office Overview**: The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core...

At Tend, we do dental differently.Tend is rewriting the playbook of modern dentistry by building a company around the patient and the provider. We believe that with the power of technology, a hospitality-driven mindset, and a top tier clinical team, we can make going to the dentist something to look forward to. Our vision is to transform the dental...

At Tend, we do dental differently.Tend is rewriting the playbook of modern dentistry by building a company around the patient and the provider. We believe that with the power of technology, a hospitality-driven mindset, and a top tier clinical team, we can make going to the dentist something to look forward to. Our vision is to transform the dental...

Our Story Madewell is a community-driven clothing destination that champions creativity, inclusivity, and self-expression. With denim at the brand's core, Madewell also offers all the tenets of a great wardrobe, from easy tees and timeless outerwear to classic footwear and last-forever bags. Beyond impeccably designed products, Madewell also distinguishes...

Company Description AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas - immunology, oncology, neuroscience, and eye care - and products and services...

Job Details Job Location Westport - Westport, CT Position Type Part Time Education Level High School   Salary Range $15.69 - $17.26 Travel Percentage Negligible Job Shift Any Job Category Sales Description We LOVE that you are interested in learning more about this role and what makes Lovesac unique! WHO we are? Here at Lovesac, our Lovesac Family is...

Job DetailsJob Location Westport - Westport, CT Position Type Part Time Education Level High School Salary Range $15.69 - $17.26 Travel Percentage Negligible Job Shift Any Job Category Sales DescriptionWe LOVE that you are interested in learning more about this role and what makes Lovesac unique! WHO we are? Here at Lovesac, our Lovesac Family is comprised...