Private Wealth Management Administrative Assistant

The Private Wealth Associate is responsible for the execution of all recommendations made for clients as they move through the financial planning process with the Private Wealth Advisor (Lead Advisor). They will also be responsible for providing a high level of client service to enhance the overall client experience. The Private Wealth Associate will be...

The Private Wealth Associate is responsible for the execution of all recommendations made for clients as they move through the financial planning process with the Private Wealth Advisor (Lead Advisor). They will also be responsible for providing a high level of client service to enhance the overall client experience. The Private Wealth Associate will be...

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 firms. The ideal candidate should possess at least two years of administrative support experience from a corporate...

Location: Century CityOverview:We are seeking a highly organized and proactive Executive Assistant/Office Administrator. This role is responsible for facilitating the completion of administrative and organizational tasks, primarily including managing the Company’s general administrative activities, providing support functions to management, and assisting...

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 firms. The ideal candidate should possess at least two years of administrative support experience from a corporate...

Advantage xPO is currently looking for a bright, energetic and friendly Executive Administrative Assistant to support a busy and highly successful Private Wealth Management team within one of the most prestigious global financial services firms. The ideal candidate should possess at least three to five years of administrative support experience from a...

Advantage xPO is currently looking for a bright, energetic and friendly Executive Administrative Assistant to support a busy and highly successful Private Wealth Management team within one of the most prestigious global financial services firms. The ideal candidate should possess at least three to five years of administrative support experience from a...

Advantage xPO is currently looking for a bright, energetic and friendly Executive Administrative Assistant to support a busy and highly successful Private Wealth Management team within one of the most prestigious global financial services firms. The ideal candidate should possess at least three to five years of administrative support experience from a...

Advantage xPO is currently looking for a bright, energetic and friendly Executive Administrative Assistant to support a busy and highly successful Private Wealth Management team within one of the most prestigious global financial services firms. The ideal candidate should possess at least three to five years of administrative support experience from a...

We are seeking a Private Wealth Support Advisor (Level II) to join our team, dedicated to providing exceptional service in executing and implementing financial plans for high-net-worth families. Your role will be pivotal in ensuring that our clients' financial strategies are executed with precision, efficiency, and exceed their expectations in terms of...

Within the Capital Group, Private Client Services is the organization that services the complex needs of the wealthiest investors. Started almost five decades ago as a family office managing the assets of Capital Group's founders, senior executives and loved ones, today PCS manages over $30B for over 1,500 ultra-high net worth (UHNW) families, endowments and...

Location: Century CityOverview:We are seeking a highly organized and proactive Executive Assistant/Office Administrator. This role is responsible for facilitating the completion of administrative and organizational tasks, primarily including managing the Company’s general administrative activities, providing support functions to management, and assisting...

Location: Century CityOverview:We are seeking a highly organized and proactive Executive Assistant/Office Administrator. This role is responsible for facilitating the completion of administrative and organizational tasks, primarily including managing the Company’s general administrative activities, providing support functions to management, and assisting...

Within the Capital Group, Private Client Services is the organization that services the complex needs of the wealthiest investors.Started almost five decades agoas a family office managing the assets of Capital Group's founders, senior executives and loved ones, today PCS manages over $30B for over 1,500 ultra-high net worth (UHNW) families, endowments and...

Chief Compliance OfficerLocation: Century CityAbout the CompanyThe Company is a newly registered investment adviser, founded by industry leaders and seasoned practitioners who have built and operated successful single-family offices and wealth management firms serving ultra-high-net-worth clientele. Our boutique tuck-in platform empowers breakaway financial...

Only candidates with US Work Authorization will be considered.Scope of Internship: Provide support to Private Wealth Management Relationship Officer/Manager by shadowing the team and assisting with client service requests. This is an on-site full-time 1-year internship, Monday-Friday, 08:30 AM to 5 PM.Requirements:• Strong critical-thinking...

Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!  The Wealth Advisor plays a pivotal role in attracting and retaining clients. If you have...

Essential Functions & ResponsibilitiesFAS is seeking a self-starting and energetic full-time Front Desk Administrative Assistant, reporting to the Chief Compliance Officer. As a Front Desk Administrator, you will play a crucial role in creating a positive first impression for our organization. You will manage the reception area, handle administrative...

Advantage xPO is currently looking for a bright, energetic and friendly Executive Administrative Assistant to support a busy and highly successful Private Wealth Management team within one of the most prestigious global financial services firms. The ideal candidate should possess at least three to five years of administrative support experience from a...

*Wealth Management Advisor - Associate *If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.*Your Opportunity:* Join the premier, independent Wealth Management team of Schulfer & Associates, LLC Wealth Management as an Associate Wealth Management Advisor. Our positive, upbeat...