Cardinal Point Wealth Management | Compliance Associate

Cardinal Point is a high growth, fast paced independent private wealth management firm with offices in the US and Canada. We focus on providing personalized investment, estate, tax and cross border financial planning solutions to affluent individuals and families and specialized financial representation for professional athletes. We are looking for a...

Cardinal Point is a high growth, fast paced independent private wealth management firm with offices in the US and Canada. We focus on providing personalized investment, estate, tax and cross border financial planning solutions to affluent individuals and families and specialized financial representation for professional athletes. We are looking for a...

Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor seeking a highly skilled Senior Wealth Management Associate to join our team in Scottsdale, AZ. The ideal candidate will possess a four-year college degree in Finance, Business, or Economics and 1-2+ years of relevant experience.About the RoleThe Senior Wealth Management Associate...

Thompson Wealth Management is actively seeking a dedicated and passionate Wealth Advisor to join our team in Scottsdale, Arizona. In this role, you'll have the opportunity to build your own client base with the support of our extensive lead generation efforts. We handle your calendar with qualified appointments—no cold calling required. You'll also benefit...

Thompson Wealth Management is actively seeking a dedicated and passionate Wealth Advisor to join our team in Scottsdale, Arizona. In this role, you'll have the opportunity to build your own client base with the support of our extensive lead generation efforts. We handle your calendar with qualified appointments—no cold calling required. You'll also benefit...

Thompson Wealth Management is actively seeking a dedicated and passionate Wealth Advisor to join our team in Scottsdale, Arizona. In this role, you'll have the opportunity to build your own client base with the support of our extensive lead generation efforts. We handle your calendar with qualified appointments—no cold calling required. You'll also benefit...

About the RoleWe are seeking a skilled Senior Tax Associate Lead to join our team at Vestpointe Wealth Management. This role offers a lucrative salary range of $90,000 - $100,000 per year, along with an array of benefits that support your professional growth and well-being.The successful candidate will have a strong foundation in finance and tax preparation,...

Job SummaryThis is an exciting opportunity for a motivated and organized professional to join our wealth management team as a Sr Client Service Associate. The successful candidate will be responsible for delivering personalized service experiences to our clients, including frequent interaction with high-net-worth individuals and families.

Job SummaryVestpointe Wealth Management is seeking a highly skilled and experienced Senior Tax Associate to join our team in Scottsdale, AZ. The ideal candidate will have a strong background in tax preparation and filing, as well as experience with estate planning and financial services.A competitive salary of $98,000 - $108,000/year is offered, along with a...

Job OverviewUnderhill Financial Advisors, LLC is a reputable wealth advisory firm seeking a highly skilled Financial Advisor to provide comprehensive financial planning and investment advisory services to successful families, business professionals, and small business owners experiencing significant transition.We are an independent firm with 27 years of...

About the RoleVestpointe Wealth Management seeks a highly skilled Senior Tax Associate to join our team in Scottsdale, AZ. As a key member of our financial services team, you will be responsible for delivering comprehensive tax services to our clients.Job ResponsibilitiesPrepare and file tax returns with attention to detailAnalyze clients' finances and...

Join Our Team of Investment ProfessionalsWe are seeking a highly motivated and organized Wealth Management Specialist to join our team at Underhill Financial, LLC. As a Wealth Management Specialist, you will be responsible for developing and implementing financial planning solutions for clients utilizing eMoney software, providing ongoing monitoring and...

Wealth Management ProfessionalUnderhill Financial, LLC is a leading independent wealth advisory firm providing financial planning and investment advisory services to successful families, business professionals, and small business owners experiencing significant transition.Job Summary:We are seeking a highly skilled Wealth Management Professional to join our...

About Us: As human beings we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities.If your idea of a dream career combines business ownership with the opportunity to create impact, you may...

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Sr Client Service Associate in our Scottsdale, AZ office. The Sr Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals,...

Req ID: 75310 Location: Scottsdale -SCOTT, Mesa -MESA, Phoenix -PHOE Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates...

Req ID: 75310 Location: Scottsdale -SCOTT, Mesa -MESA, Phoenix -PHOE Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates...

Company OverviewBeacon Pointe Advisors is a leading Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Our firm provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and...

Job DescriptionWe are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (CSA) in our Scottsdale, AZ office. The Senior CSA will join a highly talented team of institutional investment consultants and analysts that service the investment management needs of high net worth individuals, families and...

Job SummaryThe Client Service Specialist is a key role at Trajan Wealth LLC, responsible for delivering exceptional customer service to existing clients while processing service items with great attention to detail.Key Responsibilities:Process ACH contributions and distributions from investment accounts and annuity contracts.Assist clients with linking...