Private Wealth Investment Counselor

About Wealth Enhancement GroupWe are an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach.We proudly provide unique financial plans and...

**About Us:**Citizens Securities, Inc. is a high-quality investment services provider focused on helping clients reach their short and long-term financial goals.We're dedicated to providing exceptional service and expertise in wealth management to our clients. Our team of professionals is passionate about delivering personalized solutions that meet the...

Our Approach to Wealth ManagementWe take a holistic approach to wealth management, considering each client's unique circumstances and goals to deliver tailored solutions.How You Will ContributeAs an Investment Assistant II, you will play a critical role in supporting our team in delivering exceptional client service and driving business growth.Key Skills and...

NexWealth is a multi-family office focused on delivering personalized family wealth management services. We are seeking a Manager of Investment Due Diligence to join our team in Philadelphia.About NexWealth:We are committed to providing customized, integrated family wealth management solutions that meet the unique needs of each client. Our team is dedicated...

We are seeking a seasoned professional to serve as the Head of Wealth Management Services at our client's global investment firm in Philadelphia. The ideal candidate will have a strong background in wealth management and a proven track record of success in supporting high net worth individuals and families.About the RoleThis is a senior leadership position...

Company OverviewNexWealth is a multi-family office that provides personalized family wealth management services. The firm focuses on delivering timely responses, customized investment solutions, objectivity, transparency, and tailored financial solutions to high-net-worth clients.

About Wealth Enhancement GroupWe are a nation-wide wealth management firm providing specialized knowledge and attentive service to over 61,000 households. Our team-based approach ensures personalized financial planning and investment management services beyond standard approaches.Salary RangeThe salary target for this Sr. Client Service Associate role is...

NexWealth Overview: NexWealth is a leading provider of personalized family wealth management services. Our firm has locations in Philadelphia, Pennsylvania, and Palm Beach Gardens, Florida. We are committed to a diverse and inclusive workplace and are an equal opportunity employer.Job Description: We are seeking a Manager of Investment Due Diligence to join...

Company OverviewWealth Enhancement Group is a leading independent wealth management firm dedicated to enriching the lives of our clients. With a passion for perfection, we strive to deliver exceptional financial planning and investment management services through our unique Roundtable and UniFi processes.SalaryThe estimated salary for this role is $60,000 -...

Company Overview: NexWealth is a multi-family office that provides highly customized, integrated family wealth management services. Our firm fills a void in the industry by delivering timely responses, customized investment solutions, objectivity, ultimate transparency, and tailored financial solutions to high-net-worth clients.Job Summary: We are seeking a...

Position DescriptionJoin 5 Legal's investment management practice in Philadelphia as a Junior Investment Manager. This role offers an exciting opportunity to work with a leading international law firm and contribute to the success of their investment management team.The successful candidate will have experience in private funds, including hedge funds and...

We are looking for a highly experienced Director, Private Client Solutions to join our client's team in Philadelphia. The ideal candidate will have a strong background in private banking and wealth management, with a proven track record of delivering exceptional results to high net worth clients.About the RoleThis is a senior leadership position that...

About the Role As a Private Equity Associate at Soul Equity Solutions, you will join an established private investment firm in their Philadelphia office. This firm focuses on middle market businesses, primarily investing in business services and healthcare.The Associate will support senior investment professionals in investment sourcing, due diligence, and...

Role Summary5 Legal is seeking a skilled Investment Funds Associate to join their team in the Philadelphia office. This role offers an exciting opportunity to work with a leading international law firm and contribute to the success of their investment management practice.The successful candidate will have experience in private equity and hedge funds,...

About Marquette AssociatesMarquette Associates is a premier investment consulting firm dedicated to delivering exceptional service to our clients. Founded in 1986, our team of experts strives to be a trusted partner and fiduciary, prioritizing our clients' interests and objectives above all else.">Key ResponsibilitiesProvide analytical support to our teams...

Job DescriptionWe are seeking a skilled Full-time School/ College Counselor to join our team. As a key member of our organization, you will work closely with customers, partners, and colleagues to champion everyone's access to opportunities for retirement, education, and financial well-being.

About Axcelus Financial Life Insurance Company">Axcelus Financial Life Insurance Company is dedicated to providing innovative and customized insurance-based solutions for high-net-worth and institutional clients. With extensive expertise in private placement life insurance and annuities, we cater to the unique goals, needs, and tax implications of...

About Glenmede:Glenmede is a leading provider of independent wealth management solutions. Our innovative approach and commitment to client-centricity have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. With over 65 years of experience, we have developed a unique understanding of the complexities of...

About the RoleThis is an exciting opportunity for experienced lawyers to join our team and work on complex investment deals.ResponsibilitiesReview and draft documents related to private investment funds.Collaborate with clients to understand their investment needs.Analyze market trends and provide recommendations to clients.What We OfferA competitive salary...

Job OverviewGlenmede Trust Co, a leading provider of private wealth, endowment & foundation, and investment management services, seeks a talented Relationship Management Services Associate to join its Platform Solutions team.This is an exciting opportunity for a motivated individual to contribute to the company's mission of empowering financial futures. As a...