Wealth Management Liaison

About the RoleRitholtz Wealth Management is a fast-growing wealth management firm headquartered in New York City with clients and employees across the country. We are seeking a highly motivated Client Service Associate to join our team and provide exceptional service to our clients.ResponsibilitiesCultivate and enhance new and existing client relationships...

About Our FirmRitholtz Wealth Management is a fast-growing wealth management firm headquartered in New York City with a strong presence across the country. We pride ourselves on being a forward-thinking Registered Investment Advisory (RIA) firm that seeks highly motivated and career-oriented individuals who can thrive in a dynamic and collaborative...

Estimated Salary: $65,000 - $85,000 per year (dependent on qualifications and experience)Location: Greater Chicago area (hybrid position with regular travel to office)

Company OverviewRitholtz Wealth Management is a dynamic and forward-thinking wealth management firm with a strong presence in the United States. As a fast-growing RIA, we are dedicated to providing exceptional service to our clients and employees across the country.

About UsRitholtz Wealth Management is a dynamic and innovative wealth management firm based in New York City with a strong presence across the country. Our mission is to provide exceptional service to our clients by leveraging cutting-edge technology, leading content, and time-tested investment strategies.Role OverviewThis role involves cultivating and...

We are seeking a highly motivated and experienced Wealth Management Advisor to join our team at RK Partners. As a Wealth Management Advisor, you will be responsible for providing comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies.The ideal candidate...

Wealth Planning Associate OpportunityECG Resources, a premier Single-Family Office, seeks a detail-oriented and results-driven Wealth Planning Associate to support the delivery of exceptional wealth management services to UHNW clients.This entry-level professional will contribute to a high-performing team, learning from experienced advisors and developing...

Northern Trust, a Fortune 500 company, is a globally recognized financial institution with over 130 years of experience. Our commitment to service, expertise, and integrity has earned us numerous awards.We are seeking a skilled Wealth Management Solutions Expert to join our team in advancing strategic relationships with partners in Wealth. This role requires...

About Our CultureRitholtz Wealth Management is a dynamic and inclusive culture that values diversity and promotes a work-life balance. We offer a comprehensive benefits package, including health insurance, 401(k) with match, and generous time off. Our team is committed to supporting each other's growth and development, and we encourage community...

As a Client Service Associate at Ritholtz Wealth Management, you will play a critical role in cultivating and enhancing new and existing client relationships. This includes active communication, processing client requests, resolving inquiries, and providing guidance to ensure seamless client experiences.

About Us:Northern Trust is a leader in the wealth management industry, committed to delivering innovative financial services and guidance to our clients. As a member of our leadership team, the Head of Digital Business Capabilities will play a key role in driving business growth and success. This role is responsible for:Driving business growth and success by...

About the RoleWe're seeking a results-driven Global Wealth Manager to join our Wealth Management team. In this role, you'll be responsible for managing a medium-sized client service team and providing quality client experience on a daily basis.Key ResponsibilitiesManage a client service team responsible for delivering exceptional client outcomes.Maintain a...

We are seeking an experienced Estate Planning & Wealth Transfer Partner to join our dynamic Tax and Wealth Transfer Practice Group at De Novo Review Inc in Chicago, IL. As a key member of our team, you will advise high-net-worth individuals, families, and businesses on complex estate planning, wealth transfer, and business succession matters.This role offers...

**About First Community Trust**FCT is a leading nationally chartered trust company offering wealth advisory services, including investment, retirement, and trust management. Our primary focus is on serving the needs of credit unions and their members.**Our Goal**We strive to help clients achieve their personal, financial, and estate planning objectives. With...

About the RoleAt RK Partners, we are seeking a highly skilled Client Service Liaison to join our team. This role plays a crucial part in supporting our clients and Wealth Advisors with essential administrative and operational assistance.Key ResponsibilitiesPrepare for client meetings by gathering reports and maintaining accurate records.Maintain regular...

Citigroup Inc. is seeking a talented professional to join our Private Client Coverage team as a Licensed Client Service Associate. In this role, you will work closely with our Banker teams to deliver wealth management services to clients. You will have the opportunity to develop your skills in risk assessment, data analysis, and client communication.The...

About UsKai Wealth LLC is a leading SEC-registered Registered Investment Advisor (RIA) offering tailored investment management services. We advise 4 specialized funds designed to capitalize on diverse volatility opportunities.Our team is led by Cem Karsan, who has over two decades of experience successfully building industry-leading derivatives businesses.We...

We are seeking a seasoned Wealth Management Professional to join our team at JPMorganChase.About the RoleThis is a unique opportunity to leverage your expertise and build long-term relationships with high net worth clients, providing personalized investment advice and wealth management solutions that align with their financial goals.Key...

OverviewBNY Mellon is a leading global financial services company that empowers employees to grow and succeed. With a presence in nearly 20% of the world's investible assets, our team brings innovative solutions to clients across the globe.We are seeking a talented Senior Wealth Management Executive to join our Wealth Management team. As a key member, you...

About eTek IT Services, Inc.eTek IT Services, Inc. is a renowned company in the financial services industry, providing holistic advice on wealth management to high net worth and ultra high net worth clients through its Goals Driven Wealth Management (GDWM) platform.CompensationThe estimated annual salary for this position is $140,000-$160,000, considering...