Wealth Management Expert

About the Role: Wealth Management ProfessionalWork directly with clients on financial planning and cash flow management for retirement.Assist clients with account maintenance, creation, and transfers.Requirements:Series 7/66 licenses preferred.1-3 years of experience in wealth management as a CSA or comparable role.Estimated Salary: $60,000 - $80,000 per...

Responsibilities and QualificationsThe Wealth Management Associate will be responsible for assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition.The ideal candidate will possess strong communication skills, ability to lead through collaboration and influence...

About the JobAs a Wealth Management Professional, you will work directly with clients on financial planning and cash flow planning for retirement.You will assist clients with their accounts, including maintenance and creation of new accounts.Responsibilities:Manage and validate account transfersAssist with distributions/checks/wire transfersFile coordination...

About the RoleWe are seeking a highly motivated Client Service Associate to join our Wealth Advisory group in Greater Boston. As a Client Service Associate, you will work closely with clients to provide exceptional service and support their financial planning needs.Responsibilities:Work directly with clients on financial planning and cash flow planning for...

Required Skills and QualificationsBachelor's degree or equivalent experience in the RIA or mutual fund industry.Excellent customer service, communication, and writing skills.Attention to detail, multitasking, and a collaborative nature.Proficient in Salesforce, DocuSign, Excel, PowerPoint, and Word.BenefitsThe anticipated base salary range for this position...

Job ResponsibilitiesAssist clients and advisors with onboarding new client assets and account maintenance for existing clients.Follow internal compliance guidelines for industry SEC requirements.Partner with custodian relationships to provide proactive follow-through for all client relationships.Communicate clearly via phone, email, and written...

Wealth Advisory Team MemberSchedule a meeting to discuss this exciting opportunity to join our Wealth Advisory group at SDL Search Partners as a Client Service Associate. This position offers significant potential for professional growth and development in wealth management.Key responsibilities include collaborating with clients on financial planning, cash...

RWA Wealth Partners LLC is a boutique wealth management firm dedicated to providing customized solutions for its clients.Job DescriptionWe are seeking a passionate and detail-oriented Client Service Associate to join our team. This role involves assisting with managing all aspects of client relationships, including onboarding new client assets, account...

The Colony Group is a premier financial advisory company that offers a unique opportunity for individuals to make a meaningful impact in their careers. As a Client Service Associate, you will play a vital role in supporting our financial counseling team and contributing to the success of our high-net-worth and ultra-high-net-worth private and institutional...

About the Role:As a Relationship Development Manager, you will play a critical role in supporting the Financial Advisor team to further develop and enhance existing client relationships. Your primary focus will be on serving as a key point of contact for clients on non-administrative requests and needs.You will also be responsible for supporting relationship...

System Software Implementation Expert Job SummaryAleron is seeking a skilled System Software Implementation Expert to join their team in Newton, MA.This full-time position offers a competitive salary of $68.89 per hour and a 40-hour workweek schedule.The successful candidate will have a minimum of 7 years of experience in system software integration, medical...

About the Opportunity: Financial Services CoordinatorJoin our dynamic team at SDL Search Partners as a Financial Services Coordinator. You will have the chance to develop your skills in wealth management and work closely with clients to deliver tailored solutions.Main Responsibilities:Coordinate with clients to understand their needs and preferences.Assist...

About This OpportunityWe are seeking an experienced Instructional Development Expert to join our team at Bright Horizons Children's Centers. In this role, you will be responsible for designing and developing high-quality learning experiences that meet the business needs of our organization.Main ResponsibilitiesLead internal project intake processes to...

About the Job: Client Service SpecialistWe are seeking a skilled Client Service Specialist to join our team at SDL Search Partners. As a key member of our Wealth Advisory group, you will work closely with clients to provide exceptional service and support.Key Responsibilities:Provide financial planning and cash flow management services to clients.Maintain...

About the Role:"We are seeking a skilled Technical Lead to join our team at Bright Horizons Children's Centers. As a Technical Lead, you will be responsible for designing and implementing BI, Analytics, & Big Data solutions that provide high-value, timely analytics to customers. You will serve as the technical expert responsible for verifying requirements,...

About the PositionWe are seeking a highly skilled Financial Planning Coordinator to join our Wealth Advisory team in Greater Boston.This role offers an excellent opportunity for individuals to develop their skills in Wealth Management, working closely with industry leaders.Key Responsibilities:Collaborate with clients to create comprehensive financial plans...

Job SummaryWe are seeking a skilled Customer Service Representative to join our Wealth Advisory group in Greater Boston.This role offers an excellent opportunity for individuals to develop their skills in Wealth Management, working closely with industry leaders.Key Responsibilities:Work directly with clients to create personalized financial plans and manage...

We are seeking a Senior Vehicle Repair Expert to join our team at Pleasant Car Care Inc. As a Senior Vehicle Repair Expert, you will be responsible for leading a team of technicians, diagnosing complex vehicle issues, and ensuring high-quality repairs that meet customer expectations.Requirements for this role include 5+ years of automotive repair experience,...

We are looking for a Financial Planning Associate to join our team at SDL Search Partners. The successful candidate will have Series 7/63/66 licenses and 1-3 years of experience in Wealth Management as a CSA or comparable role.The key responsibilities of this role include working directly with clients on financial planning and cash flow planning for...

Key Responsibilities:• Plan, coordinate, and manage all phases of construction projects, including initiation, planning, execution, monitoring, and closeout.• Coordinate equipment installation, checkout, start-up, and training as necessary.• Establish project objectives, scope, and deliverables in collaboration with stakeholders, ensuring alignment...