Wealth Investment Services Associate

Job Title: Registered Wealth Investment Services AssociateThe Registered Wealth Investment Services Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering...

{"title": "Wealth Advisor", "description": "Job SummaryCetera Investment Services LLC is seeking a dedicated Wealth Advisor to join our team in Jacksonville, FL.The successful candidate will establish and manage a portfolio of client relationships in the affluent and high net worth market segments using unbiased, consultative advisory approaches and solid...

Job Title: Registered Wealth AssociateAbout Us: Gryphon Wealth Management is a leading financial advisory firm dedicated to delivering personalized wealth management solutions to our clients. With a focus on integrity, expertise, and client-centric service, we empower individuals and families to achieve their financial goals through thoughtful planning and...

Job Title: Wealth AdvisorWe are seeking a highly motivated and experienced Wealth Advisor to join our team at Cetera Investment Services LLC. As a Wealth Advisor, you will be responsible for developing and maintaining a portfolio of client relationships within the defined affluent and high net worth market segments.Key Responsibilities:Collaborate with...

Job SummaryThe Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or...

Job SummaryThe Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or...

Job SummaryCitigroup Inc. is seeking a highly skilled and experienced Client Service and Sales Professional to join our team as a Registered Wealth Service Associate. This is a full-time position that requires a strong understanding of financial services and a passion for delivering exceptional client experiences.Key ResponsibilitiesProvide top-notch client...

Job SummaryThe Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or...

Job SummaryThe Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or...

About Stratton & CompanyWe are a retirement financial services firm dedicated to helping retirees and those nearing retirement achieve their goals without financial worries.Role OverviewThis full-time planning associate role involves working closely with lead retirement planners to assess client needs, open new accounts, and manage annual reviews. The ideal...

Job OpportunityRemote Financial Advisor OpportunityFLA unique remote opportunity for a self-motivated, entrepreneurial, fiduciary wealth management professional to help Veterans and their families. Primary responsibilities include identifying, soliciting, establishing, developing, and managing new client relationships. Develop, maintain, and expand...

Job Title: Client Service AssociateA top wealth management practice is seeking a detail-oriented and customer-focused individual to provide exceptional service to clients and prospects. As a Client Service Associate, you will be responsible for delivering concierge-level service, ensuring timely and accurate execution of client requests, and maintaining a...

Job Title: Client Service AssociateA top wealth management practice is seeking a detail-oriented and customer-focused individual to join our team as a Client Service Associate. As a key member of our team, you will be responsible for providing exceptional service to clients and prospects, ensuring their needs are met and exceeded.Responsibilities:Client...

Client Service AssociateA top wealth management practice is seeking a detail-oriented and customer-focused individual to provide exceptional service to clients and prospects. As a Client Service Associate, you will be responsible for new client onboarding, ongoing client communication, and ensuring timely completion of client meeting processes.Key...

Job OpportunityWe are seeking a skilled and experienced mortgage loan originator to join our team at Lee Wealth Group Mortgage. Our company specializes in providing customized mortgage solutions for clients with diverse financial needs.Key Responsibilities:Develop and maintain relationships with real estate professionals, customers, and industry partners to...

About Equitable Advisors LLCEquitable Advisors LLC is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial solutions to meet the unique needs of our clients.Our MissionWe...

Job Title: Manager, Alternative Investment SpecialistSS&C Technologies is a global leader in investment and financial services, providing software and solutions for the financial services and healthcare industries. As a Manager, Alternative Investment Specialist, you will play a key role in building and managing a team of investment specialists, driving...

Job Title: Investment AnalystWe are seeking a highly skilled Investment Analyst to join our team at Corporate One Federal Credit Union. As an Investment Analyst, you will play a critical role in supporting our investment advisors in developing and implementing balance sheet strategies for our credit union clients.About the RoleThe successful candidate will...

About the RoleWe are seeking a highly skilled Investment Specialist to join our team at SoFi. As a key member of our financial services team, you will be responsible for working with existing and new customers to help them build and improve their financial futures using SoFi's suite of investment services.Key ResponsibilitiesSupport members over the phone,...

Job DescriptionSS&C Technologies is a global leader in investment and financial services, providing software and solutions for the financial services and healthcare industries. As a Manager, Alternative Investment Specialist, you will play a key role in building and managing a team of experts who deliver exceptional results for our clients.Key...