Financial Services Coordinator
1 week ago
As an Investment Banking Associate at Alliance Global Partners, you will play a critical role in helping us achieve our mission of delivering exceptional wealth management services to our clients. This is an exciting opportunity to work in a dynamic and fast-paced environment, where no two days are ever the same.
Your primary responsibilities will include leading relationships with high-net-worth clients, constructing and overseeing all aspects of managing multiple client relationships, including research, presentations, and implementation of recommendations. You will also be responsible for ongoing monitoring and management of the client's wealth management plan, scheduling and participating in client meetings, and communicating the full range of our services and capabilities to clients and prospective clients.
We value our clients above everything else, and we strive to build long-lasting relationships with them. Our goal is to ensure that our clients' interests become our interests, and that they receive the highest level of service possible.
The ideal candidate will have a proven ability to identify and close new business development opportunities, and possess excellent communication and interpersonal skills. We offer a competitive salary package, estimated at $90,000 - $140,000 per annum, depending on experience.
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Senior Financial Reporting Specialist
4 weeks ago
Westport, Connecticut, United States Creative Financial Staffing Full timeWe are seeking a highly skilled Senior Financial Reporting Specialist to join our team at Creative Financial Staffing. As a key member of our corporate office, you will be responsible for driving technical accounting for all business units, including financial statement preparation in accordance with GAAP and audit coordination.About the RoleThis is an...
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Lead Financial Reporting Specialist
4 weeks ago
Westport, Connecticut, United States Creative Financial Staffing Full timeAt Creative Financial Staffing, we are seeking a skilled Financial/Accounting Analyst to join our team. This role will play a vital part in ensuring the accuracy and timeliness of financial reporting across all business units.About the RoleThe successful candidate will work closely with the Chief Financial Officer (CFO) to develop and maintain comprehensive...
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Financial Services Professional
7 days ago
Westport, Connecticut, United States Alliance Global Partners Full timeJob OverviewWe are a full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients.Our company has more than 18 locations across the United States and provides wealth management services to high-net-worth clients.We are seeking established Financial Advisors as well as junior advisors and Sales...
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Financial Planning Coordinator
2 weeks ago
Westport, Connecticut, United States Claire Myers Consulting Full timeJoin Our Team as a Relationship Manager">Claire Myers Consulting is a dynamic boutique wealth management firm located in Westport, CT, seeking a talented Relationship Manager to support our team. As a key member of our team, you will be responsible for building relationships with clients, identifying new areas of business development, and working closely...
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Financial Services Representative
7 days ago
Westport, Connecticut, United States Alliance Global Partners Full timeAbout the RoleAlliance Global Partners is a regional investment and advisory firm that has been a member of FINRA and registered with the SEC since 1980. We specialize in wealth management and the middle market institutional arena, offering full-service capabilities with a global ability to handle domestic and international customers.As a Financial Services...
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Financial Planning Associate
5 days ago
Westport, Connecticut, United States Claire Myers Consulting Full timeDynamic Boutique Wealth Management FirmClaire Myers Consulting, a dynamic boutique wealth management firm in Westport, CT, seeks a Relationship Manager to support the firm in achieving its mission of educating the community on all things financial and empowering others to live their best lives.About UsWe design personalized plans and help clients execute...
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Studio Operations Coordinator
1 week ago
Westport, Connecticut, United States Orangetheory - Franchise #0308 Full time**Job Overview:**We are seeking a highly motivated and detail-oriented Studio Operations Coordinator to join our team at Orangetheory - Franchise #0308. As a key member of our operations team, you will be responsible for ensuring the smooth day-to-day operations of our studios.The ideal candidate will have excellent organizational skills, be able to...
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Pharmacy Services Coordinator
7 days ago
Westport, Connecticut, United States Achorn Pharmacy & Fine Cosmetics Full timeAchorn Pharmacy & Fine Cosmetics is seeking a dedicated and compassionate Pharmacy Technician to join our team in Westport, CT 06880. As a valued member of our pharmacy team, you will assist pharmacists with medication preparation, provide customer service, and maintain accurate prescription records.We require a high school diploma or equivalent, previous...
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Support Services Coordinator
4 weeks ago
Westport, Connecticut, United States Westport Public Schools Full timeAbout the JobWe are looking for a detail-oriented and proactive Administrative Assistant to join our team. In this role, you will provide administrative support to our staff and ensure the smooth operation of our school district.Key TasksMaintain accurate records and files;Prepare reports and presentations;Provide excellent customer service to students,...
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Accounting Coordinator
2 weeks ago
Westport, Connecticut, United States Earthplace the Nature Center Full timeJob Overview:This part-time accounting assistant role provides an opportunity to gain valuable experience in nonprofit accounting while maintaining a flexible work schedule. As a key member of the finance team, you will assist with various financial and administrative tasks, supporting the Director of Finance and Administration.Responsibilities:Perform daily...
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Operations and Service Assistant
5 days ago
Westport, Connecticut, United States HighTower Full timeAbout This OpportunityWe are seeking a highly skilled Financial Client Support Specialist to join our team at Hightower in Westport, CT. As a key member of our operations team, you will play a vital role in delivering exceptional client service and support to our high-net-worth clients.The ideal candidate will have 2-3 years of applicable financial client...
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Residential Program Coordinator
1 week ago
Westport, Connecticut, United States Homes With Hope Full timeJob OverviewWe are seeking an experienced Program Director to join our team at Homes with Hope. In this role, you will be responsible for overseeing the operations of our emergency shelters, providing leadership and guidance to residential staff, and ensuring excellent care and services are provided to shelter residents.Key Responsibilities:Operational...
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Customer Service Representative
4 weeks ago
Westport, Connecticut, United States The Fresh Market Inc Full timeAbout The Fresh MarketThe Fresh Market is a grocery store that aims to make everyday eating extraordinary for our guests. We are looking for team members who can help us deliver on this mission.Job DescriptionThis role involves working in any one of our departments, including Deli, Meat & Seafood, Bakery, Grocery, Produce & Floral, and Front-End. You will be...
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Investment Banking Associate
6 days ago
Westport, Connecticut, United States Alliance Global Partners Full timeJob DescriptionWe are a New York City-based investment banking firm seeking an experienced Financial Advisor or Sales Assistant to join our Westport Connecticut office.The ideal candidate will have a strong background in finance and be able to provide high-touch comprehensive wealth management services to high-net-worth clients.ResponsibilitiesLeading...
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Financial Client Support Specialist
5 days ago
Westport, Connecticut, United States HighTower Full timeAbout UsHightower is a boutique multi-family office wealth advisory practice serving the sophisticated wealth needs of individuals, families, and their related businesses and organizations.Our TeamAs a member of our team, you will be part of a dynamic and collaborative environment that values teamwork, innovation, and continuous learning.Your...
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Sales and Operations Coordinator
2 weeks ago
Westport, Connecticut, United States Framebridge Full timeAbout the JobWe are seeking a highly skilled Retail Keyholder to join our team at Framebridge, a leading provider of custom framing services. This part-time position is available to start immediately and offers an estimated salary of $45,000 - $55,000 per year, depending on experience. Benefits include competitive pay, paid time off, and employee discounts....
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Housing Stability Coordinator
1 week ago
Westport, Connecticut, United States Homes With Hope Full timeJob Overview:Homes With Hope seeks a highly motivated Diversion Specialist to join our team in Norwalk. This role plays a critical part in addressing homelessness by providing creative solutions and connecting individuals with vital resources.Key Responsibilities:Meet with clients to assess their needs and develop personalized plansWork closely with...
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Wealth Management Associate
1 week ago
Westport, Connecticut, United States Alliance Global Partners Full timeJob OverviewWe are seeking a highly motivated and experienced Financial Advisor to join our team at Alliance Global Partners. As a key member of our wealth management team, you will be responsible for leading relationships with high-net-worth clients by providing comprehensive wealth management services.Primary responsibilities include:Leading client...
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Senior Wealth Strategist
4 weeks ago
Westport, Connecticut, United States Claire Myers Consulting Full timeCompany Overview:Claire Myers Consulting is a dynamic boutique wealth management firm based in Westport, CT. Our mission is to educate the community on financial matters and empower individuals to achieve their goals.We provide comprehensive financial planning, investment advisory services, education funding strategies, holistic wealth management, retirement...
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Client Success Specialist
5 days ago
Westport, Connecticut, United States Claire Myers Consulting Full timeWealth Management OpportunityClaire Myers Consulting offers a wealth management opportunity for a skilled professional to join our team as a Relationship Manager. In this role, you will support the firm in achieving its mission by working closely with our senior advisors and other teams.About the FirmWe are a boutique wealth management firm with a passion...