Wealth Management Specialist

Join Our Team of Investment ProfessionalsWe are seeking a highly motivated and organized Wealth Management Specialist to join our team at Underhill Financial, LLC. As a Wealth Management Specialist, you will be responsible for developing and implementing financial planning solutions for clients utilizing eMoney software, providing ongoing monitoring and...

Benefits and PerksTrajan Wealth LLC is committed to supporting the well-being and success of our employees. We offer a range of benefits and perks, including:A competitive 401k plan with a matching component up to 13%;United Healthcare PPO Medical employee coverage paid by Company;Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life...

About the RoleIn this role, you will primarily focus on working one-on-one with our existing clients, developing deep relationships and helping them achieve their financial goals. From customized financial planning to providing advice on investments, insurance, and retirement, you will be the trusted advisor clients rely on.Main Responsibilities:Prepare and...

Senior Tax Associate Lead Job DescriptionVestpointe Wealth Management invites applications for a Senior Tax Associate Lead position. This exciting opportunity comes with a salary range of $90,000 - $100,000 per year, plus a range of benefits that promote your personal and professional development.To be considered for this role, you should have a solid...

About the PositionCyberCoders is seeking a skilled Wealth Management Consultant to join our team. As a trusted advisor to our clients, you will work closely with them to develop and implement comprehensive financial plans, focusing on 401(k) plans, retirement strategies, and wealth management. Your expertise and experience will enable you to provide valuable...

Wealth Management ProfessionalUnderhill Financial, LLC is a leading independent wealth advisory firm providing financial planning and investment advisory services to successful families, business professionals, and small business owners experiencing significant transition.Job Summary:We are seeking a highly skilled Wealth Management Professional to join our...

Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor seeking a highly skilled Senior Wealth Management Associate to join our team in Scottsdale, AZ. The ideal candidate will possess a four-year college degree in Finance, Business, or Economics and 1-2+ years of relevant experience.About the RoleThe Senior Wealth Management Associate...

About the RoleWe are seeking a skilled Senior Tax Associate Lead to join our team at Vestpointe Wealth Management. This role offers a lucrative salary range of $90,000 - $100,000 per year, along with an array of benefits that support your professional growth and well-being.The successful candidate will have a strong foundation in finance and tax preparation,...

Job SummaryThis is an exciting opportunity for a motivated and organized professional to join our wealth management team as a Sr Client Service Associate. The successful candidate will be responsible for delivering personalized service experiences to our clients, including frequent interaction with high-net-worth individuals and families.

About the PositionWe are looking for an experienced Wealth Management Account Advocate to join our team at Davis Talent Search. As a key member of our operations department, you will be responsible for cultivating long-term relationships with assigned clients, developing success plans, and driving adoption of our platform.You will work closely with...

Vestpointe Wealth Management is committed to delivering exceptional outcomes for our clients' changing needs. Our skilled finance team offers personalized investment advisory, estate planning, and tax services, guided by our collaborative and growth-oriented culture.About the RoleResponsible for timely tax return preparation and submissionConduct thorough...

Job DescriptionThe Client Service Specialist role at Trajan Wealth LLC involves delivering exceptional client service while processing various tasks with precision.Responsibilities:Process financial transactions related to client accounts.Facilitate communication between clients and external banks.Manage RMDs and other account-related duties.Administer...

We value expertise and dedication at Vestpointe Wealth Management. As a Senior Remote Tax Associate, you'll play a vital role in providing comprehensive financial services to our clients. Your attention to detail, analytical skills, and commitment to excellence will be essential in safeguarding our clients' financial well-being.What You'll DoPrepare and...

Job SummaryVestpointe Wealth Management is seeking a highly skilled and experienced Senior Tax Associate to join our team in Scottsdale, AZ. The ideal candidate will have a strong background in tax preparation and filing, as well as experience with estate planning and financial services.A competitive salary of $98,000 - $108,000/year is offered, along with a...

Job Description:Cardinal Point Wealth Management is a dynamic and fast-paced independent private wealth management firm with offices in the US and Canada. We focus on delivering personalized investment, estate, tax, and cross-border financial planning solutions to affluent individuals and families as well as specialized financial representation for...

About Us: Amplify is a leading provider of wealth management solutions, automating and integrating daily functions onto a single pane of glass. We combine a customizable chassis with experienced integration consultants and a hands-on support team to provide an integrated solution for RIAs, broker-dealers/OSJs, and multifamily offices.The Role: The Product...

About the RoleVestpointe Wealth Management seeks a highly skilled Senior Tax Associate to join our team in Scottsdale, AZ. As a key member of our financial services team, you will be responsible for delivering comprehensive tax services to our clients.Job ResponsibilitiesPrepare and file tax returns with attention to detailAnalyze clients' finances and...

About UsAt Touchstone Wealth, we believe that financial peace of mind is the foundation of strong families and communities. If you're passionate about business ownership and creating impact, this role may be your ideal fit.As a Financial Advisor at Touchstone Wealth, you will work directly with individuals pursuing long-term financial freedom. You will...

Service Operations SpecialistTrajan Wealth LLC seeks a highly motivated Service Operations Specialist to join our team. This role involves providing exceptional customer service, processing service items, and assisting with administrative tasks. If you are a detail-oriented individual with excellent communication skills, we encourage you to apply.About the...

About the RoleWe are looking for a Portfolio Management Specialist who can work closely with our clients to develop and implement tailored investment strategies.The successful candidate will have a strong understanding of the financial markets and retirement planning, as well as excellent written and verbal communication skills.This role requires a minimum...