Wealth Management Associate
4 days ago
Boutique Recruiting is seeking a highly motivated and detail-oriented Wealth Management Associate to join our team. As a Wealth Management Associate, you will play a critical role in supporting our investment team with daily trading activities, portfolio management, and ensuring trades are executed accurately.
Key Responsibilities:- Trading and Portfolio Management: Handle daily trading activities to support the investment team, assist in portfolio management, and ensure trades are executed accurately.
- Support to Senior Partners: Manage trading workload to free up senior partners for research and strategic initiatives, collaborate closely with the Chief Investment Officer (CIO) and Senior Portfolio Manager to maintain portfolio integrity.
- Client Support: Provide high-quality support to the firm's partners, with potential for future client-facing responsibilities.
- 2+ years of experience in wealth management, preferably within an RIA, wirehouse, or broker-dealer setting.
- Bachelor's degree required.
- Experience with trading and a strong understanding of portfolio management principles.
- Comfortable working in a trading-focused role with potential for future growth.
- High level of ambition and curiosity, with a commitment to quality work.
- Experience with Tamarac, Schwab, and Salesforce is a plus, but not required.
- Healthcare coverage.
- 401K Plan with match.
- PTO, PSL, and NYSE holidays.
- Performance-based bonuses.
- Opportunities for growth, with a potential path to becoming a portfolio manager or client-facing role.
- Long-term potential for equity partnership.
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Wealth Strategist Associate
10 hours ago
Scottsdale, Arizona, United States Cresset Full timeAbout CressetCresset is a leading, independent, multi-family office, and private investment firm. Cresset's goal is to revolutionize the way high net worth individuals experience wealth by providing access to the expertise, resources, and investment opportunities available to the largest single-family offices and endowments. We offer highly personalized...
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Wealth Strategist Associate
5 days ago
Scottsdale, Arizona, United States Cresset Corporation Full timeAbout Cresset CorporationCresset Corporation is a leading, independent, multi-family office, and private investment firm. Our goal is to revolutionize the way high net worth individuals experience wealth by providing access to the expertise, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer highly...
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Wealth Strategist Associate
7 days ago
Scottsdale, Arizona, United States Cresset Corporation Full timeAbout Cresset CorporationCresset Corporation is a leading, independent, multi-family office, and private investment firm. Our goal is to revolutionize the way high net worth individuals experience wealth by providing access to the expertise, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer highly...
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Wealth Strategy Associate
2 weeks ago
Scottsdale, Arizona, United States Cresset Corporation Full timeAbout CressetCresset is a distinguished, independent multi-family office and private investment firm, committed to transforming the wealth management experience. Established with the goal of providing unparalleled access to expertise, innovative ideas, and exclusive investment opportunities typically reserved for large single-family offices and endowments,...
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Wealth Strategy Associate
2 weeks ago
Scottsdale, Arizona, United States Cresset Corporation Full timeAbout CressetCresset is a distinguished, independent multi-family office and private investment firm. Established with the aim of transforming the wealth management experience, Cresset provides access to premier talent, innovative ideas, and exclusive investment opportunities typically reserved for the largest single-family offices and endowments. Our firm...
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Wealth Strategy Associate
2 weeks ago
Scottsdale, Arizona, United States Cresset Corporation Full timeAbout CressetCresset is a distinguished, independent multi-family office and private investment firm. Established with the goal of transforming the wealth management experience, Cresset provides access to exceptional talent, innovative ideas, and investment opportunities typically reserved for the largest single-family offices and endowments. Our...
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Junior Wealth Management Consultant
2 weeks ago
Scottsdale, Arizona, United States Beacon Pointe Full timeJunior Wealth Management Consultant | Scottsdale, AZWe are excited to invite skilled professionals to consider a role as a Junior Wealth Management Consultant at Beacon Pointe Advisors, located in Scottsdale, AZ. The successful candidate will play a pivotal role in supporting client advisory services, investment oversight, and the administrative functions...
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Junior Wealth Management Consultant
2 weeks ago
Scottsdale, Arizona, United States Beacon Pointe Advisors Full timePosition Overview Beacon Pointe Advisors is in search of dedicated individuals to fill the role of Junior Wealth Management Consultant. This position will be based in our Scottsdale, AZ office. The selected candidate will play a crucial role in supporting client advisory services, investment oversight, and administrative functions related to client...
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Wealth Management Consultant
1 week ago
Scottsdale, Arizona, United States Alerus Full timePosition Overview:We are seeking a seasoned Wealth Management Consultant to become a vital part of our expanding organization. The ideal candidate will meet the qualifications outlined below to be eligible for consideration.Role Summary:Wealth Management Consultants play a crucial role in nurturing existing client relationships while also pursuing new...
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Senior Tax Manager
3 days ago
Scottsdale, Arizona, United States Southwest Accounting Resources, Inc Full timeJob SummaryWe are seeking a highly skilled Senior Tax Manager to join our team at Southwest Accounting Resources, Inc. As a Senior Tax Manager, you will play a key role in providing tax guidance and leadership to our clients and wealth management teams.Key ResponsibilitiesProvide Tax Guidance and Leadership: Offer expert tax advice and guidance to clients...
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Wealth Management Associate
5 days ago
Scottsdale, Arizona, United States Equitable Services Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Professional to join our Retirement Benefits Group as a Wealth Management Associate. As a key member of our team, you will be responsible for providing financial products and services to individuals and organizations in the education and municipal sectors.Key...
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Wealth Management Planning Analyst
1 week ago
Scottsdale, Arizona, United States U.S. Bank Full timeAt U.S. Bank, we are committed to excellence in serving our clients and communities. Our mission is to empower individuals and businesses to make informed financial choices, fostering growth and success in the communities we support. We recognize that each person brings unique potential to our collective goals. A career with U.S. Bank offers a broad spectrum...
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Private Wealth Management Analyst
1 week ago
Scottsdale, Arizona, United States U.S. Bank Full timeAt U.S. Bank, we are committed to excellence in serving our clients and communities. Our mission is to empower individuals and businesses to make informed financial choices while fostering growth and success in the communities we serve. We recognize that every team member brings unique strengths to our collective goals. A career with U.S. Bank offers a...
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Private Wealth Management Analyst
1 week ago
Scottsdale, Arizona, United States U.S. Bank Full timeAt U.S. Bank, we are committed to excellence in serving our clients and communities. Our mission is to empower individuals and businesses to make informed financial choices while fostering growth and success in the communities we serve. We recognize that every team member brings unique talents to our collective goals, and we offer a diverse array of...
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Wealth Management Consultant
2 weeks ago
Scottsdale, Arizona, United States BOK Financial Full timePosition Overview: The Wealth Management Consultant plays a pivotal role in fostering, nurturing, and enhancing relationships with affluent individuals, families, and family-owned enterprises. This position offers the unique opportunity to operate within a framework that emphasizes diverse service offerings, including Registered Investment Advisor (RIA)...
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Portfolio Manager
5 days ago
Scottsdale, Arizona, United States Trajan Wealth LLC Full timeAbout the RoleWe are seeking a highly skilled Portfolio Manager - Financial Advisor to join our team at Trajan Wealth LLC. As a licensed Fiduciary Advisor, you will be responsible for maintaining and continuing relationships with our established book of current clients.Key ResponsibilitiesDevelop and maintain strong relationships with clients through virtual...
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Commercial Real Estate Investment Manager
7 days ago
Scottsdale, Arizona, United States Caliber The Wealth Development Company Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Portfolio Management Analyst to join our team at Caliber The Wealth Development Company. As a key member of our finance team, you will be responsible for developing, executing, and managing debt-related strategies for commercial real estate investments across all of Caliber's platforms.Key...
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Financial Operations Associate
2 weeks ago
Scottsdale, Arizona, United States Caliber The Wealth Development Company Full timePosition OverviewWe are in search of a dedicated Staff Accountant to join our esteemed accounting and finance division. This individual will play a pivotal role in supporting our accounting team and will report directly to the Assistant Controller.Department: Accounting and FinanceKey Responsibilities:Accounting Software Proficiency: Utilize Sage Intacct and...
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Senior Client Service Associate
3 days ago
Scottsdale, Arizona, United States BOK Financial Full timeAbout the RoleBOK Financial is seeking a highly skilled Senior Client Service Associate to join our Private Wealth team. As a key member of our servicing group, you will be responsible for delivering exceptional client experiences and providing expert support to our high net worth clients.Key ResponsibilitiesClient Relationship Management: Develop and...
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Senior Client Service Associate
5 days ago
Scottsdale, Arizona, United States BOK Financial Full timeAbout the RoleBOK Financial is seeking a highly skilled and experienced Senior Client Service Associate to join our Private Wealth team. As a key member of our team, you will be responsible for providing exceptional client service and support to our high net worth clients.Key ResponsibilitiesClient Relationship Management: Develop and maintain deep...