Wealth Services Associate

About the RoleRitholtz Wealth Management is a fast-growing wealth management firm headquartered in New York City with clients and employees across the country. We are seeking a highly motivated Client Service Associate to join our team and provide exceptional service to our clients.ResponsibilitiesCultivate and enhance new and existing client relationships...

About Our FirmRitholtz Wealth Management is a fast-growing wealth management firm headquartered in New York City with a strong presence across the country. We pride ourselves on being a forward-thinking Registered Investment Advisory (RIA) firm that seeks highly motivated and career-oriented individuals who can thrive in a dynamic and collaborative...

Kai Wealth LLC seeks an Investor Relations Associate to drive our investor outreach and client relationship management efforts. As a key member of our team, you will coordinate online events, investor meetings, and prepare meeting collateral sourced from various team members. This role presents an exciting opportunity to join a dynamic business with strong...

About UsRitholtz Wealth Management is a dynamic and innovative wealth management firm based in New York City with a strong presence across the country. Our mission is to provide exceptional service to our clients by leveraging cutting-edge technology, leading content, and time-tested investment strategies.Role OverviewThis role involves cultivating and...

As a Client Service Associate at Ritholtz Wealth Management, you will play a critical role in cultivating and enhancing new and existing client relationships. This includes active communication, processing client requests, resolving inquiries, and providing guidance to ensure seamless client experiences.

We are seeking a high-energy Investor Relations Associate to support our rapidly expanding business and drive the firm's investor outreach and client relationship management.Job DescriptionKai Wealth LLC is an SEC-registered Registered Investment Advisor (RIA) offering investment management services tailored to the unique investment objectives of each...

Company OverviewRitholtz Wealth Management is a dynamic and forward-thinking wealth management firm with a strong presence in the United States. As a fast-growing RIA, we are dedicated to providing exceptional service to our clients and employees across the country.

As a seasoned financial professional, you have a unique opportunity to join Kai Wealth LLC as an Investor Relations Associate. In this role, you will play a critical part in driving our investor outreach and client relationship management efforts. You will be responsible for coordinating online events, investor meetings, and preparing meeting collateral...

Wealth Planning Associate OpportunityECG Resources, a premier Single-Family Office, seeks a detail-oriented and results-driven Wealth Planning Associate to support the delivery of exceptional wealth management services to UHNW clients.This entry-level professional will contribute to a high-performing team, learning from experienced advisors and developing...

Wealthspire Advisors: A Leader in Financial ServicesWealthspire Advisors is a pioneering firm in the financial services industry, dedicated to delivering exceptional client experiences through personalized service and tailored solutions. Our team is passionate about building long-term relationships with clients, advisors, and other stakeholders, and we are...

About eTek IT Services, Inc.eTek IT Services, Inc. is a renowned company in the financial services industry, providing holistic advice on wealth management to high net worth and ultra high net worth clients through its Goals Driven Wealth Management (GDWM) platform.CompensationThe estimated annual salary for this position is $140,000-$160,000, considering...

Job DescriptionThe Goals Driven Wealth Management platform is a showcase product for Northern Trust's Wealth Management business, providing holistic advice on wealth management to high net worth and ultra high net worth clients.Salary: $120,000 - $180,000 per year based on experience and location. With over 8 years of experience in the field, you can expect...

About Our CultureRitholtz Wealth Management is a dynamic and inclusive culture that values diversity and promotes a work-life balance. We offer a comprehensive benefits package, including health insurance, 401(k) with match, and generous time off. Our team is committed to supporting each other's growth and development, and we encourage community...

Northern Trust, a Fortune 500 company, is a globally recognized financial institution with over 130 years of experience. Our commitment to service, expertise, and integrity has earned us numerous awards.We are seeking a skilled Wealth Management Solutions Expert to join our team in advancing strategic relationships with partners in Wealth. This role requires...

Citigroup Inc. is seeking a talented professional to join our Private Client Coverage team as a Licensed Client Service Associate. In this role, you will work closely with our Banker teams to deliver wealth management services to clients. You will have the opportunity to develop your skills in risk assessment, data analysis, and client communication.The...

Join De Novo Review Inc's Tax and Wealth Transfer Practice Group as a seasoned Estate Planning & Wealth Transfer Partner. In this key leadership role, you will lead our team in providing expert advice to high-net-worth individuals, families, and businesses on complex estate planning, wealth transfer, and business succession matters.You will have the...

We are seeking a highly motivated and experienced Wealth Management Advisor to join our team at RK Partners. As a Wealth Management Advisor, you will be responsible for providing comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies.The ideal candidate...

About the RoleWe are seeking a talented and motivated PWM Client Services Team Associate to join our team at U.S. Bank. As a key member of our Private Wealth Management team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesCommunicate effectively with clients to understand their needs and...

About UsKai Wealth LLC is a leading SEC-registered Registered Investment Advisor (RIA) offering tailored investment management services. We advise 4 specialized funds designed to capitalize on diverse volatility opportunities.Our team is led by Cem Karsan, who has over two decades of experience successfully building industry-leading derivatives businesses.We...

About the RoleWe're seeking a results-driven Global Wealth Manager to join our Wealth Management team. In this role, you'll be responsible for managing a medium-sized client service team and providing quality client experience on a daily basis.Key ResponsibilitiesManage a client service team responsible for delivering exceptional client outcomes.Maintain a...