Wealth Planning Associate

Wealth Planning AssociateResponsibilities include:Support Relationship Managers on client relationships.Serve as a key point of contact for day-to-day client service needs.Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.Review of bank and brokerage accounts on a regular...

Wealth Planning Associate | (Hybrid, in office at least 2 days a week- primarily Tuesdays & Wednesdays)Dalio Family Office Overview: The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures and investments as well as their work through Dalio Philanthropies, including OceanX, Dalio Education, Endless Network, and the...

A boutique multi-family office advisory practice serving the sophisticated wealth needs of individuals, families, and their related businesses and organizations. We provide a concierge approach to our clients, fostering a collaborative and transparent relationship with every member of the client's team ensuring accountability and successful implementation of...

Job DescriptionJob DescriptionJob Title: Tax ManagerLocation: 100% Remote but with offices all over the countrySalary: $125,000 to $145,000 + bonus + benefitsCPA or EA required Great opportunity to be part of a holistic approach to Tax Planning & Wealth Management.Amazing hours! No more brutal tax seasons. Get out of the grind of CPA firms. This is not a...

Job DescriptionJob DescriptionFinancial Advisor Position OpportunityWe are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States.website www.allianceg.comAs we continue to grow, we are seeking established Financial Advisors...

Job DescriptionJob DescriptionFinancial Advisor Position OpportunityWe are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States.website www.allianceg.comAs we continue to grow, we are seeking established Financial Advisors...

Our Story Founded in 2008, Hightower Advisors is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size, and scale empower its...

Our client - a well known wealth management firm based in Westport, CT - is looking for an experienced Executive Assistant to join the team. This is a permanent role and is based on site 5 days/week. Client Details A growing, well known wealth management firm. Description The role will involve: Support 3 members of the Executive team, with various...

Limitless Management Group is a dynamic, fast-growing business development firm looking for a proactive and enthusiastic Business Development Associate to forge impactful relationships with partners and improve prospective client volume. The Business Development Associate will build relationships and assist the sales team to gain new customers through...

Limitless Management Group is a dynamic, fast-growing business development firm looking for a proactive and enthusiastic Business Development Associate to forge impactful relationships with partners and improve prospective client volume. The Business Development Associate will build relationships and assist the sales team to gain new customers through...

Limitless Management Group is a dynamic, fast-growing business development firm looking for a proactive and enthusiastic Business Development Associate to forge impactful relationships with partners and improve prospective client volume. The Business Development Associate will build relationships and assist the sales team to gain new customers through...

Job DescriptionJob DescriptionLimitless Management Group is a dynamic, fast-growing business development firm looking for a proactive and enthusiastic Business Development Associate to forge impactful relationships with partners and improve prospective client volume. The Business Development Associate will build relationships and assist the sales team to...

**Associate, Strategic Initiatives** **Dalio Family Office** **Dalio Family Office Overview**: The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core...

At Tend, we do dental differently.Tend is rewriting the playbook of modern dentistry by building a company around the patient and the provider. We believe that with the power of technology, a hospitality-driven mindset, and a top tier clinical team, we can make going to the dentist something to look forward to. Our vision is to transform the dental...

At Tend, we do dental differently.Tend is rewriting the playbook of modern dentistry by building a company around the patient and the provider. We believe that with the power of technology, a hospitality-driven mindset, and a top tier clinical team, we can make going to the dentist something to look forward to. Our vision is to transform the dental...

Company Description AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas - immunology, oncology, neuroscience, and eye care - and products and services...

Job Details Job Location Westport - Westport, CT Position Type Part Time Education Level High School   Salary Range $15.69 - $17.26 Travel Percentage Negligible Job Shift Any Job Category Sales Description We LOVE that you are interested in learning more about this role and what makes Lovesac unique! WHO we are? Here at Lovesac, our Lovesac Family is...

Job DetailsJob Location Westport - Westport, CT Position Type Part Time Education Level High School Salary Range $15.69 - $17.26 Travel Percentage Negligible Job Shift Any Job Category Sales DescriptionWe LOVE that you are interested in learning more about this role and what makes Lovesac unique! WHO we are? Here at Lovesac, our Lovesac Family is comprised...

Goodwill of Western and Northern Connecticut is seeking driven individuals to join us in our mission to help others and serve our local communities. Our Retail Stores support and even provide funding to different Goodwill programs that assist people with obtaining meaningful employment and bettering their overall quality of life.As a Retail Associate, you...

About Our Client A growing, well known wealth management firm. Job Description The role will involve:Support 3 members of the Executive team, with various administrative tasks. These include:Managing calendars and organizing meetingsDrafting communications and managing correspondence Creating presentations and attending meetings where needed Booking travel...