Jobs: Discerning Wealth

Company Description Compass Asset Management Group is a bespoke wealth management firm located in Newburgh, NY and Daytona Beach, FL. We specialize in providing sophisticated and insightful wealth management solutions to discerning clients. Our knowledgeable team works with successful professionals such fields as legal, medical, technology, and engineering...

Company Description Compass Asset Management Group is a bespoke wealth management firm located in Newburgh, NY and Daytona Beach, FL. We specialize in providing sophisticated and insightful wealth management solutions to discerning clients. Our knowledgeable team works with successful professionals such fields as legal, medical, technology, and engineering...

We're on the lookout for an Outside Sales Manager to drive new business acquisition and maximize upselling opportunities with our existing clientele, all aimed at surpassing sales targets. The ideal candidate embodies a customer-centric approach, possesses a wealth of expertise in outside sales, and excels at the entire sales cycle from prospecting to deal...

Our Mission:At our core, we are more than just a wealth management firm. We are a dedicated team committed to fostering lifelong relationships with our clients. Our mission is straightforward: we focus on understanding our clients' unique financial aspirations and delivering unparalleled service. Our team's diverse expertise, coupled with our firm's size,...

Our Mission:At our core, we are more than just a wealth management firm. We are a dedicated team committed to fostering lifelong relationships with our clients. Our mission is straightforward: we focus on understanding our clients' unique financial aspirations and delivering unparalleled service. Our team's diverse expertise, coupled with our firm's size,...

Our Mission: At our core, we are more than just a wealth management firm. We are a dedicated team committed to fostering lifelong relationships with our clients. Our mission is straightforward: we focus on understanding our clients' unique financial aspirations and delivering unparalleled service. Our team's diverse expertise, coupled with our firm's size,...

Job DescriptionJob DescriptionSalary: $38-$42/hour DOEWho we are:We are a boutique private concierge medical practice nestled in the heart of Portola Valley. With over 15 years of experience in the concierge field, our doctors bring a wealth of expertise and professionalism. Many of our patients have been loyal to us for over a decade, drawn by the superior...

Job DescriptionJob DescriptionSalary: $38-$42/hour DOEWho we are:We are a boutique private concierge medical practice nestled in the heart of Portola Valley. With over 15 years of experience in the concierge field, our doctors bring a wealth of expertise and professionalism. Many of our patients have been loyal to us for over a decade, drawn by the superior...

Kitchen & Bath Design Estimator and Purchasing Specialist / $30K-$40K per year / Erie , PA Must Haves: Process Improvement: We bring a wealth of knowledge and expertise to every project, ensuring superior design solutions tailored to your needs. # Our creative approach results in unique and inspiring interiors that set your space apart. # From...

Job DescriptionJob DescriptionTalent Management InternshipCompanyAAFCPAs is an innovative and forward-thinking firm. The tone from the top: innovation, entrepreneurial spirit, and inclusivityWe have enjoyed primarily organic growth and continue in pursuit of our vision plan to remain independent, with a laser focus on people, culture, and a profitable growth...

CSI Professional is actively seeking a Project Lead for our client. This is an exciting opportunity to join a company who provides an inviting atmosphere in which to work and our people bring a wealth of experience, creativity and enthusiasm to their jobs.*Weekly pay provided and health, dental and vision insurance offeredThis position is...

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative,...

As a Sr. Tax Accountant, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. The ideal candidate is someone with a minimum of 5-7 years of experience in tax preparation as either a Sr. Tax Accountant or strong tax senior. Someone who can prepare returns, review returns and be engaged in...

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our...

Opportunity OverviewAs the firm transforms from solely offering finanical advice and transitions to offering finanical planning, we need to continue to evolve and define our firm's finanical planning standards, create best practices, processes, and frameworks designed for the future of our financial advice offering and the Edward Jones financial planning...

Kitchen & Bath Design Estimator and Purchasing Specialist / $30K-$40K per year / Erie , PA Must Haves: Process Improvement: Desire to define and improve processesSuperior problem-solving skillsStrength to work in stressful situations under pressureDetail Oriented & Analytical SkillsTime ManagementDog FriendlyCustomer Service Skills & Ability...

Kitchen & Bath Design Estimator and Purchasing Specialist / $30K-$40K per year / Erie , PA Must Haves: Process Improvement: Desire to define and improve processesSuperior problem-solving skillsStrength to work in stressful situations under pressureDetail Oriented & Analytical SkillsTime ManagementDog FriendlyCustomer Service Skills & Ability...

Kitchen & Bath Design Estimator and Purchasing Specialist / $30K-$40K per year / Erie , PA Must Haves: Process Improvement: Desire to define and improve processesSuperior problem-solving skillsStrength to work in stressful situations under pressureDetail Oriented & Analytical SkillsTime ManagementDog FriendlyCustomer Service Skills & Ability...

Kitchen & Bath Design Estimator and Purchasing Specialist / $30K-$40K per year / Erie , PA Must Haves: Process Improvement: Desire to define and improve processesSuperior problem-solving skillsStrength to work in stressful situations under pressureDetail Oriented & Analytical SkillsTime ManagementDog FriendlyCustomer Service Skills & Ability...

Kitchen & Bath Design Estimator and Purchasing Specialist / $30K-$40K per year / Erie , PA Must Haves: Process Improvement: Desire to define and improve processesSuperior problem-solving skillsStrength to work in stressful situations under pressureDetail Oriented & Analytical SkillsTime ManagementDog FriendlyCustomer Service Skills & Ability...