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...

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...

This role will focus on creating meaningfully superior, highly scalable and delightful investment experiences for novice and experienced investors, and wealth and asset management capabilities for various investment instruments. Join a nimble, diverse, and fast-moving product team that works cross-functionally with design, engineering and marketing teams to...

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,...

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,...

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 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...

Description Job Summary The Prospect Research Specialist plays a vital role in our organization's fundraising and development efforts, focusing on the identification and analysis of potential donors to support our strategic objectives. This position involves conducting detailed research and data analysis, maintaining donor databases, and collaborating...

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,...

Our Vision is to enable Chief Human Resources Officers (CHROs) to influence and impact Organisational performance through being the source of curated relationships and content. Senovis is a tech enabled platform that provides a personalised dashboard of curated, commissioned and created content tailored to meet the self-identified strategic priorities of...

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 purpose:...

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...

**Your passion. Our purpose. This could be powerful.** Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every...