wealth management firm - 3b aum Jobs - 8965
Wealth Management Associate
Equitable Advisors - New York,NY
Employment Type : Full-Time
Primary Location: UNITED STATES-NYC-Manhattan Organization: Equitable Advisors Position: Wealth Management Associate Description At Equitable...
Customer Service Representative ( remote)
Path Arc - New York,NY
Employment Type : Full-Time
The customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer's problem. Must be willing to listen,...
Executive Administrative Assistant - Finance
Kellton - New York,NY
Employment Type : Full-Time
Title: Executive Administrative Assistant - Financial Services Location: NYC Remote/Hybrid/Onsite: Hybrid Position Type: Contract, possible...
Client Services/Operations Associate - Wealth Manager in Westchester
Coda Search Staffing - All cities,NY
Employment Type : Full-Time
Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and...
Wealth Management Advisor
Equitable - Syracuse,NY
Employment Type : Full-Time
We are seeking highly motivated individuals to join our dynamic team of approximately 5,000 financial professionals. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships...