Private Wealth Advisor
About the Company:
We are partnered with a rapidly expanding financial planning firm that has achieved remarkable growth, surpassing $6 billion in assets under management within a short period. This firm is built on proprietary technology and is dedicated to delivering optimal wealth management solutions. Their success is largely attributed to a client-centric approach combined with advanced technology, enabling the delivery of complex financial strategies in a seamless manner.
About the Role:
Senior Advisors are key leaders within the firm, responsible for managing high-value client relationships and driving new business growth. They focus on servicing the firm’s most complex and profitable clients while also dedicating significant time to expanding the client base. In addition to their advisory responsibilities, they play a crucial role in mentoring and overseeing junior advisors, ensuring the highest level of client service and professional development. A portable book of business is highly desirable.
Responsibilities:
Qualifications:
...Compliance AVP! Responsibilities: Supports the bank with Corporate Compliance Risk Assessment, conducting initial reviews of policies and procedures when they are due for annual refresh, and maintaining the gifts and entertainment and outside business activity...
...during the interview process. Employment Type: Full-time Pay Range: $21.35 per hour - $21.35 per hour Working with Sodexo is more than a job; its a chance to be part of something greater because we believe our everyday actions have a big impact. You belong...
...located in several states including salaried and hourly employees as part of the payroll team. Ensure all payroll data, including hours worked, bonuses, and deductions, is accurately calculating on employees pay. Reconcile payroll discrepancies and resolve any payroll...
...prospective families that have expressed interest in C2 Education services and arrange for a diagnostic test/conference. Provide administrative support including answering phones and creating/managing schedules with students and teachers. Manage class schedules to...
...manufacturer of high-performance wire & cable, assemblies, contacts, connectors, & more. The FP&A... ..., WA. ESSENTIAL JOB FUNCTIONS Work with senior management and plant finance... ...an environment where employees work from home or another location outside the office, using...