Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals:...
Description The Compliance Team Lead will have responsibilities within the compliance program for the Citizens Private Wealth segment of Citizens Wealth Management, including its registered investment advisor, broker-dealer and trust...
The Company Our client, a well-established and highly respected regional bank, is looking to add a Managing Director of Wealth Management to their team in Rochester, NY. This position is a great...
Director, Transaction Advisory Services - Financial Due Diligence! This Jobot Job is hosted by: Jacob Vane Are you a fit? Easy Apply now by clicking the "Apply" buttonand sending us your resume. Salary: $225,000...
Description This is a high impact senior position within Citizens Private Wealth reporting to our Wealth Management Chief Compliance Officer. This newly created role is responsible for creating and executing a strategic plan to address...
Location: 1301 Avenue of the Americas - New York, New York 10019 The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a net-worth of greater than $25MM. This role serves...
A leading investment firm specialized in secondary markets is seeking a Compliance Director to join their legal and compliance team. This exciting role offers the opportunity to work closely with the Chief Operating Officer, Legal Counsel, and...
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals:...
Purpose: We are seeking an experienced Compliance Manager to join our Courier Capital leadership team at a Registered Investment Advisor (RIA). The ideal candidate will possess deep expertise in compliance and regulatory requirements, specifically...
Wealth Management Advisor Track | The Tri-Harbor Financial Group - NYC Through a distinctive and holistic planning approach, Northwestern Mutual Financial Advisors/ Wealth Management Advisors empower clients to...