lumida wealth Jobs in westernville,ny - 650


Lumida Wealth - Westernville,NY

Wealth Management Client Associate Location: Remote/Offshore (Also open to New Jersey, New York City area) About Us: We are a dynamic financial services firm...

Date : 2024-11-06T18:06:57Z

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The Judson Group - Westernville,NY

Managing Director, Head of Operations – Wealth Management | Remote – San Francisco/Los Angeles/New York City Judson Group has partnered with a privately-held independent RIA with $1.8B in AUM in the search for a Managing...

Date : 2024-11-16T10:11:25Z

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Glazer Properties - Westernville,NY

Our founder, and CEO, Kevin Glazer has been a prominent figure in the commercial real estate world for the past 30 years. Mr. Glazer is a co-owner of the NFL franchise Tampa Bay Buccaneers, and a principal investor in the Manchester United...

Date : 2024-11-05T07:36:18Z

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Vision Financial Group - Westernville,NY

Vision Financial Group is one of the largest and most respected financial service firms in Upstate/Central Western New York. We are always looking to grow witht the right people. If you are a Wealth Manager that is looking to grow...

Date : 2024-11-12T17:08:10Z

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Glazer Properties - Westernville,NY

Our founder, and CEO, Kevin Glazer has been a prominent figure in the commercial real estate world for the past 30 years. Mr. Glazer is a co-owner of the NFL franchise Tampa Bay Buccaneers, and a principal investor in the Manchester United...

Date : 2024-11-15T03:08:45Z

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Mitlin Financial, Inc® - Westernville,NY

Are you a Wealth Advisor who wants to lead with influence, have JOYful conversations, and harness cutting-edge marketing strategies to elevate your impact? WHO WE ARE: Mitlin Financial Inc,...

Date : 2024-11-15T07:36:10Z

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Coda Search¦Staffing - Westernville,NY

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...

Date : 2024-11-17T02:18:52Z

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Magnus Financial Group LLC - Westernville,NY

Magnus Financial Group is a Registered Investment Advisor located in Midtown Manhattan. We provide customized wealth management and financial planning services for clients in all phases of their lives. We are a holistic wealth management firm...

Date : 2024-11-15T07:37:01Z

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Coda Search¦Staffing - Westernville,NY

Our client, a multi billion dollar wealth management firm in Westchester is looking to add a Portfolio Associate to their growing team. The role itself will be a mix of quantitative research for portfolio construction purposes, preparing client...

Date : 2024-11-17T02:17:25Z

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Fourth FLOOR - Westernville,NY

Our client, a luxury Fine Jewelry wholesale designer is looking for a responsible Office Coordinator to perform a wide range of administrative and operational tasks. They are a small but growing fine jewelry designer (currently at...

Date : 2024-11-17T02:18:55Z

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