Overview: VANTA Partners client is seeking a detail-oriented and client-focused CUSTOMER SUPPORT SPECIALIST to join our financial planning team. In this role, you will play a vital part in supporting our...
Hours: 40 Schedule: This position is hybrid and remote eligible up to 20% of the time. The office location for this position is at ESL Corporate...
CLIENT PRESENTATION DESIGNER At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day...
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:...
Overview: The Client Service team connects Guidepoint's clients with subject-matter experts to better inform their business decisions. They take the time to understand each client's specific research needs and deliver the experts closest to...
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...
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives.
Overview: VANTA Partners client is seeking a detail-oriented and client-focused CUSTOMER SUPPORT SPECIALIST to join our financial planning team. In this role, you will play a vital part in supporting our...
Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client centric culture, having a mindset of continuous improvement and always enhancing...
TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisor practice with over $300MM AUM based in Melville, NY is hiring a Practice Manager...