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...
Job Title: Wealth Advisor Job Location: Remote in EST/CST/MST Job Salary: $95k - $140k Requirements: Active CPA license, Must have 4-7+ Years of Public Accounting Experience/Wealth Management Experience We a Top CPA Firm...
HOW YOU WILL FULFILL YOUR POTENTIAL * Provides administrative support in a complex team environment to a senior grou. * Coordinates complex, senior-level internal/ external meetings and conference calls. * Handles a high volume...
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...
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:...
Administrative Assistant Renowned investment banking firm with global presence has a great opportunity for an experienced Administrative Assistant. Responsibilities...
Executive Assistant in Investor Relations Investment Management Firm has an exciting opportunity for someone who thrives in a fast-paced environment to be an Executive Assistant!
Job Description: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including...
Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a...
Lead BA with Wealth Mgmt( Hybrid) Location: New York city, NY/Charlotte, NC (3 days working from office)Long term Contract JD:...