Atlas is a next-gen wealth and asset management company. We are building and leveraging the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more...
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...
Who we are looking for State Street Global Advisors is looking for a highly motivated ETF sales specialist to develop relationships with our largest asset manager and hedge fund clients in the New York City territory. As a member...
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...
Northwestern Mutual | Wealth Management Advisor Through a distinctive, whole-picture planning approach, Northwestern Mutual Wealth Management and Financial Advisors empower their clients to make the most of every single day and...
Business Overview: Siebert Financial Corp. is a well-respected and established provider of comprehensive wealth management and investment products and services for individuals, companies, and...
Exciting opportunity to join a strong financial services firm headquartered in NYC. This role will support senior wealth advisors and deal with ultra-high-net-worth clients. Responsibilities: Provide administrative...
Equitable Advisors, a leading financial services and insurance industry firm, invites entrepreneurial-oriented individuals to join our team as Financial Professionals. With a rich history dating back to 1859, Equitable is committed to helping...
Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal...
We are currently partnered with an elite wealth manager that looking to grow their legal team and support the General Counsel on a variety of corporate matters. This opportunity will allow you to work with various senior leaders in the business...