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9 Days Ago
Midland, MI, USA
Junior
Junior
Financial Services
The Administrative Assistant will provide top-notch customer service, handle calls and appointments, manage office supplies, and maintain cleanliness.
Top Skills: MS OfficeSalesforceWorkday
9 Days Ago
Columbia, MD, USA
58K-65K Annually
Junior
58K-65K Annually
Junior
Financial Services
The Financial Advisor Assistant supports Financial Advisors in client relationship management, reviews, portfolio management, and financial planning tasks, while maintaining communication with clients.
Top Skills: Crm (Salesforce)ExcelMS Office
9 Days Ago
Remote
USA
145K-165K Annually
Senior level
145K-165K Annually
Senior level
Financial Services
The Senior Cloud Architect is responsible for designing and implementing AWS cloud solutions, collaborating with teams, and optimizing cloud operations. This role includes troubleshooting, performance assessments, and mentoring team members on cloud technologies.
Top Skills: AthenaAWSData ZoneGlueLake FormationMacieRedshift
9 Days Ago
Midland, MI, USA
70K-100K Annually
Senior level
70K-100K Annually
Senior level
Financial Services
The Team Operations Manager liaises between Corporate and Advisor Office, managing staff, ensuring compliance, and facilitating corporate initiatives
Top Skills: MS Office
9 Days Ago
Remote
USA
65K-75K Annually
Mid level
65K-75K Annually
Mid level
Financial Services
The Client Onboarding Specialist assists with onboarding new client accounts by ensuring proper paperwork completion, compliance, and relationship management with internal teams and clients, enhancing client satisfaction and operational efficiency.
Top Skills: MS OfficeSalesforce
9 Days Ago
Remote
USA
98K-175K Annually
Senior level
98K-175K Annually
Senior level
Financial Services
The Portfolio Consultant supports advisors in investment management, drives organic growth, and enhances client experiences through strategic business initiatives and tailored investment solutions.
Top Skills: Microsoft Office Suite
9 Days Ago
Remote
USA
56K-90K Annually
Junior
56K-90K Annually
Junior
Financial Services
The Internal Sales Specialist supports RVPs in building client relationships, processing leads, and assisting in the sales cycle while coordinating with sales leadership.
Top Skills: MS OfficeSalesforce
9 Days Ago
Remote
USA
122K-195K Annually
Senior level
122K-195K Annually
Senior level
Financial Services
The Advisor Succession Planning Director will develop and implement succession plans for advisors, ensuring smooth client transitions and operational continuity within the firm.
Top Skills: Financial Planning SoftwareProficiency In Technology ApplicationsTalent Management Software
9 Days Ago
Burnsville, MN, USA
Junior
Junior
Financial Services
The Receptionist greets clients, manages calls and appointments, maintains office cleanliness, handles deliveries, and supports office operations.
Top Skills: MS OfficeSalesforceWorkday
9 Days Ago
Dallas, TX, USA
Senior level
Senior level
Financial Services
The Financial Advisor manages client relationships, assists in the financial planning process, conducts annual reviews, and helps close prospective clients while maintaining compliance and CRM records.
Top Skills: Microsoft Office SuiteSalesforce
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