Get the job you really want.

Top Tech Jobs & Startup Jobs

22 Days Ago
Atlanta, GA, USA
Senior level
Senior level
Financial Services
Manage relationships with custodial partners, source and close prospects, educate clients on financial planning, and work with Wealth Enhancement advisors.
Top Skills: Financial Planning TechnologySeries 65Series 66Series 7
22 Days Ago
Denver, CO, USA
Senior level
Senior level
Financial Services
The Regional Vice President will manage relationships with custodial partners, source and close prospective clients, and support Wealth Enhancement Group advisors, requiring extensive sales and communication skills in wealth management.
Top Skills: Advisor/Client Facing TechnologyFinancial PlanningInvestment Management
22 Days Ago
Walnut Creek, CA, USA
65K-85K Annually
Mid level
65K-85K Annually
Mid level
Financial Services
Responsibilities include trade order execution, account rebalancing, post-trade processing, corporate actions research, and supporting investment operations. Must manage time effectively and maintain accuracy.
Top Skills: ExcelMS OfficeMorningstar Advisor WorkstationOrion Trading Platform
22 Days Ago
Midland, MI, USA
17-24
Junior
17-24
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
22 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
22 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
22 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
22 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
22 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
22 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
All Filters
New Jobs
Job Category
Experience
Industry
Company Name
Company Size

Sign up now Access later

Create Free Account