- Robert Half Finance & Accounting (Miami, FL)
- Description We are looking for a detail-oriented Client Services Representative to join our wealth management team in Miami, Florida. In this role, you will ... ### or email janet.silva@roberthalfcom Requirements * Minimum of 3 years of experience in wealth management or a related field. * Proficiency in handling credit… more
- Adecco US, Inc. (Dallas, TX)
- …Hybrid Role /6month Assignment + 2 days home / 3 days in office Wealth Management Operations provides end-to-end operational support that drives the client ... experience for Wealth Management advisory partners and their clients....offerings available for our associates include medical, dental, vision, life insurance , short-term disability, additional voluntary benefits,… more
- Citigroup (New York, NY)
- …offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi ... Citi Global Wealth (CGW) is a partnership between the Global...products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and banking.… more
- Matter Family Office (St. Louis, MO)
- …+ Short- and Long-term disability coverage paid for by employer + Paid Group Life Insurance + Flexible 401(k) retirement benefits with employer matching + 10 ... helping families thrive for generations through three distinct service offerings: Investment Management , Wealth Planning and Coordination, and Family Culture and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Location: San Francisco (Hybrid - 2 days/week) or Fully Remote Industry: Financial Services / Wealth Management A boutique wealth management firm is ... to work directly with a senior advisor recognized nationally for excellence in wealth management , and to build a long-term career in strategic financial… more
- Access Dubuque (Dubuque, IA)
- …delivered by faculty with substantial industry experience in corporate finance, wealth management , or banking. Relevant professional credentials (eg, CFP, ... clearly note: + Work experience in corporate finance, banking, wealth management , or other financial role. +...Full/Part Full Time Benefits Health Insurance Dental Insurance Vision Insurance Life … more
- UMB Bank (Kansas City, MO)
- …delivers private banking credit and deposit solutions. Additionally, will partner with wealth management , retail, commercial banking & other lines of business ... direct financial sales + You have 10 years of wealth management /private banking experience in the financial...+ You demonstrate willingness to maintain Series 65 and Life licenses + You demonstrate extensive knowledge of Trust… more
- Kelly Services (Hagerstown, MD)
- …client, a major American financial services organization offering personalized financial advice and wealth management services, on a direct hire basis. This an ... Specifically, the Financial Advisor will: + Practice a consultative, goal?based wealth management approach to understand clients' financial objectives, risk… more
- Robert Half Finance & Accounting (Boston, MA)
- Description Our client is a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team. Essential ... Proven ability to work collaboratively in a team-focused environment. * Familiarity with wealth management or private wealth processes is highly… more
- Wells Fargo (San Francisco, CA)
- …employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident insurance + ... discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. *… more