Top Tech Jobs & Startup Jobs

Own and govern institutional technology platforms (Salesforce, education and referral systems). Drive CRM configuration, integrations, data integrity, adoption, vendor/budget management, and optimize retirement-to-wealth referral workflows to increase conversions and platform ROI.

The Senior Wealth Advisor leads a wealth management team, develops comprehensive financial strategies for clients, trains staff, and maintains client relationships.

As a Wealth Advisor, you will collaborate with a wealth management team to create financial strategies for high net worth clients, manage client relationships, and support new client acquisition while mentoring junior advisors.

Support a wealth advisor team to deliver comprehensive financial plans and investment portfolios for high-net-worth clients. Conduct research and analysis, execute client requests, maintain client relationships, assist in sales efforts, and develop proficiency with investment and financial planning software.

Support advisors by coordinating client meetings, gathering and entering client financial data, preparing financial plan drafts, conducting portfolio research, preparing materials and reports, and handling client service and account maintenance tasks while pursuing licensure.

The Wealth Advisor collaborates with the wealth management team to create personalized financial strategies and strengthen client relationships, focusing on high net worth individuals.

The Senior Wealth Advisor leads a wealth management team to create comprehensive plans, cultivate client relationships, and mentor associates.

The Administrative Assistant is responsible for client interactions, managing communications, maintaining office organization, and supporting various business leaders with ad hoc projects.

The Senior Wealth Advisor leads a team to develop wealth plans and strategies for high-net-worth clients, manages client relationships, trains team members, and participates in building new client relationships.

Wealth Advisors create tailored financial strategies for high net worth clients, managing relationships, overseeing plans, and mentoring staff.