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Reposted 22 Days AgoSaved
In-Office or Remote
2 Locations
65K-70K Annually
Mid level
65K-70K Annually
Mid level
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Provide virtual investment and insurance advice to mass-affluent clients, analyze financial situations, recommend strategies and products, meet sales goals, grow client relationships, and ensure regulatory compliance while working hybrid from a corporate office.
Reposted 22 Days AgoSaved
In-Office or Remote
2 Locations
105K-250K Annually
Junior
105K-250K Annually
Junior
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Wealth Advisors help clients achieve financial goals through tailored wealth management strategies, client outreach, and collaboration with business partners.
22 Days AgoSaved
In-Office or Remote
2 Locations
105K-140K Annually
Mid level
105K-140K Annually
Mid level
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
The Sr Visual Basic Developer/Analyst supports MSR Risk Management by analyzing data and providing insights while managing multiple projects and priorities.
Top Skills: ExcelPythonSQLVisual Basic
Reposted 22 Days AgoSaved
In-Office or Remote
2 Locations
105K-250K Annually
Junior
105K-250K Annually
Junior
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Wealth Advisors at Citizens create tailored financial plans for clients, enhance partnerships, and manage client relationships to meet financial goals.
Top Skills: Estate PlanningFinancial PlanningInsuranceInvestment Management
Reposted 22 Days AgoSaved
In-Office or Remote
2 Locations
105K-250K Annually
Junior
105K-250K Annually
Junior
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Wealth Advisors develop personalized financial plans for clients, enhance partnerships, and manage a wealth management practice. They engage in client outreach and grow relationships through referrals.
Top Skills: Estate PlanningFinancial PlanningInvestment Management
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22 Days AgoSaved
In-Office or Remote
2 Locations
105K-250K Annually
Junior
105K-250K Annually
Junior
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
The Wealth Advisor develops tailored financial plans for clients, enhances partnerships for client introductions, and manages relationships in a collaborative environment, focusing on wealth management services.
Top Skills: Series 63Series 65Series 66Series 7
Reposted 22 Days AgoSaved
In-Office or Remote
2 Locations
Senior level
Senior level
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
As a Principal Data Analyst, you'll leverage machine learning and AI to improve outcomes, manage large data sets, and guide analytics modelers for effective data solutions.
Top Skills: Artificial IntelligenceHadoopHiveMachine LearningMySQLPythonRSparkSQL
Reposted 22 Days AgoSaved
In-Office or Remote
2 Locations
105K-250K Annually
Junior
105K-250K Annually
Junior
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Wealth Advisors at Citizens help clients achieve financial goals by developing personalized plans, maintaining relationships, and collaborating with partners.
Top Skills: Estate PlanningFinancial PlanningInsuranceInvestment Management
22 Days AgoSaved
In-Office or Remote
2 Locations
Mid level
Mid level
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
The Private Client Relationship Manager engages affluent clients, grows investments, and delivers high-touch support focusing on financial goals. Responsibilities include client onboarding, proactive engagement, and collaboration with financial advisors.
Top Skills: Salesforce CRM
22 Days AgoSaved
In-Office or Remote
2 Locations
83K-104K Annually
Mid level
83K-104K Annually
Mid level
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Manage relationships with affluent clients, acquire new clients, grow deposits and investments, and collaborate with financial advisors to provide tailored financial strategies.
Top Skills: Salesforce CRM
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