We have a top wealth management team who is looking for a Client Service Associate to join the team.
As a Client Service Associate - Wealth Management, you will play a crucial role in managing and servicing clients' financial needs. They are seeking an individual who is not only licensed in securities (Series 63 and 7) and life, disability, and health insurance but also has a minimum of 5 years of direct experience in managing investment platforms. Additionally, expertise with ENV2 systems is highly desirable.
Responsibilities
Qualifications
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We have a top wealth management team who is looking for a Service Advisor to join the team.
As a Service Advisor, you will play a crucial role in managing and servicing clients' financial needs. They are seeking an individual who is not only licensed in securities (Series 63 and 7) and life, disability, and health insurance but also has a minimum of 5 years of direct experience in managing investment platforms. Additionally, expertise with ENV2 systems is highly desirable.
Responsibilities
Qualifications
Compensation Expectations
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Our client is located in the state of Florida. They are a for-profit, purpose-driven start-up acquisition platform that purchases high quality, long tenured small businesses from retiring owners, and implements a broad-based employee ownership program upon closing. They are currently seeking a Mergers and Acquisitions Integrations Specialist.
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Qualifications
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Hybrid role: 2.5 days a week in your local office
Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.
They are adding an Investment Relations Advisor to support the firm.
Responsibilities
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Compensation
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