We’re hiring our first-ever. Portfolio Analyst. —a unique opportunity to define and build this role from the ground up. This position blends investment research, portfolio monitoring, client presentation preparation, and operational support for insurance and annuity workflows. We’re looking for a. proactive, independent problem-solver. who thrives in a hands-on environment and is excited to create processes, improve workflows, and influence how t...
Job Overview. We are seeking a dynamic and results-driven Business Development Associate specializing in Financial Services to join our team. This role is vital in expanding our client base, fostering strategic partnerships, and driving revenue growth. The ideal candidate will possess strong sales acumen, excellent communication skills, and a solid understanding of CRM tools and financial industry trends. This role serves an extension of the advi...
As a Clients Service Specialist at Conte Wealth Advisors (CWA), you will be a key member of our Camp Hill, PA office, supporting the advisors with a combination of concierge-level service and essential administrative functions. CWA fosters a culture of excellence, integrity, and client-first values, striving to provide an exceptional experience to every client, every time. You will be a highly visible representative of our firm, often serving as ...
Description. . The Marketing and Event Coordinator is responsible for executing strategic marketing initiatives, coordinating client-focused events, and supporting individual financial advisors in their outreach efforts. This role also ensures all marketing activities comply with compliance and firm standards. The ideal candidate is highly organized, detail-oriented, and comfortable managing multiple projects and vendor relationships. . Duties an...
Job description. As a Clients Service Specialist at Conte Wealth Advisors (CWA), you will be a key member of our Camp Hill, PA office, supporting the advisors with a combination of concierge-level service and essential administrative functions. CWA fosters a culture of excellence, integrity, and client-first values, striving to provide an exceptional experience to every client, every time. You will be a highly visible representative of our firm, ...
