Summary/objective. The Director of Private Client Services oversees the private client services team and provides administrative support to one or more Financial Advisors or Partners of the firm. Responsibilities include opening new accounts, creating households in the CRM, cashiering, ACH transfers, assisting clients, researching client problems, maintaining account records, and preparing client communication. Additional duties include schedulin...
Summary/Objective. We are seeking a highly motivated and detail-oriented individual to join our team as an Associate Trading Specialist. This position will report to the firm's Portfolio Trader and Administrator and will play a crucial role in executing daily client trades across various investment vehicles. The ideal candidate will possess a strong understanding of individual securities, mutual funds (MFs), separately managed accounts (SMAs), an...
Summary/Objective. The Client Associate provides administrative and operational support to one or more Wealth Advisor or partner of the firm. The Client Associate assists with private client daily needs. Responsibilities include. new account opening, creating households, cashiering, ACH transfers, assisting clients, researching problems, maintaining account records and preparing client communication. . Essential Functions. Reasonable accommodatio...
. Summary/Objective. The Senior Wealth Advisor oversees and consults to client accounts. Responsibilities include asset allocation development and review, portfolio oversight and management, client communication, performance reconciliation, and financial planning. An essential function of the role is to provide support to clients as well as partners of the firm. Specifically, these duties will include implementing and delivering financial plannin...
. Summary/Objective. The Wealth Advisor oversees and consults to client accounts. Responsibilities include asset allocation development and review, portfolio oversight and management, client communication, performance reconciliation, and financial planning. An essential function of the role is to provide support to clients as well as partners of the firm. Specifically, these duties will include monitoring financial markets and client accounts on ...
