Client Services Manager – Riverview Wealth Partners. Wexford, PA. Riverview Wealth Partners is a team of independent financial advocates focused on helping our clients reach their financial goals. Our advisors work with an exclusive number of high-value clientele including individuals, families, executives, and business owners, as well as several institutional clients. We are a fee-only firm that is intricately involved in every aspect of our cli...
About Outcome Private Wealth. At Outcome Private Wealth, we take a different approach to financial planning. Instead of identifying our clients’ highest possible risk tolerance and building a plan from that point, we start with the outcomes they’re looking for: reliable monthly income, vacation home, college tuition, selling a business, etc. Then we look at the potential return needed to get them there. This outcome-focused strategy can allow our...
Description. Stratos Wealth Partners in Beachwood, Ohio is looking for an enthusiastic, responsible HR Intern to perform various administrative tasks and support our HR department this Summer. Full time hours are available in the Summer, could lead to part time hours after if the candidate is the right fit. Ultimately, you will assist in organizing and coordinating our HR policies and procedures. Responsibilities. Support recruiting functions suc...
Description. . The Advisory Operations Department at Stratos Wealth Partners works with our internal financial advisors utilizing multiple custodians including Fidelity, Charles Schwab, and TD Ameritrade. Reporting to the Director of Advisory Operations, this internship position will focus on financial reporting software, process and procedures, data, and user maintenance. This is an excellent opportunity for a Business major interested in workin...
Description. . Stratos Wealth Partners in Beachwood, Ohio is looking for an enthusiastic, responsible college student to perform various administrative tasks and support our Compliance Department. This will be a 10-20 hour a week position with flexible hours, full time hours may be available in the Summer. Ultimately, you will assist in compliance functions across several different topics and business initiatives. Responsibilities. Qualifications...
Lead Financial Advisor. Since 2012, Pettinelli Financial Partners has been operating with a service team model. This approach includes several experienced professionals rather than one advisor. We believe that when the clients’ team works in concert, the clients have the greatest opportunity for pursuing their financial goals. By bringing a whole host of expertise to the table and serving as the quarterback of the extended advising team, clients ...
