About us. Riverstone Wealth Partners is a premier wealth management firm humbled and honored to be the partner to whom our clients and respected professionals enthusiastically refer their friends and family. We pride ourselves on our expertise in building successful outcomes that carry from one generation to the next. Our mission is to deliver financial well-being to our clients by providing peace of mind in knowing that their financial life is o...
Job description. This is an in-office role. Our most urgent need is to find a professional to work out of our Villages office, however we are now looking for professionals in all three of our offices (The Villages, Tavares an Winter Park). About the Firm. There are few responsibilities as significant as our clients’ financial well-being, and we are honored to be custodians of their trust. Destiny Wealth Partners’ (which conducts business as Ruggi...
Our Firm American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm’s 1,400 employees serve financial professionals, institutions, corporations, and individual investors, offering a wide range of investment strategies across a variety of investment disciplines. ...
Position Overview. As a Client Relationship Associate you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will work in our Business Development department with experienced professionals, working daily with clients and prospective clients. This opportunity will allow you to develop and gain access to outstanding market growth opportunities while adding stability and c...
Company Description. We are an end-to-end Renewable Energy provider, offering products to commercial and enterprise clients in EV Charging solutions, Fleet Electrification, Solar Micro-grids, Energy storage and Hydroponic systems. We have been experiencing tremendous growth in all these areas and operate under several government rebate programs that ensure a steady and reliable flow of revenues. Our company handles the entire flow of providing th...
ASSOCIATE. Do you want to work with an industry leader, in a dynamic environment that fosters. professional growth. Then join the. R.M. Davis. team. With $6 billion in assets under. management. R.M. Davis. is Northern New England’s largest wealth management firm. with offices in downtown Portland, Maine, and Portsmouth, New Hampshire. Our clients trust us with their wealth, with their toughest questions, and with their most. important decisions. ...
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $21 billion in AUM as of December 31st, 2023, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. Our Headquarter office located in Torrance, CA is hiring for a Client Relationship Associ...
Channel Fusion is the trusted channel marketing management partner of America’s top brands. We bring the passion to support our customers and optimize their channel marketing programs through best practices, continuous improvement, performance insights and technology solutions. resulting in measurable results. We specialize in providing high tech, exceptional channel support services and custom technology solutions. The successful candidate will...
Salary. $15 per hour (Upto $35,000 Annually). Job Location. Responsibilities. Receives and answers phone calls from a variety of customers who are calling for service regarding their accounts and helps resolve them with accuracy and efficiency. Communicates with customers regarding service requests or problems. Documents, evaluates and resolves customer’s inquiries. Works with other departments to complete customer requests and minimize escalatio...
