Paraplanner / Wealth Management Client Service Associate
NPAworldwide
Why a Great Opportunity Competitive Compensation Great Benefits Package Professional Growth & Stability Innovative Training Programs Direct Hire About the area: Pawling is a village in Dutchess County, New York. It is part of the Poughkeepsie-Newburgh-Middletown, NY Metropolitan Area as well as the larger New York-Newark-Bridgeport, NY-NJ-CT-PA. Pawling has incredible country vistas, unique homes, a quaint village and over 300 acres of parkland. The Great Swamp, Appalachian Trail and Nature Conservancy offer outdoor enthusiasts opportunities aplenty. Play nine holes at Dutcher Golf Course, the oldest municipality-owned golf course in America. Listen to great live music at Daryl’s House Restaurant & Live Music Club. Enjoy American cuisine and a wide selection of made-from-scratch baked goods from graduates of The Culinary Institute of America. Visit the John Kane House, where George Washington establish his headquarters for two months during the Revolutionary War. PHYSICAL THERAPIST ASSISTANT (PTA) opening Full-time, Permanent, Direct Hire Competitive Compensation Great Benefits Package Professional Growth & Stability Innovative Training Programs Location Pawling, NY Duties Include Measuring & recording Residents motor function, strength & muscle performance. Assists physical therapists in developing treatment plans. Observe Residents and write progress reports. Evaluate the capability of Residents to function independently. Assist Residents in carrying out specific exercises. Treat Residents with varieties of techniques, like stretching and massage. Help Residents use necessary equipment and devices. Educate Residents how to exercise properly to strengthen muscle & improve mobility. Maintain Resident confidence by monitoring confidential information processing. Maintains safe and clean working environment. Complies with federal, state, and local legal and professional requirements. Contributes to team effort. Requirements Include Graduate of an accredited PTA Program. Current New York State PTA License. Experience is a plus. Qualifications Graduate of an accredited PTA Program. Current New York State PTA License. #J-18808-Ljbffr NPAworldwide
- Wealth Management Client Service Associate /Paraplanner Waukesha, Wisconsin, U Hybrid (4 days on-site / 1 day remote) Salary: $60,000 to $80,000 DOE, bonus eligible About the Role Our client is a nationally recognized financial services firm with more than 100 locations...SuggestedRemote workFlexible hours
- Right Executive Search, LLC in Waukesha, WI seeks a Wealth Management Client Service Associate/Paraplanner to support advisors with financial planning, client communications, and daily operations. Hybrid work structure blends on-site client service with one remote day....SuggestedRemote work
- ...Garry Executive Search is representing a leading Wealth Management firm in Milwaukee seeking a Registered Client Service Associate to join their growing team. This firm has built its reputation on integrity, trust, and long-term client advocacy. They consistently ranking...SuggestedWork at office
Garry Executive Search
Milwaukee, WI14 hours ago - ...for a culture that puts its clients and associates first: a culture where... ...'ll Be Doing The Client Services Associate (NR) assists one... ...or escalated to the Branch Manager; including suspicious client... ...start-up. We are a global wealth management and investment banking...SuggestedWork at office
- ...well-established and rapidly growing wealth management firm in western Milwaukee dedicated to... ...management. We emphasize a client-centric approach grounded in long-term... ...Overview We are seeking a Client Service Associate to join our dedicated service center...SuggestedWork at office
TalentLink Solutions
Brookfield, WI1 day ago - ...Delafield, WI, 53018. Job Type: Full-time. Job Title Private Client Investment Associate Job Description As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing, and administrative support to...Full time
- ...Senior Client Service Associate Senior Client Service Associates help shape the future of service by modernizing the client experience through... ...participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Work at officeLocal area
Phenom People
Waukesha, WI6 days ago - ...Client Service Associate Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem... ..., in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with...Work experience placementWork at office
Raymond James Financial Services
Waukesha, WI1 day ago - ...building and maintaining client relationships through... ...assisting with ongoing wealth planning for clients, referral source management and new lead generation... ...reviews, promote firm services to deepen client relationships... .... #J-18808-Ljbffr Wisconsin Psychiatric Association Inc
- JPMorganChase is seeking a Private Client Investment Associate in Delafield, Wisconsin. The role involves providing operational and client service support to Advisors, building relationships... ...compliance, and engaging in risk management. Candidates must obtain necessary...
$63.83k - $136.58k
...The Private Wealth Management team serves to manage, protect and grow. As... ...financial outcomes for our clients through team-based advice. We... ...Manager, Trust Advisor and Service Administrator to build the wealth... ...varied benefits to eligible associates, such as Paid Time Off; a 40...Work at officeLocal areaFlexible hoursUMB Bank
Milwaukee, WI2 days ago- ...Client Service Associate At Elevare Branding, we specialize in building powerful brand identities and strategic marketing solutions that drive... ...for individuals who enjoy building relationships, managing projects, and contributing to a dynamic team environment....Work at office
Alphabe Insight
Milwaukee, WI5 days ago - ...Ltd. is seeking a Financial Advisor for a full-time role in Pewaukee, Wisconsin. The advisor will service clients in the Milwaukee/Madison area, providing wealth management and financial planning services. Candidates must have a minimum of 5 years of client-facing...Full time
- ...Financial Advisor within PNC's Wealth Management organization, you will be... ...strategy focused on helping clients meet their savings, investing... ...handling sales and service, identifying sales and/or executing... ...manager and/or investment sales associate, leads the branch team on...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Pewaukee, WI8 days ago - ..., Wisconsin, is looking for a Receptionist - State Farm Agent Team Member. In this role, you will provide exceptional customer service, manage office communications, and support the insurance team effectively. The ideal candidate should possess strong organizational skills...Work at officeFlexible hours
- A leading financial services firm in Wisconsin seeks a Financial Advisor to provide personalized investment solutions and build client relationships. The ideal candidate will have at least 2 years of financial services experience, strong client acquisition skills, and...
- A leading financial services firm is seeking a Financial Advisor in Waukesha, WI. You will provide expert financial advice, build meaningful relationships, and empower clients through purpose-driven service. This role offers flexibility, unlimited earning potential, and...
- ...team. The ideal candidate must have a minimum of 5 years of client-facing experience and a solid grasp of comprehensive financial... ...opportunities. Come be part of a recognized firm committed to the highest standards in wealth management. #J-18808-Ljbffr JMG Financial Group
$17 - $29.75 per hour
...Overview Old National Bank has been serving clients and communities since 1834. With over $70 billion in... ...., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital...Immediate startOld National Bank
Brookfield, WI5 days ago- ...career in a dynamic environment. Job Description The Client Service Associate will serve as a key point of contact between clients and... ...with office software and computer systems Strong time management and customer service skills Additional Information...Full timeWork at office
- Wisconsin Psychiatric Association Inc is seeking a professional to support Advisors in managing their client relationships and operational needs. This role involves handling account management, ensuring compliance, and facilitating timely requests. Candidates must obtain...
$17 - $29.75 per hour
...Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and... ...g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital...- A financial services firm in South Milwaukee is seeking an experienced Service Advisor to enhance client relationships and prepare comprehensive financial plans. The ideal candidate... ...time off with opportunities for professional growth. #J-18808-Ljbffr DBHW Wealth PartnersFull time
- Financial Operations Associate IAG Wealth Partners - Waukesha, WI The Financial... ...operational, and customer service support through a reliable,... .... Core Competencies: Client Facing Communication & Service... .... Client Information Management: Accuracy, Documentation &...Full timeWork at officeMonday to Friday
- ...Morgan-Stanley in Waukesha is seeking a Client Relationship Analyst to enhance client experiences and support Financial Advisors in crafting personalized investment strategies. You will manage client communications and documentation, assist in financial reporting, and...
Morgan Stanley
Waukesha, WI3 days ago $30.32 - $42.11 per hour
...social worker for the Adult Protective Services (APS) Unit. APS is a unit within the Aging... ...of life. Social workers work with adult clients across the lifespan that present with a... ...elderly; and persons with dementia.Case management and in-home assessments to vulnerable adults...Full timeWork experience placementVisa sponsorshipWork visa$91.8k - $171k
...N Water StreetJob Family Group:Wealth Sales & ServiceServes as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth... ...knowledge of Bank products, services and capabilities.Seasoned professional...Contract workPart timeLocal areaShift workBank of Montreal
Milwaukee, WI4 days ago- ...The Junior Financial Advisor will support senior advisors in delivering comprehensive financial planning and investment management services to clients. This role will help the ideal candidate develop foundational advisory skills while progressing toward lead advisor...Flexible hours
World Insurance As
New Berlin, WI2 days ago $30k - $60k
...ARE WE: Alerus is a commercial wealth bank and national retirement... ...one core purpose: helping clients achieve their financial goals... ...approximately. WHAT YOU'LL BE DOING: Manage and grow a portfolio of high‑... .... 5 years of financial services experience, working with high...Work experience placementLive inWork at officeFlexible hoursAlerus
Pewaukee, WI2 days ago$164k - $250k
...About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized... ...and investment management services to over 90,000 households...Full timeTemporary workFlexible hoursWealth Enhancement Group
Milwaukee, WI5 days ago
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