Executive Assistant for a Financial Educator and Wealth Strategist in the US (Home Based Full Time) [Remote]
Virtual Coworker
- Remote job
⢠Calendar management & scheduling <\/span>
<\/span>
<\/div>
⢠Client onboarding workflows <\/span>
<\/span>
<\/div>
⢠CRM management (Omni BLVD)<\/span>
<\/span>
<\/div>
⢠Email organization <\/span>
<\/span>
<\/div>
⢠Content scheduling & formatting <\/span>
<\/span>
<\/div>
⢠SOP documentation <\/span>
<\/span>
<\/div>
⢠Document organization (Google Drive \/ Notion) <\/span>
<\/span>
<\/div>
⢠Research assistance <\/span>
<\/span>
<\/div>
⢠Social media backend support <\/span>
<\/span>
<\/div>
⢠Systems implementation & optimization <\/span>
<\/div><\/span>
<\/body>
<\/html>"}},{"fieldLabel":"Must Haves","uitype":110,"value":"⢠Proven experience as an Executive Assistant
⢠Excellent organizational and time\-management skills
⢠Strong written and spoken English communication
\-Ability to handle confidential information professionally
⢠Comfortable working in fast\-paced, entrepreneurial environments
⢠Strong attention to detail and ability to manage multiple priorities"},{"fieldLabel":"Nice to Haves","uitype":110,"value":"⢠Familiarity with financial literacy, crypto, insurance, or education\-related industries
⢠Experience using AI tools (ie ChatGPT, etc) for productivity, efficiency, and content support
⢠Background in business management or operations support"},{"fieldLabel":"Home Office Requirements","uitype":110,"value":"Please only apply for this role if you have the following home office requirements: · Perfectly working headset and webcam
· Stable internet connection of at least 25 Mbps ~ 50 Mbps
· Up to date computer system with a minimum of Windows 10 or later and macOS Monterey (12.0) or later
· Quiet room with no distractions or background noises
· A backup plan if the power goes out or if your internet connection becomes unstable during your shift Only applicants meeting the strict criteria above will be contacted."},{"fieldLabel":"Connect With Us","uitype":110,"value":""}],"isMobile":false,"iframe":"true","jobType":"Full time","applyName":"Apply Now!","zsoid":"8208015","FontFamily":"Arial, Helvetica, sans\-serif","jobOtherDetails":[{"fieldLabel":"Job Category","uitype":2,"value":"Virtual Assistant"},{"fieldLabel":"Work Schedule","uitype":1,"value":"Monday to Friday, 9 am \- 5 pm Mountain Standard Time"},{"fieldLabel":"Hours Per Day","uitype":2,"value":"Full Time \- 8 Hours per day"},{"fieldLabel":"Industry","uitype":2,"value":"Financial Services"},{"fieldLabel":"Work Location","uitype":1,"value":"Home Based \- Philippines"},{"fieldLabel":"City","uitype":1,"value":"Mesa"},{"fieldLabel":"State\/Province","uitype":1,"value":"AZ"},{"fieldLabel":"Zip\/Postal Code","uitype":1,"value":"85207"}],"headerName":"Executive Assistant for a Financial Educator and Wealth Strategist in the US (Home Based Full Time)","widgetId":"147741000000390320","isJobBoard":"false","userId":"147741000000027001","attachArr":[],"customTemplate":"3","isCandidateLoginEnabled":true,"jobId":"147741000072406330","FontSize":"12","location":"Mesa","embedsource":"CareerSite","logoId":"idwop0ece2fcac21a443ba16938fb832bdc3b"}
$75k - $100k
...Private Wealth Executive Assistant Citizens Private... ...management, financial services, or... ...to detail, time management,... ...work from home one day per... ...arrangements, education reimbursement... ...About Us Equal Employment... ...are based solely on merit... ...Job Schedule Full time Job...Full timeWork from homeFinancialWork at officeLocal areaFlexible hoursShift work1 day per week- ...applicants. About Us Join a financial services... ...part of the wealth management... ...Wealth Strategist role could be... ...resources of our home office to... ...the firm's full suite of financial... ...goals‑based strategies for... ...well as sick time, personal... ...’s Employee Assistance Program. #J...Work from homeFinancialTemporary workWork at officeHome officeFlexible hours3 days per week
- Wealth Management, Alternatives Investment Specialist, US Wealth Management New York, NY, United... ...US Job Schedule Full time Job Description... ...delivering an educational framework for alternatives... ...including base salary determined... ...health support, financial coaching and more...Full timeFinancial
$175k - $210k
...AssetMark’s Wealth Solutions team... ...Wealth Strategist - Advanced Planning... ...financial planning and... ...**This is a full-time position in... ...M+) clients based on deep client... ...Comfort balancing execution, mentorship,... ...environment**Education & Experience... ...work in the US to be considered...Full timeFinancialWork at officeFlexible hours$80k - $240.35k
...success. As a Wealth Strategist Sr within PNC’... ..., you will be based in Phoenix, AZ... ...tax, estate and financial plans for... ...work experience, education, and required... ..., options for full-time employees include... ...; educational assistance, including... ...please contact us via email at AccommodationRequest...Full timeFinancialTemporary workWork experience placementWork at office- ...Wealth Strategist Sr. At PNC, our people are... ..., you will be based in Pittsburgh,... ..., estate and financial plans for clients... ...Higher level education such as a... ..., options for full-time employees include... ...; educational assistance, including select... ...contact us via email at AccommodationRequest...Full timeFinancialTemporary workPart timeWork experience placementWork at office
$110k - $230k
Asset & Wealth Management, Product... ...Manager: US Third Party... ..., financial advisors and... ...them into full‑funnel plans... ...Develop and execute thoughtful... ...The expected base salary for... ...temporary, full‑time and part‑... ...Retirement We assist employees... ...for higher education, and provide...Full timeFinancialTemporary workPart timeWork at office- Asset & Wealth Management, US Third Party... ...Northeast Executive Field Director... ..., financial advisors,... ...growth areas, time allocation... ...support. Educate and develop... ...as a GSAM home office ambassador... ...and assisting in client... ...and client base. 3. Operational... ...provide full‑time and...Full timeFinancialWork at officeHome office2 days per week3 days per week
- A leading financial services company is seeking an Executive Assistant for their Asset & Wealth Management team in Austin, Texas. The role demands expertise in maintaining... ...interpersonal skills. The position requires full-time in-office attendance from Monday to Friday,...Full timeFinancialWork at officeMonday to Friday
- Managing Director & Senior Wealth Strategist full-time Georgia, Atlanta, GA, US 8 days ago Requisition ID: 1028 POSITION... ...estate planning documents and financial information. Additionally, the... ...publishing expert articles, maintaining educational materials, and offering subject...Full timeFinancialWork at office
- Asset & Wealth Management... ...Business Strategist, Vice President... ..., financial advisors... ...develop and execute... ...institutional client base includes... ...engaging educational content,... ...in the US, EMEA, &... ...to ensure timely completion... ...deliverables. Assist in... ...provide full‑time and...Full timeFinancialWork at office
$110k - $130k
Asset & Wealth Management - Quantitative Strategist, MAS - New York, VP... ...equity-based strategies including... ...Interest in financial markets and... ...non‑temporary, full‑time and part‑time US employees who... ...We assist employees in... ...support for higher education, and provide...Full timeFinancialTemporary workPart timeWork at office$130k - $250k
Asset & Wealth Management - Strategist - Vice President... ...invests in the full spectrum of... ..., financial advisors, and... ...The expected base salary for this... ...temporary, full‑time and part‑time US employees... ...Retirement We assist employees in... ...for higher education, and provide...Full timeFinancialTemporary workPart timeWork at office- ...Overview Wing Assistant is the world’s... ...provider of elite executive assistants. We... ...comprehensive, full‑time support to our... ...Prepare detailed financial summaries,... ...paced environment Education: University Bachelor... ...to work on US work hours/graveyard... ...00 % work‑from‑home Exceptionally...Full timeWork from homeFinancialRemote workNight shift
$52.8k - $79.2k
...Executive Assistant - Wealth Management Global Sales The Executive... ...good faith estimate of base pay. Northern Trust provides... ...disability), paid time off, parental and... ...component. Working with Us: As a Northern... ...organization where financial strength and stability...FinancialWork at officeMonday to FridayFlexible hours$100k - $160k
Asset & Wealth Management - Quantitative Strategist, Global Insurance - Associate - New York... ...Develop and maintain financial models, using object-oriented... ...Range The expected base salary for this New... ...active, non‑temporary, full‑time and part‑time US employees who work at least...Full timeFinancialTemporary workPart time$114.7k - $194.9k
...award-winning financial institution... ...: Strategist, Wealth and Intermediary... ...an exciting time to join Northern... ...direction and execution of the... ...optimizing based on results.... ...with advisors, home offices and... ...Working with Us:... ...committed to assisting the communities...Work from homeFinancialWork at officeHome officeFlexible hours$82.09k - $99.48k
## Executive Assistant, Devens Cell TherapyDevens - MA -... ...job**Working with Us** Challenging. Meaningful... ...way to unlock the full promise of cell... ...communication and time management skills.... ...opportunities (based on eligibility)... ...Programs (EAP).* **Financial Well-being and Protection...Full timeFinancialHourly payTemporary workPart timeFor contractorsSummer workLive inWork at officeLocal areaRemote workFlexible hoursShift work- A financial services company in Atlanta is seeking a Wealth Strategist to develop personalized financial plans for high-net-worth clients. You will lead discovery... ...years of experience in financial planning. This full-time, non-remote position requires strong analytical...Full timeFinancialRemote work
$90k - $180k
About Us Wellington Management offers... ...to join our US Wealth Management Team... ...will be based out of our Boston... ...analyst activity, assist in internal... ...understanding of financial markets and asset... ...; and education. This range is... ...reimbursement and paid time off (leave of absence...Full timeFinancialWork at officeRemote workFlexible hours1 day per week- A leading financial services firm in Atlanta is seeking a Wealth Strategist to advise high-net-worth clients on complex financial matters including tax and estate planning... ...solutions. This role offers impactful work in a dynamic environment. #J-18808-Ljbffr Forvis Mazars USFinancial
- A leading financial services firm is seeking a Wealth Strategist to advise high-net-worth clients on complex tax and estate planning. The ideal candidate will have... ...and legacy considerations, with potential travel for client engagements. #J-18808-Ljbffr Forvis Mazars USFinancial
$158.01k - $276.46k
Sr Wealth Strategist page is loaded## Sr Wealth... ...type: Full timeposted on... ...award-winning financial institution... ...formal education and work experienceis... ...estimate of base pay.... ...disability), paid time off,... ...Working with Us:**As a Northern... ...committed to assisting the communities...FinancialLocal areaFlexible hours- Sr Wealth Strategist, Inst page is loaded##... ...type: Full timeposted on... ...award-winning financial institution... ...through formal education and work experience... ...estimate of base pay.... ...disability), paid time off,... ...Working with Us:**As a Northern... ...to assisting the communities...FinancialWork experience placementLocal areaFlexible hours
- A leading financial services firm is seeking a Wealth Strategist to manage complex financial needs for high-net-worth individuals and families. The ideal candidate... ...and requires strong expertise in wealth management and financial planning. #J-18808-Ljbffr Forvis Mazars USFinancial
$130k - $250k
...Goldman Sachs Asset & Wealth Management... ...* Education: Undergraduate or... ...understanding of financial markets; hands-on... ...experience with AI-assisted coding tools (e... ...The expected base salary for this... ...non-temporary, full-time and part-time US employees who work...Full timeFinancialTemporary workPart time$180k - $200k
...nation’s premier financial services... ...consistently vote us as the best bank... ...opportunity. Zions Wealth is a... ...Wealth Planning Strategist to join our team... ...level of service based on client’s situation... .... Present on timely wealth, tax, and... ...and Adoption Assistance Health Savings...FinancialWork experience placementWork at officeLocal areaFlexible hours$30.99k - $71.5k
...confidential home-based workspace. Occasional... ...and Central time zones... ...available to PNC Wealth Management's... ...experience, education, and required... ...options for full-time employees... ...educational assistance, including select... ...program with financial incentives.... ...contact us via email at...Full timeWork from homeFinancialTemporary workPart timeWork experience placementWork at officeRemote work$175k - $200k
...About Us: Chamberlain Group... ...independent financial services firm based in the... ...delivered tailored wealth management... ...insurance, executive benefits, and... ...pressure at times to manage a... ...timeline to full completion of... ...informed. Assist to help... ...invest time in Education (reading, researching...FinancialWork at office$70k - $85k
...TX Division: Road US Job Posting Title: Executive Assistant, Executive... ...& Communications Time Type: Full Time Summary The... ...operational updates, and financial metrics into clear... ...projects as assigned. Education & Experience... ...position, the expected base pay range is $70,0...Full timeFinancialWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Executive Assistant for a Financial Educator and Wealth Strategist in the US (Home Based Full Time) [Remote]. Be the first to apply!
- executive assistant - work from home: remote Mesa, AZ
- remote executive assistant (part-time) Mesa, AZ
- senior brand strategist Mesa, AZ
- financial technician Mesa, AZ
- ally financial Mesa, AZ
- workday financials Mesa, AZ
- financial banking Mesa, AZ
- financial institutions Mesa, AZ
- financial sales Mesa, AZ
- financial engineer Mesa, AZ


