Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Executive Assistant for a Financial Educator and Wealth Strategist in the US (Home Based Full Time) [Remote]

Full-time

Virtual Coworker

Mesa, AZ
  • 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"}
Vacancy posted 8 hours ago
Similar jobs that could be interesting for youBased on the Executive Assistant for a Financial Educator and Wealth Strategist in the US (Home Based Full Time) [Remote] in Mesa, AZ vacancy
  • $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 time
    Work from home
    Financial
    Work at office
    Local area
    Flexible hours
    Shift work
    1 day per week

    Citizens Financial Group, Inc.

    San Francisco, CA
    12 days ago
  •  ...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 home
    Financial
    Temporary work
    Work at office
    Home office
    Flexible hours
    3 days per week

    Edward Jones

    Tempe, AZ
    1 day ago
  • 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 time
    Financial

    JPMorgan Chase & Co.

    New York, NY
    4 days ago
  • $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 time
    Financial
    Work at office
    Flexible hours

    AssetMark

    Charlotte, NC
    2 days ago
  • $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 time
    Financial
    Temporary work
    Work experience placement
    Work at office

    PNC

    Denver, CO
    2 days ago
  •  ...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 time
    Financial
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Pittsburgh, PA
    2 hours ago
  • $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 time
    Financial
    Temporary work
    Part time
    Work at office

    Candidate Experience Site - Lateral

    Chicago, IL
    4 days ago
  • 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 time
    Financial
    Work at office
    Home office
    2 days per week
    3 days per week

    Goldman Sachs Group, Inc.

    New York, NY
    4 days ago
  • 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 time
    Financial
    Work at office
    Monday to Friday

    JPMorgan Chase & Co.

    Austin, TX
    1 day ago
  • 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 time
    Financial
    Work at office

    Oxford Financial Group, Ltd.

    Atlanta, GA
    3 days ago
  • 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 time
    Financial
    Work at office

    Goldman Sachs Group, Inc.

    New York, NY
    12 hours ago
  • $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 time
    Financial
    Temporary work
    Part time
    Work at office

    Goldman Sachs Group, Inc.

    New York, NY
    3 days ago
  • $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 time
    Financial
    Temporary work
    Part time
    Work at office

    Goldman Sachs Group, Inc.

    New York, NY
    3 days ago
  •  ...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 time
    Work from home
    Financial
    Remote work
    Night shift

    Wing Assistant - India

    Berkeley, CA
    1 day ago
  • $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... 
    Financial
    Work at office
    Monday to Friday
    Flexible hours

    Northern Trust

    Chicago, IL
    1 day ago
  • $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 time
    Financial
    Temporary work
    Part time

    Goldman Sachs Group, Inc.

    New York, NY
    3 days ago
  • $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 home
    Financial
    Work at office
    Home office
    Flexible hours

    Northern Trust

    Chicago, IL
    3 days ago
  • $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 time
    Financial
    Hourly pay
    Temporary work
    Part time
    For contractors
    Summer work
    Live in
    Work at office
    Local area
    Remote work
    Flexible hours
    Shift work

    Bristol-Myers Squibb

    Oklahoma City, OK
    4 days ago
  • 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 time
    Financial
    Remote work

    United Community Banks Inc.

    Atlanta, GA
    2 days ago
  • $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 time
    Financial
    Work at office
    Remote work
    Flexible hours
    1 day per week

    Wellington Management

    Boston, MA
    4 hours ago
  • 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 US
    Financial

    Forvis Mazars US

    Atlanta, GA
    4 days ago
  • 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 US
    Financial

    Forvis Mazars US

    Tampa, FL
    4 days ago
  • $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... 
    Financial
    Local area
    Flexible hours

    Northern Trust Corp

    Seattle, WA
    12 hours ago
  • 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... 
    Financial
    Work experience placement
    Local area
    Flexible hours

    Northern Trust Corp

    Los Angeles, CA
    4 days ago
  • 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 US
    Financial

    Forvis Mazars US

    Nashville, TN
    1 day ago
  • $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 time
    Financial
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    2 days ago
  • $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... 
    Financial
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Zions Bancorporation

    Henderson, NV
    4 days ago
  • $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 time
    Work from home
    Financial
    Temporary work
    Part time
    Work experience placement
    Work at office
    Remote work

    PNC

    Pittsburgh, PA
    12 hours ago
  • $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... 
    Financial
    Work at office

    Chamberlain Group Financial Services

    Irvine, CA
    3 days ago
  • $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 time
    Financial
    Work at office
    Local area

    DSV Air & Sea Inc.

    Lancaster, TX
    1 day ago

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!