Wealth Advisor

Atlas Search

Atlas Search is a fintech-focused firm in Stamford, CT, providing data-driven solutions for wealth managers, advisors, and RIAs. The role blends finance and technology to configure financial software, onboard clients, and support growth initiatives. You will work on financial reporting, data tools, onboarding, and report building, collaborating with clients and vendor partners. A strong service mindset and ability to manage multiple priorities in a fast-paced environment are essential. #J-18808-Ljbffr

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Vacancy posted 5 hours ago

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