Wealth Management Operations Specialist
Cornerstone Financial Management LLC
Cornerstone Financial Management LLC is a Providence, RI wealth management firm focused on comprehensive financial planning for high-net-worth clients. The team collaborates in a family-like culture, delivering personal financial services and investment management with attention to detail. The role supports daily custodial operations, onboarding, and periodic reporting, while assisting with firm enhancements and compliance tasks. Strong organizational skills and independence are essential. #J-18808-Ljbffr Cornerstone Financial Management LLC
Vacancy posted 14 hours ago
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