Search Results: 2 vacancies
...Open new accounts and service existing accounts as outlined by operational procedures, ensuring required documentation is received and archived... ...quickly after identifying with the goal of no account being at risk of closure due to documentation exceptions.
Qualifications:...
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...Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and... ...their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing...
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