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- ...what they're doing! We're committed to bringing passion and customer focus to the business. Position Summary The Vice President of Wealth Management provides strategic leadership for the credit union’s financial planning, protection, and retirement programs. This role...SuggestedFull timeContract workWork at office
$65.8k - $118.7k
...customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and access to free, year-round money...SuggestedFull timeTemporary workPart timeWork experience placementLocal areaFlexible hours- * Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately ...Suggested
- ...experience in the financial services industry, developing solutions for consumer banking, portfolio management, trading, compliance or wealth management ~ Experience with Apache, Lucene, Memcache, RAbbitMQ and NoSQL Education and Certifications: Required...Suggested
$80 per hour
...access control, audit logs, and compliance is a constant challenge, particularly in larger organizations. We are building the first wealth tech data orchestration company. We sync client data across a financial advisor's tech stack, unlocking the efficiency of a fully-...SuggestedWork at officeLocal area- ...Position Overview: The Wealth Management Production Management Site Reliability Engineer position is a highly visible/critical role, which will be a team member of technical SMEs managing the stability and optimization of the Wealth Management systems. Scope includes...SuggestedPermanent employment
$120k - $160k
...for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through...SuggestedLive inRemote workWorldwideFlexible hours- ...passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through...SuggestedWork experience placementWork at officeLocal areaFlexible hours
- Responsibilities Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities Utilizes Life360 Discovery...SuggestedWork experience placement
- ...growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As a wealth management trainee on our team, you'll work one-on-one with clients to create personalized financial solutions, while building...SuggestedTraineeship
- ...coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. Partners with teams of highly credentialed specialists to provide wealth planning, investments, private banking, risk...SuggestedWork experience placementPrivate practiceWork at office
$121.9k - $262.1k
Make banking a Fifth Third better. ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth and ultra-high-net-worth clients and prospects (generally > $15MM net worth) with complex financial needs. This role partners...SuggestedBank staffShift work- ...Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. About the Role As a wealth management trainee on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful...SuggestedTraineeship
- ...benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise. About the Role As a wealth management trainee on our team, you'll work one‑on‑one with clients to create personalized financial solutions, while building meaningful...SuggestedTraineeship
$120k - $202.5k
...years of experience in financial services developing solutions for Portfolio Management, Trading, Compliance, Post-Trade, IBOR or Wealth Management is strongly desired Deep expertise in object-oriented programming, relational databases (RDBMS), low-latency and high-performance...SuggestedTemporary workFlexible hours- ...their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At OpenKyber, we value the unique...Work at officeLocal areaFlexible hours
- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing...Seasonal workWork at officeWork from homeShift workDay shift
- Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing...Seasonal workShift workDay shift
- ..., ETL/ELT, Data Integration Architecture, SQL Short overview Lead the data modernization and migration execution for a large-scale wealth platform transitioning from Sybase to Azure SQL, driving decoupling, data services architecture, and pipeline redesign while enabling...H1bWork at officeImmediate startShift work
- ...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its...Seasonal workWork at officeWork from homeShift workDay shift
$154.5k - $257.5k
...discuss all that OpenKyber has to offer! Company Overview: OpenKyber Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, OpenKyber supports over 32,000 financial...Work from home- Joining our Financial Services Consulting practice is an opportunity to help make the world more honest, transparent, safe, and secure. From day one of being on our team, you will assist our clients with transforming their governance, embedding risk in their decision‑making...Remote work
- J.P. Morgan Chase is seeking a Private Client Advisor for their Chase Wealth Management division in Louisville, Kentucky. The role involves offering comprehensive financial planning and advice to clients, building a book of business, and delivering personalized investment...
$80k - $130k
...review (do not have an audit department currently) They primarily have a large focus of very high net worth individuals, family wealth and family run businesses $80k - $120k Tax Senior - Lexington, KY 5-10 years of experience CPA required for Tax Manager (open...Full time$214k
...Profile: OpenKyber is a leading global financial services firm providing a wide range of investment banking, securities, investment, and wealth management services. The Firm's employees serve clients worldwide, including corporations, governments, and individuals from more...Temporary workRemote workWorldwide- ...Job Description Job Description Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth...Local area
- ...solving and decision-making skills are required **Perks and Benefits:** We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, we offer: + Employee Assistance Program...Contract workPart timeLocal area
Family Dollar
Kentucky4 days ago - ...Economics, or a related field FINRA Series 7 License FINRA Series 66 (preferably) or Series 63 License Experience as a financial/wealth advisor is preferred. Physical Requirements The physical demands described here are representative of those that must be met...
- A leading recruitment firm is looking for motivated individuals to join their remote team. This role offers the opportunity to work with clients who are seeking financial protection options, with no cold outreach required. Ideal candidates are competitive, coachable, and...Remote jobFull timePart timeFlexible hours
- ...Description Job Description One of the largest and oldest financial institutions in The Ohio Valley has an opening for a Private Wealth Advisor (PWA) . This is an exclusive opportunity with a top-rated financial institution, offering unparalleled resources and on-...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
