Posted 02/14/2024
Seattle, WA
Full-time
$60,000.00 - $100,000.00
We are a midsize Registered Investment Advisor (RIA). We've spent over 20 years providing investment and wealth management services to our clients. We're seeking a Client Service Associate or Senior C...
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Posted 02/29/2024
Tampa, FL
Full-time
$50,000.00 - $60,000.00
What You Will Be Doing - Onboarding of new High Net Worth clientele - Working directly with the Wealth Advisors in preparation of allocations and investments - Active communication with clients - proc...
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Posted 03/11/2024
Chicago, IL
Full-time
$60,000.00 - $110,000.00
Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer...
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Posted 03/12/2024
Walnut Creek, CA
Reno, NV
Full-time
$120,000.00 - $200,000.00
We are award-winning CPA full-service accounting, audit, tax, and advisory firm with our HQ in the Bay Area. We have multiple locations and are a growing firm with over 20+ years of success and consis...
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Posted 03/07/2024
Glendale, AZ
Full-time
$50,000.00 - $75,000.00
We are an award-winning midsize wealth management firm. We've spent over 15 years providing investment and wealth management services to our clients. We're seeking a Client Service Associate to join o...
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Posted 02/22/2024
Chicago, IL
Full-time
$60,000.00 - $110,000.00
Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer...
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Posted 02/27/2024
Dallas, TX
Full-time
$60,000.00 - $110,000.00
Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer...
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Posted 03/08/2024
Oldsmar, FL
Full-time
$75,000.00 - $90,000.00
We are a local Tampa Bay firm which prides itself on our 49 years of local service. Our emphasis is on the continued growth of our regional, national and international CPA firm service offerings. Our...
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Posted 03/07/2024
Bellevue, WA
Full-time
$60,000.00 - $100,000.00
We are a midsize Registered Investment Advisor (RIA). We've spent over 20 years providing investment and wealth management services to our clients. We're seeking a Client Service Associate or Senior C...
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Posted 03/07/2024
Phoenix, AZ
Full-time
$50,000.00 - $75,000.00
We are an award-winning midsize wealth management firm. We've spent over 15 years providing investment and wealth management services to our clients. We're seeking a Client Service Associate to join o...
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Posted 03/06/2024
Columbia, MD
Full-time
$120,000.00 - $200,000.00
We are searching for a Senior Attorney experienced in Family Law. This candidate will provide legal services to clients in a variety of family law matters. The individual will manage a fast-paced prac...
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Posted 03/04/2024
Chicago, IL
Full-time
$60,000.00 - $100,000.00
Position Overview: The Client Service Associate is responsible for providing exceptional customer service and support to the firms clients. This role requires excellent communication skills, knowledge...
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Posted 02/26/2024
Tampa, FL
Full-time
$60,000.00 - $110,000.00
Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer...
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Posted 06/30/2023
Charlotte, NC
Full-time
$140,000.00 - $170,000.00
We are one of the premier Regional CPA firms in the region serving High Net worth clients and also industries like technology, construction, real-estate, and Healthcare / Medical. We have a unique fir...
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Posted 05/23/2023
Memphis, TN
Full-time
$65,000.00 - $100,000.00
If you are a Client Accounting Services Manager with experience, please read on! What You Will Be Doing - Performs and documents accounting services to include recording journal entries, general ledge...
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Posted 02/20/2024
Seattle, WA
Full-time
$60,000.00 - $100,000.00
Job Title: Senior Associate - Private Client Services Job Location: Seattle, WA Job Salary: $60k - $100k+ DOE Requirements: 2-4+ Years of Experience with a Wealth Management, Registered Investment Adv...
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Posted 02/16/2024
Golden, CO
Boulder, CO
Fort Collins, CO
Colorado Springs, CO
Full-time
$85,000.00 - $100,000.00
Salary: $80K-$100K DOE Location: Denver, CO (in-office) Job Title: Client Service Associate Requirements: --Bachelor's degree, business-related preferred --5+ years of client service or administrative...
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Posted 02/15/2024
Marina Del Rey, CA
Los Angeles, CA
San Diego, CA
Full-time
$80,000.00 - $110,000.00
- Onboarding of new High Net Worth clientele - Working directly with the Wealth Advisors in preparation of allocations and investments - Active communication with clients - processing inquiries - Prep...
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Posted 02/12/2024
Marina Del Rey, CA
Los Angeles, CA
San Diego, CA
Miami, FL
Dallas, TX
Full-time
$80,000.00 - $110,000.00
Job Title: Senior Associate - Private Client Services Job Salary: $80k - $110k+ Requirements: 1-2+ Years of Experience with a Wealth Management, Registered Investment Advisory (RIA), or Investment Ba...
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Posted 02/09/2024
Marina Del Rey, CA
Los Angeles, CA
San Diego, CA
Miami, FL
Dallas, TX
Full-time
$80,000.00 - $110,000.00
Job Title: Senior Associate - Private Client Services Job Salary: $80k - $110k+ Requirements: 1-2+ Years of Experience with a Wealth Management, Registered Investment Advisory (RIA), or Investment Ba...
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