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Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing.
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You will have low fee, low cost funds such as Vanguard and a variety of other investment selections that will help you reach financial security and ultimately, financial freedom! A bilingual Customer Service Representative handles customer calls by answering questions, finding solutions to issues, addressing concerns or complaints and providing important information.
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Cumberland Advisors is a Registered Investment Advisory and Asset Management firm headquartered in Sarasota, FL with over $3bn in AUM.Founded in 1973, Cumberland Advisors is a dedicated fee-for-service only asset manager utilizing market leading knowledge, analysis, and investment management.
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This role may be fully remote for the right candidate, though travel to the office on occasion may be required. Prior experience within an asset management, investment management, RIA, or similar financial firm required.
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Strong risk-management skills including leveraging coding best practices for quality control and stress testing before delivery. Cumberland Advisors is seeking an experienced and entrepreneurial full stack developer who takes pride in building high-impact, customized solutions for daily workflows.
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In addition, a waiver of application fee will be allowed if you are determined eligible for Medicaid, or receiving Supplemental Security Income payments, or Public Assistance (Temporary Assistance for Needy Families/Family Assistance or Safety Net Assistance) or are certified Job Training Partnership Act/Workforce Investment Act eligible through a State or local social service agency.
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APPLICATION FEE WAIVER: A waiver of application fee will be allowed if you are unemployed and primarily responsible for the support of a household. nassaucivilservice.com to view information (including a downloadable credit request form) on a recent amendment to the New York Constitution regarding the award and use of additional credits for certain disabled veterans on civil service examinations.
ExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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Our independent firm does not sell investments, instead working on a fee-for-service basis and building strong liaisons with selected Financial Advisors and Investment Companies.
ExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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Work with internal and external teams to monitor the liquidity of the entire fund structure including supporting treasury operations for investor subscriptions, redemptions and distributions; liaising with stakeholders to ensure sufficient cash is available when and where required; coordinate with the appointed service providers to monitor funds available for distribution to support the fund’s distribution policy.
ExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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Provide extensive wholesale coverage to Wirehouse, regional and independent BD financial advisor community with special emphasis on larger (fee based) teams and consulting groups for the West Coast Territory (CA, NV, OR, WA, IA, MT, WY, HI, AK) and will be based in California.
$125,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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A Fee-Based RIA, Nationally Renowned as a Fastest Growing Privately Held Firm three years in a row, is looking for exceptional and ambitious Client Service Specialist to join their growing team.
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Similar Jobs (3) Finance - Investment Operations - Private Equity - Assistant Vice President locations New Jersey time type Full time posted on Posted 30+ Days Ago Finance - Investment Operations - Private Equity - AVP locations New Jersey time type Full time posted on Posted Yesterday Fund Accounting Manager locations New Jersey time type Full time posted on Posted 30+ Days Ago.
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Prime Capital Investment Advisors provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth Management brand.
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The maximizing of returns on membership dues, fee for service revenue and investments. Serves as Secretary to the Board of Directors, Retirement Plan Administrator, Investment Contact, and authorized representative for financial and administrative issues.
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As a Client Services Specialist, you will work directly with insurance/investment companies, our back-office team, and financial planners to impact the lives of the families we work with. Navigate carrier and custodian websites for account/policy information & alerts, pending business status, status of transfers, etc.
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