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Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high net worth clients and business owners.
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Maintain/Develop in-depth technical expertise and global knowledge of wealth management services, including financial planning, investment management, estate and legacy planning concepts, including trust administration.
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CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) preferred. As a Trust Advisor, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, tax planning, and provide personalized advice around wealth transfer plans.
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Altfest Personal Wealth Management, a leading independent wealth management firm, is seeking a Financial Planning Specialist to join our advanced planning team to help Financial Advisors formulate and implement investment and financial planning advice.
$80,000 - $105,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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In support of subscribing advisors and their high-wealth clients, the Paraplanner, High-Net-Worth Services will be a dedicated resource supporting the delivery of Advanced Financial Plans.
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In this capacity the STO will partner with Merrill Advisory stakeholders such as Financial Advisor (FA) and Private Wealth Advisor (PWA) teams, Market Executives and Merrill Wealth Strategists to pursue opportunities for trust services, as well as provide fiduciary oversight and administration to complex and sensitive client relationships.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial, and FINRA. A private wealth advisory practice of Ameriprise Financial Services, LLC.
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Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs.
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We provide asset management, wealth management and banking expertise to consumers and institutions around the world. Consumer and Wealth Management (CWM) Founded in 1869, we are a leading global investment banking, securities and investment management firm.
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The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.
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Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.
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Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents.
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A Private Wealth Manager Advisor Investment / Trust and Estate Planning will play a key role in growing and retaining assets under management in the Houston office, helping with the transition of client relationships.
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Bravera Wealth is hiring for an Financial Advisor in Bismarck, ND! Offer both brokerage and investment advisory services with American Portfolios (AP) through its subsidiaries: American Portfolios Financial Services, Inc. (APFS), a broker/dealer; and American Portfolios Advisors, Inc. (APA), a registered investment advisor.
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wealth management financial advisor jobs Title: specialist investment advisor
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