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The Wealth Management Service Advisor is a full-time position reporting to the Lead Wealth Planner and Managing Director. PeopleShare is hiring for a thriving and expanding independent wealth management firm located in Lutherville, MD. They deliver advanced private wealth management solutions to individuals, business owners, and retirement plan sponsors primarily in Maryland and Washington, D.C. Join their dynamic team and help them continue to offer exceptional wealth management services to their growing client base.
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Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP strongly preferred. Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities.
$230,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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This position offers a pathway to growth, with potential career progression to roles such as Senior CSA, Wealth Management Associate, Senior Wealth Management Associate and Wealth Advisor.
$70,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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We've raised $34M from top-tier VC firms, including Canvas Ventures, Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of list founders & executives from the technology & wealth management industry.
$1,000,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. Certifications: Certified Financial Planner / CFP Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA.
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The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.
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Manage processes set up to complete Enhanced Due Diligence for Wealth Management and US Banks clients including reviewing customer data and documentation to satisfy BSA/AML Compliance requirements.
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CPA - Certified Public Accountant Or CIA - Certified Internal Auditor Or CISA - Certified Information Systems Auditor Or CFIRs - Certified Fiduciary Investment Professional Or CRCM - Certified Regulatory Compliance Manager Skills and Knowledge Strong verbal and written communication skills to effectively present to peers and business management.
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Keywords: associate portfolio manager, portfolio administrator, portfolio analyst, wealth management, Series 65, trader, trading operations, high net worth clients, investment strategy, fiduciary, SEC, compliance, investment analyst.
$75,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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The Wealth Advisor is responsible for delivering investment management and financial planning services to existing clients and prospective clients. Our client, a wealth management firm based in Portland, Maine, seeks an experienced Wealth Advisor to join their tenured team as they grow.
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Heads the Wealth Management Risk & Control organization in the 1st LOD, and responsible for building a risk organization to support Flagstar Advisors. Actively executes appropriate Business Unit Review Governance model and cadence for Wealth Management, including up to the Flagstar Advisors Board.
$250,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Works closely with Chief Investment Officer, Investment Officers and Wealth Management Officers and clients to ensure that account assets are invested appropriately according to terms of their governing documents and the client's objectives while taking into consideration tax implications and risk tolerance levels.
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3+ years of experience in KYC/AML within a wealth management or brokerage environment. As a KYC Onboarding Specialist, you will play a critical role in ensuring the company’s compliance with regulatory requirements by managing the Know Your Customer (KYC) process for new and existing clients within wealth management.
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Supporting our clients’ wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
Full-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of auditors to assess risks, develop detail audit programs, identify data analytic opportunities, execute audit programs, analyze results of testing performed, and effectively communicate audit results to the Audit Senior Manager/Director and senior management in meetings, presentations, and/or written reports and memorandums.
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wealth management jobs Company: Dent Wizard
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