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Through its relationship with CUSO Financial Services, L. P. (CFS) Citadel Credit Union is seeking a Wealth Management Associate in the West Chester, PA area. As a Wealth Management Associate, you will play an integral role in the success of Citadel.
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The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.
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The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients.
$50,000 - $105,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Transition Project Manager (internally known as Transition Specialist Representative) leads the Paycom implementation by partnering with Outside Sales Reps, Client Relations Representatives (CRR), Paycom Specialists (PSD), and New Client Setup (NCS) Specialists to ensure a successful implementation by guiding our clients to 100% usage and adoption of the Paycom solution.
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Ensures all open implementation tasks are completed, client(s) acceptance meeting is successfully conducted, and all handoff requirements are met per the process to indicate that the client is trained and prepared to transition to the long-term care teams (PSD/CRR.
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Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, and Investments.
$95,729 - $152,861 a yearFull-timeExpandUpdated 1 month ago - UpvoteDownvoteShare Job
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The Client Service Associate serves as an important liaison between advisors and operations and is the backbone of successful client management. Experience of 3 or more years in a Wealth Management, Tax, or Financial Services related industry.
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This position enhances the Tier 2 Help Desk support in managing COMSEC material, Information Security (INFOSEC), the Army Key Management Structure (AKMS), and the Electronic Key Management System (EKMS) / Key Management Infrastructure (KMI) transition in field units & supported Services/Agencies.
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The Wealth Strategist / Client Development Sales Director is responsible for cultivating new relationships with individuals, families, non-profit institutions and other entities. The Wealth Strategist / Client Development Sales Director maintains ongoing contact with clients, promoting the enhancement and expansion of existing relationships.
$185,000 - $220,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Business development and client management experience in the " Owner / Operator " client demographic, especially as to the "dual value-add" for this demographic of wealth management PLUS business exit planning and M&A.
$90,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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The Wealth Advisor III works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and local office Wealth Management leadership to support the team’s region-wide business development and client service efforts.
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Condor Capital Wealth Management is seeking a candidate with some experience to fill a full-time Associate Client Service Specialist position within our firm. Condor Capital Wealth Management is a rapidly growing, award-winning fee-only registered investment advisor located in Central NJ. We pride ourselves on exemplary customer service, a wide range of financial professionals and offerings, and a helpful, enthusiastic team.
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Experience with one of the following investment and wealth management platforms is preferred: Schwab Advisor Center, Fidelity Wealthscape, Pershing Net360, LPL Client Works, Orion, Black Diamond, Tamarac, Advent, Addepar, CircleBlack, Advyzon, or similar.
$60,000 - $70,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Our mission is to lead every client to financial security by providing exceptional client service and advice with our customized, in-house portfolio management. We are currently seeking a dynamic and client-focused Financial Advisor (Service Advisor) to join our team.
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Serving as a resource for the Relationship Management teams and Bankers on trust administration and estate planning issues to ensure the highest level of client service and satisfaction.
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transition client wealth management jobs Company: Experian
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