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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. This individual must be able to work effectively with other Wealth Management staff members, branch partners, clients, and Senior Financial Advisors.
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Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services.
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We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals.
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Andrew was named a Best-In-State Wealth Advisor in New York City by Forbes in its 2018, 2019, 2020, 2021 and 2023 ranking, as well as a Young Advisor to Watch by Financial Advisor in 2020.
$80,000 - $105,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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In this capacity the MTD will partner with Merrill Advisory stakeholders such as Financial Advisor (FA) and Private Wealth Advisor (PWA) teams, Market Executives and Wealth Strategists to provide fiduciary oversight and trust administration to complex and sensitive client relationships.
$126,900 - $165,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) As a Senior within the Sustainability, Climate and Equity: Renewable Energy practice, you will advise clients on tax issues related to renewable energy clients and projects.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as valuation studies, tax equity modeling, and life cycle assessment ("LCA") studies. Our spectrum of business tax services is relevant for public and private companies, and range from tax planning to tax compliance, controversy, and risk management, including tax credits, government incentives, and tax management consulting.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We have dedicated tax professionals that are committed to executing on implementing our firm strategy with respect to supporting our clients with their Sustainability, Climate and Equity initiatives.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Within the BTS practice we serve renewable energy clients that develop, build, own, and operate renewable energy projects, such as wind, solar, battery storage, geothermal, biomass, and fuel cell projects.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
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Education:A bachelor's degree in finance, business, economics, communication, psychology or a related field is preferredExperience:Minimum of 3-5 years of experience in financial planning, wealth management, or investment related roles.
$79,600 - $147,100 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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5 + years of technical expertise in the areas of trust administration, fiduciary law, and/or estate and wealth transfer planning. Meet with clients periodically to deepen relationships, address issues, develop new business opportunities, and/or provide trust, estate, and wealth transfer planning insight.
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15+ years of experience in financial services, preferably with experience in online brokerage, strategy, wealth management, online investing, digital banking, equity capital markets, asset management, or a closely related business or a track record of delivering results.
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Subject matter expertise in a financial services sub-area like Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets.
$113,325 - $207,763 a yearFull-timeExpandApply NowActive JobUpdated 25 days ago
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