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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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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.
$150ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
$92,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.
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The Global Head of AML Risk Management - Wealth reports to Citi's Chief Compliance Officer (CCO) Anti-Money Laundering (AML) / Bank Secrecy Act (BSA) and will be responsible for driving change and the primary face-off to the Wealth line-of-business, including providing thought leadership, direction and driving greater consistency in global program design and execution across our wealth management activities.
$200ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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.
$107,659 - $207,763 a yearFull-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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Max Allen, Growth & Development Director, Wealth Management Advisor:How long with NM? Gabi Siegel, Growth & Development Director, Wealth Management Advisor:How long with NM.
$83,000 - $139,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The CUSO includes Capital Markets, Wealth Management, City National Bank, RBC Bank (US), Global Asset Management, and Functions within the US. Accountability, Ad Hoc Analysis, Governance Risk Compliance (GRC), Information Technology (IT) Risk, Information Technology (IT) Risk Management, Management Reporting, Metrics Development, People Management, Remediation, RiskMetrics, Risk Remediation.
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A leading wealth management firm is seeking a highly skilled and experienced Trust & Estate Attorney to join their dynamic team. Collaborate with financial advisors, accountants, and other professionals to develop and implement integrated wealth management plans.
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Our client, a growing RIA with over $1B in the wealth management division, is searching for an experienced Portfolio Manager to create and manage investment portfolios for their UHNW and HNW clients.
$140,000 - $190,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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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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Preparation of financial plans, portfolio administration, investment research, and analysis, ready for endorsement by Wealth Management Advisor and/or members of the financial planning team.
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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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Self-motivated, entrepreneurial, fiduciary wealth management professionals are needed. Knowledge of financial planning, investment management, and trust administration services is strongly preferred; 2+ years as a Financial Advisor, Trust Officer, Internal or External Wholesaler, or similar business development role in financial services is preferred but not required.
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Support Chief Fiduciary Officer team in enterprise and interdisciplinary Wealth Management projects/initiatives. Advise Wealth Management team members on the interpretation of key document provisions and duties of BNY Mellon as trustee; work with internal partners and external advisors to find compliant and creative solutions that meet business needs and manage Fiduciary and operational risk.
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wealth management jobs Company: Sam's Club in PR, Germany
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