Answers customer inquiries or concerns via phone calls and emails to process truck payments, provide account status updates and payoff information in a……

Federal and state licenses and registrations for securities, including SIE, Series 7, Series 66, and State Life, Accident and Health insurance licenses.…

Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete……

Support budgeting, financial forecasting, and cash flow for administration, existing programs, and future programs. Assist in developing a draft annual budget.…

Bachelor’s degree in business, administration, accounting, finance, financial planning, property and casualty or similar field of study preferred.…

\* Provide evidence-based counseling to clients. Desire to engage in CEU courses to advance clinical knowledge. Graduate degree from accredited institution.…

CPA certified or CPA equivalent certification preferred. This position will serve as the tax manager for all state and local tax obligations across our……

Understanding and answering technical questions about client’s investment accounts. In collaboration with our Wealth Management Advisor and other team members,……

A successful candidate will possess impeccable attention to detail, as well as the ability to develop and maintain collaborative relationships both internally……

*Office Support:* routing phone calls, processing mail. *Supporting Role*: for Project Manager and Client Accounting Managers with regard to incoming statements……

Answer incoming phone calls as needed. Oversee and participate in the Wealth Management firm's projects to completion and implementation.…

Series 6, 7, 66, or 65 license (Preferred). Developing expertise in our firm’s technology and software tools and platforms within your first year of employment……

In charge of wires, ACH, e-check, credit card and check payments. Analyze and maintain monthly cash balances for both AR and AP, and preparation of monthly,……

Providing exceptional administrative support such as managing client appointments, responding to incoming client communication, and coordinating client updates……

Must possess a valid driver’s license and have reliable transportation. This includes answering inbound calls and email requests, scheduling and gathering……

Active Series 7 license with a 66 or 63 and an active 65. Handle all communication with the client base including phone calls, emails and meetings.…

Ability to analyze, develop, and document processes and procedures. Associate’s or bachelor’s degree, preferably in accounting, or equivalent work experience.…

SIE Exam and Series 7 license required. Bachelor's degree in finance, business, or a related field. Proficient in Microsoft Office suite and CRM tools.…

*Communication* –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.…

A bachelor's degree in finance or a related field. Assisting advisors in developing customized comprehensive financial plans focused on cash flow, tax,……

Familiarity with financial planning tools, Wealthscape, Envestnet, DocuSign and CRM (preferred). Keep detailed notes of client correspondence and required……

Perform case analysis and develop recommendations. Already have federal and state licenses and registrations for securities, including *SIE, Series 7, Series 66……

The ACO will be responsible for managing the approval of firm-wide advertising and social media submissions and assisting with broker dealer and regulatory……

Make outgoing sales calls to prospective clients and referral sources. Very comfortable making outgoing sales calls to prospective clients.…

Thorough understanding of methods of systems analysis and the principles, design and procedural methods used in big data analysis.…

Bachelor's degree in Accounting, Finance or a related field. Assists RDFD and CPO to compile data, prepares and edits and submits contractor invoices (or……

Series 65 license required within first 6 months of employment. Training to work with clients to assess their financial situation, identify their financial……

Working with insurance companies for payment on outstanding invoices. Ability to communicate in a pleasant and efficient manner with staff at all levels in the……

Comprehensive financial planning including income tax mitigation, cash flow planning, estate distribution and trust planning, insurance analysis, charitable……

Oversee general accounting and month-end close process including journal entry preparation, general ledger account reconciliation and analysis.…