Wealth Management Jobs in Westport (CT)
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Search Results - Wealth Management Jobs in Westport (CT)
GemHarvest Executive Recruiting-Westport (CT)
Investment Operations Associate
Boutique Wealth Management Firm
Westport, CT
Overview
Established and growing Independent RIA serving high net worth and ultra high net worth clientele seeks an Operations and Advisor Support Associate to manage...
mindmatch.ai -
Westport (CT)
Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank.
NM and its subsidiaries...
icims.com -
GemHarvest Executive Recruiting-Westport (CT)
Client Service Associate
Boutique Wealth Management Firm
Norwalk, CT
Overview
Boutique RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services and Operations...
mindmatch.ai -
Pierce Technology Corp-New York, 44 mi from Westport (CT)
Collaborate with stakeholders to gather and document business requirements for wealth management technology projects.
Analyze and assess current business processes and systems to identify areas for improvement and optimization.
Work closely...
resume-library.com -
Freemont Yardley Search-Westport (CT)
Wealth management firm seeks polished Administrative Assistant, Tax Administration to support the efficient and accurate processing of tax returns. This position requires a highly organized and detail-oriented individual with excellent communication...
mindmatch.ai -
Syntricate Technologies Inc-New York, 44 mi from Westport (CT)
Project Manager/Wealth Management or Broker Dealer
New York City, NY (Hybrid)
12+ Months
Web Cam Interview
$70/Hr on W2 or $75/Hr on C2C
We need:
A senior Project Manager with experience leading Wealth Management and/or Broker dealer projects...
resume-library.com -
Freemont Yardley Search-Westport (CT)
back-office procedures, fostering a well-rounded understanding of the wealth management process.
Role and Responsibilities:
Client Service:
• Assist Senior Advisors in preparing for client meetings, including gathering data, conducting research...
mindmatch.ai -
Northwestern Mutual-Fairfield (CT), 6 mi from Westport (CT)
Wealth Management Advisor ***
About Northwestern Mutual:
At Northwestern Mutual we believe that everyone deserves to spend their lives living’ and that a strong financial plan is a cornerstone for ensuring that reality! Financial security is not just...
mindmatch.ai -
Northwestern Mutual-Stamford, 11 mi from Westport (CT)
in the first 3 years)
⦁ Additional income structure to support training and early development
⦁ Renewal income earned for continued client support and policy management
⦁ Bonus programs and expense allowances
⦁ Support for insurance licensing, Securities...
mindmatch.ai -
Equitable Advisors-Melville (NY), 23 mi from Westport (CT)
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives.
We...
mindmatch.ai -
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