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Reposted 4 Days AgoSaved
In-Office or Remote
14 Locations
Senior level
Senior level
Fintech • Financial Services
The Senior Financial Advisor will grow a client base using advanced technology and financial knowledge, while providing wealth management. Responsibilities include sourcing prospects, managing client relationships, and consulting on financial strategies.
Top Skills: Investment Products And ServicesProprietary Data-Driven Prospecting Tools
Reposted 4 Days AgoSaved
Remote
USA
Senior level
Senior level
Fintech • Financial Services
The Senior Financial Advisor will build client relationships, utilize modern prospecting tools, and consult on wealth management strategies, impacting the company's growth.
Reposted 23 Days AgoSaved
Remote
USA
Senior level
Senior level
Fintech • Financial Services
The Portfolio Manager will design multi-asset class strategies, manage portfolios, automate processes, collaborate with teams, and drive innovation in wealth management.
Top Skills: Portfolio Analytics ToolsPython
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