Associate Wealth Advisor: Elevate Families’ Financial Futures

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation...

Engagement: Fractional (part time) consulting for the first months, with path to full-time post-financing Start: ASAP Location: Milan or Remote (EU time zones) About Waypoint Waypoint is building the AI platform for wealth managers, planners, and financial consultants serving HNWIs and their families. By automating research, modeling, and reporting, we...

Location Milan or Remote (EU time zones) Engagement Fractional (part time) consulting for the first months, with path to full-time post-financing Start ASAP About Waypoint Waypoint is building the AI platform for wealth managers, planners, and financial consultants serving HNWIs and their families. By automating research, modeling, and reporting, we replace...

Join to apply for the Financial & Professional Lines - Associate Client Advisor role at Marsh Risk 3 days ago Be among the first 25 applicants Marsh’s Financial and Professional Liability (FINPRO) Practice helps Clients anticipate, model, and manage threats to their business. This includes data breaches, cyber risk, political instability, global and local...

Descrizione dell’offerta di lavoro Milan, Metropolitan City of Milan, Italy We are partnering with a prestigious Multi-Family Office (MFO) looking to recruit a Family Officer / Wealth Manager in Italy. This is a unique opportunity to join a highly successful and fast-growing firm with a tech-enabled platform that gives them a significant competitive edge...

Descrizione dell’offerta di lavoro Milan, Metropolitan City of Milan, Italy We are partnering with a prestigious Multi-Family Office (MFO) looking to recruit a Family Officer / Wealth Manager in Italy. This is a unique opportunity to join a highly successful and fast-growing firm with a tech-enabled platform that gives them a significant competitive edge...

Company : Marsh Description : Marshs Financial and Professional Liability (FINPRO) Practice helps Clients anticipate model and manage threats to their business. This includes data breaches cyber risk political instability global and local jurisdictional challenges directors and officers liability as well as damage to professional reputations amongst many...

A prominent financial advisory firm based in Turbigo is seeking a candidate to join its Wealth Management Product Development team. Responsibilities include supporting the Product Owner in developing Wealth & Asset Management solutions, conducting product discovery, and performing thorough functional analysis. Candidates must hold a Master's degree in a...

A progressive AI financial consulting firm is seeking a founding wealth planner to develop tax and succession planning scenarios. You will collaborate closely with wealth managers to translate real-world cases into AI insights, shaping data models and product features. The role starts as a part-time consultant with a path to full-time and equity options...

A leading global loan agency based in Milan is seeking an Associate Financial Agency to manage credit servicing activities and support financial transactions. The ideal candidate will have 2 to 4 years of financial services experience, a university degree in Economics or related fields, and fluency in both Italian and English. This hybrid role involves...