Associate Wealth Advisor: Elevate Families' Financial Futures
11 ore fa
A leading financial services firm seeks an Associate Wealth Advisor to provide tailored financial planning and investment advice to high-net-worth clients.In this pivotal role, you'll support the firm's wealth management team, ensuring client retention and satisfaction.Ideal candidates will have extensive knowledge in finance, with relevant certifications and a degree in related fields preferred.This position offers competitive compensation, and travel may be necessary for client meetings.Join us in making a significant impact on our clients' financial lives.#J-*****-Ljbffr
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Associate Wealth Advisor
11 ore fa
Napoli, Italia Mercer Advisors A tempo pienoFor 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 by...
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Wealth Advisor — High-Net-Worth Client Partner
2 giorni fa
Napoli, Italia Mercer Advisors A tempo pienoA leading financial services firm in Naples, Italy, is seeking an Associate Wealth Advisor to provide exceptional support to high net worth clients.The ideal candidate will have significant experience in financial planning and investment management, along with strong interpersonal skills.Responsibilities include being a trusted advisor, managing client...
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Wealth Advisor — High‑Net‑Worth Client Partner
3 settimane fa
Napoli, Italia Mercer Advisors A tempo pienoA leading financial services firm in Naples, Italy, is seeking an Associate Wealth Advisor to provide exceptional support to high net worth clients. The ideal candidate will have significant experience in financial planning and investment management, along with strong interpersonal skills. Responsibilities include being a trusted advisor, managing client...
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Principal | Wealth Advisor
11 ore fa
Napoli, Italia Cerity Partners Llc A tempo pieno**Position Summary:**The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies.This role involves onboarding new clients through various programs and serving as a secondary advisor when needed.The Principal Wealth Advisor leads client...
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Principal | Wealth Advisor
1 minuto fa
Napoli, Italia Cerity Partners LLC A tempo pieno**Position Summary:**The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Principal Wealth Advisor leads client...
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Associate Wealth Advisor
3 settimane fa
casalnuovo di napoli, Italia Mercer Advisors A tempo pienoWhy Work at Mercer AdvisorsWhy Work at Mercer AdvisorsFor 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 31300 families in more than 90 cities across...
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Principal | Wealth Advisor
4 giorni fa
Casalnuovo Di Napoli, Italia Cerity Partners Llc A tempo pienoPosition Summary The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Principal Wealth Advisor leads client...
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Principal | Wealth Advisor
11 ore fa
Casalnuovo di Napoli, Italia Cerity Partners Llc A tempo pienoPosition SummaryThe Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies.This role involves onboarding new clients through various programs and serving as a secondary advisor when needed.The Principal Wealth Advisor leads client...
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Wealth Management Client Associate — Fast-Paced
4 giorni fa
napoli, Italia Bank of America A tempo pienoA leading financial institution in Italy is seeking a Registered Wealth Management Client Associate to provide operational and sales support to Financial Advisors. The ideal candidate will work with affluent clients, manage onboarding processes, and ensure exceptional client service. Candidates must hold Series 7 & 66 licenses and have at least 2 years of...
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Senior Wealth Advisor
11 ore fa
Casalnuovo di Napoli, Italia Cerity Partners Llc A tempo pienoA financial services firm in Casalnuovo di Napoli is looking for a Principal Wealth Advisor to enhance client relationships and develop customized wealth planning strategies.The ideal candidate should have a Bachelor's degree, Series 65, and relevant designations with 7-10+ years of experience.Responsibilities include onboarding new clients, collaborating...