Wealth management associate jobs | Diversity Employment

Dec 04, 2023

Full time

Audit Associate

Platform Accounting Group Lake Oswego, OR, USA

Due to continuing growth, we are seeking an Audit Associate to join our team. The Audit Associate is a key part of our team – you will assist in carrying out audit projects, ensuring that they are executed to a high standard within the agreed timeframe. The Audit Associate is driven to excel and provides top-notch client service, ensuring that the work produced adheres to the company’s ethical and professional standards, and contributes to the overall success of the organization. Who we are: Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and soon to be wealth management services to small and medium sized businesses and their owners. We currently have 21 offices in 9 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic...

NP

Dec 04, 2023

Seasonal

Seasonal Tax Preparer

Northrock Partners, LLC Minneapolis, MN, USA

Position Summary Our Tax Services team is primarily responsible for providing in-house tax preparation and consulting services to our incredible clients and their family members, as a core component of our Personal Office approach and experience. This high-performing team consists of individuals who apply in-depth technical knowledge across all parts of the organization to to integrate tax and wealth management advice for our clients. As a team, they partner with every department and every office location to drive scale, execute on client requests, and ignite client service integration across all parts of the organization. Associate will be responsible for facilitating all tasks in a manner consistent with firm standards and developing an excellent working relationship with CPAs, clients and supporting advise teams as a trusted point of problem resolution. Working in partnership with other tax department team members, Advisors, and clients the selected candidate will support tax...

Dec 04, 2023

Full time

Senior Surveillance Compliance Analyst / FINRA

$70,000 - $90,000 yearly

Atria Wealth Solutions Houston, TX, USA

Atria Wealth Solutions, Inc. (Atria) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. Headquartered in New York City, Atria’s broker-dealer and investment adviser subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices. We are looking for a Senior Surveillance Compliance Analyst to join our growing and successful organization. We offer a rewarding career path and potential for advancement as well as good benefits. Our collaborative culture offers community through shared goals and strong work ethics. Location: This position may be done HYBRID out of one the following home office locations: Houston, TX: 11740 Katy Freeway, Energy Tower III Ste 600, 77079 San Diego, CA: 10150...

Legal / Public Policy

IL

Dec 04, 2023

Research Associate, Standards and Best Practices

Institutional Limited Partners Association Washington, DC, USA

Who We Are ILPA is the only organization dedicated exclusively to the private markets’ Limited Partner community. Representing over 600 institutions and nearly $3 trillion USD of private markets assets under management, ILPA’s members include public pensions, corporate pensions, endowments, foundations, family offices, insurance companies, and sovereign wealth funds located around the world. Through its efforts in the areas of education, advocacy, standards and best practices, and networking, ILPA aims to have a direct and expanding impact on the investment returns of our members and the health of the private markets industry globally. Position Description The Research Associate, Standards and Best Practices will support ILPA’s profile as a private markets industry thought leader, convener, and collaborator through a range of dynamic responsibilities. In this role, the individual is responsible for supporting and contributing towards a portfolio of initiatives related to industry...

Science

Dec 03, 2023

Registered Branch Associate - Mt Kisco, NY

Mount Kisco, NY, USA

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team . At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. Job Overview Position Schedule: Full-Time Branch Address: 71 Smith Ave, Mt Kisco, NY 10549 If you're looking for a challenging and rewarding career, the Registered Branch...

Accounting / Finance

Dec 03, 2023

Nurse Manager Full Time Days

Saint Alphonsus Health System Ontario, OR, USA

Employment Type: Full time Shift: Day Shift Description: POSITION SUMMARY & HIGHLIGHTS: We are looking to hire a Nurse Manager to support our ICU and Labor Delivery Unit at our Level IV Trauma Center in Ontario, Oregon Proudly serving communities in southwestern Idaho and eastern Oregon, our Ontario location boasts a 6-bed ICU and a 10-bed Labor and Delivery unit. Our dedicated colleagues, with a wealth of experience and commitment to community service, staff both units. Moreover, both units have undergone recent renovations. Check out our facility by clicking here . Saint Alphonsus Health System is currently offering: Consideration of a $10,000 sign on bonus Comprehensive health benefits package, including medical, dental, and vision coverage on Day 1 of employment Retirement savings plan with employer match Relocation assistance WHAT YOU WILL DO: Provides support and maintains oversight of ICU and Labor & Delivery units, including but not limited to the following...

Healthcare

Dec 03, 2023

Full time

WEALTH INVESTMENT ASSOCIATE

Nicolet National Bank Green Bay, WI, USA

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, and Minnesota, we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Wealth Investment Associate position will leverage guidance from the Nicolet Wealth Investment Committee, trading software, and capital markets knowledge to assist in the management of investment portfolios for all clients. As a...

Dec 02, 2023

Full time

WMS Superuser

brunswick Brownsburg, IN, USA

Are you ready for what’s next? Come explore opportunities within Brunswick, a global marine leader committed to challenging conventions and innovating next-generation technologies that transform experiences on the water and beyond. Brunswick believes “Next Never Rests™,” and we offer a variety of exciting careers and growth opportunities within united teams defining the future of marine recreation. This role will be focused on continuous improvement of the WMS software and coordination of the users in regard to training, updates and projects related to WMS. Collaborates with Distribution Operations, IT and other various business functions to ensure software updates meet the needs of internal users to satisfy shipping of customer orders. This position also assists with daily Operations in the various departments within Distribution. Key Responsibilities Monitor and assess Warehouse Management Systems (WMS) functionality to determine efficiency of...

Dec 02, 2023

Full time

Sales Associate at West Georgia Boat Center

brunswick LaGrange, GA, USA

Are you ready for what’s next? Come explore opportunities within Brunswick, a global marine leader committed to challenging conventions and innovating next-generation technologies that transform experiences on the water and beyond. Brunswick believes “Next Never Rests™,” and we offer a variety of exciting careers and growth opportunities within united teams defining the future of marine recreation. D o you love the boating lifestyle and working around boats? Come join us at West Georgia Boat Center! The Full Time Sales Associate is a driven and motivated sales, boating and off-road professional that focuses on providing the highest level of customer service to all customers. This person should be dynamic and ready for anything that is asked of them. This position is a support role for all aspects of day-to-day business involving sales and reports to the Sales Lead or General Manager and is expected to assist the Sales Lead with daily duties. This includes...

Retail / Sales

UP

Dec 02, 2023

Certified Financial Planning Intern (CFP)

US Prog Pandologic A2 CPC Wisconsin, WI, USA

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Internship candidates can expect a fulltime onsite internship program, running from May 30, 2024, to August 9, 2024. This internship opportunity is offered in Milwaukee, WI. Carefully selected from universities across the country, our interns bring distinctive ideas and perspectives to our organization. Our employees are passionate about building our emerging talent and future leaders. After application and initial screening conversation, interns are aligned interview and be hired to a specific team at NM based on their abilities and interests, providing exposure to real-world business perspectives through hands-on learning and significant work. In addition to their day-to-day tasks, interns participate in professional development...

Accounting / Finance

Dec 02, 2023

Full time

Associate Financial Advisor

Ameriprise Financial - Oklahoma Tulsa, OK, USA

Prime Wealth Management, a private wealth advisory practice of Ameriprise Financial Services located in Tulsa, OK, is seeking licensed Associate Financial Advisor to join our innovative and dynamic team. We focus on fostering a great team environment and culture that emulates the work and relationships we build and have with our clients. At Ameriprise Financial we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations to help achieve financial goals and simplify their financial lives. Job Purpose: Working alongside an experience advisor, helping them service their clients. Top-level client service is key in this role. Responsibilities: Case analysis Prepping financial planning recommendations Running hypothetical illustrations Investment research Create investment recommendations Prepping visual aids to be used in client meetings Completing trades and...

Accounting / Finance

Dec 02, 2023

Full time

Wealth: Registered Client Service Associate

B Riley Financial Pasadena, CA, USA

B. Riley Financial (“B. Riley”) provides collaborative solutions tailored to fit the capital raising and business advisory needs of its clients and partners. B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spanning investment banking and institutional brokerage, private wealth and investment management, financial consulting, corporate restructuring, operations management, risk and compliance, due diligence, forensic accounting, litigation support, appraisal and valuation, auction and liquidation services. B. Riley is headquartered in Los Angeles with offices across the U.S. as well as an international presence. B. Riley Wealth provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations and endowments. B. Riley’s experienced financial advisors leverage the diverse resources and expertise of its affiliated companies to help clients...

Dec 02, 2023

Full time

Associate Business Development Representative

Kaseya Careers Red Bank, NJ, USA

Kaseya® is the leading provider of complete IT infrastructure and security management solutions for Managed Service Providers (MSPs) and internal IT organizations worldwide. Kaseya's best-in-breed technologies allow organizations to efficiently manage and secure IT to drive sustained business success. Kaseya has achieved sustained, strong double-digit growth over the past several years and is backed by Insight Venture Partners www.insightpartners.com), a leading global private equity firm investing in high-growth technology and software companies that drive transformative change in the industries they serve. Founded in 2000, Kaseya currently serves customers in over 20 countries across a wide variety of industries and manages over 15 million endpoints worldwide. To learn more about our company and our award-winning solutions, go to www.Kaseya.com and for more information on Kaseya's culture, please click here: Kaseya Culture. Kaseya is not your typical company. We are not afraid...

Retail / Sales

Dec 01, 2023

Full time

Associate Creative Director

brunswick Mettawa, IL, USA

It is our people behind life’s passions who will make the big difference. If you are interested in becoming part of a company that delivers market leading products, driving your own career and working with brands committed to active lifestyles, then you’ve found your fit. Have what it takes? Join us. ASSOCIATE CREATIVE DIRECTOR – NAVICO GROUP Brunswick Corporation OVERVIEW Brunswick Corporation is seeking an Associate Creative Director – Navico Group to join our Creative Services team. In this role, you will be critical in bringing big ideas to fruition from conception through completion, leading creative direction to deliver world class content that exceed the expectations of the initial client brief and that position Brunswick—and our technology products—as the leader in our industry. RESPONSIBILITIES Responsible for directing the development of visuals and messaging across a variety of marketing channels for complex technology-focused...

Marketing / Advertising

Dec 01, 2023

Full time

Warehouse Associate

brunswick Menomonee Falls, WI, USA

It is our people behind life’s passions who will make the big difference. If you are interested in becoming part of a company that delivers market leading products, driving your own career and working with brands committed to active lifestyles, then you’ve found your fit. Have what it takes? Join us. Distribution Center Associate Navico Group (NG) is a newly formed stand-alone division of Brunswick, the world’s largest recreational marine business with iconic brands like Sea Ray, Boston Whaler, Bayliner, and Mercury. Navico Group provides a broad array of parts, accessories, and integrated systems to the global marine and RV industries. Our product portfolio spans from general marine accessories (anchors, cleats, seating hardware) to sophisticated digital switching and Li-ion battery systems. NG sells directly to the world’s largest boat/RV OEMs and also to retailers (Bass Pro Shops, Amazon, West Marine, Walmart). In this role you will be reporting to...

Trade / Labor

Dec 01, 2023

Full time

Warehouse Associate - 2nd Shift

brunswick Menomonee Falls, WI, USA

It is our people behind life’s passions who will make the big difference. If you are interested in becoming part of a company that delivers market leading products, driving your own career and working with brands committed to active lifestyles, then you’ve found your fit. Have what it takes? Join us. Distribution Center Associate Navico Group (NG) is a newly formed stand-alone division of Brunswick, the world’s largest recreational marine business with iconic brands like Sea Ray, Boston Whaler, Bayliner, and Mercury. Navico Group provides a broad array of parts, accessories, and integrated systems to the global marine and RV industries. Our product portfolio spans from general marine accessories (anchors, cleats, seating hardware) to sophisticated digital switching and Li-ion battery systems. NG sells directly to the world’s largest boat/RV OEMs and also to retailers (Bass Pro Shops, Amazon, West Marine, Walmart). In this role you will be reporting to...

Trade / Labor

Dec 01, 2023

Full time

Director, Brand Content & Social Strategy

brunswick Mettawa, IL, USA

Are you ready for what’s next? Come explore opportunities within Brunswick, a global marine leader committed to challenging conventions and innovating next-generation technologies that transform experiences on the water and beyond. Brunswick believes “Next Never Rests™,” and we offer a variety of exciting careers and growth opportunities within united teams defining the future of marine recreation. NAVICO GROUP is a division of Brunswick Corporation (NYSE: BC). We are the world’s leading supplier of integrated systems and products to industries ranging from marine to recreational vehicle and beyond, with offices across three regions: AMER, EMEA and APAC. Navico Group is comprised of numerous industry leading brands that serve the marine, RV, specialty vehicle, and industrial markets. Some of the 20+ brands that make up Navico Group include: Attwood, B&G, C-MAP, CZone, Lenco, Lowrance, Mastervolt, Progressive Industries, RELiON, Simrad, and Whale. Our...

Dec 01, 2023

Full time

Sales Associate at Clarks Hill Marina

brunswick Appling, GA, USA

Are you ready for what’s next? Come explore opportunities within Brunswick, a global marine leader committed to challenging conventions and innovating next-generation technologies that transform experiences on the water and beyond. Brunswick believes “Next Never Rests™,” and we offer a variety of exciting careers and growth opportunities within united teams defining the future of marine recreation. The Full Time Sales Associate is a driven and motivated sales, boating and off-road professional that focuses on providing the highest level of customer service to all customers. This person should be dynamic and ready for anything that is asked of them. This position is a support role for all aspects of day-to-day business involving sales and reports to the Sales Lead or General Manager and is expected to assist the Sales Lead with daily duties. This includes but is not limited to showroom setups, boat show setups, cleaning, minor rigging, unloading units, staging...

Retail / Sales

Dec 01, 2023

Full time

Technical Account Manager

brunswick St. Cloud, FL, USA

Are you ready for what’s next? Come explore opportunities within Brunswick, a global marine leader committed to challenging conventions and innovating next-generation technologies that transform experiences on the water and beyond. Brunswick believes “Next Never Rests™,” and we offer a variety of exciting careers and growth opportunities within united teams defining the future of marine recreation. Summary of Position: To provide all dealer and retail customers with technical/service support, assistance in service, service management, customer relations/satisfaction, warranty adjustment, product performance, and installation for all Mercury and Brunswick products. This position reports to a Regional Service Manager. This is a remote position and requires 50-75% travel within Central and North Florida territory. Knowledge, Skill, and Ability Requirements: · Thorough knowledge of Mercury products....

Business / Consulting / Strategy

GP

Dec 01, 2023

Associate, Infrastructure

GIC Pte New York, NY, USA

GIC is one of the world's largest sovereign wealth funds. With over 2,000 employees across 11 locations around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you exposure to an extraordinary network of the world's industry leaders. As a leading global long-term investor, we Work at the Point of Impact for Singapore's financial future, and the communities we invest in worldwide. Infrastructure We deploy long-term capital through direct investments, fund investments, and co-investments. This is done across the capital structure and across all sub-segments of infrastructure to help build a strong and diversified portfolio. What impact can you make in this role? You will be part of a team that invests into infrastructure companies with stable and predictable cash flows, long-term inflation protection and reasonable risk-adjusted returns. You will be given the opportunity to make direct equity investments across the...

Accounting / Finance

3032 wealth management associate jobs found