tax advisor - wealth management firm - hybrid Jobs - 606
Lead Advisor
Modern Wealth Management - Rochester,NY
Employment Type : Full-Time
The primary responsibility of a Lead Advisor is client retention, reviewing/presenting client financial plans and investment recommendations with existing clients without supervision. Primary Duties:...
Managing Director – Financial Reporting & Tax Valuation
Colliers International - New York,NY
Employment Type : Full-Time
Managing Director – Financial Reporting & Tax Valuation Locations: New York, New York; Houston, Texas; Boston, Massachusetts; Los Angeles, California; Washington, DC Posted: 30+ Days Ago Make your next move an expert...
Financial Advisor's Coordinator
Lead Advisor - New York,NY
Employment Type : Full-Time
Lead Advisor is a wealth management recruiting add consulting firm. This role is for one of our clients in Midtown Manhattan, To view other open roles, visit jobs.lead-advisor.com General...
Managing Director, Consumer (Retail) Investment Banking
Wedbush Securities - New York,NY
Employment Type : Full-Time
Job DescriptionWedbush Securities is one of the largest securities firms andinvestment banks in the nation. We provide innovative financialsolutions through our Wealth Management, Capital Markets, Futuresand Advanced Clearing & Prime Services...
Financial Consultant - Wealth Management & Investment Advisory
Powerwell - Buffalo,NY
Employment Type : Full-Time
Powerwell is a leading recruitment firm helping our clients discover top talent. Our client is a premier investment firm who is based in New York who serves a broad spectrum of clients including individual...