We’re hiring appointment setters to help financial advisors schedule meetings with California's retirement systems participants. No selling — your only job is to book the appointment. **What You’ll Do**: - Make quick 3-minute calls to s...
At nsave, we’re building a new kind of fintech focused on protecting and growing the wealth of underserved communities... - Review sanctions, PEP, and adverse media hits using screening tools (e.g., World‑Check, ComplyAdvantage) - Escalate high...
About Zoe Zoe is an end-to-end wealth platform that helps clients grow and protect their wealth through innovative... technology and exceptional client service. Zoe has raised a total of $45M in venture capital and is backed by Sageview Capital...
About Zoe Zoe is an end-to-end wealth platform that helps clients grow and protect their wealth through innovative... technology and exceptional client service. Zoe has raised a total of $45M in venture capital and is backed by Sageview Capital...