Our client is seeking a dedicated and detail-oriented Staff Accountant to join their team. The ideal candidate will have a strong background in accounts receivable (A/R), accounts payable (A/P), journal entries, reconciliation, and payroll,...
Our client is a highly respected non-profit organization in San Mateo County, known for over 45 years of service fighting against poverty. They provide a comprehensive range of services to the working poor, ensuring their clients are fed, c...
Our client, a fast-paced and dynamic financial services team located just outside of Boston, is seeking a detail-oriented and highly organized professional to join their growing team. This hybrid role requires in-office presence two days pe...
Our client is seeking an experienced Investment/Risk Operations Specialist to join their team. This role is pivotal in ensuring seamless investment and risk processing, onboarding clients, servicing accounts, and maintaining strong client r...
Position Overview Our client, a respected wealth management firm in Colorado with $120 million in AUM and a strong base of retainer clients, is seeking an Investment Analyst. This role will focus on investment research, portfolio analysis...
About the Role Our client is seeking a versatile professional who can excel as both a Client Service Associate and Paraplanner. This hybrid role is designed for someone who enjoys client interaction while also contributing to the technica...
Job description Our client, a well-established financial advisory firm in Wexford, PA, is seeking a Lead Advisor to join their dynamic team. Founded in 2008 by industry veterans with over 35 years of experience, this firm has built a stro...
Our client, a boutique wealth management firm, is seeking a dynamic Financial Associate/Relationship Manager to join their team. This individual will work through the leads in the current CRM, providing top-notch service and financial advic...
Financial Associate – Wealth Management Our client, a well-established wealth management advisory firm in Oak Brook, IL, is seeking a Financial Associate to support high-end financial planning and investment operations. This role is ideal...
Location: Pittsburgh, PA Compensation: Competitive salary with potential for equity or ownership opportunities About the Role Our client, a growing wealth management firm in Pittsburgh, is seeking a Lead Financial Advisor to join their ...