. Diverse Career Paths: Whether you aspire to be a technical planner or a practice manager, we support your career growth...-motivated with excellent time management, prioritization skills, and ability to take initiative. High integrity, strong work...
and propose solutions for client risk management. Consolidate investment research from various research providers, and maintain... management. 3-5 years in the role (or similar). Proficiency with Microsoft word, excel, and outlook Preferable, though...
: $75,000 - $90,000 (based on experience) We are a steadily growing, independent wealth management firm based in Hamden, CT. Our approach... to comprehensive wealth management threads together investment management, retirement planning, and risk mitigation strategies...
A genuine interest in serving and caring for other people Excellent organizational and time management skills Ability... planning and investment management for our valued clients. You'll be comfortable and confident when interacting with clients...
in continuous education and new planning concepts in the wealth management industry As an Associate Financial Advisor..., you will support all aspects of financial planning and investment management for our valued clients. You'll be comfortable...
) Status: Full time;In Office The best and brightest always have choices in the wealth management arena. Working...-directed time management and prioritization capabilities and outstanding organizational skills Self-motivation, having the...
the pressure of sales quotas or proprietary product pushing? We are an independent wealth management firm proudly based... for our clients which combine investment management, tax planning, trust and estate planning, and insurance analysis. Our team...
in all that we do Ownership - of our work and our outlook Creativity- to transcend traditional ideas Advancement - of our skills and knowledge... American Occupational Therapy Certification Board (essential for practice) Highly desirable: Minimum of one to three (1-3...
Commitment - to quality in all that we do Ownership - of our work and our outlook Creativity- to transcend traditional ideas... Certification Board (essential for practice) Highly desirable: Minimum of one to three (1-3) years of experience in pediatric...
also may develop expertise in areas of law that transcend issues particular to the attorney’s client agencies and are relevant... to many or all components of City government. Qualifications Minimum Qualification Licensed to practice law...