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Found 3 1-4 years, Employer jobs using the terms 'partnership or potential or with or future or succession or opptunity or at or wealth or management or firm or in or new or jersey. or statecode:"nj"'
You will work as a team member with portfolio managers to provide an excellent client experience through financial planning and investment services.
To start, you will assist firm's founders with client service and account management needs. Assist with client financial plans. Assist portfolio mngr.
Major Responsibilities: • Oversee the Financial Planning & Wealth Management Departments • Oversee Pinnacle’s five Wealth Management Programs (In...