. We are currently seeking a motivated Wealth Services Coordinator (WSC) to help expand our client base by supporting our Wealth Advisors... (WAs) in converting prospects into clients. Job Summary: As a Level One Wealth Services Coordinator (WSC) your primary goal...
, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience...
Management Wealth Management Financial Services Financial Planning Workflow Contracts Finance Microsoft PowerPoint series...Duties: As a Senior Project Coordinator, you will assist in planning, organizing, and executing project activities...
to as the client’s lead coordinator, someone who can take the Macro Vision provided by the Strategic Advisor and execute... in financial services or related fields. • Valid & Active Series 65 or 66 licensure or ability to obtain licensure within 180 days...