Bogart Wealth Jobs in United States

Seeking an Executive Assistant to support the CEO of a leading wealth management firm in Virginia. · About This Role · Five years of experience required · Strong organizational and communication skills needed · Multiple priority management abilities essential · The successful can ...

The Client Service Associate plays a critical role in delivering a first-class experience to our clients. · Serve as a primary point of contact for client service requests and inquiriesSupport clients with account administration and ongoing service needsPrepare, process, and trac ...

We are seeking a highly organized and proactive Executive Assistant to support our CEO. · Bachelor's degree in Business Administration, Finance or related field preferred. · Minimum of 5 years experience supporting C-suite executives preferably within the financial services or we ...

The Associate Financial Advisor (AFA) supports the Financial Advisor to further develop and enhance existing client relationships. They will assist the Financial Advisor by attending client meetings and discussions covering financial planning, investment strategy, tax optimizatio ...

The Client Service Associate plays a critical role in delivering a first-class experience to clients. This relationship-oriented position combines client interaction with operational excellence.This role is ideal for someone who enjoys helping people and being part of a collabora ...

The Client Service Associate plays a critical role in delivering a first-class experience to our clients. · ...

Get AI-powered advice on this job and more exclusive features. · The Associate Financial Advisor (AFA) supports the Financial Advisor to further develop and enhance existing client relationships. The AFA will act as a key point of contact for clients on non-administrative request ...

Job Summary · This is an exciting opportunity to work as a Senior Executive Assistant to our CEO. · Main Responsibilities: · Provide administrative support to the CEO, including managing calendars, scheduling meetings, and coordinating travel arrangements. · Serve as the primary ...

The Advisor Development Manager team member plays a crucial role in developing the next generation of advisory talent and ensuring exceptional support for our Financial Advisors. · This role is responsible for the day-to-day management,coaching and professional development of Ass ...

We are seeking a highly organized and proactive Executive Assistant to support our CEO.The ideal candidate will possess exceptional communication skills, a strong attention to detail, · ...

A leading wealth management firm in Virginia seeks an Executive Assistant to support its CEO. · Key Responsibilities: · Comprehensive administrative support · Communication with stakeholders · Project management · ...