Unique Custodian Opportunity - Scottsdale, AZ

Laffer Tengler Investments is a growing asset management firm with over $1.5 billion in assets. · The company is looking to add an experienced Client Service Associate/Relationship Manager to its Scottsdale, Arizona location. · ...

We are seeking an experienced Senior Trader to join our investment team. This role involves trade execution across equities, fixed income, ETFs, mutual funds, and options. · Analyze market conditions to determine appropriate trade structuring. · Process post-execution recon and h ...

· Role · Sr Trader · Location · 100% onsite in Scottsdale, AZ · (Relocation assistance is available) · Reports to · Deputy CIO · Employment Type · Full-Time, W2, Direct Hire · Benefits · Medical, Dental, Vision health insurance. Life Insurance. LTD. STD. 401k. PTO. · The Compan ...

The Trading & Investment Operations Associate manages daily workflows for the investment team. · Serves as first point of contact for advisor inquiries. · Tracks open requests and ensures timely resolution. · ...

· Role · Trading & Investment Ops Assoc · Location · 100% onsite in Scottsdale, AZ (Relocation assistance is available) · Reports to · CEO · Employment Type · Full-Time, W2, Direct Hire · Benefits · Medical, Dental, Vision health insurance. Life Insurance. 401k with matching. P ...

We are seeking an Associate Wealth Advisor to join our team. The role involves working with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. · Create and implement strategies in retirement, risk m ...

We are seeking an Associate Wealth Advisor to join our team. The role involves partnering with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. · ...

The Client Associate will play a pivotal role in supporting the Client Advisors Team. · Collaborate with internal and external stakeholders to provide seamless operations and exceptional service for Clients. · Maintain strong client relationships and overall success of Advisor T ...

· Position Summary · Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clien ...

We are seeking an accomplished Chief Financial Officer (CFO) to lead the financial strategy and operations for both Open Network Exchange (ONE) and the Family Office. · We're looking for a finance executive with deep experience in financial reporting, M&A, financing, accounting, ...

As a Retirement Plan & Wealth Management Advisor you will spend your day talking to retirement plan participants & individual wealth management clients about their retirement savings needs, financial objectives, investment risk tolerance and recommend an appropriate strategy. · ...

Wealth is seeking an Associate Wealth Advisor to join our team The role involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. · Develop, revise, and present financial plans thr ...

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirati ...

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirati ...

Are you interested in being in one of the fastest growing segments of the financial services industry? · ...

We are looking for a talented Central Operations Associate to join our regional operations team and provide immediate positive service impact for our Client Service teams and clients. · ...

The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. · ...

· Why Work at Mercer Advisors? · For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today w ...

S SimonCRE is seeking a strategic, financially minded Director of Asset Management to act as a true partner in the lifecycle of our assets. · ...

The Client Service Associate/Relationship Manager will work closely with and provide support for our Investment and Relationship Management teams. · Develop a complete understanding of the firm's investment philosophy and products to effectively communicate with clients. · Resear ...