Financial Operations Associate - Melville, NY
1 month ago

Compliance & Reporting
The Wealth Alliance is a registered investment advisory firm with the U.S. Securities and Exchange Commission created by two financial services veterans with decades in the industry, Robert Conzo and Eric Diton.
They share core values that were of the utmost importance – to create an alliance of experts that work as a team to provide exceptional advice and service to the client, the client should always come first and those that support that mission should be duly recognized and valued.
Job description
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