Wealth Planning

The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors’ time. This position provides excellent client service and problem-solving skills to confidently provide information to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities Manage...

Kestra Technologies is looking for an Associate/Service Wealth Advisor to handle client relationship management and account servicing. The ideal candidate will have a comprehensive understanding of financial services and will work closely with the Lead Advisor.This role requires excellent communication skills and the ability to manage multiple tasks...

Kestra Technologies seeks a Wealth Associate to support Wealth Advisors by delivering excellent client service and handling routine inquiries with accuracy and professionalism. The role involves CRM management, documentation, and collaboration with the Broker Dealer for account setup and compliance.You will interact with clients regularly, organize data in...

Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention...

J.P. Morgan in Paris is seeking a Private Banker to lead new client acquisition and retention, leveraging expertise in investments, banking, trust services and financial planning.You will own the client experience and coordinate resources to deliver comprehensive wealth management solutions. Successful candidates are self-starters with a proven track record,...

JPMorgan Chase & Co. in Paris is seeking a Private Banker to lead new client acquisition and retention across the Paris region.You will apply deep knowledge of investments, banking, trust services, and financial planning to deliver comprehensive wealth management solutions and an exceptional client experience. Successful candidates will be self-starters with...

People Business Partner (AWM EUR) at Alpha FMC Division: Business Operations Function: People (HR, Recruitment, Learning) Location: Paris Role & Requirements We are investing into a People Business Partner aligned to our Asset & Wealth Management, Europe (‘AWM EUR’) business unit. This role has a strategic dual role. Embedded into both the business...

An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person. This person will report to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial...

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor‑led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra‑high net worth and high net worth individuals, as well as...