WealthBridge Financial Group in New York is seeking motivated individuals to join as Financial Professionals. In this dynamic role, you'll develop customized financial strategies and cultivate strong client relationships with ongoing support from a collaborative team. The ideal candidate is self-motivated, has an entrepreneurial mindset, and is eager to build a successful career in financial services. Join a firm dedicated to integrity, innovation, and client success. #J-18808-Ljbffr
Wealth Advisor & Growth Architect • New York, NY, United States
Cryptio is the leading enterprise-grade financial data transformation and digital asset ERP platform for accounting, financial reporting, tokenization compliance, and loan management solutions.It i... Show more
Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business.Consults and coordinates on the d... Show more
Locations: Boston | Chicago | Pittsburgh | Washington | New York | Brooklyn | Miami | Dallas | San Francisco | Seattle | Los Angeles | Manhattan Beach.Boston Consulting Group partners with leaders ... Show more
As a member of the Digital Advocacy Team, you will be responsible for driving AI user engagement across Asset Management, focused on driving adoption, developing and delivering training, and owning... Show more
The Planning Team Leader for Guardian Wealth Partners is a leadership role responsible for building, leading, and scaling a team of advisors within our fee-based Registered Investment Advisor (RIA)... Show more
The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens.In this high-impact role, you will ... Show more
Connectwealth Platform Specialist.As a ConnectWealth Platform Specialist, you will serve as the subject matter expert to deliver the value proposition of our new strategic Unified Managed Account p... Show more
We partner with a curated network of RIAs, Independent Broker Dealers, Wirehouses, Regional Firms, Multi Family Offices, Trust Companies and Boutique Wealth Firms across the United States.Our clien... Show more
San Francisco, California or New York City.About Galvanize Climate Solutions.Galvanize is a global asset manager investing at the intersection of energy innovation, resilience, and intelligence.The... Show more
Found Growth Partnerships Manager.Partnerships are one of the highest-leverage ways we reach the self-employed the platforms, affiliates and creators who small business owners already trust.We're ... Show more
Connectwealth Platform Specialist.As a ConnectWealth Platform Specialist, you will serve as the subject matter expert to deliver the value proposition of our new strategic Unified Managed Account p... Show more
Develop and maintain a portfolio of financially complex and important revenue generating client relationships within the defined Business Owner segment within the Truist footprint.Utilize objective... Show more
Global Wealth Advisor Opportunity.Our client is a Wealth Management firm seeking a Global Wealth Advisor within the cross-border and international communities, where they work and reside.The ideal ... Show more
Our mission is to transform global finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accu... Show more
Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different fields.We seek to bring a human element to the world of accounting... Show more
Confido is building an AI-native operating system for brands that sell into brick-and-mortar retail.We're building intuitive and powerful software paired with AI agents that help brands like Baskin... Show more
Autonomous digital workers that do real jobs.Our first, Ava, is an AI BDR used by hundreds of companies.She researches leads, writes and sends emails in a customer's voice, runs multi-step outbound... Show more
Flipturn is accelerating EV adoption with software to better manage, optimize, and monetize EV charging.Our platform helps customers run their charging operations more smoothly, reduce energy costs... Show more
Advisor Growth & Lead Conversion Manager.Cerity Partners is seeking a high-performing, relationship-driven professional to join the Cerity Partner's Growth Office Team.In this mid-level role, you w... Show more
Location: New York City (On-site, 45 days/week) Company Stage of Funding: Series E ($250M recently raised) Office Type: On-site Salary: $150,000 $250,000 + Equity Visa: Relocation supported (visa ... Show more
