Lead Advisor, LLC jobs
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LEAD FINANCIAL ADVISOR (CFP)
Meeting with advisory clients for fact-finding and conducting existing advisory client reviews. Network with Centers of Influence and high-quality vendors (Attorneys, Accountants, Real Estate Brokers, etc.) to develop trusted rela...
| Company | Lead Advisor, Llc |
|---|---|
| Address | New York, United States |
| Category | Accounting/Finance |
| Salary | $120,000 - $150,000 a year |
| Job type | Full-time |
| Date Posted | 2 weeks ago See detail |
Lead Financial Advisor (CFP)
Lead Advisor, Llc
New York, United States
$120,000 - $150,000 a year
Meeting with advisory clients for fact-finding and conducting existing advisory client reviews. Network with Centers of Influence and high-quality vendors (Attorneys, Accountants, Real Estate Brokers, etc.) to develop trusted rela...
2 weeks ago seen See more...
- View all Lead Advisor, Llc jobs - jobs in New York State
Client Service Associate (Charles Schwab platform experience)
Lead Advisor, Llc
East Hanover, NJ
$70,000 - $80,000 a year
Assist advisor in client meetings. Assist clients with task completion. Responsibility for client satisfaction. Client paperwork. Account applications. Transfer forms. Change of address forms. Move Money forms. Rollovers. Input po...
4 weeks ago seen See more...
- View all Lead Advisor, Llc jobs - jobs in East Hanover, NJ
Investment Operations Specialist
Lead Advisor, Llc
New York, NY
$70,000 - $90,000 a year
Support advisors with day-to-day workflow. Prepare & update excel models as well as other documents. Provide administrative coordination with trading, operations, and client service areas. Help develop comprehensive financial plan...
2 months ago seen See more...
- View all Lead Advisor, Llc jobs - jobs in New York, NY
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