Wealth Architects jobs
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ASSOCIATE WEALTH ARCHITECT
Support Advisory Team and entire organization in the day-to-day management of client relationships. Initiate and field client calls on various planning items, miscellaneous requests and advice on various topics; acknowledge client...
| Company | Wealth Architects |
|---|---|
| Address | Mountain View, CA |
| Category | Information Technology |
| Job type | Full-Time |
| Date Posted | 2 months ago See detail |
Associate Wealth Architect
Wealth Architects
Mountain View, CA
Support Advisory Team and entire organization in the day-to-day management of client relationships. Initiate and field client calls on various planning items, miscellaneous requests and advice on various topics; acknowledge client...
2 months ago seen See more...
- View all Wealth Architects jobs - jobs in Mountain View, CA
Wealth Architect
Wealth Architects
Mountain View, CA
Oversee Associate Wealth Architects on the following: Review Daily Transaction Summary (ensure money movements, asset transfers, rebalances, etc. execute according to instructions). Review Quarterly Reports (ensure proper titling,...
2 months ago seen See more...
- View all Wealth Architects jobs - jobs in Mountain View, CA
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