Wealth Management jobs in Smithfield, RI

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WEALTH MANAGEMENT OPERATIONS ASSOCIATE

Develop a deep understanding of how Marstones digital advice platform integrates with Marstone Wealth Management operations to best respond to client questions. Oversee day-to-day operational tasks, including account opening, cli...

CompanyMarstone, Inc.
AddressProvidence, RI
CategoryInformation Technology
Salary$60,000 - $70,000 a year
Job typeFull-time
Date Posted 2 weeks ago See detail

Wealth Management Operations Associate

Marstone, Inc.

Providence, RI

$60,000 - $70,000 a year

Develop a deep understanding of how Marstones digital advice platform integrates with Marstone Wealth Management operations to best respond to client questions. Oversee day-to-day operational tasks, including account opening, cli...