Jobs & Internships

About Equitable: Enjoy Helping People? See yourself working with high net-worth individuals? Want to make things more efficient for yourself and your clients? Equitable is a global financial services company that is committed to helping their clients secure their financial freedom! Equitable focuses on integrated wealth management, investment advice, retirement planning, and insurance planning for their clients. Our Team: We are one of the fastest growing teams in the country. All of our Advisors are nationally ranked at the top …

Are you a rising college graduate and a hardworking, innovative individual who is passionate about making an impact? Would like to kickstart your career by applying your financial skills to managing complex projects and executing business solutions for a leading technology powerhouse while building your future in the industry of Commercial Project Management? If so, you should join us here at Siemens to be a part of the Commercial Project Management Development Program (CPMDP)! This is an entry-level full-time, two-year …

As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions …

We offer remote as well as physical locations across the country. This is a very unique opportunity to enter the Financial Services Industry to become a Financial Advisor. Van Clemens Financial is looking for 100 men and women who aspire to become a Financial Advisor. In this role, you will meet with prospects and clients, solve problems, build financial plans, give advice, and help implement the best strategies and solutions for your clients. If you are passionate about meeting new …

As a Branch Operations Assistant, you will: Answer incoming calls to the branch as well as receive clients, vendors and prospects, during normal business hours. Be responsible for the client service & marketing functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. This highly visible position requires a polished professional with superior, communication, customer service and organizational skill Greet and direct incoming clients, …

As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions …

As a Mutual Fund Administrator 1, you will be assigned to a servicing team who helps support the day-to-day financial and compliance operations of a mutual fund, exchange-traded fund, closed end fund and/or business development company client. In Mutual Fund Administration, we value clients first and employees always. We take pride in doing the right thing each and every day in a fun, challenging and fulfilling environment. Our leadership and team mentors are committed to you and we will provide …

Works as part of a team responsible to maintain the general ledger and records of mutual funds of varying complexity and producing end of day net asset value calculation. Prepares daily general ledger accounting, prime broker/bank cash reconciliations, advisor/portfolio management processing, corporate action application, expense accrual/payment postings, daily net asset value and mill rate determinations, portfolio pricing analysis/validations, timely internal/external information distributions, portfolio reconciliations, etc. Partners with various internal/external administrators, transfer agencies and prime brokers/custodian relationships collaborating on compliance, audit …

Bray Executive Search is a national executive search firm specializing in wealth management for ultra-affluent family clients. We have been retained by a prominent RIA that is seeking a Client Service Associate. The position may be located at the headquarters in Charlotte, NC, or Charleston, Raleigh, Atlanta, Denver, or NYC Metro including NJ; the firm will consider relocation for the right candidate. This opportunity is with an early-stage, rapidly growing, independent RIA with extraordinary development in its first few years …