Investor relations associate jobs in the Accounting, Finance, Insurance category and Business Services - Other industry

Convergent Wealth Advisors is an objective, open-architecture wealth management firm with over 250 clients and $10 billion in assets under advisement. Our typical relationship is a high net-worth individual or institution with approximately $25-45 million, and we provide our clients specialized investment management, portfolio advisory and performance measurement services. We are headquartered in ...
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Fast growing, independent, fee only financial planning and investment management firm is seeking an Investment Operations Associates. The candidate will maintain our trading and asset allocation software as well as provide support to our clients and the firm’s financial advisors. Duties and Responsibilities include, but are not limited to: Update and support trading software. Rebalancing of client...
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Position Overview The Wealth Advisor, under the direction of the manager, is responsible for developing, managing, and retaining comprehensive relationships with clients meeting the net worth, income and profitability profiles. Provides advice, counsel, and high level customer service to build deeper client relationships through the sale and administration of credit, deposit, and investment agency...
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