Wealth Management Program Consultant:
Job Overview
A professional who will play a key role in executing projects and activities within Citadel’s Wealth Management program. You will plan and implement these projects and activities utilizing strong organizational and time-management skills. This position will work directly with the team that consists of the SVP or Wealth Management, Vice President of Client Services, Financial Advisors, and Financial Associates.
Responsibilities
Experience
Qualifications and Education Requirements
Additional Skills/Notes
Education and Training
Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we’re committed to helping you reach your goals – both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you’ll have access to:
· A clear transition plan and timeline so you know what to expect, and when
· Our orientation course to give you an overview of all the tools and services available to you
· Assistance with account transfers and paperwork, and frequent updates on their status
· Help with communications to your current clients about your transition
· In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform
· New business cards, stationery, and email address
· An introduction to our vast marketing resources, so you can start using them with current and prospective clients
...Incentivized career paths and tuition reimbursement On-the-job training and continuing education Employee assistance program for you... ...Foundation (grants for in time of need) Helping Hand interest-free loans Ask your Employment Specialist during your interview...
...House of Sport by DICK'S Sporting Goods is more than just a store. It is a destination, an experience, a place where athletes can experiment and play. A retail store devoted to sport where our community can gather and be inspired. We are fundamentally changing retail...
...Same Day Pay + Gas Reimbursement. No bank account? No problem, get paid in cash Employee discounts Get discounts on our handyman, cleaner, mobile mechanic, electrician, plumber, painter, drywall , and other services just for being a member of our team Coverage...
...desires drives us to uncover possibilities and design purposeful, impactful, and meaningful... .... ABOUT THE ROLE: As an Interior Designer, you will collaborate closely with... ...Interior Designers to foster collaboration. Assist in client meetings to understand needs...
Description Job Description As our team grows, we are looking for a part-time intern hybrid to join our office in the Greater Boston Area. Required Skills/Knowledge Team-oriented, detail-oriented, self-motivated with excellent organizational and communication...