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14 Days AgoSaved
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In-Office
New York, NY, USA
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Senior level
Senior level
Fintech • Financial Services
The Senior Trading Associate manages trade operations, ensuring efficient execution and compliance across multiple trading platforms, while identifying opportunities for process improvements.
Top Skills: Apex)Custodial Trading Platforms (SchwabExcelFidelityPershing
Reposted 21 Days AgoSaved
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In-Office
New York, NY, USA
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Senior level
Senior level
Fintech • Financial Services
The role involves creating and leading sales enablement programs, redesigning the advisor recruitment experience, and developing scalable processes to support Farther's growth in wealth management.
Top Skills: B2B TechnologySaaS
Reposted 3 Days AgoSaved
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Remote
USA
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Junior
Junior
Fintech • Financial Services
As a Client Experience Associate, you will qualify leads, schedule meetings with advisors, manage outreach, and maintain records in HubSpot, driving improvements in client engagement.
Top Skills: CRMHubspot
Reposted 4 Days AgoSaved
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Remote
USA
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Senior level
Senior level
Fintech • Financial Services
The Investment Associate will design, research, and implement options overlay strategies, support portfolio managers, build data pipelines, and translate strategies into scalable platforms.
Top Skills: Python
Reposted 5 Days AgoSaved
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Remote
USA
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Mid level
Mid level
Fintech • Financial Services
As a Wealth Advisor on the Focus Team, you'll grow your client book leveraging technology and resources while maintaining your autonomy. You'll provide wealth management services, access new markets, and mentor junior advisors.
Top Skills: Collaboration ToolsFintechMarketing ToolsWealth Management
12 Days AgoSaved
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Remote
USA
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Senior level
Senior level
Fintech • Financial Services
Manage and grow a book of business by delivering tailored wealth management services, transitioning clients to Farther's platform, and prospecting for new clients through various channels.
Top Skills: Financial Planning ToolsWealth Management Technology
Reposted 20 Days AgoSaved
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Remote
USA
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Junior
Junior
Fintech • Financial Services
The Associate Vice President, Wealth Advisor will grow the client base, provide financial advisory services, and engage in business development strategies while collaborating with senior advisors and leveraging technology.
Top Skills: Crm SystemsFinancial Planning Software
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