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Reposted 21 Days AgoSaved
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In-Office
New York, NY, USA
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90K-115K Annually
Mid level
90K-115K Annually
Mid level
Consulting • Financial Services
The Account Manager, Sports is responsible for managing client relations, finances, and coordinating team efforts to provide comprehensive financial services for clients in the sports industry.
Top Skills: AgilinkCch AxcessMS Office
16 Days AgoSaved
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Remote
USA
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Senior level
Senior level
Consulting • Financial Services
The Wealth Planner will conduct client interviews, analyze financial data, recommend plans, and monitor outcomes for client financial goals. This role emphasizes communication and collaboration to deliver exceptional results.
Top Skills: EmoneyMoney Guide ProNaviplan
24 Days AgoSaved
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Remote
USA
Easy Apply
80K-90K Annually
Senior level
80K-90K Annually
Senior level
Consulting • Financial Services
The Advanced Planning Specialist manages project workflows, supports operational efficiencies, collaborates with teams, and oversees knowledge systems in the financial planning environment.
Top Skills: Microsoft 365
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