Prepare financial plans and participate in client meetings.
Handle day-to-day operational tasks and resolve client requests.
Collaborate with internal teams and maintain accurate client records.
Modern Wealth Management is a financial planning and investment advisory firm. They are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered.
Manage firm-wide trading, rebalancing, and reconciliation.
Keep portfolios compliant with Investment Committee guidelines.
Create portfolio proposals for current and prospective clients.
Modera Wealth Management is an independent, fee-only firm committed to positively impacting clients' lives through financial planning and investment management. With over 200 employees across 19 offices, they manage over $15B in assets, delivering personalized service with excellence and a friendly style.
Meet with existing and prospective clients to plan their financial future.
Utilize company-provided technology and tools to improve your operation.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
Corebridge Financial provides retirement solutions and insurance products. They are one of the largest providers in the United States and partner with financial professionals and institutions.
Onboard new clients to the Puzzle Financial platform.
Provide training and support to new users.
Help clients understand and utilize the platform's features.
Puzzle Financial's platform helps startups and accounting firms build better businesses by modernizing accounting for the digital age. They are a remote-first company.
Place families, individuals, and business owners in a financial position of advantage
Infinite Wise Solutions is a financial services company that helps middle-income people develop strategies for their families’ long-term financial security. They offer training and mentorship.