Provide day-to-day operational and administrative support to registered representatives, including handling inbound calls, emails, and scheduling.
Ensure all client paperwork and procedures comply with regulatory requirements and coordinate with internal departments.
Manage client deposits, maintain data integrity, and research client issues in cooperation with back-office partners.
Mercer Advisors is an independent fiduciary RIA firm that helps families simplify their financial lives by integrating planning, investing, tax, and estate services. With over 31,300 families served across 90+ U.S. cities, the firm is ranked #1 by Barron's and employs a diverse, flexible workforce where more than half of employees are women.
Support daily retirement plan operations, monitoring workflows and prioritizing tasks.
Provide account support for benefit payment processing, participant inquiries, and data reconciliation.
Research and resolve routine or complex issues, documenting actions and escalating appropriately.
They provide retirement plan administration services at the intersection of financial services and technology. The culture emphasizes collaboration, inclusion, and professional growth.
Act as a key liaison for clients, ensuring total satisfaction and providing ongoing support.
Develop customized financial plans for clients, covering budgeting, debt reduction, investing, and retirement.
Collaborate with a team of like-minded individuals to share financial knowledge and strategies.
We tackle financial illiteracy worldwide, helping clients progress financially. We are a diverse team committed to excellence, offering training and online tools to support career growth.
Partner with Senior Wealth Advisor to deliver seamless client experiences and manage pre- and post-meeting deliverables.
Develop comprehensive financial plans reflecting each client's unique goals and collaborate with internal experts.
Build advisor capabilities with increasing client ownership and ensure compliance as a fiduciary.
Mercer Advisors is an independent fiduciary that helps families manage their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. Serving over 42,800 families across the U.S., the firm is ranked the #1 RIA by Barron's and emphasizes diversity, with more than half of its employees being women.
You will act as the voice of Wealthsimple, breaking down complex financial concepts for clients.
You will own the client journey end-to-end, solving strategic problems.
You will work with a maker-owner mindset, improving tools based on front-line insights.
Wealthsimple is Canada's leading financial innovator, offering a full suite of simple, sophisticated financial products across investing, trading, cryptocurrency, tax filing, spending, and saving. The company serves over 4 million Canadians, holds over $155 billion in assets, and employs over 1,500 people across North America with a hybrid team culture.
Drive investment management services for Wealth Advisors by consulting on portfolio strategy and ensuring accurate implementation.
Serve as main point of contact for newly acquired firms assimilating to the investment platform and models.
Support organic growth by developing investment deliverables for prospective clients and collaborating across teams.
Mercer Advisors helps families simplify their financial lives through integrated planning, investment, tax, and estate services. It serves over 42,800 families across the U.S., is ranked #1 RIA by Barron's, and emphasizes a diverse, flexible workplace.
Act as the first point of contact, creating a warm and professional experience for prospects and clients.
Manage scheduling, phone calls, emails, and client records in the firm's CRM and systems.
Support the team with administrative tasks and follow up on leads and networking events.
We connect talented individuals with remote job opportunities at US-based companies. We're a lifestyle company that ensures everyone has a fantastic time, earning Great Place to Work Certification every year since 2022.
Record cash receipts, credit card statements, invoices, and disbursements, and perform bank and brokerage reconciliations.
Manage accounts payable and receivable, maintain vendor and client information, and record payroll expenses.
Prepare financial reports, support client relationships, and participate in team meetings and project management.
FFO is a premier family office and business management company for ultra-wealthy individuals, families, and their advisors. It is a boutique, independent firm within the Focus Financial Partners network, known for a collaborative and entrepreneurial culture.
Partner with senior client service managers to support client accounts throughout implementation and ongoing service delivery.
Assist with project coordination, tracking timelines, deliverables, and client requirements.
Serve as a key point of contact between internal teams and client stakeholders to facilitate effective communication.
The company specializes in client service and support solutions for the healthcare sector. It offers a remote-first culture with a focus on collaboration, innovation, and professional growth.
Delivers independent client support, handling complex service tasks and supporting renewals with limited oversight.
Serves as a technical resource for HRIS and enrollment platforms, benefits communications, and standard reporting.
Responds to complex client questions and manages defined lifecycle tasks while informally guiding peers.
IMA Financial Group is an independent insurance brokerage that provides a wide range of insurance and financial solutions. The company is large enough to serve clients globally but small enough to implement ideas quickly, and it has been recognized as a Best Place to Work by multiple publications and as one of the fastest-growing companies.
Partner with the Managing Director to develop and manage high-net-worth client relationships, including investment advisory and financial planning.
Prepare customized investment proposals and provide comprehensive wealth management services using eMoney and Salesforce.
Conduct regular client portfolio reviews and proactive communication, with approximately 50% travel for client meetings.
Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm maintains a collaborative, respectful culture and has been recognized for best firm culture and top rankings.
Support senior advisors in delivering personalized financial plans and client service.
Learn to converse with individuals, families, or business owners about financial goals and create roadmaps to achieve them.
Develop skills in retirement planning, wealth accumulation, college planning, investments, and insurance through a flexible schedule.
Davis Family Financial LLC takes an educational approach to finances, delivering expertise to people from all backgrounds and partnering with Fortune 500 companies to provide complimentary financial plans. The company offers a training program for entry-level financial professionals, with potential for management and leadership roles.
Educate clients on supplemental benefit and financial protection programs via virtual meetings.
Build and maintain long-term client relationships through consistent communication and support.
Participate in ongoing training and coaching to develop skills and advance into leadership roles.
This role is posted on behalf of a partner company that manages all applications and next steps. The company focuses on helping individuals and families achieve financial security through supplemental benefit programs, fostering a service-oriented team environment.
Meet with clients virtually to understand their needs and provide guidance on benefits.
Answer questions about benefit programs and explain solutions clearly.
Support clients throughout the application and enrollment process with follow-up.
The company provides benefits guidance and coverage options to clients through virtual meetings. It fosters a collaborative remote culture with structured training, ongoing coaching, and leadership development opportunities.
Conduct virtual consultations with clients to assess their financial needs and goals.
Educate clients on suitable solutions and build lasting relationships through periodic check-ins.
Complete administrative tasks such as note-taking and appointment setting as needed.
Global Elite Empire Consultants specializes in securing families' financial well-being through virtual consultations and personalized financial solutions. They foster a culture of mentorship, flexibility, and performance-driven advancement, providing complete training and industry-leading tools to their team.
Acknowledge incoming referrals and set initial client meetings to support regional sales leadership.
Process leads in company systems and coordinate with central support teams on sales activity.
Execute multiple projects with high attention to detail, including plan proposals and deliverable completion.
Wealth Enhancement is an independent wealth management firm specializing in personalized financial planning and investment management. The company serves over 90,000 households from more than 175 offices nationwide, with a culture focused on team-based processes and attentive service.
Meet virtually with pre-qualified clients to understand their needs and explain benefit options.
Guide clients through the enrollment process and maintain accurate records with follow-up.
Build lasting relationships through exceptional customer service in a remote environment.
Global Elite Empire Consultants is an independent third-party recruiting firm helping clients with financial protection and benefits. The company offers a remote, mentor-driven culture focused on training, performance, and career growth.
Conduct virtual consultations with clients to assess their financial needs.
Provide tailored solutions and build lasting relationships through periodic check-ins.
Complete administrative tasks such as note-taking and appointment setting.
Global Elite Empire Consultants is a third-party recruiter specializing in connecting candidates with opportunities in the insurance industry. The company offers a remote work environment with flexible scheduling and performance-based advancement.