Jobs

Job Description Are you looking for more? Find it here. At Wells Fargo, we’re more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust …

WHO WE ARE Headquartered in the historic Chicago Board of Trade, PEAK6 Capital Management is a proprietary options trading firm that has been defining the industry for more than 25 years. While many firms have come and gone, PEAK6 Capital Management has consistently delivered liquidity to the options market. We thrive due to our firm’s special blend of financial acumen, ability to manage risk, and cutting-edge technology. Our success is driven by our team of technologists, engineers, and traders who …

Job Description Job Title: Client Service Associate Report To: Financial Advisor Job Status: Full-time Job Summary G9 Financial is seeking the right person to complement our wealth management firm in Millbury, MA. This Client Service Associate position and requires an articulate, hard-working candidate who desires a challenge. Applicant must have a strong capacity to handle varying work tasks always with a proactive, driven, and energetic approach. We desire someone who is self-sufficient, detail-oriented, organized and efficient, willing to exceed expectations …

Location: Needham, MA | Full-time | On-site, hybrid potential after training Reports to: Director of Operations & Director of Financial Planning Compensation: Base range between $65,000 and $75,000 plus bonus About Us Goodman Advisory Group, LLC is a growing, independently owned wealth management firm managing over $460 million of assets for high-net-worth individuals and families. Our firm is genuinely differentiated by an entirely in-house quantitative investment process, running on software we wrote ourselves. We have higher account minimums to ensure …

Job Description Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings. Job Description Responsibilities Collate and analyze data using preset tools, methods, and formats. Involves working independently. Provide basic financial modeling input into business cases, costs, and schedules to support growth …

Financial Services Professional Recent demographic, economic, and global trends have created enormous opportunities for Financial Services Representatives. Financial growth. Personal satisfaction. Opportunity to advance. Control, flexibility and work life blending. This career can offer many benefits, advantages and rewards that many jobs simply cannot provide. At Vision Financial Group, we are a team of dedicated, passionate professionals, committed to making a positive difference in the lives of others, while pursuing a profession that will provide financial growth, personal satisfaction, work …

Harding Loevner is seeking a Client Operations Associate to join its Client Operations team, which is responsible for the ongoing monitoring of client portfolios to ensure adherence to strategy models, investment guidelines, and risk controls. The Associate will assist the firm’s portfolio managers and broader client service team primarily in the areas of trade implementation, ongoing monitoring and maintenance of client portfolios, and data integrity relating to client records in all systems. This role offers the opportunity to gain a …

The Benton County finance department is seeking a Budget Manager to join our team.JOB SUMMARYThe Budget Manager is responsible for supervising the Budgeting Team, consisting of four budget analysts, within the Financial Services Department. The Budgeting Team leads the development, monitoring and analysis of the adopted budgets for the County and County Service Districts, and ensures compliance with all county, state, and federal budget requirements. The position also performs complex analysis and technical work related to countywide financial and budget …

An excellent opportunity for an individual eager to break into financial services and build a career with one of the Bay Area’s most respected wealth management firms. Summitry is a Bay Area-based wealth management firm with over $4B in assets under management, 40+ employees, and more than 1,000 clients. We provide personalized financial planning and investment strategies rooted in deep local insight. As a flagship firm of Aspen Standard Wealth, Summitry is part of a broader mission to elevate independent …