Equitable Advisors Llc Jobs

Job Description Job Description Job SummaryAbout NewEdge Capital Group:NewEdge Capital Group ("NECG") is a national wealth management platform, which services approximately $120 billion in total client assets along multiple business lines and supports over 475 financial advisors. NECG operates through two affiliated RIAs - NewEdge Wealth, LLC, whic...

Registered Client Associate Join a Growing Wealth Management Practice Black Brook Wealth Advisors and BBDG Wealth Partners are seeking an experienced, client-focused Registered Sales Assistant to join our growing team. This role is ideal for a highly organized and proactive professional who thrives in a fast-paced environment and is passionate abo...

JOB DESCRIPTION:This position is officially employed by Ascend Partner Services LLC, with the primary worksite located at its subsidiary, PPCO Advisors LLC, in San Jose, California. Telecommuting from anywhere in the U.S. is an option for this position.Client Accounting Project Execution: Lead the execution of client engagements, ensuring timely de...

Job Description Job Description Job Summary:We are seeking an experienced and detail-oriented Paralegal to support our estate planning practice. This role works closely with advisors, attorneys, and clients to prepare estate planning documents, manage case files, coordinate client communications, and ensure a smooth planning and execution process.T...

Execute high-net-worth client acquisition and development strategies in partnership with financial advisors. Engage clients and prospects, develop tailored prospecting approaches, and help deliver customized wealth solutions involving financial planning, trust and estate planning, investment management, and tax strategies.ResponsibilitiesPartner wi...

Job Description Job Description Position Overview The Head of Legal, Risk & Compliance (who also serves as Chief Risk Officer) is a senior executive accountable for the legal, regulatory, risk management, compliance, and governance obligations of DataCT LLC in its capacity as the independent Administrator of the CT Plan. The role is the principal l...

Execute high-net-worth client acquisition and development strategies in partnership with financial advisors. Engage clients and prospects, develop tailored prospecting approaches, and help deliver customized wealth solutions involving financial planning, trust and estate planning, investment management, and tax strategies.ResponsibilitiesPartner wi...

Job Description Why Capitas Capitas Financial has achieved double-digit growth for more than five consecutive years, and we are expanding our field force to meet growing demand. Capitas combines the opportunity and autonomy to build your own market with resources and expertise to help you succeed. For the right person, this is an opportunity to bu...

Job Description Job Description A large, multi-location private wealth management practice is seeking an accomplished Director of Advisor Development to provide leadership, coaching, training, and accountability for select Financial Advisors and Associate Financial Advisors. Reporting to the Managing Partner, this leader will strengthen advisor ski...

Job Description Job Description Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive c...