and client service. Competitive compensation with strong bonus potential and a path to equity ownership. Work directly... is required. About Our Client Our client is a well-established SEC-registered investment adviser providing tailored investment solutions...
delivery of service to clients Provides ongoing support of client relationships, handles day-to-day client requests... to help fulfill one’s financial hopes and dreams? We are currently seeking an Associate Advisor for our Wealth Advisors...
management) services. Maintain a client caseload of 12-15 clients. Meet billing expectations for Units of Service (UOS): 15-20... Completed Master’s degree , not yet registered with Board of Behavioral Science (BBS) in CA MHC II- $40.70/hour Completed...
and critique reports prior to client delivery Must deliver outstanding on-time service with proactive solutions Knowledge...Description POSITION: Independent Contractor / Associate Consultant (AC) LOCATION: Per-project / 1099 contract...
, substance use treatment, and psycho education, group treatment, community events; intake, assessment, service planning... and consultation and other duties as assigned. The CSW I/II maintains client records according to California, City and County...
Management distribution group strives to build strong long-term relationships through outstanding customer service... and a comprehensive suite of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA, TAMP...