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9

wealth solutions advisor jobs in goshen, ny

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  • Associate, Wealth Solutions Operations

    Macquarie Group Limited —New York, NY

    The role includes producing both recurring and ad hoc reporting for clients and distributors, while also contributing to the oversight of fund administrators…

    $120,000 - $150,000 a year

  • Vista Equity Partners Management —New York, NY

    Support Coverage Officers in preparing for client meetings, conferences, and calls — including briefing memos, meeting notes intake and follow up and event…

    $125,000 - $135,000 a year

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  • Bankers Life —Columbus, OH

    Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…

    $50,000 - $80,000 a year

    Quick Apply

  • WealthBridge Financial Group —Columbus, OH

    You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.

    $120,000 - $170,000 a year

    Quick Apply


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