Wealth planner - associate and senior associate levels
WalthamWainwright Talent Partners
...activity.Monitoring cash flows, significant asset transfers and notable changes in the client net worthResearch financial planning projectsCoordinating client accounting activities with the operations teamSupporting the wealth planning and financial reporting teams with client specific projects and deliverablesA Successful [...]
Category Banking, Insurance, Finance & Accountancy
12 days ago in Manatal