Financial Advisor Salary at Kaer Property Group BETA

Job Description Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth. Our Lake Oswego, Oregon office has an immediate need for a Registered Client Service Associate to support Financial Advisors and senior level management. Responsibilities include, but are not limited to: Provide sales and administrative support to customers and Financial Advisors Maintain client account information and assist Financial Advisors with special projects as needed Coordinate and prepare for client review meetings and set up new accounts Organize and maintain calendar and meeting schedule Process invoices, check request

We are currently seeking a Property Manager! Property Managers are Responsible for managing daily operations of the property, including supervising team members and resources of the property to achieve established budgeted financial and operational goals Responsibilities include: + Operate the property within financial guidelines + Perform daily physical inspections of the property and coordinate with the maintenance team + Maintain direct supervision of all staff, including work schedules, the delegation of duties, and conflict resolution + Interview and hire all property employees + Ensure all AMC policies and procedures are upheld and infractions are properly reported + Meet leasing objectives by ensuring proper sales techniques are used including first-hand leasing + Exercise independent judgment and discretion to handle and resolve resident requests or concerns + Take responsibility for administrative duties including required reporting + Implement, design, and maintain a resident

Job Description Job Description We are a locally owned wealth management firm, with more than $1B in assets and a diverse service offering for our clients. Our CEO has led our firm to become one that is recognized for our unique engagement model. Our top values are integrity and respect, and we look for professionals whose values align with ours. As a firm that maintains long-term relationships, our first client is still a client, and we think that’s due to our team and the overall service we provide. As we move into the future of our firm, there is an open role for a Senior Client Service professional. We offer a full benefits package and a hybrid office schedule to our team. You will support our advisors, our clients, and our continued growth, ensuring smooth firm-wide operations centered on client service including client-specific, account-specific, and general business functions. This position is responsible for facilitating and maintaining ongoing client support, answering general

Job Summary Kruse Woods Financial Partners was founded by a team of Financial Advisors, united behind a common vision, "To offer access to a breadth of global resources, the capabilities and technology of a large corporation, but with the tailored, attentive service of a small office." We believe our clients deserve exemplary service, and we are committed to delivering it. As such, we are seeking a dynamic Client Associate who is a motivated, detail oriented and creative problem solver to join our team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Essential Duties and Responsibilities * Serv

**Description** **Job Summary** Kruse Woods Financial Partners was founded by a team of Financial Advisors, united behind a common vision, "To offer access to a breadth of global resources, the capabilities and technology of a large corporation, but with the tailored, attentive service of a small office." We believe our clients deserve exemplary service, and we are committed to delivering it. As such, we are seeking a dynamic Client Associate who is a motivated, detail oriented and creative problem solver to join our team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. **Essential Duties and R

The Client Services Associate IV provides high level support to Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement. Here's what you can expect from the job and what you need to be successful: Job Duties: * Fulfill more complex client requests and resolve service-related issues ensuring all interactions are updated in CRM * Facilitate the onboarding process for high-net-worth clients, which may involve more complex financial structures, specialized investment vehicles, and nuanced service requirements * Conduct in-depth analysis of client investment portfolios AND/OR assist in the development & implementation of comprehensive financial plans AND/OR manage the discretionary trading platform for financial adviso * Prepare key documents and presentations for client meetings * Organize and attend all appreciation and education events * Track and contact all new leads from refer

JobID: 210575716 Category: Client Advisory JobSchedule: Full time Posted Date: 2024-11-18T19:26:10+00:00 JobShift: : J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients. Job responsibilities: * Own the client onboarding and account maintenance for new and existing clients by interacting w

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. Job Overview Position Schedule: Branch Support - BOA Branch Address: 320 Nw Burnside Rd, Gresham, OR If you find yourself looking for a fulfilling career, the Branch Office Admin