by Kristin Beane | Feb 2, 2022 | Job Postings
Position Title: Senior Relationship Manager Department: Wealth Management – Sales Location: Newton, MA—Full-time/Hybrid Adviser Investments offers a flexible, highly collaborative and positive work...
by Kristin Beane | Feb 2, 2022 | Job Postings
Position Title: Client Service Associate Department: Sales Division: Client Service Reports To: Manager of Client Services Basic Purpose: The Client Service Associate works closely with financial advisors,...
by Kristin Beane | Jan 26, 2022 | Job Postings
Financial Advisor WH Cornerstone Investments, Inc. is a growing wealth management firm and we are looking for a full-time Financial Advisor to join our team. Our boutique RIA was established in 1996 and provides high touch, personalized service to our small client...
by Kristin Beane | Nov 29, 2021 | Job Postings
Director of Wealth Management The Director of Wealth Management will focus on the firm accomplishing its business development and wealth management practice goals by effectively managing Wealth Management teams as it relates to practice management, client service,...
by Kristin Beane | Nov 29, 2021 | Job Postings
Senior Wealth Manager The Senior Wealth Manager is first and foremost an ambassador of the firm. A Senior Wealth Manager serves as the lead financial advisor for a select group of the firm’s clients, by working collaboratively in a team environment to establish a...
by Kristin Beane | Nov 29, 2021 | Job Postings
Position Title: Chief Operating Officer Position Overview/Summary: The Chief Operating Officer (COO) plays a vital role in managing the daily operations of the firm and helping the firm execute on its strategic plan. The COO directs, administers and coordinates...
