Live Chat
Contact
1
Results based on filters ( 10 jobs found )

Associate Wealth Advisor

Buckingham Strategic Wealth
Portland, OR
Actions
Apply
Save to My Profile
See all jobs from this company
See who you know on LinkedIn
Report this job
Job Description: The Associate Wealth Advisor is an exciting opportunity to ...
Details
Summary
About the job:
collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best...
Location:
Portland, OR
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
Certified Public Accountant
Certified Financial Planner
Chartered Financial Analyst
FINRA Series 65
Registered Investment Advisor
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Email Marketing Specialist

Buckingham Group
Saint Louis, MO
Actions
Apply
Save to My Profile
See all jobs from this company
See who you know on LinkedIn
Report this job
Marketing / Communications / PR | Full Time The Email Marketing Specialist ...
Details
Summary
About the job:
position will be a part of a highly motivated communications and creative services team that is tasked with supporting the firm’s diverse content creation and client communication needs. They will fuel education, retention and engagement of existing and perspective clients and internal audiences through effective email campaigns using the Salesforce Marketing Cloud platform. The Email Marketing Specialist will have experience in building and coordinating email marketing automation programs. This person will have...
Location:
Saint Louis, MO
Job Type:
Full-Time
Permanent
Occupation:
Market Research Analysts and Marketing Specialists
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
Salesforce Certified Marketing Cloud Administrator
Registered Investment Advisor
Salesforce.com certified
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Database Administrator (Part-time)

Buckingham Browne & Nichols School
Cambridge, MA
Actions
Apply
Save to My Profile
See all jobs from this company
See who you know on LinkedIn
Report this job
Job Description : Reports to: Technology OfficerJob Summary: Buckingham ...
Details
Summary
About the job:
Browne & Nichols School seeks a part-time Database Administrator, who directly reports to the Technology Officer and works closely with the school's Registrar. This pivotal role assists in the oversight and maintenance of our school database system (Veracross) to ensure efficient, secure, and reliable operations. As a member of our dedicated team, you will contribute directly to streamlining administrative processes and safeguarding sensitive data.
Location:
Cambridge, MA
Job Type:
Part-Time
Permanent
Occupation:
Database Administrators
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
5
Graphic Literacy
5
Workplace Documents
4
apply
Detailed Job Information

Client Relationship Specialist

Buckingham Group
Norfolk, VA
Actions
Apply
Save to My Profile
See all jobs from this company
See who you know on LinkedIn
Report this job
Full Time The Buckingham Strategic Wealth Client Relationship Specialist ...
Details
Summary
About the job:
(CRS) enhances the client experience by providing exceptional client service and supports each advisor with the operational needs of his or her clients. The CRS develops and maintains good working relationships with clients and advisors. This is accomplished through ongoing communication, excellent client service and outstanding operational support. The CRS is the first person to greet clients as they visit our office, and the main client contact in scheduling remote meetings and phone calls. An exciting opportunity to...
Location:
Norfolk, VA
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
Registered Investment Advisor
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Associate Wealth Advisor

Buckingham Group
Norfolk, VA
Actions
Apply
Save to My Profile
See all jobs from this company
See who you know on LinkedIn
Report this job
Banking / Insurance | Full Time The Associate Wealth Advisor is an exciting ...
Details
Summary
About the job:
opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer...
Location:
Norfolk, VA
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
Certified Public Accountant
Certified Financial Planner
Chartered Financial Analyst
FINRA Series 65
Registered Investment Advisor
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Associate Wealth Advisor

Buckingham Group
Portland, OR
Actions
Apply
Save to My Profile
See all jobs from this company
See who you know on LinkedIn
Report this job
Banking / Insurance | Full Time The Associate Wealth Advisor is an exciting ...
Details
Summary
About the job:
opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer...
Location:
Portland, OR
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
FINRA Series 65
Certified Public Accountant
Certified Financial Planner
Chartered Financial Analyst
Registered Investment Advisor
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

None Specified

Buckingham, Browne & Nichols School (BB&N)
Cambridge, MA
Actions
Apply
Save to My Profile
See all jobs from this company
See who you know on LinkedIn
Report this job
Job Description : Start Date: August 2024 Reports to: Director of Lower ...
Details
Summary
About the job:
School AdmissionsJob Summary: BB&N is seeking a full-time ten-month Admissions Assistant to join the admissions team beginning in August 2024. The Admissions Assistant provides administrative support for the Lower School admissions office and its outreach and recruitment efforts. This is a critical role, in part, because the Admissions Assistant is often the first point of contact for families inquiring about the admissions process. This role comprises three major areas: administrative support, information management, and...
Location:
Cambridge, MA
Job Type:
Full-Time
Permanent
Occupation:
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Vice President, Asset Management - Head of Asset Management

Buckingham Management, L.L.C.
Indianapolis, IN
Actions
Apply
Save to My Profile
See all jobs from this company
See who you know on LinkedIn
Report this job
The Head of Asset Management - Vice President, Asset Management leads the ...
Details
Summary
About the job:
asset management team, providing strategic direction and implementation for a portfolio of multi-family and commercial assets to optimize property performance. The VP, Asset Management directs all aspects of Buckingham’s asset management policies, objectives, and initiatives. Additionally, the Vice President, Asset Management will be responsible for preparing, reviewing, and presenting recurring and ad-hoc internal and external financial and asset management reports and analysis. The VP, Asset Management is responsible...
Location:
Indianapolis, IN
Job Type:
Full-Time
Permanent
Occupation:
Financial Managers
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
5
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Client Relationship Specialist

Buckingham Group
Saint Louis, MO
Actions
Apply
Save to My Profile
See all jobs from this company
See who you know on LinkedIn
Report this job
Full Time The Buckingham Strategic Wealth Client Relationship Specialist ...
Details
Summary
About the job:
(CRS) enhances the client experience by providing exceptional client service and supports each advisor with the operational needs of his or her clients. The CRS develops and maintains good working relationships with clients and advisors. This is accomplished through ongoing communication, excellent client service and outstanding operational support. The CRS is the first person to greet clients as they visit our office, and the main client contact in scheduling remote meetings and phone calls. An exciting opportunity to...
Location:
Saint Louis, MO
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Doctoral or professional degree
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
Registered Investment Advisor
Workkeys
Applied Math
5
Graphic Literacy
5
Workplace Documents
7
apply
Detailed Job Information

TAX Manager

Buckingham Group
Saint Louis, MO
Actions
Apply
Save to My Profile
See all jobs from this company
See who you know on LinkedIn
Report this job
Accounting | Full Time The Tax Manager position is an exciting opportunity ...
Details
Summary
About the job:
to drive and shape a new, growing tax preparation and filing service offering at Buckingham. This team member will work with Buckingham Integrated Tax Solutions team to assist in the implementation and growth of the tax preparation service for clients that is integrated with the firm’s wealth management client experience. The tax manager will file tax returns in a timely, accurately and secure manner for a wide variety of clients and collaborate closely with Buckingham’s advisory teams to assist in forward-looking...
Location:
Saint Louis, MO
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Accountants and Auditors
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
Registered Investment Advisor
Certified Public Accountant
Workkeys
Applied Math
5
Graphic Literacy
5
Workplace Documents
4
apply
Detailed Job Information
1

Current Filters

Refine

Industry
Location
Salary
Career/Education Level
Certificates
Occupation
Job Type
Other Opportunities
Display Results

Clear All Filters
This user has no active resume. Please click here to manage resumes.
My OhioMeansJobs Notice
You have reached the maximum number of Saved Searches / Matches. You must remove an existing record before you can save a new one. Access your saved items here.
Confirm your search criteria, then select the frequency of your search and give it a name.
Industry: Finance and Insurance
Company Name: The Buckingham
Exclude Staffing Agencies
How often do you want to receive emails?
All fields are required




This field is required
Save
Search Jobs
Advanced close
Select up to 10 occupations
Add Occupations
...
  • x
x close
Loading Map, please wait...
Position is accurate to the ZIP Code or city location only.
Loading Map, please wait...