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Associate Wealth Advisor

Buckingham Strategic Wealth
Portland, OR
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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

Database Administrator (Part-time)

Buckingham Browne & Nichols School
Cambridge, MA
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Details Posted: 11-Apr-24 Location: Cambridge, Massachusetts Type: Part Time ...
Details
Summary
About the job:
Salary: $30.00 - $33.00 per hour Categories: Technology Preferred Education: 4 Year Degree Reports to: Technology Officer Job Summary: Buckingham 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...
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

Associate Wealth Advisor

Buckingham Group
Portland, OR
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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

Vice President, Asset Management - Head of Asset Management

Buckingham Management, L.L.C.
Indianapolis, IN
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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
1

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Salary: Six Figures Jobs ($100K+)
Industry: Finance and Insurance
Company Name: The Buckingham
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