Serve as a key partner to Financial Advisors in supporting high-net-worth individuals, families, foundations, and institutional clients through comprehensive wealth management, portfolio analysis, and relationship management.
Compensation
Base salary of $100,000-$110,000 a year plus discretionary bonus (exact base salary amount will be dependent on experience)
Responsibilities
Serve as a key partner to Financial Advisors in supporting high-net-worth individuals, families, foundations, and institutional clients
Build and maintain meaningful client relationships by delivering exceptional service and acting as a trusted point of contact for day-to-day client needs
Support all aspects of the client experience, including account opening and maintenance, cash management, operational requests, service inquiries, and ongoing relationship management
Conduct portfolio analysis and investment research to evaluate client portfolios and support customized investment recommendations
Assist with asset allocation reviews, portfolio implementation, rebalancing activities, and investment reporting
Requirements
Bachelor's degree
Nice to have: CFP® designation
Nice to have: experience working with affluent or high-net-worth clients
Support the Wealth Advisor and Client Experience teams in daily operations, client meetings, research, and administrative tasks during a 9‑10 week summer internship.
Compensation
This is a 20 hour a week internship from June 1, 2027 to August 5, 2027 paying $22/hour
Responsibilities
Provide support to the Wealth Advisor team by gathering and organizing client meeting materials
Participate in client review meetings and coordinate follow‑up with the Client Service Team
Support the Client Experience Team with compliance operations, onboarding document production, quarterly report distribution, ad hoc research, cost basis, and other projects
Assist the Portfolio Manager with market research, fund analysis, and due diligence requests
Participate in weekly team meetings by summarizing a timely article
Lead and optimize marketing operations for a wealth management firm, managing vendor relationships, technology, and advisor support.
Compensation
Base salary of up to $105,000 plus discretionary bonus
Responsibilities
Assist advisor teams by managing the intake, prioritization, and resolution of marketing-related requests
Lead the onboarding experience for newly acquired and newly affiliated advisor teams
Develop, document, and continuously improve marketing workflows, operating procedures, and service-level standards
Manage marketing vendor relationships, contracts, budgets, and performance
Partner cross-functionally with Compliance, Advisor Solutions, Platform & Innovation, M&A, Finance, and advisor teams to implement and enhance marketing processes, technologies, and communication strategies
Requirements
Bachelor’s degree in marketing, business, or a related field
Seeking experienced Registered Nurses for flexible per diem clinical research visits to patients in homes, collect samples, and assist with trial activities.
Compensation
The potential base pay range for this role is $50.00-$60.00 per hour.
Responsibilities
Conduct in-home visits with clinical trial patients
Collect samples and data to evaluate the safety and efficacy of new medications
Drawing blood, taking vitals, and conducting urine tests
Conduct in‑home visits with clinical trial patients, collect samples and data, administer medication, document adverse events, and complete reports.
Locations (2)
Lake Nebagamon, Wisconsin, United States
Superior, Wisconsin, United States
Compensation
The potential base pay range for this role is $50.00-$60.00 per hour. The actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time). Dependent on the position offered, incentive plans, bonuses, and/or other forms of compensation may be offered, in addition to a range of health and welfare and/or other benefits.
Responsibilities
Conduct in‑home visits with clinical trial patients
Collect samples and data to evaluate safety and efficacy
Seeking Registered Nurses to conduct in-home visits and assist with clinical trial activities to bring innovative treatments to market.
Compensation
The potential base pay range for this role, when annualized, is $40,300.00 - $128,400.00. The actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time).
Responsibilities
Conduct in-home visits with clinical trial patients
Collect samples and data to evaluate the safety and efficacy of new medications
Drawing blood, taking vitals, and conducting urine tests
Class A City DriverNewPitt Ohio · Cinnaminson, US