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jobs from Lumida Wealth
- 687 jobs from Lumida Wealth
Wealth Planner
NEW
Philadelphia, PENNSYLVANIA, us
A Wealth Planner is responsible for deepening client relationships by providing comprehensive, pro-active and timely wealth planning services and advi..
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Posted 20 hours ago
Asset & Wealth Management Regulated Investment Company (RICS) - Manager
New York, NEW YORK, us
At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive com..
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Posted 7 months ago
Trust & Estate Planning Lead
NEW
Wayne, NJ, US
Trust & Estate Planning Lead Lumida is building a modern wealth platform for UHNW, founders, entrepreneurs, and multi-generational families who requi..
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Posted 18 hours ago
Payments Coordinator- Private Wealth
NEW
Philadelphia, PENNSYLVANIA, us
Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management. The Payment Coordinator plays a..
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Posted 20 hours ago
Wealth Senior Client Service Associate
all cities, NJ, US
Overview: Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth ..
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Posted 1 week ago
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Wealth Advisor - Elizabeth, NJ
NEW
Elizabeth, NJ, US
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors (PCF..
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Posted 1 day ago
Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate
New York, NEW YORK, us
At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive com..
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Posted 7 months ago
Wealth: Seasonal Tax Preparer
NEW
Red Bank, NJ, US
With offices coast to coast, B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive, collaborative..
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Posted 3 days ago
Client Advisor (Family Office Service)
Convent Station, NJ, US
Position Summary We are seeking an experienced Client Advisor with demonstrated financial planning and client management experience to join the FOS te..
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Posted 1 week ago
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