Client Service Analyst (CA, Manhattan Beach)

Job Summary: Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Analyst, you will interface with clients and prospective...

ESOP Administrator (TN, Cordova)

Job Summary This position specializes in the compliance, administration, and recordkeeping of ESOP/KSOP retirement plans. Primary responsibilities are to perform ESOP/401k compliance testing, oversee/complete recordkeeping tasks in our Relius software, and communicate...

ESOP Administrator (KY, Lexington)

Job Summary This position specializes in the compliance, administration, and recordkeeping of ESOP/KSOP retirement plans. Primary responsibilities are to perform ESOP/401k compliance testing, oversee/complete recordkeeping tasks in our Relius software, and communicate...

Marketing Coordinator (KY, Lexington)

Job Summary: As a Marketing Coordinator, every day is different. You will have the opportunity to work across many subject areas including marketing campaigns, sales support, social media, event planning and more. The ideal candidate for this position is a...

Associate, Portfolio Strategy (NY, New York City)

Job Summary: The Portfolio Strategist is responsible for providing investment and wealth solutions to clients.  You will interface with clients and prospective clients, anticipate their needs, seek resolution to their problems, and follow through by working with the...