Assistant Director, Transitions (PA, Pittsburgh)

Job Summary Mid Atlantic Capital Group is a financial services organization headquartered in Pittsburgh, Pennsylvania that includes a registered broker-dealer, an SEC registered investment advisor and a non-depository state-chartered trust company. We are looking for...

Data Specialist (LA, New Orleans)

Job Overview NewEdge Advisors is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors more time...

Sr. Specialist, Technology Solutions (LA, New Orleans)

Job Summary: NewEdge Advisors (NEA) is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors more...

Transition Project Manager (CT, Stamford)

Job Summary: In this role you would be the point of contact for all transitions to the Broker Dealer and RIA platform for NewEdge Wealth.   Responsibilities: Project Management: The NewEdge Wealth Transition Project Manager will develop and execute projects that...