Careers

 

Careers

CLIENT ADMINISTRATIVE MANAGER (Part Time - 25 hours/week)

Location: Keene, NH

Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

CLIENT ADMINISTRATIVE MANAGER

Location: Clearwater, FL

Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

WEALTH MANAGEMENT ASSOCIATE

Location: Clearwater, FL

The Wealth Management Associate is a registered representative who does not maintain his or her own book of business. In addition to providing administrative support to his/her Wealth Manager the Wealth Management Associate may conduct client meetings independent of the advisor and can solicit business on behalf of the Financial Advisor.

CLIENT ADMINISTRATIVE MANAGER

Location: Portsmouth, NH

Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

WEALTH MANAGEMENT ASSOCIATE (The Sedoric Group)

Location: Portsmouth, NH

The Wealth Management Associate is a registered representative who does not maintain his or her own book of business. In addition to providing administrative support to his/her Wealth Manager the Wealth Management Associate may conduct client meetings independent of the advisor and can solicit business on behalf of the Financial Advisor.

INSURANCE & ANNUITY SUPERVISOR

Location: New York, NY

As part of the Insurance and Annuity Supervision Team, the Insurance & Annuity Supervisor will work closely with Supervisory Principals, Financial Advisors and their staff to ensure compliance with governing regulations, internal policies and resolution of issues.

COMPLIANCE ANALYST

Location: Various

The Compliance Analyst works closely with the Compliance Officer as part of the Risk Management and Compliance team to ensure that control processes and procedures are implemented to mitigate and reduce risk to the business.

DIVISIONAL ADMINISTRATIVE ASSISTANT

Location: Various

The primary role of the Divisional Administrative Assistant is to provide administrative support to the Divisions, including Divisional Presidents, across a wide variety of administrative tasks including recruiting and onboarding of new Advisors.

SUPERVISORY ANALYST

Location: Various

Supervisory Group at Steward Partners is responsible for oversight of the wealth management business. The team partners with Compliance to implement supervisory processes and procedures to mitigate risk and is responsible for managing the Quarterly Business Review Assessment (QBRA) process in collaboration with the Supervisory Principals. The supervisory group monitors operational readiness for audits, conducts targeted reviews, perform controls testing and provide support for operational risk items.