Careers

 

Careers

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.

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.

CLIENT ADMINISTRATIVE MANAGER

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.