Sentiment

Positive
respected wealth management firm investment research portfolio analysis operations execute trades

Investment Analyst

Publisher: BuiltIn

Company: Claire Myers Consulting

Location: Other US Location

Date Posted: 02/02/2025

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Sentiment

Positive
thriving wealth management firm client-focused relationship-oriented

Lead Advisor

Publisher: BuiltIn

Company: Claire Myers Consulting

Location: Other US Location

Date Posted: 01/30/2025

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Sentiment

Positive
Wealth Associate role client interaction financial planning software

Wealth Associate

Publisher: BuiltIn

Company: Claire Myers Consulting

Location: Des Moines, IA

Date Posted: 01/29/2025

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Sentiment

Positive
dedicated and detailoriented Staff Accountant strong background in accounts receivable AR experience in accounts payable AP journal entries reconciliation

Staff Accountant

Publisher: BuiltIn

Company: Claire Myers Consulting

Location: Other US Location

Date Posted: 01/22/2025

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Sentiment

Positive
boutique financial services firm personalized attention and tailored solutions driven and fully licensed Advisor

Lead Financial Advisor

Publisher: BuiltIn

Company: Claire Myers Consulting

Location: Kansas City, MO

Date Posted: 01/19/2025

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Sentiment

Positive
Lead Advisor position Business development Prospecting

Lead Advisor

Publisher: BuiltIn

Company: Claire Myers Consulting

Location: Other US Location

Date Posted: 12/28/2024

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Sentiment

Positive
dynamic Financial AssociateRelationship Manager top-notch service and financial advice proven experience as a Financial Advisor

Relationship Manager

Publisher: BuiltIn

Company: Claire Myers Consulting

Location: Other US Location

Date Posted: 12/24/2024

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Sentiment

Positive
Investments Associate will handle administrative tasks Process transactions and deliver exceptional service 13 years of securities industry experience preferred

Investment Associate

Publisher: BuiltIn

Company: Claire Myers Consulting

Location: Other US Location

Date Posted: 12/24/2024

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Sentiment

Positive
Investment Operations Specialist servicing existing investment accounts exceptional client service

Investment Operations Specialist

Publisher: BuiltIn

Company: Claire Myers Consulting

Location: Milwaukee, WI

Date Posted: 12/23/2024

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Sentiment

Positive
Financial Associate Wealth Management High-end financial planning and investment operations Detail-oriented business-minded professional

Finance Associate - Wealth Managerment

Publisher: BuiltIn

Company: Claire Myers Consulting

Location: West Suburbs

Date Posted: 12/21/2024

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Sentiment

Positive
dynamic CEO advancing rural economic development fostering investment

Chief Executive Officer

Publisher: BuiltIn

Company: Claire Myers Consulting

Location: Other US Location

Date Posted: 12/17/2024

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