Client Admin Assistant at Tempo Wealth, a financial planning firm, managing client workflows and administrative tasks. Role includes meeting scheduling and data management with a focus on organization and detail.
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Windward Recruiting
Currently Hiring
About the company
Executive search firm with expertise in; Tax, Wealth Management, RIA, Family Office, Investments, and Trust.
We specialize in client-centric search to best serve the needs of our partners nationally.
Questions, please call 414-909-8505 or visit www.windwardrecruiting.com
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3 jobs found
Financial Advisor at Tempo Wealth delivering exceptional financial advice to clients. Leading client relationships and collaborating with internal teams to ensure high - quality service and compliance.
Associate Financial Advisor at Tempo Wealth, a fee - only financial planning firm. Collaborating with internal teams and clients to offer exceptional financial services while fostering relationships.