APEX INVESTMENT WEALTH MANAGER

Join us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference-no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and experience you...

We provide: Will be coached to complete 4 basic certifications and relevant classes required for financial advisory duties Invited to participate in the planning process with managers On the job training via joint-fieldwork sessions Program allows mentorship and progression to manager within 2 years Work-life balance Job Responsibilities: Client...

Join us as AN APEX Wealth Planning Manager, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference-no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and...

**Job Description**: Looking for a rewarding student life and get ahead of your peers in qualifications and experience? We have internship programs specially catered for students in financial services and agency management: - Industry-recognised certifications in the financial services industry - Full training in financial services and management -...

This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. Core Function & Support Provide direct administrative and analytical support to the Executive Wealth...

**The Company** Our client (part of a tier 1 media agency) is an innovative and disruptive investment solution designed to create unique opportunities that deliver tangible business benefits for their internal clients. These opportunities take many forms, such as inventory discounts, guaranteed outcome buying models, and bespoke packages, but ultimately...

Work closely with the Wealth Executive Director and his team of seasoned professionals, you will provide personalized wealth management advice, planning and solutions tailored to meet the unique needs of each client. Responsibilities Conduct comprehensive financial assessments for clients to understand their current financial situation, goals, and risk...

This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals.Core Function & SupportProvide direct administrative and analytical support to the Executive Wealth...

Description Work closely with the Wealth Executive Director and his team of seasoned professionals, you will provide personalized wealth management advice, planning and solutions tailored to meet the unique needs of each client. Responsibilities Conduct comprehensive financial assessments for clients to understand their current financial situation, goals,...

At Sum Capital Partners , we are builders. From private equity to lifestyle brands, we grow companies that create lasting value. Our ecosystem spans multiple industries, giving us a unique advantage on how wealth is created, preserved, and multiplied. Prestige Advisors is our dedicated wealth and investment arm. We exist to give clients access to the same...