Job Summary: NewEdge Advisors (NEA) is looking for a highly skilled service-minded associate with a positive attitude who enjoys problem-solving and meeting the needs of our advisor base & home office staff. Financial Analyst will report directly to the M&A...
Careers
Platform Solutions Consultant (LA, New Orleans)
Job Summary: NewEdge Advisors was founded to give successful advisors more time and resources to focus on their clients and practice. One key component to executing this strategy is our differentiated approach to Investments Services. Unlike most RIA firms, who...
Director of Operations (LA, New Orleans)
Job Summary: NewEdge Advisors is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors more time...
Client Service Associate (TN, Knoxville)
Job Summary: Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective...
Manager of Direct Business & SMA Operations (LA, New Orleans)
Job Summary: We’re seeking a highly organized and detail-oriented Manager of Direct Business & SMA Operations to oversee the operational workflows for direct business (e.g., annuities, mutual funds held directly with fund companies) and separately managed accounts...
Analyst (CT, Stamford)
Job Summary: The Analyst is responsible for providing investment and wealth solutions to clients. You will interface with clients and prospective clients, anticipate their needs, seek resolution to their problems, and follow through to provide exceptional service and...
Compliance Coordinator (Remote, USA)
Job Summary NewEdge Advisors, LLC (“NEA”) is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors...
Compliance Supervisor – Trading (PA, Pittsburgh)
Job Summary: NewEdge Capital Group is a leading financial services organization that provides a wide array of brokerage, advisory and custody services to a diverse national client base of financial advisors and institutions through its various subsidiary companies....
Client Service Associate (NY, New York City)
Job Summary: Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective...
QA Manager (PA, Pittsburgh)
Job Summary: The Quality Assurance (QA) Manager, reporting to the Director Project Management Office (PMO), will lead a team of Quality Assurance Analysts and Engineers, oversee all QA Activities and implement QA standards and methodologies. The QA Manager will ensure...