Company · 2 open roles
Careers at Keel Point LLC
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2 positions at Keel Point LLC
Client Service Representative and Investment Team Administrator
Keel Point LLC·Huntsville, Alabama, United States
Client Service Representative and Investment Team Administrator at Keel Point LLC. Location: Huntsville, Alabama, United States. Role: executing trades, generating reports, processing paperwork Requirements: Bachelor's degree or 2+ years relevant experience; proficiency in Micros…
Wealth Planning Associate
Keel Point LLC·Huntsville, Alabama, United States
Wealth Planning Associate at Keel Point LLC. Location: Huntsville, Alabama, United States. Role: preparing materials, maintaining data, coordinating schedules Requirements: Bachelor's degree required, 2+ years in wealth management/financial planning or comparable experience; stro…