Profile. Our work at Center for Wealth Preservation is critical to the financial well-being of individuals, families, businesses, and communities. We are driven to help people feel more secure and more prepared for their financial future. We are seeking a detail-oriented and organized Part-Time Office Facilitator to support our Hauppauge office operations. This role involves a variety of administrative tasks, client interactions, and equipment ma...
About Us. The Center for Wealth Preservation is a leading wealth and financial management firm. Our team of experienced wealth management professionals provides customized solutions for a diverse client base that includes high-net-worth individuals, professional athletes, corporations, and foundations. We take pride in our strong ethical framework and dedication to providing outstanding customer service. Our mission is to offer the right solution...
