Orgel Wealth Management is an independent, employee‑owned strategic advisory firm that offers comprehensive wealth management, consulting, and planning services to families, individuals, business owners, retirement plans, and foundations. The firm emphasizes long‑term relationships, personalized service, and a multi‑generational team of experienced investment advisors.
Open Positions
Administrative Assistant - Front of House
3+ years of experience in office administration, client services, or hospitality; High School diploma required; Associate or Bachelor's degree in business administration or hospitality preferred
Trade Operations Associate
Bachelor's degree in business or related field, 2+ years of portfolio management experience, and understanding of asset allocation and tax strategies
Client Service Associate
Experience in customer service, ability to work in a team environment, and attention to detail are essential for this role