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Interact with clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market.
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The Wealth Management Service Advisor is a full-time position reporting to the Lead Wealth Planner and Managing Director. Ensure that all data in eMoney is accurate, including asset allocation, and new accounts/transitions are incorporated in tandem with Albridge (data aggregation and performance reporting tool.
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The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
$110,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Minimum of 10 years of direct experience in the asset management industry, overseeing teams responsible for core, day-to-day investment support activities. The right candidate for this role will have a minimum of 10 years' direct experience in the asset management industry, overseeing teams responsible for core, day-to-day investment support activities.
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Experience with liquidity stress testing, liquidity risk management, interest rate risk management, capital management and/or asset-liability management within large complex financial organizations preferred.
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This attorney will advise business partners and stakeholders regarding litigation risks and opportunities in the oversight and management of litigation and other legal disputes, including matters arising out of broker-dealer and investment advisor issues, group retirement products, life insurance, and structured products.
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This employment opportunity at TruStage located at Indiana Members Credit Union in Greenwood, IN would allow you to join Indiana Members Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial.
$75,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Become Subject Matter Expert in financial business of asset management industry such as investment strategy and product offering research, portfolio construction, optimization and rebalancing, security selection, rich and cheap analysis, market and sector analysis, and algorithmic trading.
$230,000 a yearFull-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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This includes oversite for the investment portfolio, cash management, asset/liability management, secondary loan sales, and ensuring adequate liquidity. PURPOSE: As a member of the Executive Leadership Team, the Chief Financial Officer will oversee Finance, Accounting, Enterprise Risk Management, and Compliance.
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At least one of the preferred Industry recognized security certifications; (ISC)2 Systems Security Certified Practitioner (SSCP), GIAC Information Security Fundamentals (GISF), CompTIA Security+, ISACA CSX Cybersecurity Fundamentals Certificate, etc.
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Experience with the financial planning software eMoney, as well as Redtail (CRM), Wealthscape, Albridge, Microsoft Office suite, including Teams, (or similar financial, portal and CRM software.
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Fidelity Digital Asset Management (FDAM) is seeking an experienced individual to lead Investment Operations. Establish, maintain, and oversee Fidelity's Digital Asset Management investment operations team.
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AP Capital is a diversified financial group with a focus on proprietary trading, asset management, and venture capital in the traditional finance and crypto worlds. Minimum 5 years trading experience in delta one at investment banks or hedge funds, skilled in ETF Arbitrage.
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The firm is the No. 1 investment bank for all global M&A transactions, the No. 1 M&A advisor for the past nine consecutive years in the U.S., the No. 1 global restructuring advisor for the past ten consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG (formerly Refinitiv.
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