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My client, a RIA w/$5 billion in LONG ONLY DOMESTIC Equity & some FI loin LOWER MANHATTAN seeks an EXPERIENCE ADVENT AXYS MOXY APX Administrator to join their team. 3-5 years of direct exp using the Advent Investment Suite (Moxy, Genesis, APX,REX.
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CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 24-year track record of serving the investment needs of credit unions and their members. EOE Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance Sales, Bankers, Finance, Retirement Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management, Series 7 Powered by JazzHR.
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2+ years of fundamental or quantitative research or quantitative portfolio construction experience at an RIA, broker-dealer, or financial services firm. The Robinhood Asset Management team is responsible for delivering investment and financial advice to its customers.
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Member FINRA/SIPC. CFS is a broker/dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members.
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CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. Associate degree (A. A.) or equivalent from two-year College or technical school; or three years related experience and/or training; or equivalent combination of education and experience in sales of investment products (ideally in a bank/credit union environment.
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Series 66 – Uniform Combined State Law OR Series 63 – Uniform Securities Agent License AND Series 65 – Uniform Investment Adviser Law required. Perform all related job duties and office operations in accordance with established Credit Union, RIA and Broker-Dealer policies and procedures.
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Through its relationship with CUSO Financial Services, L. P. (CFS) ABNB Federal Credit Union is seeking a Financial Advisor Associate to provide retirement and investment services to its member base in and around the Chesapeake, VA area.
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As a subsidiary of NFP Corp, we also have access to extensive corporate resources and business partners that few other independent registered investment advisory (RIA) firms offer. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations.
ExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
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Expert, current knowledge of investment products and services across personal finance. We're backed by top-tier venture capital firms, fintech investors, and industry leaders. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
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As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. CFA or CFP certification. Series 65 or equivalent; clean U4.
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We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work. As a pioneering member of Farther's advisor team, this is more than just a run of the mill wealth management opportunity - it's an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
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Proven track record of success in acquiring new wealth management relationshipsConsistently demonstrated ambition, drive, and gritExpert, current knowledge of investment products and services across personal financeAbility to convey financial advice with empathy, understanding, humility, and confidencePassion for building a better personal finance experienceExisting transferrable client baseSeries 65 or equivalent; clean U4BONUS POINTS.
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Joining Farther is a once-in-a-lifetime opportunity to build the future of wealth management and reap the rewards for doing so. Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals.
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We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. RESPONSIBILITIESTurn prospects into clients and clients into raving Farther fansSource and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clientsConsult with clients on wealth management strategies and guide them to achieve their personal and financial goalsREQUIREMENTS.
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