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Series 65 registration or attainment within 90 days of employment (acceptable exam exemptions include: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Personal Financial Specialist (PFS), Chartered Investment Counselor (CIC), or Chartered Financial Consultant (ChFC) designations.
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The Senior Analyst - Investment Operations - Private Equity, Real Estate, Hedge Funds is responsible for providing middle office and back-office support for private equity and real estate holdings and other externally managed fund investments, including investment and portfolio level accounting and operational support, oversight of third-party service providers, and serving as an escalation point for data stewardship.
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Monitor macroeconomic indicators, geopolitical events, and regulatory changes to identify potential investment opportunities and risks. The Investment Analyst will play a critical role in conducting research, analyzing market trends, and providing actionable insights to support investment decision-making across various asset classes.
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Securities and Investment Advisor services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Virginia Asset Management is independently owned and operated. A professional designation reimbursement program is provided for multiple designations, such as the Accredited Investment Fiduciary (AIF®) and the Certified Financial Planner (CFP.
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B. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research and sales and trading to corporate, institutional and high net worth individual clients. The role of the Equity Research Associate is to develop the techniques and skills necessary for investment analysis and research of securities.
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1-4 years experience in equity research, investment banking, or general finance. Investment banking services include initial secondary and follow-on offerings, institutional private placements and merger and acquisitions advisory services.
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The Financial Planning & Analysis Teams also perform economic research and studies in the areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements.
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Preferable B2B sales in the energy efficiency or building product industry (i.e. lighting, weatherization, water conservation and smart home controls). To do that, we are the utility industry's top provider of turn-key energy efficiency and grid optimization programs and products, all of which contribute to reducing carbon and waste and, at the same time, free-up resources for creating more innovation investment and jobs.
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Participate in sales team meetings and events as required. We are looking for a dynamic sales professional with a demonstrated track record of success. The ideal candidate will be a highly motivated, proven sales professional with verifiable references and is competitive, has great organizational and communication skills, and has a track record for closing.
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For the TWA Hotel at New York’s JFK Airport, MCR won the Development of the Year (Full Service) Award at The Americas Lodging Investment Summit (ALIS), the Urban Land Institute New York Excellence in Hotel Development Award and the American Institute of Architects national Architecture Award, the highest honor given by the AIA.
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Creative Artists Agency (CAA) is the leading entertainment and sports agency, with global expertise in filmed and live entertainment, digital media, publishing, sponsorship sales and endorsements, media finance, consumer investing, fashion, trademark licensing, and philanthropy.
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InTrack Investment Management is a privately owned registered investment advisor serving high net worth individuals, complex family trusts, local governments, and 401(k) plans. Knowledge of ESG, SRI and impact investment strategies.
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Associate candidates must have 3+ years of experience working in credit underwriting, direct lending, private credit, specialty finance, investment banking, consulting, or special situations with specific experience stress testing, evaluating and structuring debt and ABS transactions.
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Relevant Word Search: Sales Assistant, 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, Series 6.
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Assists members in retirement and estate planning, funding for college, general investment options and loan and deposit needs. Consumers Credit Union , as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services to its members in the Lansing, MI area.
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investment sales jobs Title: real estate agent Company: New Western Acquisitions
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