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Minimum 5 years of investment related experience Minimum 3 years experience in investment sales FINRA Series 7 and 63 and 65 or 66 California Insurance License Skills and Knowledge The SFA shows demonstrated success in an investment product sales role over a multi-year period.
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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.
$35 - $45 an hourFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Houlihan Lokey is the No. 1 investment bank for all global M&A transactions, the No. 1 M&A advisor for the past seven consecutive years in the U.S., the No. 1 global restructuring advisor for the past eight consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 20 years, all based on number of transactions and according to data provided by Refinitiv.
$105,000 - $125,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.
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The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine 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 Refinitiv.
$225,000 - $250,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Five (5) years of experience as an academic advisor or learning specialist in a higher education setting. The Learning Specialist has a strong background as an academic advisor or other learning support role in a higher education setting.
$109,600 - $141,790 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors.
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The Student Advisor will serve as a liaison between students, the faculty and academic offices at UCLA including the Financial Aid and Scholarships office, the Registrar's Office, the Summer Sessions office and the Division of Graduate Education.
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Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services.
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Other - Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) may also be acceptable depending on the specific role and business approval. IRC section 48 Investment Tax Credit.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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You will work closely with our management team and will report to the Chief Investment Officer. Alternative investments typically include assets such as private equity, hedge funds, real estate, infrastructure, and other non-traditional investment vehicles.
$250Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Baker Tilly Capital is a Boutique Investment Bank that specializes in Tax Credits, Mergers & Acquisitions, capital sourcing, project finance, and corporate advisory. Experience with modeling partnership allocations (within renewable energy preferred) and/or underwriting bank debt, energy project finance, and funding sources including the Production Tax Credit and Investment Tax Credit, Renewable Energy Certificates (RECs), and the Low Carbon Fuel Standard (LCFS) required.
$86,660 - $187,790 a yearFull-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Demonstrated interest in investment & wealth management, advisor technology, and correspondent clearing. Strong understanding of Registered Investment Advisors (RIA) structures, concepts, needs; key regulatory bodies, and how modern clearing, custody, and brokerage platforms fits into the capital market ecosystem.
$200,000 - $260,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Litigation & Practice Technology (“LPT”) Discovery Advisor reports to an LPT Director and will work at the direction of LPT Directors, eDiscovery Committee and other firm attorneys to assist with the execution of document review projects and related technology and workflow management.
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Kayne Anderson Rudnick Investment Management (KAR) a Registered Investment Advisor based in Los Angeles, is currently searching for a Trade Support Associate. KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients.
$67,000 - $95,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago
investment advisor jobs Title: executive Company: Jpmorgan Chase Co in Los Angeles, CA
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