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The External Wholesaler role includes calling on financial advisors and selling municipal bond separately managed accounts. Clinton Investment Management is a rapidly growing investment management firm specializing in the professional management of municipal bond portfolios on behalf of high-net-worth, ultra-high-net-worth, and institutional investors.
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Stamford Health is a non-profit independent health care system with more than 3,800 employees committed to caring for the community through a wide range of high-quality health and wellness services.
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As an Divisional Business Manager responsible for the supervision of sales practices activities for the Advisor teams they cover, the opportunity will provide candidates with a culture of service & integrity; design & execution excellence; teamwork and collaboration within a fast-paced growing ultra-high net worth dually registered Broker-Dealer & Investment Advisor.
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This individual will play a crucial role in expanding the iCapital Marketplace's presence in the Registered Investment Advisor (RIA) and Single-Family Office (SFO) channel. Strong understanding of investment products, alternative investments, and wealth management solutions.
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NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
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Analytical support for financing related activities, including financial modeling, risk management analysis, report generation, and collaboration with the Treasury operations and business planning teams.
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We are currently seeking a Senior Financial Analyst, Sales Finance , to support our Club/Mass/Value businesses. Collaborate with Sales, Field Finance, Accounting, Marketing and Category Development to create plans, provide decision support, analyze variances and deliver on financial goals.
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Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity.
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As a Dealer Account Manager with Westlake Financial, you will be educating and training our current Dealer partners in the assigned area, along with acquiring new source and contacts. Assist with the preparation of sales contracts by educating the dealer on what is needed for proper verification by Westlake Financial.
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LPL Financial, member FINRA, SIPC, is the clearing broker-dealer for Equitable Advisors, LLC and they are not affiliated. Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.
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We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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AQR is a global investment management firm built at the intersection of financial theory and practical application. Requires Bachelor’s degree in Accounting, Finance, Financial Risk Management, or a related field of study, plus two (2) years of experience with financial derivatives (equity swaps, warrants, index futures, and basket swaps); and Excel (VLOOKUP, MATCH, and Pivot Table) and Bloomberg (HP – Historical pricing and volume; CACS – Corporate actions; CF – Corporate filings; and EV – Enterprise value of the firm.
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4 -8 years of relevant experience in credit/hedge fund valuation, investment banking, financial consulting, or a similar field. Build and maintain strong relationships with external valuation vendors and internal stakeholders, including senior management, investment professionals, accounting and legal, ensuring effective communication and alignment of valuation objectives.
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YOUR PROFILE:High-performing accounting graduate;Strong verbal and written communication skills;CPA, or intention to obtain CPA, preferred;Ability to prioritize tasks, work on multiple assignments, and manage ambiguity;Ability to work both independently and as part of a team with professionals at all levels;Proficiency in Microsoft Excel; andBackground in private equity or public financial services a plus.
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We are seeking a hands-on Chief Financial Officer to join our team who can build and scale the finance organization of our rapidly growing fintech firm. As CFO, you will play a pivotal role in shaping the financial futures of our organization.
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financial planner investment jobs in Stamford, CT
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