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This role helps shape the vision of client service and business management for the Financial Advisor / Private Wealth Advisor team by defining clear roles and responsibilities for each team member and by overseeing daily business operations.
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CFA), Accredited Asset Management Specialist AAMS® , Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® - Chartered Retirement Planning Counselor, or ChFC® - Chartered Financial Consultant.
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Manage your business remotely from home to cover a local territory within driving distance, to present our client's wealth management solutions to high-net-worth prospects-you will be provided an expense account by our client, with all home office and travel expenses covered, which includes a computer, phone, scanner, printer, and any other essential expenses needed.
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Associates within TRM are highly-skilled information security, cybersecurity, site reliability engineering, technology, and risk management professionals who have a wealth of experience and a demonstrated ability to provide value added recommendations and deliver high-impact results in their areas of expertise.
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At least 1 professional security management certification (Open FAIR, Certified Information Systems Security Professional (CISSP), Certified Informations Systems Auditor (CISA), or Certified in Risk and Information Systems Control (CRISC.
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Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a Regional Vice President of Sales.
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Our clients range from national companies to privately held small businesses and we handle a variety of matters including complex Business Litigation, Partnership and Shareholder Disputes, Trusts, Estates and Wealth Management, Appellate Practice, Municipal Law and Land Use, Taxation (corporate and individual), Bankruptcy and Creditor’s Rights, Cannabis Law, Commercial Real Estate transactions, and more.
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May serve on internal committees such as Compliance/Risk Committee, Wealth Management committee. The position requires an exceptional understanding of the full range of investment expertise in wealth management and related products, services, and processes.
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Proficiency with data pipeline and workflow management tools like DBT, Apache Airflow and stream-processing systems like Spark Streaming, Apache Kafka. Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations.
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Monitors the issuance, reassignment and receipt of property and inventory assigned to individuals in the division and field offices, through the Sunflower Assets Management System (SAMS). Veterans, Peace Corps/VISTA volunteers, and persons with disabilities possess a wealth of unique talents, experiences, and competencies that can be invaluable to the DHS mission.
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Experience with Intune and EndPoint security and management. Whether it's great training and development, mobility opportunities or corporate responsibility volunteering activities - you'll gain a wealth of experiences on which to build a rewarding career.
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J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
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This is an excellent position if you are looking to advance your career in wealth management and trust services. As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth transfer plans.
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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. 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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Company Description: Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments.
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wealth management jobs in Washington, DC
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