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Provide personalized financial services such as wealth management, estate planning, investment management, banking, and tax planning to a portfolio of client relationships. We oversee more than $1 billion in client assets where we serve as trustee, executor, guardian, investment manager, and custodian.
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4+ years experience with Back Office Operations working for either a Prime Broker, Administrator, Hedge Fund, Mutual Fund, Investment Advisor or Financial/Retirement Planner. Real Estate Investment Trust (REIT), Private Equity, Global Macro, Fixed Income, Mortgage, Credit, Distressed, Long/Short, Risk/Stat/Arbitrage, Emerging markets and Fund of Funds.
$70,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Title : Analyst, Corporate Banking, US Structuring and Execution, Energy, - Houston, Texas Global Banking and Markets Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years.
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Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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Become a thought leader: Cultivate deep industry knowledge and position yourself as a trusted advisor on cloud data and analytics within the financial services domain. Lead the prospecting charge: Actively identify and engage with C-suite executives and decision-makers across banking, insurance, wealth management, and other financial services sectors.
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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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Supporting our clients’ wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
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We are looking for a Quantitative Research Analyst to join Schwab Asset Management’s (SAM) multi-asset investment research team, which is responsible for strategic asset allocation research, model portfolio design, and multi-asset advice used throughout the firm – across retail B/D, wealth, advisor, and institutional channels.
$87,800 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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This employment opportunity at Gulf Coast Bank in Abbeville, LA would allow you to join the Investment Program at Gulf Coast Bank as a Financial Advisor associated with LPL Financial. As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients.
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Focus on financial organizations that address SEC, CFTC, FINRA, NFA OCC and other regulatory requirements for retail and institutional broker dealer compliance, capital markets, banking, swap dealer trading, investment management, and investment advisor compliance.
$120,500 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We are seeking a strategic and experienced Chief Financial Officer (CFO)/ Chief Investment Officer (CIO) who will play a pivotal role in overseeing the financial health and growth strategies of our organization.
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As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. Today, LPL is a leader in the markets we serve, supporting more than 22,000 financial advisors, 1,200 institution-based investment programs and 450 independent RIA firms nationwide.
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As a Solutions Lead Architect for IO Enablement(Investment Operations & Growth Platform), you will serve as the GSTA (Global Strategy Technology and Architecture) lead solutions architect for Investment Operations (IO) Back and Middle Office domains (Accounting, Corporate Actions, Pricing, Trade Processing, Ref Data, Regulatory Reporting, etc.
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Discover Modern Woodmen's impact in Your community, follow this link: this link to learn more about our Region: start with an introduction to some of our local leadership:Gregory D. Mallett, Regional Director/Investment Advisor RepresentativePrior Experience: Before Modern Woodmen, Gregory was a Journeyman Electrician in Little Rock, Arkansas.
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The Policy Advisor works under the direction of the Manager of Energy Policy, representing Central Coast Community Energy in various regulatory and compliance matters. The Policy Advisor may be assigned to represent 3CE before regulatory agencies, perform outreach to policymakers, and participate on behalf of 3CE in California Community Choice Association (CalCCA) working groups and committees.
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investment advisor banking jobs Company: Jpmorgan Chase Co in Mililani-town, Hawaii
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