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Work in a matrix management structure, with Wealth Market Leaders, to coach and develop Investment Advisor Associates and Client Portfolio Managers to support employee development, the ability to articulate complex investment topics to a sophisticated client base and career opportunities.
$201,089.23 - $335,148.72 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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AAM is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. AAM is a SEC registered investment advisor and member FINRA/SIPC. AAM is a broker/dealer, member FINRA/SIPC and SEC registered investment advisor.
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5+ years of experience in wealth management and investment services, with a focus on high-net-worth and ultra-high-net-worth clients. We are a leading recruiting firm specializing in the investment, finance, and wealth management sectors.
$150,000 - $500,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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This position serves as Deputy Investment Officer and Financial Advisor supporting the Investment Officer and Senior Financial Advisor of the United States Holocaust Memorial Museum.
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This position serves as a Policy Advisor in the Office of Investment Security (OIS), within the Office of International Affairs, U.S. Department of the Treasury. OIS fulfills Treasury's responsibilities as chair of Committee on Foreign Investment in the United States ("CFIUS" or the "Committee"), which is an interagency committee authorized to review certain transactions involving foreign investment in the United States to determine the effect of such transactions on the national security.
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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.
$145,000 - $225,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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Investment Advisor - Navy Federal Careers (oraclecloud.com) Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms.
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Deep working knowledge of various investment options (e.g., Treasuries, Agency MBS, CMOs and CMBS), and interest rate derivatives (swaps, caps, floors and futures) 4-6 years balance sheet, investment portfolio management and interest rate risk hedging experience for financial institutions.
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In 2020, Refinitiv (formerly known as Thomson Reuters) ranked us the No. 1 U.S. M&A fairness opinion advisor over the past 20 years. Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory.
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This employment opportunity at Chemung Canal Trust Company in Ithaca, NY would allow you to join the Investment Program at Chemung Canal Trust Company as a Financial Advisor associated with LPL Financial.
$60,000 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Joining Morgan Stanley as an Acquisition Financial Advisor Team Manager you will be responsible for leading 10-15 Financial Advisors (FA) that support clients within a call center environment.
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Obsidian Planning Solutions is a boutique Registered Investment Advisor (RIA) firm in Rockville, MD, specializing in a holistic Lifestyle Protector Program™ for individuals, business owners, and their families.
$90,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Extensive experience with bringing in new investor business, high-volume phone activity, and in-person meetings, working as an investment advisor or external wholesaler with a strong track record of success in sales and bringing in new investment assets.
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Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents. Assist qualified consumers to become the firm’s clients—you will be supported by an internal dedicated portfolio management and service team in-office, comprised of sales support, client service, and marketing team, which actively markets their services via direct mail, internet, television advertisements, and other mediums to receive pre-qualified responses from interested investors who want to discuss moving over their investment portfolios.
$100,000 - $350,000 a yearFull-timeExpandApply NowActive JobUpdated Today
investment advisor jobs Title: executive Company: Jpmorgan Chase Co in Mililani-town, Hawaii
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