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We are seeking a candidate with entry-level experience within a wealth management intermediary (e.g. broker/dealer, Registered Investment Advisor (RIA), turnkey asset management program (TAMP), custodian) or within a financial advisor practice, an organization serving or supporting financial advisors, a wealth management technology vendor, or at a technology consulting organization.
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Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification. Work closely with management to ensure Client Service and Wealth Advisor staff have an effective client service and sales enablement partnership and deliver an excellent client experience.
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Requirements Investment Banking, Capital Raising, Angel Investing, Broker-Dealer, Corporate Finance, Capital Markets, Equity Capital Markets, Financial Services, Private Equity, Private Equity Funding, Private Equity Firms, Management Consulting, Venture Capital, Transaction Advisory, Transaction Advisory Services, Mergers & Acquisitions, Due Diligence, Private Placements, Growth Capital, Seed Capital.
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The Racial Justice and Decoloniality Advisor is an internally facing organizational role that will lead the Oxfam America Racial Equity Advisory Committee (REAC) and oversee the implementation of its Anti-Racism & Decoloniality Road Map.
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Responsibilities: As a college advisor, you will help the student navigate the Common App, provide consistent and supportive advising, build school lists that reflect the student's goals and interests, and prepare the student for interviews, among other duties.
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About the Financial Advisor Role:As a Financial Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.
$83,000 - $139,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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This high-profile group works across all of Investment Management as well as with our other internal stakeholders including product, actuarial, treasury, accounting, risk, compliance, and external partners, including our primary asset management subsidiary Barings and the major Wall Street derivative broker/dealer counterparties.
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Cyber Resilience Advisor (CRA) While most of the team are fully remote, when you do visit, our North American HQ is based in the center of Boston, just a 10 minute walk from Back Bay train station.
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MUSLIM SPIRITUAL ADVISOR (“Chaplain”) at NORTHEASTERN UNIVERSITY, Northeastern University is seeking a part-time Muslim Spiritual Advisor to work in a collaborative team serving the University’s large, diverse, and dynamic Muslim community.
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Solid understanding of broker/dealer/investment advisor regulatory requirements. 10 years of experience reviewing and approving Investment Advisor/Broker Dealer marketing materials.
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The College Success team seeks to build Scholars' knowledge and confidence in navigating college spaces to increase year-to-year persistence, support Scholars in accessing resources in their communities that help to enhance their learning and growth as an individual, and guide them through financial aid situations and applications.
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The Chief Financial & Administrative Officer (CFAO) is a strategic business partner to the President & CEO, an organizational leader, and an advocate of People and Culture; one who promotes and furthers the Museum’s mission and values.
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Strong understanding of portfolio management and ALM in a life insurance companyDeep knowledge of derivatives in all dimensions – risk, economics, tax, accountingAdvanced quantitative degree (MFE, PhD)Proven ability to develop market views, take market risk and be accountable to the profit/loss– Strong background/understanding of capital markets and financial instruments.
$137,800 - $180,800Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Exposure to installing, managing and troubleshooting various relevant application software in financial services domain is a plus. First Help Financial (FHF) is a fast growing and culturally diverse company in the U.S. FHF provides auto loans to the underserved and care for our customers and partners with exceptional service.
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FM Global helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk management skills and support services; tailored risk transfer capabilities; and superior financial strength.
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financial advisor dealer jobs Company: Houlihan Lokey in Cambridge, MA
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