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CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor) certification. The position assists the Wealth Advisor, Wealth Management team, and internal business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients.
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The ideal candidate will not only have prior experience in macro research as an economist or strategist, but must also be an outstanding writer and presenter, and able to both educate and entertain a range of client and advisor types.
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For more information, visit mergeworld.com. Promote Health, Wealth & HappinessWe are committed to promoting health, wealth, and happiness in the world by partnering with purpose-driven clients in purpose-driven industries such as healthcare, financial services, and consumer products.
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Subject matter expertise in a financial services sub-area like Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets.
$113,325 - $207,763 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Providing support to the Senior Wealth Planner by reviewing estate planning documents, preparing materials for client presentations, and analyzing complex estate planning, tax, trust, and philanthropic issues.
$180,000 - $210,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.
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Experience in the Compliance domain is required - working knowledge of some of the workflows covering Anti-Money Laundering (AML), Transaction Monitoring, Know Your Customer (KYC), Conflicts Checks, Regulatory Reporting, etc.
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The Associate will need to build strong relationships not only with Equity Research colleagues, but also with Equity Sales, Cash Trading, Derivatives, Wealth Management, and others. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
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Houlihan Lokey is the No. 1 investment bank for all global M&A transactions, the No. 1 M&A advisor for the past seven consecutive years in the U.S., the No. 1 global restructuring advisor for the past eight consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 20 years, all based on number of transactions and according to data provided by Refinitiv.
$60,000 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Certifications:Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) Would you like to understand financial services and products across an array of industries (banking, asset management, hedge funds, insurance) and how complex withholding tax rules apply domestically and internationally.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Job Description Division/Unit: Forensic Accounting and Financial Investigations Bureau CS Title: Senior Accountant Investigator Position Title: Senior Financial Investigator Salary Range: $68,884 - $75,823 Job Description: The New York County District Attorney's Office (DANY) has an immediate opening for a Senior Financial Investigator in the Forensic Accounting and Financial Investigations Bureau (FAFI.
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Through an investor-first approach, the firm delivers specialist expertise from seven world-class investment firms that cover all major asset classes and provides differentiated capabilities in wealth advice across investments, banking, custody, and wealth and estate planning.
$93,000 - $185,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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30% - The postdoctoral scholar will join the ongoing team of the GC Wealth Project , led by Project Director Salvatore Morelli. For more information about the Stone Center visit CALL FOR ONE POSTDOCTORAL SCHOLAR The Stone Center seeks to hire a Research Associate (Postdoctoral Scholar) working on wealth and/or wealth inequality, to carry out research focused on the United States, on other countries, or through cross-country comparisons.
Starting at $90,000 a yearPart-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Private Wealth Advisor is the knowledgeable and trusted advisor to sophisticated high net worth and ultra-high net worth individuals and families. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.
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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. SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries.
$50,000 - $70,000 a yearFull-timeExpandApply NowActive JobUpdated 11 days ago
financial advisor wealth jobs Title: implementation specialist Company: Nfp in Newark, NJ
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