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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 2 months ago - UpvoteDownvoteShare Job
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Some of your key responsibilities include: Relationship Management: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.
$210,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Experience: 5+ years of experience in a retail environment including time as a planner, buyer or retail business analyst. Support the buy review process (where new product investments are agreed) with forecasting and analysis including halo and cannibalization estimates, required inventory investment, and margin.
$198,000 a yearFull-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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We respectfully ask a minimum 1-2-year commitment to this role, given the importance of young people having consistent, caring adults in their lives, and the significant investment our team will make into supporting and developing Coaches The High School Coach is a critical position within HSVS’ American Dream Coaching Program.
$57,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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One of the following active accreditations obtained:Licensed CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA eligible:Licensed AttorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA) Certified Financial Planner (CFP.
$193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We are looking for an experienced Senior Planner to join our Investment team and support the development of PMX Lift campaigns to drive sales growth and expand client demand. ResponsibilitiesThe Investment team, as a whole, is responsible for the PMX Lift campaign buying approach and tactical plan development.
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We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.
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Preferred designations: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Certified Investment Management Analyst (CIMA). Your main objective will be to promote and sell our world-class suite of mutual funds, separately managed accounts, direct indexing, money funds, and DCIO business to Registered Investment Advisors (RIAs.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
$80,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Or without a degree, 3+ years of working on financial plans, investment background (mutual funds and annuities) and/or life insurance concepts A securities license, or insurance licensing, LH, and series 6 or 7 preferred.
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We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
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Solid knowledge of the wealth and investment management industry, including its unique needs, constraints, and opportunities. Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals.
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Review meeting planner evaluations as received to ensure that any problems are rectified. Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry.
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Designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and. designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and. Social impact and community engagement prosper thru our programs such as “1,000.
$24,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Certified Financial Planner (CFP®), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification. As the primary point of contact/relationship manager, manage all aspects of the relationship in a manner focused on high overall satisfaction and retention; communicate regularly with clients and responsible for the overall management of team of experts (private bankers, investment advisors, commercial banker, business banker, etc.
$265,950.31 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago
planner investment jobs in Brooklyn, NY
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