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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.
ExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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We’re starting with a product that gives members a path to financial confidence via 1-on-1 guidance from Certified Financial Planners, access to an industry-leading 5% high yield savings account, along with a tailored investment management platform.
Full-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus.
Full-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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The Senior Planner will analyze, create, and develop plans for the MTA, including various programmatic and project-specific transportation investment proposals. Senior Planner will analyze and evaluate capital investment strategies to plan for the MTA, including creating the MTA's 20-Year Capital Needs Assessment and five-year Capital Programs.
$73,914 - $108,638 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Technical expertise in US tax legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities, including impact of the Alternative Minimum Tax.
ExpandApply NowActive JobUpdated 17 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.
$52,000 - $57,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Proficiency in tax software and financial planning tools (e.g., ProSystem fx Tax, BNA Income Tax Planner). Collaborate with internal stakeholders to assess the tax implications of investment decisions, estate planning strategies, and other financial transactions.
Full-timeExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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Review meeting planner evaluations with the Director of Sales to ensure that issues receive follow-up. Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry.
$65,000 - $80,000 a yearTemporaryExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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The Assistant Media Planner, Digital will work closely with senior level planners as well as the Horizon Next Analytics team to execute media plans and aggregate data to inform insights and optimizations.
$40,000 - $50,000 a yearFull-timeExpandApply NowActive JobUpdated 4 months ago - UpvoteDownvoteShare Job
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As a Tax Senior, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. Certified Financial Planner (CFP) Our financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit.
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Planner (CFP) designation. As one of our Wealth Management Advisor, Equitable Advisors gives you the tools you need to build your own base of clients. If you want to unlock your potential as a Wealth Management Advisor, apply to join our team at Equitable Advisors.
Full-timeExpandApply NowActive JobUpdated 4 days ago - 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.
$45ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services including life insurance, annuities, and investment options (including both Equitable-manufactured products and other products available through our open-infrastructure platform.
$65,000 - $175,000 a yearFull-timeExpandApply NowActive JobUpdated Today
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