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The Senior Wealth Advisor role at Savvy is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens. Review and analyze a client’s current financial situation and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
$100,000 - $500,000 a yearFull-timeExpandApply NowActive JobUpdated 30 days ago - UpvoteDownvoteShare Job
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
Full-timeExpandApply NowActive JobUpdated 19 days ago - UpvoteDownvoteShare Job
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ISC's team of Financial Services Recruiters is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to their clients - Ultra-High Net Worth individuals, families, trusts, foundations, and endowments.
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Monitor and model various financial structures (project finance debt, equity, PTC/ITC, grants and other incentives, depreciation benefits, lease financing, tax equity investments, etc.
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Houlihan Lokey’s Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, tax, data analytics, cybersecurity, and technical accounting.
$145,000 - $180,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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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 5 months ago - UpvoteDownvoteShare Job
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BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.
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We are seeking a talented and motivated Private Equity Analyst to join our team of investment professionals in Dallas, TX. As a key member of our investment group, you will play a critical role in sourcing, evaluating, executing, and managing investment opportunities across a diverse range of industries.
Full-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation - Powering Global Markets. The Impact: The Private Equity Analyst will deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate, infrastructure, hedge funds, banks, institutional investors and fund administrators, in connection with provision of post-trade valuations for their alternative investment positions.
$59,800 - $118,900 a yearFull-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Consults with Relationship Manager, Wealth Advisor, Private Banker, Trust Officer and client to deliver solutions based on organizational investment philosophy and customer objectives.
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Progressive experience in a compliance role within the financial services industry, preferably at a Registered Investment Advisor (RIA) firm or fiduciary. Strategic Wealth Designers (SWD) is a full-service financial firm specializing in assisting clients near or in retirement.
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As a Wealth Strategist Wholesaler, you will play a critical role in growing and developing new wealth management sales within your territory by working closely with company's financial advisors and their high-net-worth clients.
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Our roots are centered around guiding our clients to build an infinite and everlasting legacy through investment, retirement, and wealth management solutions. LPL Financial, member FINRA, SIPC, is the clearing broker-dealer for Equitable Advisors, LLC and they are not affiliated.
$111,000 - $120,500 a yearFull-timeExpandApply NowActive JobUpdated 28 days ago - UpvoteDownvoteShare Job
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Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. SUMMARY: The RVP - Wealth Management Consultant is responsible for nurturing and expanding our referral partnerships, working alongside Allworth Advisors to cultivate new client relationships, and ensuring new business success in their assigned sales region.
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Our commitment to Diversity, Equity, and Inclusion (DEI) is key to the success of our business. Trim and/or removes trees by climbing or with aid of an aerial lift (under the direct supervision of a crew leader or qualified line clearance tree trimmer.
Full-timeExpandApply NowActive JobUpdated 11 days ago
wealth management financial advisor equity and inclusion jobs Company: Jobs Via Efinancialcareers in Dallas, TX
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