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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.
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We provide mentorship, training and education through our flagship accelerator programs and as a 501c3 charitable loan fund, we invest integrated capital (debt, equity, and grants) in women and BIPOC-led businesses that create economic power and build community wealth.
$200ExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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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-timeExpandUpdated 1 month ago - UpvoteDownvoteShare Job
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Chief Operating Officer of a PE-backed white-collar professional services company: A senior operations executive and trusted advisor with a proven track record within rapidly growing, private equity-backed, buy-and-build environments.
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With over $40 billion in assets under management and growing, Integrity Wealth through its registered investment advisers, broker-dealers, retirement planning and advisory companies provides cutting edge technology, services, and multi-custodial platform solutions to financial advisors and planners, brokers, wealth managers, and registered representatives so they can more effectively manage their clients’ assets.
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Provides management and guidance through effective communication related to carrying out trust administration activities. Experience in using trust accounting and management software, preferably TrustDesk (FIS product.
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Oppenheimer & Co. (NYSE: OPY) is a diversified financial services firm, offering a wide range of investment banking, securities, investment management and wealth management capabilities from 92 offices in major financial centers in the United States and with Investment Banking and Trading Desks in London, Hong Kong and Tel Aviv.
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As a Wealth Management Associate with Lemnis Capital, a division within Equitable Advisors, you will work closely with senior wealth managers and financial advisors to provide comprehensive financial planning and investment management services to high-net-worth clients.
$45,000 - $75,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management.
$110,000 - $275,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The position can be based in either Dallas, Texas or NYC. Responsibilities include understanding, monitoring and anticipating the risks of Equity portfolios, engaging investment teams / senior management / internal committees to ensure risks are fully assessed and understood, undertaking quantitative projects to analyze portfolio risk and enhance portfolio construction, and help shaping the direction of the risk oversight process.
$130,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Program Management Professional (PgMP), Project Management Professional (PMP), Certified Grants Management Specialist (CGMS), Grants Professional Certification (GPC), Certified Scrum Master (CSM), Certified Public Accountant (CPA), or other grants management certifications are preferred, but not required.
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Employee-led diversity, equity, and inclusion initiatives. We offer all employees a remote/hybrid workplace, meaningful benefits, substantial growth opportunities, and equity. Lifestyle stipend to support your physical, emotional, and financial wellbeing.
$45,000 - $55,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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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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The Equity Mining Sales Associate is focused and specifically trained for driving incremental sales and acquiring additional inventory for their dealership by actively prospecting our current sales and service databases, as well as identifying conquest customers in our service drives.
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As a Financial Services Industry Advisor, Sr. Director, you will serve as the authoritative voice and expert collaborator for Presidio Sales teams working with prominent FSI organizations, including global banking, capital investments, mortgages and payment services companies.
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wealth management financial advisor equity inclusion jobs Company: Jobs Via Efinancialcareers in Dallas, TX
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