- UpvoteDownvoteShare Job
- Suggest Revision
MBA, CFA, or CFP preferred. The Private Client Advisor leverages the specialists on their team including the investment advisor, wealth strategist, financial planner, trust administrator, or banking advisor to provide interdisciplinary expertise and portfolio management.
ExpandUpdated 16 days ago - UpvoteDownvoteShare Job
- Suggest Revision
MBA, JD, CFA, or CFP preferred. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate. Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.
ExpandUpdated 14 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Required Licenses and Certifications Finra Series 7 Skills and Knowledge Completion of or pursuit of CFA designation, MBA or both. Initiate the proposal process by performing analysis to determine the appropriate structure of the proposal including tax considerations, asset allocation, income needed and risk tolerance Review draft proposal with FA prior to presentation by SIC Assist in the transition of new client assets from SIC to PM team including reviewing the client accepted proposal with the PM team Attend PM strategy meetings and provide input on marketing and sales objectives.
ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Professional certifications such as Certified Treasury Professional (CTP) or Chartered Financial Analyst (CFA) are highly desirable. Assists with annual audits and corporate insurance risk management in partnership with legal counsel and ControllershipDrive process improvement and policy development initiatives that impact the functionQualifications:Bachelors degree in Accounting, Finance, or EconomicsSeven or more years of work experience, minimum of 5 years in treasury management or related field, with a track record of success in implementing forex hedging strategies and optimizing financial performance.
RemoteExpandUpdated 13 days ago - UpvoteDownvoteShare Job
- Suggest Revision
A Bachelor's Degree or equivalent experience in finance or operations, with an MBA or CFA being a plus. Previous experience in Private Equity/Venture Capital, ideally with exposure to investment management and its supporting functions (tax, legal, treasury, finance, compliance, risk, insurance) either internally or through third-party providers.
ExpandUpdated 16 days ago - UpvoteDownvoteShare Job
- Suggest Revision
You have an advanced accreditation (CIMA, CFA, CFP) preferred. You have an advanced accreditation (CIMA, CFA, CFP) preferred. You have 3+ years of investment industry experience with knowledge of advisory business, investment products, capital markets, and portfolio construction concepts.
ExpandUpdated 17 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Bachelor's degree in Finance, Business, or a related field (MBA or CFA is a plus) Minimum of 10 years of experience in the financial industry, with strong knowledge of asset management, investment banking, and wealth management.
ExpandUpdated 12 days ago
FEATURED BLOG POSTS
How to Gracefully Quit a Job You Just Started
You’ve just started learning the ropes at your new job, and you've gotten to know your colleagues. But you’re already thinking about quitting. Maybe you were deciding between to job offers and realized that you’ve made the wrong choice. Or, a change in your personal circumstances means that you have to quit.
How to Professionally Reschedule a Job Interview Without Destroying Your Chances
You’ve practiced answering common interview questions and refined your “greatest weakness.’ Nothing can stop you until BAM! The flu hits your household. Or you ran over a nail and popped a tire en route to the interview. When you need to pivot, there’s a good, better, and best way to reschedule a job interview. Here’s how to do it professionally, so you can nail the gig when the timing is right.
What is a W-9 and How to Fill One Out
When you began working for yourself, you probably didn’t account for the tax reporting work that will fall on your shoulders each year. If you’re a freelancer, independent contractor, or business owner, filing your taxes is not as simple as uploading your W-2 form into some online tax preparation software. Most self-employed people need to complete a W-9 as a step for accurately reporting their earnings to the IRS. Below, you can learn how to fill out a W-9 and when to submit it.
Tightening the HR budget in 2023
With the state of the economy still uncertain, 2023 is expected to be approached with much anticipation. Human Resource leaders have many concerns, including how they will manage to accomplish their goals with budget belts already getting snug. Let’s look at some of the factors that the new year is projected to bring for HR and how to prioritize budgets to reach human capital objectives.
A Comprehensive Guide to Becoming a Better Conversationalist
Have you ever stood awkwardly next to someone at a party because you didn’t know what to say to them? How about at a networking event or on a first date? You're not alone if you’ve ever experienced this uncomfortable silence. Many people struggle to master the art of being a great conversationalist.
Why is Non-Verbal Communication Really Important?
In a world where words and phrases rule daily communication, you may wonder why non-verbal communication is important. Whether you realize it or not, you communicate more with nonverbal actions than you do with verbal communication. When you interact with your peers, people are reading your body language, facial expressions, voice, and many other factors that help fill in blanks that words can't fill.
Making Hybrid Work More Efficient
Covid was a catalyst for change in the work environment. Keeping people safe and helathy was the initial goal for employers, but the unintended result was the considerable demand in remote work. Now, onsite work has been dramatically altered to remote work, which is now transforming into a combination of the two: hybrid work.