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Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Within the BTS practice we serve renewable energy clients that develop, build, own, and operate renewable energy projects, such as wind, solar, battery storage, geothermal, biomass, and fuel cell projects.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Knowledge of financial planning, investment management, and trust administration services is strongly preferred; 2+ years as a Financial Advisor, Trust Officer, Internal or External Wholesaler, or similar business development role in financial services is preferred but not required.
$50,000 - $65,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The Advisor Consultant/External Wholesaler is responsible for representing New York Life/Mainstay Investment solutions (mutual funds, ETFs, and alternatives) to financial advisors and select New York Life Agents in the Northern Pacific/upper mid-west region.
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Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents. Extensive experience with bringing in new investor business, high-volume phone activity, and in-person meetings, working as an investment advisor or external wholesaler with a strong track record of success in sales and bringing in new investment assets.
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CFA), Accredited Asset Management Specialist AAMS® , Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® - Chartered Retirement Planning Counselor, or ChFC® - Chartered Financial Consultant.
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Creates and executes a gatekeeper-centric distribution strategy focused on growing AUM across intermediary channels, most notably the registered investment advisor channel. Drives asset sales into Homestead's suite of investment products by identifying and targeting centers of influence, due diligence teams, product professionals and senior leadership at RIA's and large financial institutions.
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Providing strategic and technical leadership as a trusted advisor to SSC/SZG growing and strengthening sponsor engagement and enhancing MITRE's role proactively shaping programs to achieve operational mission objectives.
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In fiscal year 2023, IFC committed a record US$43.7 billion to private companies and financial institutions in developing countries, leveraging the power of the private sector to end extreme poverty and boost shared prosperity as economies grapple with the impacts of global compounding crises.
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Overall Assignment Description: Serves as a technical and functional advisor to the Government Program Management Office (GPMO) within NGA/TEI (Open IT Solutions\Enterprise Management Services) and Government staff members for all planning, programming, budgeting and execution (PPB&E) activities of NGA financial resources consistent with DoD and IC policies and directives.
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Serve as the liaison with the GCC Career Advisor for SSP to link SSP students’ career interests with potential employment opportunities and forward career announcements to SSP communications lead, including information on new positions of interest, and information found by SSP faculty and staff.
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As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base.
$151,722.55 - $252,870.91 a yearFull-timeExpandUpdated Yesterday - UpvoteDownvoteShare Job
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Overview: Senior Data Privacy, Security, and AI Data Governance Advisor will guide the implementation of a comprehensive, strategic initiative at an enterprise financial services firm. DS Technologies Inc is looking for Senior Data Privacy, Security, and AI Data Governance Advisor role for one of our premier clients.
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In addition, as needs arise, the Compliance Advisor Manager will assist in the advisory of the Finance corporate function, which is responsible for executing overall financial management of Capital One and includes Corporate Treasury.
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Experience in financial reporting valuation and appraisal review, required. Acts as Career Advisor to VCMA Staff, as appropriate. Bachelor’s degree, required; focus in Finance, Financial Engineering, Actuarial Science, Risk Management, Mathematics, Computer Science, Statistics, Economics, preferred.
$210,000 - $250,000 a yearFull-timeExpandUpdated Yesterday - UpvoteDownvoteShare Job
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Serves as the Associate Deputy Chief Financial Officer for Financial Systems Integrity, the technical and policy advisor to the Chief Financial Officer. Extensive experience serving as a policy advisor on financial matters to senior officials at a cabinet-level agency or equivalent, to include providing leadership, advice and counsel to executive staff and program managers.
$147,649 - $221,900 a yearFull-timeExpandUpdated Yesterday
advisor financial jobs in Annandale, VA
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