Senior Investment Advisor
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Company Description
Compass Asset Management Group is a bespoke wealth management firm located in Newburgh, NY and Daytona Beach, FL. We specialize in providing sophisticated and insightful wealth management solutions to discerning clients. Our knowledgeable team works with successful professionals such fields as legal, medical, technology, and engineering to navigate the complexities of executive compensation, stock options, 401(k) rollovers, retirement planning, and business succession. We offer personalized consultations and focus exclusively on helping clients achieve their personal financial goals.
Role Description
This is a full-time hybrid role for an Investment Advisor Represetative at Compass Asset Management Group. The Advisor will be responsible for providing relationship driven financial planning services, thoughtful investment management advice, and delivering exceptional customer service. Opportunities are in both our NY & FL offices.
Qualifications
- Financial Planning and Investment Management experience of 5+ years
- Strong customer relationship skills
- Proactive networking and strategic relstionship building
- Strong desire to build a thriving practice
- Excellent verbal and written communication skills
- Attention to detail and analytical thinking
- Ability to prioritize and manage multiple tasks
- Series 7 & 65 or 66 licenses
- Bachelor's degree in Business, Psychology, Finance, or Economics helpful.
- Certified Financial Planner (CFP) or Certified Financial Alayst (CFA) a benefit.
-
Senior Investment Advisor
1 week ago
Daytona Beach, United States CareerBuilder Full timeCompany Description Compass Asset Management Group is a bespoke wealth management firm located in Newburgh, NY and Daytona Beach, FL. We specialize in providing sophisticated and insightful wealth management solutions to discerning clients. Our knowledgeable team works with successful professionals such fields as legal, medical, technology, and engineering...
-
Senior Investment Advisor
4 days ago
Daytona Beach, United States Compass Asset Management LLC Full timeCompany Description Compass Asset Management Group is a bespoke wealth management firm located in Newburgh, NY and Daytona Beach, FL. We specialize in providing sophisticated and insightful wealth management solutions to discerning clients. Our knowledgeable team works with successful professionals such fields as legal, medical, technology, and engineering...
-
Senior Investment Advisor
6 days ago
Daytona Beach, United States Compass Asset Management LLC Full timeCompany Description Compass Asset Management Group is a bespoke wealth management firm located in Newburgh, NY and Daytona Beach, FL. We specialize in providing sophisticated and insightful wealth management solutions to discerning clients. Our knowledgeable team works with successful professionals such fields as legal, medical, technology, and engineering...
-
Client Advisor
1 week ago
Newport Beach, United States International Search Consultants Full timeJob DescriptionJob DescriptionClient Advisor/Fiduciary AdvisorSouth Pasadena, CA and Newport Beach, CAISCs team of Financial Services Recruiters are partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue to grow and...
-
Senior Portfolio Manager
1 week ago
West Palm Beach, United States CareerBuilder Full timeReference Number: HRJ7352 Location: West Palm Beach, Florida or San Francisco, California Judson Group has been retained by a growing wealth management organization to add a Senior Portfolio Manager & Investment Strategist to support a recent acquisition, along with the expansion of the organization and need for a liaison to support investment collaboration,...
-
Senior Wealth Manager
4 days ago
West Palm Beach, United States Leah Yosef International Full timeSenior Wealth Advisor, WPB Wealth Management Arm of Top Ranked CPA Firm Overview 1B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader in Boston. Highlights The RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide. Strong flow of leads from internal CPAs as well...
-
Senior Financial Analyst
7 days ago
West Palm Beach, United States Multi-Billion Dollar Investment Firm Full timeSenior Financial AnalystRole Responsibilities:• Prepare quarterly performance data and analyses for current funds and investments.• Develop and maintain the short-term and long-term forecasts for current and future funds and strategies.• Perform in-depth analysis of financial data, including historical financial performance, forecasts, and industry...
-
Senior Financial Analyst
Found in: Appcast Linkedin GBL C2 - 1 week ago
West Palm Beach, United States Multi-Billion Dollar Investment Firm Full timeSenior Financial AnalystRole Responsibilities:• Prepare quarterly performance data and analyses for current funds and investments.• Develop and maintain the short-term and long-term forecasts for current and future funds and strategies.• Perform in-depth analysis of financial data, including historical financial performance, forecasts, and industry...
-
Senior Wealth Manager
1 week ago
West Palm Beach, United States Leah Yosef International Full timeSenior Wealth Advisor, WPB Wealth Management Arm of Top Ranked CPA Firm Overview 1B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader in Boston. Highlights The RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide. Strong flow of leads from internal CPAs as...
-
Senior Wealth Manager
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
West Palm Beach, United States Leah Yosef International Full timeSenior Wealth Advisor, WPBWealth Management Arm of Top Ranked CPA Firm Overview1B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader in Boston.HighlightsThe RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide.Strong flow of leads from internal CPA’s as well as...
-
Senior Wealth Manager
2 weeks ago
West Palm Beach, United States Leah Yosef International Full timeSenior Wealth Advisor, WPBWealth Management Arm of Top Ranked CPA Firm Overview1B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader in Boston.HighlightsThe RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide.Strong flow of leads from internal CPA’s as well as...
-
Analyst, Investment Guideline Compliance
Found in: beBee S US - 2 weeks ago
Newport Beach, United States Jobs via EFinancialCareers Full timePIMCO is a global leader in active fixed income with deep expertise across public and private markets.We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.This is an exciting opportunity to work within the Legal & Compliance department...
-
Analyst, Investment Guideline Compliance
Found in: beBee jobs US - 2 weeks ago
Newport Beach, United States Jobs via EFinancialCareers Full timePIMCO is a global leader in active fixed income with deep expertise across public and private markets.We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.This is an exciting opportunity to work within the Legal & Compliance department...
-
Merrill Financial Solutions Advisor
Found in: beBee jobs US - 1 week ago
Palm Beach Gardens, Florida, United States Bank of America Full timeJob Description:At Bank of America, we re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We re looking for the next generation of financial...
-
Director, Investment Accounting and Operations
Found in: Jooble US O C2 - 2 weeks ago
Palm Beach Gardens, FL, United States Recooty Full timeDirector, Investment Accounting and Operations [REMOTE] 17 Mar 2023 Job Description We have an exciting opportunity to join a growing, boutique alternative investment management firm as a Director, Investment Accounting and Operations. This is an upper-middle management role that will lead the investment accounting for the firm's funds (shadow NAVs and...
-
Associate Financial Advisor
18 hours ago
North Beach, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Investment Banking Analyst
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Manhattan Beach, United States ECHELON Partners Full timeResponsibilities:As an Analyst, you will be integrally involved in all aspects of the company’s three core businesses: investment banking, consulting, and valuation. ECHELON Analysts are involved in a diversity of related tasks which include:· Sourcing and executing deals· Delivering written and oral evaluations of business...
-
Investment Banking Analyst
6 days ago
Delray Beach, United States CareerBuilder Full timeJob Description Job Description Summary Middle-Market Investment Bank & Advisory firm is looking for an Investment Banking Analyst/Associate to join their team onsite in Delray Beach, FL. The Investment Banking Analyst will assist across a variety of different transactions focusing on analytical support, research, and marketing materials. We are looking for...
-
Associate Financial Advisor
2 days ago
North Beach, United States Edward Jones Full timeJob DescriptionWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of...
-
Investment Banking Analyst
1 week ago
Delray Beach, United States Enterprise Recruiting Company Full timeJob DescriptionJob DescriptionSummaryMiddle-Market Investment Bank & Advisory firm is looking for an Investment Banking Analyst/Associate to join their team onsite in Delray Beach, FL.The Investment Banking Analyst will assist across a variety of different transactions focusing on analytical support, research, and marketing materials. We are looking for an...