Current jobs related to Financial Advisor to American Travel Solutions, LLC - Chicago - Oppenheimer & Co.

  • Financial Advisor

    2 months ago


    Chicago, United States Pure Financial Advisors, LLC Full time

    Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in...

  • Financial Advisor

    3 months ago


    Chicago, United States Wintrust Financial Full time

    Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...

  • Financial Advisor

    2 months ago


    Chicago, United States Wintrust Financial Full time

    Job DescriptionWintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust...

  • Financial Advisor

    3 weeks ago


    Chicago, United States STRIDE Financial Full time

    Job Title: Licensed Financial Advisor Location: Lincoln Park - Chicago, IL Company: STRIDE Investments About Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...

  • Financial Advisor

    2 months ago


    Chicago, United States STRIDE Financial Full time

    Job Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...

  • Financial Advisor

    2 months ago


    Chicago, United States STRIDE Financial Full time

    Job Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...


  • Chicago, United States TERRANA GROUP LLC Full time

    Company DescriptionTERRANA GROUP LLC is a nationally recognized Financial Advisor recruiting firm and business development consulting company based in Chicago, IL. Since 1992, TERRANA GROUP has been involved in over 3000 professional placements for Financial Advisors, with client assets transferring to the hiring firm nearly exceeding $100 billion dollars....


  • Chicago, United States TERRANA GROUP LLC Full time

    Company DescriptionTERRANA GROUP LLC is a nationally recognized Financial Advisor recruiting firm and business development consulting company based in Chicago, IL. Since 1992, TERRANA GROUP has been involved in over 3000 professional placements for Financial Advisors, with client assets transferring to the hiring firm nearly exceeding $100 billion dollars....

  • Financial Advisor

    1 month ago


    Chicago, United States The Ladders Full time

    As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has more avenues to provide to their...

  • Financial Advisor

    2 months ago


    Chicago, United States RK Partners Full time

    Job DescriptionJob DescriptionAs a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has...


  • Chicago, Illinois, United States Achilles Financial, LLC Full time

    Job SummaryAchilles Financial, LLC is seeking a highly motivated and results-driven Financial Sales Executive to join our team. As a Financial Sales Executive, you will be responsible for selling insurance products to clients and helping them secure a financially sound future.Key ResponsibilitiesServe customers by selling insurance products and meeting...


  • Chicago, United States Voya Financial Advisors Inc Full time

    Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Chicago area to work plan sponsor relationships. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and...


  • Chicago, United States AFC Financial Advisory Corporation Full time $40,000 - $60,000

    Job DescriptionJob DescriptionAre you interested in working in the financial services and wealth management industry?Would you like to become a financial advisor?Our firm is offering a truly unique opportunity for just the right candidate. We will hire someone who may be interested in becoming a financial advisor but does not know how to get started. You...


  • Chicago, Illinois, United States Achilles Financial, LLC Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Sales Executive to join our team at Achilles Financial, LLC. As a Financial Sales Executive, you will be responsible for selling insurance products to clients and helping them secure a financially sound future.Key ResponsibilitiesServe customers by selling insurance products and...

  • Financial Advisor

    3 weeks ago


    Chicago, United States New York Life - Todd Couture Full time

    Job DescriptionJob DescriptionWe are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication...


  • Chicago, Illinois, United States Wilshire Advisors LLC Full time

    Position OverviewCompany OverviewWilshire Advisors LLC is committed to enhancing investor outcomes through tailored portfolio solutions, leveraging over 50 years of expertise in the financial sector. With a focus on innovative technologies and research-driven strategies, we manage over $1 trillion in assets for a diverse range of institutional clients across...


  • Chicago, Illinois, United States Wilshire Advisors LLC Full time

    Position OverviewCompany Overview:At Wilshire Advisors LLC, we are committed to enhancing the financial outcomes of our clients. With over five decades of experience, we specialize in delivering tailored portfolio solutions that are informed by extensive research and cutting-edge technology.Wilshire manages assets exceeding $1 trillion for some of the most...


  • Chicago, United States Moneta Corporation Full time

    Company Description Are you a financial advisor looking to redefine what it means to be an independent entrepreneur? Moneta, one of the nation's largest independent Registered Investment Advisors (RIAs), is inviting you to join our dynamic community. Here, you can amplify your client service without sacrificing ownership or control. At Moneta, we've crafted...


  • Chicago, Illinois, United States Calamos Asset Management Full time

    Position Overview:The Financial Investment Advisor Level I plays a crucial role in enhancing the telephonic outreach within designated regions, complementing the sales initiatives led by the territory's Vice President of Investment Consulting. This role is pivotal in formulating strategies aimed at broadening Calamos' market presence within the assigned...


  • Chicago, United States Bank of America Full time

    Merrill Team Financial Advisor Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals...

Financial Advisor to American Travel Solutions, LLC

3 months ago


Chicago, United States Oppenheimer & Co. Full time

Financial Advisor to American Travel Solutions, LLC Investment Banking

Financial Advisor to American Travel Solutions, LLC

Oppenheimer & Co. Inc. June 20, 2024 Printable Version Share

Oppenheimer & Co. Inc acted as Financial Advisor to American Travel Solutions, LLC on its Acquisition by TravelPerk, Inc.

American Travel Solutions, LLC (“AmTrav”) is an award-winning, modern business management platform designed to make business travel personal and productive. Companies of all sizes use AmTrav to book trips, find savings, set travel policies, manage payments and expenses, and keep their travelers safe. Travelers and companies love AmTrav's powerful platform that provides a seamless travel management experience supported by our experts who are always ready to help 24x7. More than 1000 businesses trust AmTrav to go places, meet people, and go further. TravelPerk is a hyper-growth SaaS business travel platform and a pioneer in the future of business travel. Its all-in-one platform gives travelers the freedom they want whilst providing companies with the control they need. The result saves time, money, and hassle for everyone. TravelPerk has industry-leading travel inventory alongside powerful management features, 24/7 customer support, state-of-the-art technology, and consumer-grade design, all of which enable companies and organizations worldwide. TravelPerk is reinventing business travel with an end-to-end solution that works. Both platforms will capitalize on proprietary tech, AI capabilities, and expanded resources to further expand in the US - a market valued at $329 billion in business travel spend in 2023, according to the GBTA. The acquisition will see TravelPerk double its revenue in the US, following 65% year-over-year growth in the market in 2023. TravelPerk’s US-based headcount and footprint expands to now include offices in Boston, Chicago, Los Angeles and Miami. AmTrav will operate under the same brand, and the entire team will continue with the business going forward. Name:

Rupert Sadler

Title:

Managing Director, Head of Software Investment Banking Address

85 Broad Street 23rd Floor New York, NY 10004

Click to open address in a new window on Google Maps Contact rupert.sadler@opco.com This notice is provided for informational purposes only, and is not intended as a recommendation or an offer or solicitation for the purchase or sale of any security or financial instrument. Nothing contained herein shall constitute an offer or solicitation to buy or sell any securities discussed herein in any jurisdiction where such offer or solicitation would be prohibited.

This notice may contain statistical data cited from third-party sources believed to be reliable, but Oppenheimer & Co. Inc. does not represent that any such third-party statistical information is accurate or complete, and it should not be relied upon as such. All market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice.

2024 Oppenheimer & Co. Inc. Transacts Business on all Principal Exchanges and Member SIPC 6713684.1

#J-18808-Ljbffr