Senior Investment Advisor

Job 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...

Location: Headquarters - West Palm Beach, Florida (position can be performed remotely) Company: Sharp Capital Advisors (“SHARP”) is a boutique investment bank focused exclusively on the cannabis industry. We provide comprehensive financial services to cannabis businesses, including mergers and acquisitions, capital raising, and strategic advisory...

Job DescriptionJob DescriptionLocation: Headquarters - West Palm Beach, Florida (south Florida applicants - position can be performed remotely with occasional onsite meetings)Company: Sharp Capital Advisors (“SHARP”) is a boutique investment bank focused exclusively on the cannabis industry. We provide comprehensive financial services to cannabis...

Job DescriptionJob DescriptionLocation: Headquarters - West Palm Beach, Florida (south Florida applicants - position can be performed remotely with occasional onsite meetings)Company: Sharp Capital Advisors (“SHARP”) is a boutique investment bank focused exclusively on the cannabis industry. We provide comprehensive financial services to cannabis...

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the...

Overview:Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business.    Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.  Serves as mentor...

Senior 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 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 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 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 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...

Join our expanding RIA. We are seeking a Series 65 licensed advisor who will be working with a team to service an existing book of business. No prospecting necessary. The position can be remote, in person, or a combination of both. Competitive salary to be determined based upon experience. Pay: $40,000.00 - $50,000.00 per year Compensation package: -...

Would 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...

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

Job 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...

PIMCO 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...

The Museum of Arts & Sciences is seeking a Chief Financial Officer with a proven track record in enhancing financial performance, streamlining budget operations and reporting, fostering organizational growth, and utilizing modern solutions to create efficiencies and effectiveness. The ideal candidate will embrace financial technology and understand how to...

Would 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...

Job 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...

Would 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...