Investment Advisor

Job DescriptionJob DescriptionInvestment Banking Sales AssociateA rapidly growing investment banking firm focused on the micro to small-cap (public & private) markets is seeking to add an experienced Investment Sales Associates for the investment banking division. The candidate needs to have been a financial sales professionals and proven producers with the...

Summary The Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients. Essential Duties and Responsibilities Develop new relationships and sales opportunities Promote and cultivate firm reputation among referral sources and the community Consult with clients on...

New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets,...

The Team:The Secfi Wealth team is instrumental to Secfi’s core mission. We provide financial planning and investment management designed for startup professionals and those with equity compensation. The Role:You'll work closely with a tight knit team of advisors and the head of portfolio management. You'll be expected to proactively handle operations tasks...

The Team:The Secfi Wealth team is instrumental to Secfi’s core mission. We provide financial planning and investment management designed for startup professionals and those with equity compensation. The Role:You'll work closely with a tight knit team of advisors and the head of portfolio management. You'll be expected to proactively handle operations tasks...

This role reports to the Senior Managing Director leading Investments. Investment Associates are responsible for overseeing the full lifecycle of 2-3 investments at any given time with a focus on acquisition, financing and development. The Investments team works closely and collaboratively across the platform with the Hotels team and Brands team. This role...

Job DescriptionJob DescriptionJob Description: As an Investment Banker, you will play a pivotal role in financial transactions, assisting corporations, governments, and other entities in raising capital, providing strategic advice, and executing mergers and acquisitions. Your responsibilities will include conducting financial analysis, creating pitch...

Global trade and investment company, US HQ in NYC, seeks business professional with experience in investment banking, private equity and / or operational experience in healthcare services and other industries. The professional will be an integral part of small teams and play an instrumental role in healthcare and other industry business development...

Global trade and investment company, US HQ in NYC, seeks business professional with experience in investment banking, private equity and / or operational experience in healthcare services and other industries. The professional will be an integral part of small teams and play an instrumental role in healthcare and other industry business development...

Responsibilities: - Build and maintain relationships with high-net-worth clients, serving as their trusted advisor and primary point of contact for all financial matters. - Conduct in-depth financial analysis and develop personalized financial plans tailored to each client's unique goals, risk tolerance, and time horizon. - Provide guidance and...

Job DescriptionJob Description Financial Advisor Position OpportunityWe are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States.website www.allianceg.comAs we continue to grow, we are seeking established Financial...

Investment Advisory AssociateNY Metro Area ISC's team of Financial Services Recruiters is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to their clients - Ultra-High Net Worth individuals, families, trusts, foundations, and...

Investment Banking Analyst (Immediate Hire)We're looking for diligent, coachable, and determined financial services professionals who have already started their careers at major investment banks, accounting firms, or related consultancies.CSG offers a hands-on training program, direct client involvement, and a competitive compensation package. You'll...

Job DescriptionJob DescriptionResponsibilities:- Provide support to Financial Advisors and their support staff regarding Alternative Investment transactions, including subscriptions, transfers, redemptions, and document revisions/amendments- Partnering with the RegD and Product Management teams, regarding qualification and after sales/performance inquiries-...

Job DescriptionJob DescriptionInvestment Advisory AssociateNY Metro AreaISCs team of Financial Services Recruiters is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to their clients Ultra-High Net Worth individuals, families,...

Job DescriptionJob DescriptionInvestment Advisory AssociateNY Metro AreaISCs team of Financial Services Recruiters is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to their clients Ultra-High Net Worth individuals, families,...

Job DescriptionJob DescriptionSupporting portfolio optimization and analytics within the investments team. Responsibilities:Develop quantitative fixed income and multisector tools and frameworks and directly contribute to asset allocation decisions. Present effective investment and correlated portfolio risks within an enterprise-wide risk and capital...

Job DescriptionJob DescriptionA successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors, has a minimum of 3 years of experience and who has demonstrated success with client roles....

Citizens Securities, Inc. is honored to be a high-quality provider in the investment industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance Financial Advisor, Advisor, Private, Financial Planning, Financial, Investment, Banking

Job DescriptionJob DescriptionAre you a Wiser Financial Advisor? We have relationships with BD’s, RIA’s & IndependentsLet's discuss what’s important for you. We have relationships globally Financial Advisor Profile:Our client is in the top 10 of U.S. Banks that is actively growing their national broker dealer network.Currently they have coverage in...