Investment Advisor Representative

Bent u op zoek naar een nieuwe job als Investment Advisor? Lees dan de gehele vacaturetekst en neem contact met ons op als u denkt dat het een match is! Functieomschrijving Als Investment Advisor bij Pearl Capital ben je verantwoordelijk voor het adviseren van klanten over onze unieke investeringsmogelijkheid. Je bouwt en onderhoudt relaties met...

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...

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,...

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...

Job Title: Financial Advisor (Experienced) Company: Integrated Financial Concepts This position specifically, is for experienced advisors and to leverage your mentoring skills to support our newer agents and help them succeed. With an overflow of appointments and our well-established marketing strategies, we are confident that you could significantly...

The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world’s deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a...

Key Responsibilities: - To review and triage online requests from sellers - Capture all attributes of case and DD360 case creation - Query support (use of tools, process query etc) using email account - Maintain process documentation, work instructions and SOPs. - Gathering financial details of the deal - Populating data in OneAsk for analysis and...

Summit Advisors of Long Island Inc. is a financial planning firm working together with Summit Tax Advisors and Stefans Law Group PC to integrate all aspects of clients’ financial life. We offer ‘One stop shopping’ for clients, financial, tax and legal needs. Visit us at www.SummitAdvisorsLongIsland.com to learn more about our company We seek a...

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates...

Job DescriptionJob DescriptionAre you a natural-born salesperson looking to carve out a lucrative career path? Dovetail Investment Group is on the hunt for driven individuals to join our elite sales team as Sales Representatives. Harness your persuasive skills and capitalize on our FULLY COMMISSION compensation model while benefiting from a comprehensive...

**JOB DESCRIPTION** The Wealth Management & Investment Solutions (WMIS) business offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities. WMIS covers all aspects of the Wealth Management coverage including the Private Bank, J.P. Morgan...

Description: When you join Devoucoux… Devoucoux is wholeheartedly dedicated to the partnership between horse and rider and has been working to promote it since 1985. Our saddles and accessories require the expertise of six different trades (master crafts) within the saddlery profession, all of which are central to our workshops in the Pays Basque....

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...

General information Name Consulting - Capital Advisors - Managing Director Posting Title Capital Advisors - Managing Director Ref # 2231919 Date Published Thursday, February 29, 2024 City New York State New York Country United States Job Category Capital Advisors Department BKD Capital Advisors Office ...

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...

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...

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...