Investment Fund Development Assistant

Career OpportunityWe are looking for a highly motivated and detail-oriented individual to join our Mutual Fund Product Development team. As an Investment Fund Development Assistant, you will play a critical role in supporting the development and implementation of our mutual fund products.CompensationThe estimated annual salary for this position is $50,000 -...

About the CompanyMarquee Asset Management, LLC is a fast-growing multifamily developer, owner, and operator. Our company focuses primarily on the development of new multifamily communities, value-add and opportunistic apartment transactions, investing alongside private equity and institutional partners.Main Responsibilities:Development and Acquisitions...

We're looking for an Investment Support Advisor to join our team at Vanguard. As an Investment Support Advisor, you'll work closely with our Financial Advisors to identify client needs and collaborate with them and other business groups to best meet clients' service needs.You'll develop and maintain current knowledge of Vanguard's funds, services, and...

About the Role:We are seeking a highly motivated Investment Relationship Manager to join our team. In this role, you will be responsible for building and maintaining relationships with financial advisors and their clients.The ideal candidate will have a strong understanding of investment products, portfolio management, and client needs analysis. You will...

Job OverviewVanguard offers a unique opportunity for individuals to launch their career in advice, working closely with financial advisors to execute on account changes and trading needed to maintain advised client portfolios. The role is designed for those interested in financial planning, investment advice, and wealth management.ResponsibilitiesKey...

ResponsibilitiesDeveloping Financial Planning Solutions: Provide high-quality research and financial analysis related to client solutions, demonstrating a deep understanding of investments, taxation, and estate planning.Client Communication: Engage in active communication with clients in meetings, presentations, and ongoing client-relationship management,...

Fund Development Role: As a Grants Prospect Research Analyst, your primary responsibility will be to identify and analyze funding opportunities for our clients. This involves conducting research on government, corporate, and foundation grants, as well as developing grant opportunity summaries for distribution to our team members.You will also support team...

Job Description:As a Grants Prospect Research Analyst at Kim Joyce & Associates, LLC, you will play a vital role in identifying and analyzing funding opportunities for our clients. Your expertise will be instrumental in helping them secure the resources they need to achieve their goals.In this position, you will be responsible for conducting research on...

Job Responsibilities and RequirementsAs a Financial Advisor at Underhill Financial, LLC, your primary responsibility will be to develop and implement comprehensive financial planning solutions for clients utilizing eMoney software. You will provide ongoing monitoring and updating of clients' financial plans and investment strategies through regular in-person...

About the RoleWe are seeking a highly skilled Grant Funding Specialist to join our team at Kim Joyce & Associates, LLC. As a key member of our grants team, you will be responsible for identifying and securing funding opportunities for our clients.The ideal candidate will have a proven track record of success in grant prospect research, with a strong...

ResponsibilitiesDevelop and implement financial planning solutions for clients utilizing eMoney software.Provide ongoing monitoring and updating of clients' financial plans and investment strategies through in-person or video meetings at least annually.Maintain working knowledge of the company's turnkey investment management strategies and in-house designed...

Career Opportunities in Investment Advisory ServicesWe are a dynamic and innovative firm that provides investment advisory services to successful families, business professionals, and small business owners. We are seeking a skilled Investment Advisor Professional to join our team. As an Investment Advisor Professional, you will work closely with clients to...

Underhill Financial, LLC seeks an experienced Investment Advisor to join our team and contribute to the success of our clients. This role presents a unique opportunity to leverage your expertise in financial planning and investment management to drive growth and stability for high net worth individuals and businesses.About the RoleDevelop strategic financial...

About the PositionWe are seeking an experienced Development and Acquisitions Analyst to join our team at Marquee Asset Management, LLC. The successful candidate will have a strong background in commercial real estate and excellent analytical skills.Main Responsibilities:Financial Analysis and Planning:Develop financial models and conduct analyses for...

About UsKim Joyce & Associates, LLC is proud to be an Age Friendly Employer, valuing everyone's input and encouraging people from all age groups to apply.Compensation and BenefitsWe offer a salary range of $50,000 - $67,000, DOE, and provide a comprehensive benefits package, including paid time off, sick leave, and group health insurance.Job SummaryThe Grant...

Are you a driven and ambitious individual looking to take your career to the next level? We are seeking an Oil and Gas Investment Specialist to join our team at Phoenix Capital Group Holdings LLC.About the RoleThe Oil and Gas Investment Specialist will be responsible for managing a diverse portfolio of oil and gas assets and allocating capital towards the...

Job DescriptionAs a Financial Advisor at CyberCoders, you will be responsible for assessing clients' financial situations and providing personalized financial advice. You will develop and implement financial plans that align with clients' goals, educate clients on investment options and retirement plans, and maintain strong client relationships through...

Join Our Team of Financial PlannersWe are a dynamic team of Financial Advisors dedicated to helping clients achieve their long-term financial goals. As a Financial Planner with Prudential Financial, you will have the opportunity to work with clients to understand their financial needs and goals, and create customized financial plans to help them achieve...

Company Overview: Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. We provide clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and...

About M.S. Howells & Co.:M.S. Howells & Co. is a leading financial institution dedicated to delivering exceptional services to its clients.We are seeking a highly motivated and detail-oriented Junior Sales Trader to join our dynamic team, responsible for covering hedge fund and investment advisor clients across equities, options, and fixed income...