Senior Investment Advisor Associate

Job SummaryVirtus Investment Partners is seeking a highly motivated and organized individual to join our team as a Senior Investment Advisor Associate. This role will provide a professional and exceptional level of client service to affluent investors.Key ResponsibilitiesAct as primary service-related and administrative contact for high-net-worth investors...

Job OverviewThornburg Investment Management is a renowned global investment firm dedicated to delivering strategic solutions for institutions, financial professionals, and investors across the globe. Established in 1982, the firm is recognized for its active management approach in fixed income, equities, and multi-asset strategies.As an independent entity,...

Job OverviewThornburg Investment Management is a renowned global investment firm dedicated to delivering strategic solutions for institutions, financial professionals, and investors around the globe. Established in 1982, our privately held firm excels in managing high-conviction portfolios across fixed income, equities, and multi-asset strategies.As an...

Job SummaryVirtus Investment Partners is seeking a highly motivated and organized individual to join our team as a Senior Investment Advisor Associate. This role will provide a professional and exceptional level of client service to affluent investors.Key ResponsibilitiesClient Service: Act as primary service-related and administrative contact for...

Position Overview:The Ladders is in search of a highly accomplished Senior Vice President, Client Advisor to join our esteemed Retirement Team. This pivotal role will focus on the acquisition of new assets from institutional investors, leveraging your extensive industry expertise and network to foster business growth and enhance client relationships.Key...

About the RoleWe are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team at Charles Schwab. As a Senior Wealth Advisor, you will be responsible for providing exceptional client service and delivering personalized investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive investment...

Compensation: $80,000-90,000 base salary with a 20% annual bonus.Claire Myers Consulting is a distinguished Wealth Management Advisory firm dedicated to crafting tailored financial strategies and guiding clients through their financial journeys while embracing enriching experiences.We are currently in search of a Senior Financial Associate to enhance our...

Compensation: $80,000-90,000 base salary with a 20% annual bonus.Claire Myers Consulting is a specialized Wealth Management Advisory firm dedicated to crafting tailored financial strategies and assisting clients in navigating their financial journeys while enjoying meaningful experiences.We are currently looking for a Senior Financial Associate to become a...

About the RoleWe are seeking a highly skilled Senior Investment Associate to join our team at GroupM. As a key member of our investment team, you will be responsible for implementing media negotiations and buying/activation for assigned accounts.Key ResponsibilitiesMedia Planning and Buying: Integrate with the Strategic Planning team to gain insights on...

Job DescriptionOverview: We are seeking a detail-oriented and analytical professional to become part of our investment banking division as an Associate. This position is perfect for individuals with a keen interest in finance and a commitment to mastering investment banking, especially in sectors such as mergers and acquisitions (M&A), capital raising, and...

Job OverviewHigh Country: Private Equity Search is seeking a highly skilled Senior Investment Associate to join our team. As a key member of our investment team, you will play a vital role in supporting our firm across the full investment lifecycle.Key ResponsibilitiesInvestment Analysis and Due DiligenceConduct in-depth due diligence on potential...

Senior Associate, Transaction Advisory ServicesWorking with top private equity firms, M&A advisors, and corporationsExperience with multiple facets of M&A and investment banking projects that require engagement and communication at all levels of the organizationPalm Tree's roots are in Financial Due Diligence, executing its first buy-side private equity QoE...

About the RoleThe Investment Associate is a seasoned professional role at Citigroup Inc. that requires in-depth disciplinary knowledge and expertise in financial markets and investment solutions. As a key member of the Private Client Product Services team, you will contribute to the development of new techniques and the improvement of processes and work-flow...

About Us: Oppenheimer & Co. Inc. is a prominent middle-market investment banking firm and a comprehensive broker-dealer. Established in 1881, our company engages in a wide array of activities within the financial services sector, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance),...

About the RoleCitigroup Inc. is seeking a highly skilled and experienced Wealth Management Professional to join our team. As a Senior Wealth Advisor, you will play a critical role in providing comprehensive financial and investment advice to our affluent and high-net worth clients.Key ResponsibilitiesBuild and maintain strong relationships with new and...

About Intrepid Investment BankersIntrepid Investment Bankers is a leading specialty investment bank that provides M&A, capital raising, and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors, and major corporations. Our team of experienced professionals has deep industry sector expertise and over three decades of...

About the RoleWe are seeking a highly skilled and experienced Senior Wealth Management Advisor to join our Schwab Wealth Advisory team. As a Senior Wealth Advisor, you will be responsible for providing exceptional client service and delivering personalized investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive investment...

Job Summary:Citigroup Inc. is seeking a highly skilled and experienced Wealth Management Professional to join our team. As a Senior Wealth Advisor, you will play a critical role in providing comprehensive financial and investment advice to our affluent and high-net worth clients.Key Responsibilities:Build and maintain strong relationships with clients to...

About Allspring Global InvestmentsAllspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. Our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes.Job SummaryWe are seeking a highly skilled...

Join Our Team as a Financial Advisor at EFC Wealth Management FirmAbout Us:EFC Wealth Management Firm, LLC is a prominent Registered Investment Advisor committed to the principles of integrity, dedication, and the continuous enhancement of our clients' financial well-being.Our Senior Advisor, who brings 27 years of extensive industry expertise, is seeking...