Investment Strategy Advisor

Position Overview:We are seeking an experienced Investment Strategy Manager to enhance our team. In this role, you will be tasked with the development and oversight of tailored investment strategies for affluent clients and institutional investors. Your primary objective will be to collaborate with Private Banking professionals and Trust Advisors during...

Position Overview:We are seeking an experienced Investment Strategy Manager to become a vital part of our organization. In this role, you will be tasked with the development and oversight of tailored investment strategies for affluent clients and institutional partners. Your key responsibilities will include collaborating with Private Bankers and Trust...

Position Type: RegularYour OpportunityAt CFA Institute, you are encouraged to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, allowing us to 'challenge the status quo' and reshape the finance industry collaboratively.As a Senior Investment Strategy Manager within CFA Institute's Wealth Advisory division,...

The Lead Investment and Credit Analyst role is a vital component of the DLP Capital Credit, Risk, and Investment team, responsible for identifying and assessing multi-family investment opportunities in acquisitions, dispositions, and financing through comprehensive analysis of rent rolls, profit and loss statements, discounted cash flow models, market...

Position Overview:The Wealth Private Advisor plays a crucial role in enhancing client connections related to banking, credit, and insurance for clients within the Wealth segment. This position is designed to serve as the primary liaison for the Private Client Group Financial Advisors (FAs) within designated regions. The Wealth Private Advisor will...

The Capital Investment Relations Specialist will spearhead initiatives to attract new capital contributions from potential and current investors, cultivate relationships with Centers of Influence (COIs) and Registered Investment Advisors (RIAs)/Family Offices, manage and support existing investors while securing additional capital, referrals, and event...

POSITION SUMMARYThe Vice President of Financial Strategy is responsible for delivering comprehensive financial guidance to all stakeholders within the organization. This role ensures the financial sustainability of Health First, Inc. and its subsidiaries. Key responsibilities encompass finance, investment strategies, cash flow management, budgeting, debt...

The Senior Analyst for Credit and Investment plays a crucial role within the DLP Capital Credit, Risk, and Investment division, focusing on identifying and assessing multi-family investment opportunities through comprehensive analysis of revenue reports, profit and loss statements, discounted cash flow models, and various market data. This position is...

QualificationsMinimum of 5 years of experience in the multifamily sector, with a focus on Revenue Management for at least 3 yearsBachelor's degree in finance, economics, or statistics, or equivalent professional experienceExperience equivalency defined as one year of professional work for each year of college education requiredStrong analytical abilities,...

About the RoleWe are seeking a highly motivated and experienced Financial Services Representative to join our team at New York Life. As a Financial Representative, you will be responsible for providing exceptional customer service to existing clients, tracking and monitoring communications in the client file, and implementing financial recommendations such...

Senior Vice President, Business Continuity and Resilience StrategyAbout UsFor over 235 years, Bank of New York Mellon (BNY M) has been a cornerstone of the global financial landscape, equipping the world's foremost institutions with the tools, capabilities, and services necessary to excel as investors. With approximately $16.5 billion in revenues and a 23%...

RN Care Advisor - Chapters Health SystemBecome a vital member of the Chapters Health System team as a Care Advisor RN. This position entails conducting after-hours visits to patients, their families, and community partners, ensuring high-quality care and support.Essential Qualifications: Valid RN license in the state of practice At least one year of nursing...

Job OverviewOur goal is to deliver financial stability and reassurance through our comprehensive insurance, annuity, and investment offerings. We prioritize integrity and compassion in all our dealings with clients, partners, and colleagues. With a foundation of confidence and humility, we act as responsible stewards for the long term, ensuring we are there...

WEALTH STRATEGISTWe are seeking a skilled Wealth Strategist to enhance our financial advisory services. In this pivotal role, you will be tasked with crafting detailed wealth management strategies and offering customized guidance to affluent clients. Your deep understanding of financial matters will be essential in assisting clients to realize their...

POSITION SUMMARYThe Acquisitions Analyst plays a crucial role in supporting the acquisitions division by conducting financial assessments, performing market and industry analysis, and aiding in the overall acquisition strategy. Key responsibilities include:KEY RESPONSIBILITIESMaintain and update a comprehensive database of industries, companies, and private...

Are you a seasoned financial consultant seeking a rewarding opportunity away from the constant hustle of client acquisition through traditional marketing methods? Would you thrive in a dynamic and reputable Registered Investment Advisor (RIA) firm that offers significant earning potential?Oxford Advisory Group (OAG) is a comprehensive financial services firm...

OVERVIEW OF THE POSITIONThe primary focus of this role is to assist the acquisitions division in conducting financial assessments, performing market and sector analysis, preparing documentation, fostering connections, and contributing to the overall acquisition strategy. Key responsibilities include:KEY RESPONSIBILITIESMaintain and update a comprehensive...

OVERVIEW OF THE POSITIONThe primary role involves assisting the acquisitions division in conducting financial assessments, performing market and sector analysis, preparing relevant documentation, fostering relationships, and contributing to the overall acquisition strategy. Key responsibilities include:KEY RESPONSIBILITIESMaintain and update a comprehensive...

Your opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory...

About the RoleWe are seeking a highly motivated and customer-focused Insurance Advisor to join our team at American Senior Benefits. As a key member of our team, you will be responsible for implementing our tested marketing strategies, evaluating current coverage, and delivering risk management solutions to our clients.Key ResponsibilitiesImplement our...