Senior Investment Advisor

About the RoleSands Investment Group, a leading commercial real estate brokerage firm, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic team in Philadelphia.Key Responsibilities:Drive sales growth and revenue through strategic partnerships and client relationshipsDevelop and execute sales strategies to meet or exceed sales...

Sands Investment Group (SIG) is a leading commercial real estate brokerage firm seeking a highly skilled Senior Broker to join its Investment Sales Team in Philadelphia. As a key member of the team, you will be responsible for driving sales growth and expanding the company's market share in the region.Key Responsibilities:Generate a high volume of leads...

Job Summary:We are seeking a skilled Financial Solutions Advisor to join our team at Bank of America. As a key member of our Consumer Investments group, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Key Responsibilities:Triage client leads and make referrals to...

About the RoleThe Senior Investment Professional will join a private investment firm in Philadelphia, PA, focusing on lower middle-market acquisitions with up to $100M in revenue. Key responsibilities include:Financial analysis: Create financial models to analyze cash flows, investment returns, and enterprise values for new investment opportunities and...

About the RoleAs a Senior Investment Specialist at Macquarie Credit, you will play a key role in driving the growth of our successful business through client interactions and strategic business initiatives. You will be responsible for partnering with our global distribution teams to create and implement product and distribution strategies, driving product...

Job SummaryWe are seeking a highly skilled Investment Solutions Specialist to join our team at PNC. As a key member of our Investment Management Group, you will be responsible for leading project initiatives related to the integrated advisor workstation and the investment advisor function.Key Responsibilities:Define future development and strategic direction...

Job SummaryWe are seeking an experienced Investment Management Solutions Specialist to join our team at PNC. This role will be based in Indianapolis, IN, with opportunities to work in other PNC locations within the PNC Asset Management Group footprint.Key ResponsibilitiesCoordinate ongoing investment due diligence processes for our FIS Investment...

Job Title: Investment Relationship ManagerClark Capital is seeking a highly motivated and organized individual to support the external sales team in acquiring, developing, and maintaining relationships with successful financial advisors. The ideal candidate will be a self-starter who is comfortable managing complex and evolving situations.Key...

Long Short Advisors is seeking a highly skilled Investment Consultant / External Wholesaler to cultivate relationships nationwide with mutual fund allocators in the RIA, bank, wire house and family office channels.Key ResponsibilitiesTravel extensively nationwide, leading in-person meetings and facilitating PM presentations with managing directors, CIOs and...

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.As a Financial...

Senior Tax Counsel Opportunity at Larson MaddoxWe are partnering with a Global Investment Manager to add a Senior Tax Counsel to their legal department. This role involves performing tax reviews and negotiations for fund investments.Key Responsibilities:Review and negotiate tax provisions in fund agreements and side letters to ensure favorable terms.Assess...

Job Summary: JobGet Staffing is seeking a motivated and detail-oriented Investment and Retirement Sales Assistant to support our Financial Advisors in providing exceptional member service. Key Responsibilities:Schedule and prepare for client meetings, ensuring timely and accurate communication with both clients and Financial Advisors.Assist in the...

Job Type: Part-timeHourly Rate: $14.00/hrAt Senior Helpers, we're dedicated to improving the lives of our clients and investing in the well-being of our employees. If you're passionate about providing exceptional care and support, we encourage you to explore this opportunity.As a Senior Helpers caregiver, you'll have the chance to make a direct impact on the...

About the RoleNexWealth is seeking a seasoned Investment Due Diligence Manager to join our team in Philadelphia. As a key member of our research team, you will be responsible for conducting comprehensive investment manager due diligence, monitoring industry news, and working closely with high-net-worth clients and their outside advisors.Key...

About Our ClientOur client is a leading Private Equity firm based in the Philadelphia Metro Area, focused on investing in high-growth companies across diverse sectors. They are known for their commitment to creating value through strategic financial leadership and operational enhancements. As part of their continued growth, they are seeking a Vice President...

Job Type: Part-timeHourly Rate: $14.00/hrAt Senior Helpers, we're dedicated to improving the lives of our clients and investing in the well-being of our employees. Our welcoming work environment is the perfect place for those who want to make a difference in the lives of others. By providing care to our clients, our caregivers play a vital role in helping...

NexWealth is a multi-family office seeking a seasoned Investment Due Diligence Manager to work out of our Philadelphia office. The ideal candidate will have a CFA designation and a minimum of 5-7 years of experience conducting investment manager due diligence.Key Responsibilities:Lead a team of research analysts in conducting comprehensive investment manager...

Job Title: Financial Solutions AdvisorJob Summary:We are seeking a highly skilled Financial Solutions Advisor to join our team at Bank of America. As a Financial Solutions Advisor, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Key Responsibilities:Triage client leads...

We are seeking a Senior Tax Counsel to join our team at Larson Maddox, a Global Investment Manager. The ideal candidate will have extensive private equity experience and a strong background in tax law.Key Responsibilities:Review and negotiate tax provisions within fund agreements and side letters to ensure favorable terms.Assess fund structures and tax...

About the Role:KPMG is seeking a Senior Associate, HR Business Advisor to join our Talent & Culture organization.Responsibilities:Collaborate with Human Resource Business Advisor peers, People Relation Group, Finance and Accounting, Resource Management and Practice Operations to support major processes/projects.Propose solutions and influence...