Investment Professional

Elevate Your Career as a Financial Planning Specialist at EFC Wealth Management FirmAre you prepared to enhance your professional journey and significantly influence the financial well-being of individuals? Envision being part of a firm where your development is nurtured through guidance, and where a supportive culture and work-life harmony are essential to...

About Griffin Gaming PartnersGriffin Gaming Partners stands at the forefront of venture capital, specializing in the dynamic global gaming industry. Our firm is dedicated to supporting founders and nurturing the gaming ecosystem, leveraging extensive experience in investment, advisory, and operational roles. With over $1 billion in assets under management,...

Job SummaryWe are seeking a highly motivated and detail-oriented Real Estate Investment Associate to join our Private Real Estate Debt Investment team at Heitman LLC.Key ResponsibilitiesInvestment Analysis: Assist in analyzing and underwriting real estate debt opportunities across the western region of the US, including senior debt, mezzanine, and preferred...

Company OverviewGriffin Gaming Partners stands at the forefront of venture capital, dedicated exclusively to the dynamic gaming industry. With a robust portfolio exceeding $1 billion in assets, we pride ourselves on our founder-centric approach and our deep commitment to fostering innovation within the gaming sector.Position SummaryWe are seeking a talented...

Monroe Capital Corporation is seeking qualified candidates to join its investment team in a dynamic role focused on underwriting and managing investments for our private credit funds.Key Responsibilities:Evaluate potential investment opportunities through comprehensive analysis of offering documents, industry insights, financial statement scrutiny, and...

Job OverviewAre you skilled in listening and adept at crafting effective, data-driven strategies? We are on the lookout for a financially savvy individual eager to enter the financial services sector. Our ideal entry-level financial advisor is passionate about nurturing long-term client relationships and possesses a keen interest in financial analytics,...

About the RoleThe Regional Director, Investment Solutions Group, is a key member of our team at Dimensional Fund Advisors. This role is responsible for driving business growth and developing strong relationships with financial advisors and institutions.Key ResponsibilitiesLead sales efforts and manage a territory of financial advisors and institutionsDevelop...

About the RoleWe are seeking a highly skilled and motivated Financial Advisor to join our team at Northwestern Mutual Santa Monica. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Acquisition and Relationship Building: Identify and establish new client...

About the RoleWe are seeking a highly experienced and skilled Tax Director to join our team at Gerber Kawasaki Wealth and Investment Management. As a key member of our organization, you will be responsible for managing the entire tax department and providing expert guidance on taxation matters.Key ResponsibilitiesLeadership and ManagementSupervise and mentor...

About the RoleFidelity Investments is seeking a highly skilled Investment Consultant to join our team in the Investor Center. As an Investment Consultant, you will play a critical role in developing customized financial plans for our clients using a wide range of products and services.Key ResponsibilitiesFinancial Planning: Effectively utilize Fidelity's...

About Lincoln Avenue CommunitiesWe are a dynamic and entrepreneurial real estate private equity firm that strengthens communities. As a developer, investor, and operator, we provide sustainable, high-quality homes for lower- and moderate-income individuals, seniors, and families across the United States.Our Internship ProgramOur internship program goes...

Job SummaryWe are seeking a highly motivated Commercial Lines Placement Specialist to join our dynamic team at Jobot. The ideal candidate will have a minimum of 5 years of experience in Sales and/or Sales Support within Commercial Lines Insurance and possess a comprehensive understanding of Property and Casualty insurance.Key ResponsibilitiesProactively...

Investment Advisory SpecialistAre you passionate about cultivating relationships and crafting detailed financial strategies? At Fidelity TalentSource LLC, we provide a unique opportunity to work with an established clientele, allowing you to focus on delivering exceptional service rather than pursuing new business. Our model is designed to support your...

Investment Advisory SpecialistAre you passionate about fostering client relationships and crafting detailed financial strategies? At Fidelity TalentSource LLC, we offer a unique opportunity to work with an established clientele, allowing you to focus on providing exceptional service without the pressure of acquiring new clients. Our model supports your...

About Oracle NetSuiteOracle NetSuite is a leading cloud-based business management system that provides a comprehensive suite of applications for financials, inventory management, human resources, professional services automation, commerce, and more. Our team is dedicated to delivering innovative solutions that help businesses like yours succeed.Job SummaryWe...

About the RoleWe are seeking a highly skilled Investment Consultant to join our team at Fidelity TalentSource LLC. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.Key ResponsibilitiesDevelop and Implement Financial Plans: Work with clients to...

About the RoleWe are seeking a highly skilled Investment Consultant to join our team at Fidelity TalentSource LLC. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.Key ResponsibilitiesDevelop and Implement Financial Plans: Work with clients to...

Financial ConsultantAre you passionate about fostering client relationships and crafting detailed financial strategies? At Fidelity TalentSource LLC, we offer a unique opportunity to work with an established clientele, allowing you to focus on delivering exceptional service rather than seeking new clients. Our model provides access to unparalleled...

About UsAt Covenant Trust Company, we are dedicated to making a positive impact in the lives of families and institutions through our comprehensive trust services. Our offerings include investment management, financial planning, and estate planning solutions. Since our establishment in 1988, we have been committed to assisting our clients in achieving their...

Position OverviewThe role of Investment Analyst is a full-time opportunity tailored for outstanding undergraduate students nearing graduation. We are in search of high achievers who excel in a dynamic environment and demonstrate initiative, creativity, maturity, and a strong desire for knowledge.This position is part of the Macroeconomic Research team at...