Experienced Investment Manager

4 weeks ago


Reston, Virginia, United States Ultimate Staffing Full time

We are seeking a seasoned Certified Financial Planner (CFP) with a strong background in investment management and portfolio growth. This individual will play a key role in managing and growing client portfolios while providing comprehensive financial planning services.

Key Responsibilities:

  • Develop and implement tailored financial plans for clients, ensuring alignment with long-term financial goals.
  • Manage investment portfolios, monitor performance, and adjust strategies based on market trends.
  • Conduct financial analysis and recommend investment strategies, balancing risk and return.
  • Advise clients on retirement planning, estate planning, and tax strategies.
  • Stay updated on financial regulations and ensure compliance with industry standards.
  • Collaborate with internal teams to identify new business opportunities and enhance client relationships.

Qualifications:

  • Certified Financial Planner (CFP) designation required.
  • Minimum of 7 years of experience in investment management and portfolio management.
  • Proven ability to manage high-net-worth client portfolios.
  • Strong knowledge of financial planning software and tools.
  • Excellent communication and client relationship management skills.

Benefits:

  • Competitive salary of $150K+, plus performance-based bonuses.
  • Comprehensive benefits package including health insurance, retirement plans, and professional development opportunities.

At Ultimate Staffing, we value our clients and strive to provide the best possible service. We are committed to finding the right candidate for this role and look forward to reviewing your application.



  • Reston, Virginia, United States Insight Investment Full time

    About This RoleWe are seeking a highly skilled Sovereign Investment Analyst to join our Emerging Markets team in New York. As a key member of the team, you will be responsible for monitoring markets across Latin America and providing independent sovereign analysis.Main ResponsibilitiesConduct daily analysis of economic, financial, and political developments...


  • Reston, Virginia, United States Sands Investment Group Full time

    Sands Investment Group, a leading commercial real estate brokerage firm, is seeking a highly skilled Senior Broker to join its Investment Sales Team in Austin, Texas. As a key member of the team, you will be responsible for driving sales growth and contributing to the company's success.Key Responsibilities:Generate a high volume of leads through targeted...


  • Reston, Virginia, United States Heritage Wealth Management, Inc. Full time

    Key Responsibilities:As a Senior Investment Manager at Heritage Wealth Management, Inc., you will be responsible for allocating to private markets, managing public market models, and individual securities portfolios. Your duties will include:Managing private equity funds of funds and SPVs, both operational and investment managementSourcing, evaluating,...


  • Reston, Virginia, United States High Country: Private Equity Search Full time

    About the RoleWe are seeking a highly skilled Investment Analyst to join our San Francisco-based Investment Team. This is an excellent opportunity for an individual looking to establish their career in the real estate sector at a growth-oriented company.Key ResponsibilitiesConduct in-depth research and analysis to drive corporate growth, acquisition, and...


  • Reston, Virginia, United States Vichara Technologies Full time

    pKey Responsibilities/ppAs a Project Manager for Investment Management at Vichara Technologies, you will oversee multiple projects for our technology team, focusing on the implementation and integration of Markit EDM, Advent Geneva, and Broadridge OMS. Your expertise will be essential in managing offshore development teams and collaborating with business...


  • Reston, Virginia, United States Soltis Investment Advisors Full time

    About the RoleSoltis Investment Advisors is seeking a highly skilled Wealth Management Advisor to join our team. As a key member of our wealth management team, you will be responsible for managing a portfolio of over 100 clients, ensuring high levels of client retention, and collaborating with the team to build customized investment portfolios.Your Key...


  • Reston, Virginia, United States Long Ridge Partners Full time

    Job descriptionLong Ridge Partners is a global technology-focused venture capital firm with a track record spanning over a decade.ResponsibilitiesThe position will focus on investing in early-stage venture capital funds and providing GPs with flexible capital across primary fund commitments.The team also invests directly in secondaries, direct...


  • Reston, Virginia, United States Soltis Investment Advisors Full time

    About the RoleSoltis Investment Advisors, a nationwide, fee-only Registered Investment Advisory Firm, is seeking a skilled Wealth Management Professional to join our team. As a key member of our wealth management team, you will be responsible for managing a portfolio of over 100 clients, ensuring high levels of client retention, and delivering regular...

  • Investment Associate

    4 weeks ago


    Reston, Virginia, United States Partners Capital Full time

    We are seeking a skilled Investment Associate to support our Private Equity Co-Investment Team in our New York office. The ideal candidate will assist senior investment professionals in growing our private equity co-investment activities, focusing on buyout transactions and select venture capital and growth equity investments.The successful candidate will be...


  • Reston, Virginia, United States High Country: Private Equity Search Full time

    About the RoleWe are seeking a talented Investment Analyst to join our San Francisco-based Investment Team at High Country: Private Equity Search. This position offers an excellent opportunity for an individual looking to establish their career in the real estate sector at a growth-oriented company.Conduct in-depth research and perform analysis to drive...


  • Reston, Virginia, United States Asset Manager Full time

    About Asset ManagerAsset Manager is a leading asset manager focused on credit investments with a significant presence in the financial services industry. The company has a growing portfolio with close to $10 billion in assets under management.Job Title and OverviewWe are seeking a highly skilled Treasury Operations Specialist to support our treasury...

  • Investment Associate

    4 weeks ago


    Reston, Virginia, United States Gemspring Capital Full time

    About the RoleGemspring Capital is a leading investment firm seeking a talented Associate to join its software investment team. This position offers a unique opportunity to contribute to the identification, evaluation, and execution of investment opportunities in the software sector.Key ResponsibilitiesConduct in-depth financial modeling and company KPI...


  • Reston, Virginia, United States 1900 Wealth Full time

    Job Summary:The Trust Investment Officer is a key member of the 1900 Wealth team, responsible for providing investment management services to the Jefferson Bank Trust Department. This role requires a high level of expertise in investment management, with a focus on establishing account investment objectives and strategy, providing investment recommendations,...

  • Senior CLO Structurer

    4 weeks ago


    Reston, Virginia, United States Top Investment Bank Full time

    We are seeking a highly experienced CLO structurer to join our team at Top Investment Bank. With a minimum of 3 years' experience in a similar role at another Investment Bank, Asset Manager or Rating Agency, you will be responsible for structuring complex CLO transactions. Your expertise will be crucial in driving our business forward and contributing to our...

  • Investment Associate

    4 weeks ago


    Reston, Virginia, United States High Country: Private Equity Search Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Investment Associate to join our San Francisco-based Investment Team. As an Investment Associate, you will play a key role in supporting the investment and portfolio management efforts of our U.S. single-family rental business.Key ResponsibilitiesEngage in financial modeling, conduct...


  • Reston, Virginia, United States Leah Yosef International Full time

    Grow with a 1B+ AUM RIADirector of Investments, CFAOpportunity OverviewLeah Yosef International is seeking a Director of Investments to partner with the CEO & President in providing overall strategy, asset allocation modeling, risk modeling, thoughtful analysis, research, due diligence, and portfolio analytics for the firm's high net worth and ultra-high net...


  • Reston, Virginia, United States Butler Capital Partners Full time

    Job Title: Alternative Investment Sales ProfessionalAbout the Role:We are seeking a highly motivated and experienced sales professional to join our team at Butler Capital Partners. As an Alternative Investment Sales Professional, you will be responsible for building and maintaining relationships with alternative investors, identifying new investment...


  • Reston, Virginia, United States Chesapeake Search Partners Full time

    Investment Banking Vice President Job DescriptionCSP's Real Estate & Financial Services practice is partnering with a rapidly growing middle market focused investment bank to find a Vice President, Investment Banking. Our client delivers M&A advisory services to businesses throughout their entire lifecycle, and this position primarily focuses on healthy...


  • Reston, Virginia, United States Drake Star Full time

    Unlock Your Potential in Investment BankingDrake Star, a leading global tech investment bank, is seeking a highly motivated and experienced Investment Banking Associate to join our Los Angeles office.Key Responsibilities:Collaborate with senior advisors to execute transactions, including mergers and acquisitions and corporate financeManage key working...


  • Reston, Virginia, United States Zeal Investment Group Full time

    About the RoleZeal Investment Group is a real estate investment firm seeking a Senior Portfolio Manager to oversee the day-to-day operations of multiple mobile home and apartment communities. This is a full-time remote role that requires a combination of strong management skills, financial acumen, and a deep understanding of the mobile home industry.Key...