Investment Advisor

Company OverviewLead Advisor, LLC is a wealth management consulting and search firm dedicated to delivering exceptional results for our clients.We provide comprehensive services that cater to the unique needs of our clients, ensuring their financial goals are met with precision and care.About This RoleThis role is an exciting opportunity to join our team as...

About the RoleWe're looking for a talented Investment Advisor to join our team at New York Life. In this role, you'll work closely with clients to understand their financial objectives and provide expert advice on achieving those goals. With your expertise in financial planning, you'll help clients navigate the complex world of investments and make informed...

Our team at AXA Investment Managers is seeking a highly skilled Senior Leverage Loans Investment Analyst to join our Alternative Credit department. This role offers an exciting opportunity for individuals with strong analytical skills, extensive knowledge of the leveraged loan market and ability to work in a fast-paced environment.About the RoleWe are...

OverviewAt Lead Advisor, LLC, we pride ourselves on being a trusted advisor to our clients, helping them navigate the complexities of the financial world.Our expertise spans a range of services, from wealth management to search and consulting.About the PositionThis is a fantastic opportunity to join our team and contribute to the success of a leading wealth...

OverviewiCapital is a leading financial technology platform that powers the alternative investment marketplace. Our innovative platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.iCapital services approximately $184...

About iCapitalWe are a leading financial technology platform powering the world's alternative investment marketplace. Our innovative solutions have transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.

Job Overview:Covenant Trust is a leading provider of trust and investment services, dedicated to protecting client and company information. We seek an experienced Financial Advisor to join our team and help us deliver exceptional client experiences.Key Responsibilities:Develop and execute strategic plans to deepen relationships with existing clients,...

About iCapitaliCapital is a leading provider of financial technology solutions for the alternative investment industry. Our platform powers the world's alternative investment marketplace, transforming how advisors and wealth management firms evaluate and recommend bespoke public and private market strategies.

Job Description: We are seeking a highly skilled Senior Structured Products Analyst to join our team at State Street Global Advisors. As a key member of our Fixed Income, Cash & Currency (FICC) department, you will be responsible for leading credit research and security selection for Non-Agency RMBS investments.About the Role:Lead credit research and...

Our team at State Street Global Advisors is dedicated to delivering innovative investment solutions to our clients. We're committed to helping our clients achieve their financial goals through responsible investing. As an Institutional Sales Specialist, you will play a critical role in building relationships with our largest asset manager and hedge fund...

Company OverviewNew York Life is a leading insurance and financial services company with over 170 years of experience. Our mission is to provide financial security and peace of mind to our policy owners through our insurance, annuity, and investment solutions.We act with integrity and humanity in all our interactions with our policy owners, business...

Job Description:We are seeking a skilled Credit Research Analyst to join our team at State Street Global Advisors. As a key member of our Structured Products Credit Research team, you will be responsible for leading credit research and security selection for Non-Agency RMBS investment efforts in our Fixed Income, Cash & Currency (FICC) department.The role...

About UsOppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer with a rich history dating back to 1881. We provide a broad range of financial services, including retail securities brokerage, institutional sales and trading, investment banking, equity and fixed income research, market making, trust services, and...

iCapital - Where Innovation Meets ExcellenceiCapital is revolutionizing the alternative investment marketplace with its groundbreaking financial technology platform. Our mission is to empower advisors, wealth management firms, and asset managers to make informed decisions about bespoke public and private market strategies for their high-net-worth...

Company OverviewAXA Group is a global leader in insurance and asset management, serving 105 million customers in 62 countries. Our mission is to act for human progress by protecting what matters.The AXA Group operates through several business units, including AXA IM Alts, which manages alternative investments such as real estate, private debt & alternative...

About iCapitalWe power the world's alternative investment marketplace, transforming how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time...

About iCapitaliCapital is a financial technology platform transforming the alternative investment marketplace. Our innovative solutions enable advisors, wealth management firms, and banks to evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.With $184 billion in global client assets invested in 1,471 funds,...

At Jefferies, we are seeking a highly skilled Financial Services Coordinator to join our team. As a Sales Associate, you will be responsible for facilitating trades, researching and responding to client inquiries, and maintaining strong relationships with clients. Your primary responsibilities will include facilitating trades, researching and responding to...

About Covenant Trust:We are a non-depository trust company chartered in 1988 and regulated by the Illinois Department of Financial and Professional Regulation, Division of Banking. Our shareholders include the Evangelical Covenant Church, Covenant Ministries of Benevolence, and North Park University.Our Mission:We strive to provide effective legacy planning...

iCapital OverviewiCapital empowers the world's alternative investment marketplace through its cutting-edge financial technology platform. Our innovative solutions have transformed how advisors, wealth management firms, and asset managers evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.Our commitment to...