Senior Investment Advisor

A leading retirement services company seeks a dedicated Premier Investment Advisor to provide exceptional support to clients navigating their investment needs. Key responsibilities include:Key ResponsibilitiesEngage with clients via inbound calls to address their inquiries and concerns.Cultivate relationships with customers to recommend suitable investment...

About the RoleAustin Wealth Management is looking for a highly motivated Investment Support Associate to join our team. In this role, you will provide administrative support to the Senior Investment Operations Specialist and Senior Portfolio Manager in investment operations and portfolio management.You will assist with daily trade activities, including...

About the RoleThe Senior Investment Analyst role involves daily oversight and management of Dimensional's portfolios, implementing our investment philosophy across all our investment solutions. This position interacts closely with several departments, including Trading, Research, Technology, Legal, Compliance, Operations, and the Global Client Group.The...

Responsibilities:The Senior Regulatory Advisor will play a key role in supporting the development and implementation of our global regulatory strategies. The ideal candidate will have a strong background in securities laws and regulations, excellent communication skills, and the ability to work effectively in a team environment. Key responsibilities will...

Job Title: Senior Legal AdvisorWe are seeking a seasoned Senior Legal Advisor to join our team at Rugiet Health. As a critical member of our organization, you will be responsible for overseeing our legal console, ensuring compliance with relevant regulations, safeguarding sensitive data, and mitigating risk.Key Responsibilities:Advise the organization on...

Estimated Salary: $140,000 - $170,000 per yearWe are seeking a talented Sales Director to join our team at LeafHouse. As a Sales Director, you will be responsible for helping us exceed sales goals by working with our executive leadership and Investment team to meet the needs of advisor, wholesaler, and plan sponsor prospects and opportunities. You will have...

We are seeking a highly skilled Vice President to join our tax team, overseeing tax compliance and providing internal consulting across our fund complex. In this role, you will leverage your subject matter expertise in tax strategy to generate tax alpha and collaborate closely with stakeholders.You will serve as a key tax advisor for our U.S. regulated funds...

About the PositionWe are looking for a skilled Commercial Real Estate Leader to join our Austin, TX office. As a Senior Capital Advisor, you will play a crucial role in driving business growth and expanding our network of lenders, banks, and capital sources.Key responsibilities include generating sales leads, establishing and maintaining client...

Role SummaryWe are seeking a highly skilled Investment Solutions Associate to join our team at Dimensional Fund Advisors, L.P. In this role, you will be responsible for conducting in-depth analysis on various investment topics, creating high-quality thought-leadership content to support client communications, and providing data and analytical support for the...

Job DescriptionWe are seeking a highly motivated Investment Accountant II/III to join our team at ThisWay, a leading workers' compensation insurance provider in Texas. As a key member of the Investments team, you will play a crucial role in maintaining the company's financial stability.ResponsibilitiesPerform detailed analysis and reconciliation of...

Sands Investment Group (SIG) is a leading commercial real estate brokerage firm that specializes in investment sales properties for private investors and institutions across the United States.Job OverviewWe are seeking an experienced Senior Commercial Real Estate Advisor to join our Investment Sales Team in Austin, Texas. The ideal candidate will have prior...

About Our Firm\Kingfish Group has pioneered a new approach to private equity investing, focusing on people, ideas, and capital. Our unique structure comprises two core business segments: a private equity investment division and an advisory segment supporting high-performing PE sponsors.\\Job Summary\As an Associate, you'll work closely with our private...

About the RoleWe are seeking a highly skilled Senior Investment Portfolio Analyst to join our team at Texas Mutual Insurance Company. In this role, you will play a critical part in maintaining financial stability for our company and policyholder owners.Job OverviewThe Investments team is responsible for ensuring the financial success of our organization. As...

Job DescriptionThe Portfolio Management team at Dimensional Fund Advisors, L.P. ensures that our portfolios deliver consistent and efficient exposure to the dimensions of higher expected returns, as identified by the greatest minds in modern financial economics. Our portfolio managers achieve this exposure by implementing a daily and systematic portfolio...

Capitol Wealth Strategies is a leading provider of innovative financial solutions, dedicated to empowering clients to achieve their long-term wealth and security goals. As a proud Agency of The Guardian Life Insurance Company of America, we offer a comprehensive suite of financial products and solutions, including life insurance, retirement planning, wealth...

We are seeking a skilled Commercial Insurance Professional to join our team at Watkins Insurance Group.As a Senior Commercial Insurance Advisor, you will be responsible for developing relationships with clients and providing guidance on insurance coverage. This role requires strong analytical skills to assess client needs and offer tailored solutions.The...

About the RoleDLA Piper's Investment Funds practice is one of the most respected in the industry, and we are seeking an experienced Investment Funds Associate to join our team. As an Investment Funds Associate, you will be responsible for providing high-quality support to our clients and colleagues, and contributing to the growth and success of our...

About Rugiet HealthRugiet Health is a pioneering healthcare company that's changing the way people think about healthcare. With a focus on personalized plans and compound pharmaceuticals, we're empowering patients to take control of their health and wellbeing.The OpportunityWe're seeking a highly skilled and experienced Senior Legal Advisor to join our team....

Job DescriptionAs an Investment Solutions Associate at Dimensional Fund Advisors, L.P., you will play a critical role in helping us deliver exceptional value to our clients. Your primary responsibilities will include conducting analysis on a wide range of investment topics, producing high-quality content to support client communications, and providing...

**Job Overview**A+ Federal Credit Union is seeking a talented Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will be responsible for working in partnership with the credit union to provide comprehensive financial services to members. This is an excellent opportunity to work in a fast-paced environment and help individuals...