A company is looking for a Senior Advisor to support clients with their investment and financial planning needs.Key ResponsibilitiesGrow existing relationships and provide exceptional client experiencesEducate clients on financial planning and investment strategies through calls and video sessionsChallenge the wealth management industry and contribute to team initiativesRequired Qualifications, Training, and EducationMust have either a CFA Level 1 or CIM designationCFP designation is an assetExperience managing and growing client relationshipsBilingual in French and English is considered a strong assetSelf-starter with an entrepreneurial mindset
Financial Literacy Benefit Advisor/Senior Case Manager
JobPosting","title":"Financial Literacy Benefit Advisor/Senior Case Manager","datePosted":"2024-08-21T00:00:00","validThrough":null,"description":"Position: Financial Literacy Benefit Advisor/Senior Case Manager \n \nThe Financial Literacy Benefits Advisor/Senior Case Manager will assist veterans w...
Senior Financial Advisor
A company is looking for a Senior Advisor to support clients with their investment and financial planning needs. ...
Senior Financial Advisor
Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Senior Financial Advisor to formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development st...
Senior Wealth Advisor
Mitlin Financial Inc, a growing wealth management firm, is seeking an Advisor to assist in our mission of helping those we serve achieve their financial goals while finding. Mitlin Financial’s Founder is an award-winning advisor, a Founding Member of the Investopedia Advisor Council, and is consiste...
Senior Advisor Financial Strategies
Knowledge required: Excellent organizational skills, communications skills, leadership skills, management skills, Excel and Analytical skills, understanding of principles related to economics and finance, expertise in municipal debt and financial derivatives. Develop and implement tactics to support...
Industry Senior Advisor - Financial Services
The Industry Advisor is a critical role supporting our North America Financial Services (Banking and Insurance) Industry business to grow sales pipeline and engage with our customers to secure revenue. The Industry Executive Advisor provides industry perspective, strategic solution advice, and thoug...
Senior Director, Connect Enterprise Advisor - Financial Services
The Connect Enterprise Advisor - Financial Services. This role will report to the Global Head of Presales and work closely with AMER Financial Services GTM teams (Sales, Partners, Customer Success & Presales), Marketing, Product Center of Excellence, and others to drive the successful planning trans...
Senior Real Estate Accountant
JobPosting","title":"Senior Real Estate Accountant","datePosted":"2024-09-24T00:00:00","validThrough":null,"description":"\nPosition: Senior Real Estate Accountant(Hybrid Remote)\n\nThe Senior Real Estate Accountant is responsible for Property Accounting and Reporting Compliance. Position: Senior Re...
Global Markets In-Business Market Risk / Market Analyst - VP
Work closely with independent risk teams (2nd Line of Defense) in sizing appropriate risk limits for the overall business and monitor risk limit utilizations across businesses. The Global Markets In-Business Risk (IBR) is a Front Office 1st Line of Defense team responsible for market risk across ass...
Financial Analyst, Business Development
Provides financial support to the Business Development and Partnerships group. Coordinates financial/accounting operations, including overall financial monitoring and support/guidance to Business Development and Partnership to ensure the fiscal well- being of development fund oversight and departmen...