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Senior Investment Advisor Jobs

Senior Investment Analyst Jobs
By California Institute of Technology At , Pasadena, 91125, Ca $95,950 - $129,000 a year
Requires a Bachelor's or equivalent degree in economics, finance, or equivalent field; and
2 years of post-baccalaureate experience as an investment analyst or equivalent position with a U.S.-based non-profit endowment or foundation including:
Must have excellent written and verbal English communication skills.
Requires Chartered Financial Analyst (CFA) designation or eligibility for regular membership in the CFA Institute.
Senior Investment Analyst Jobs
By Rockefeller Capital Management At Walnut Creek, CA, United States
3+ years of client service experience within the private wealth management industry required
Due diligence and research of new and existing investment managers, alternative investments, and related financial partners, products, and services
Maintain relationships with various managers and key investment, financial advisory, and service support partners
Excellent client facing, interpersonal, organizational, and client service skills
Ability to adapt to constantly changing market conditions, reporting needs and requirements
Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
Vp, Investment Advisor & Financial Planner
By Berkshire Bank At , Lenox, 01240, Ma
5+ years of Wealth Management experience managing client relationships with expertise in financial planning
Ability to handle large workloads efficiently; excellent time management skills
Strong financial planning skills required
Strong interpersonal skills; Ability to collaborate and work in a team environment
Excellent writing & communication skills; ability to communicate complex information in terms clients will understand
Ability and willingness to engage in public presentations in an educational capacity through in person and virtual channels
Investment Advisor - Remote Work
By BairesDev At , Phoenix, Az
Top-notch time management and organizational skills.
Work internally with the Investment Management and Marketing teams to build high-quality presentations, decks, and other written materials.
Proven work experience in a client-facing role.
Goal-oriented, driven and experienced in networking with and influencing decision-makers.
Excellent selling, communication, and negotiation skills.
Experience in opening doors to new opportunities.
Senior Policy Advisor Jobs
By NYC Mayor’s Office of Climate & Environmental Justice At New York City Metropolitan Area, United States

Seeking a Senior Policy Advisor (ID# 39940) to join the Resilient & Efficient Buildings team at the NYC Mayor’s Office of Climate & Environmental Justice. This position will oversee the ...

Investment Advisor - Remote Work
By BairesDev At , New York, Ny
Top-notch time management and organizational skills.
Work internally with the Investment Management and Marketing teams to build high-quality presentations, decks, and other written materials.
Proven work experience in a client-facing role.
Goal-oriented, driven and experienced in networking with and influencing decision-makers.
Excellent selling, communication, and negotiation skills.
Experience in opening doors to new opportunities.
Vp - Senior Advisor Consultant
By Franklin Templeton At Greater Richmond Region, United States
Increases FT assets under management (AUM) by attracting new assets and retaining existing assets.
Advises clients on how FT’s investment capabilities can grow their business and meet their needs.
Manages expenses against travel and entertainment annual territory budget.
Maximizes FT resources to build brand awareness, showcase FT’s capabilities, and achieve sales targets.
Applies expert knowledge of FT investment philosophies, processes, strategies, and products to increase market share within territory.
Tailors best practice ideas, education, and consultation on appropriate solutions to strengthen and expand client relationships.
Vp - Senior Advisor Consultant
By Franklin Templeton At Rochester-Austin, Minnesota Area, United States
Increases FT assets under management (AUM) by attracting new assets and retaining existing assets.
Advises clients on how FT’s investment capabilities can grow their business and meet their needs.
Manages expenses against travel and entertainment annual territory budget.
Maximizes FT resources to build brand awareness, showcase FT’s capabilities, and achieve sales targets.
Applies expert knowledge of FT investment philosophies, processes, strategies, and products to increase market share within territory.
Tailors best practice ideas, education, and consultation on appropriate solutions to strengthen and expand client relationships.
Vp - Senior Advisor Consultant
By Franklin Templeton At Seattle, WA, United States
Increases FT assets under management (AUM) by attracting new assets and retaining existing assets.
Advises clients on how FT’s investment capabilities can grow their business and meet their needs.
Manages expenses against travel and entertainment annual territory budget.
Maximizes FT resources to build brand awareness, showcase FT’s capabilities, and achieve sales targets.
Applies expert knowledge of FT investment philosophies, processes, strategies, and products to increase market share within territory.
Tailors best practice ideas, education, and consultation on appropriate solutions to strengthen and expand client relationships.
Investment Partner / Board Advisor (Spacetech, Deeptech)
By OrbiSky Systems At Boston, MA, United States
Flexible, innovative, and highly stimulating environment
Progressive startup with huge growth potential in the near future
INVESTMENT PARTNER / BOARD ADVISOR
The closing date for applications is 6th May 2023.
Senior Investment Associate Jobs
By Verrus At San Francisco Bay Area, United States
Strong project management and organizational skills.
$130,000 to $150,000 + Bonus (50% of Salary) + Highly Competitive Benefits
A minimum of four years’ successful work experience in investment banking, private equity, consulting, accounting, or mezzanine financing
Quantitative reasoning and problem-solving skills, with strong attention to detail.
Excellent written and oral communication skills.
Tech Enabled Services, SaaS & Automation Enabled Businesses
Senior Category Advisor Jobs
By Unilever At Rogers, AR, United States
Minimum 7 years of experience in Category Management
Space Management Software Experience strongly preferred
CPG experience required; Walmart experience required
Expertise in linking analytics via traditional data sources with cutting edge capabilities and tools to develop insights into action
Extensive knowledge of data sources (Retail Link, Nielsen, Luminate, IRI, Numerator, Household Panel, Loyalty Card Data)
Experience penetrating, persuading, and influencing internal & external touchpoints through clear, cogent, and concise communication
Investment Advisor Jobs
By Stankevicius At Texas, United States
Voltan Bank is a new private investment bank focusing on offering investment options to clients.
Use the advisor to invest with advisor's own company for profitable ROI
Senior investment advisor for Private Investment Bank: voltanbank.com
Learn more about the bank: https://voltanbank.com/docs/Voltan-Bank-Investing-Information.pdf
An advisory position at Voltan Bank includes:
Connecting and inviting new clients to join Voltan Bank
Investment Advisor Jobs
By Voya Financial At , Remote
Full knowledge and understanding of Voya’s retirement and other investment product offerings is required.
Financial services or related experience.
Willingness to share best practices, strong work ethic, combination of inbound and outbound calling experience and leadership traits are expected.
Full knowledge of all Advisory products (Retail and In Plan) as well as Edelman Financial Engines and Morningstar systems/methodology.
Financial services or related experience of 5+ years.
Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
Investment Advisor Jobs
By Stankevicius At Florida, United States
Voltan Bank is a new private investment bank focusing on offering investment options to clients.
Use the advisor to invest with advisor's own company for profitable ROI
Senior investment advisor for Private Investment Bank: voltanbank.com
Learn more about the bank: https://voltanbank.com/docs/Voltan-Bank-Investing-Information.pdf
An advisory position at Voltan Bank includes:
Connecting and inviting new clients to join Voltan Bank
Investment / Financial Board Advisor (Spacetech, Deeptech)
By OrbiSky Systems At Austin, Texas Metropolitan Area, United States
Flexible, innovative, and highly stimulating environment
Progressive startup with huge growth potential in the near future
The closing date for applications is 14th April 2023.