1582 investment advisor jobs found

Full job description Investment Advisor (Inbound) At Edelman Financial Engines, we believe everyone deserves to move their financial life forward, and we’re growing our team, so we can help more clients every day! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity, and invention. We uphold that same standard of respect and dedication for clients and colleagues alike. Founded on the idea that financial education is a fundamental right for everyone—not just the wealthy, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our dedication encourages you, we invite you to consider joining our team. We are looking for someone who has a desire to help people and provide strategies to help them succeed financially . If you...

Investment Advisor Assistant Job Summary: As an Investment Advisor Assistant, you will play a crucial role in supporting our investment advisors in delivering top-notch financial services to our clients. You will assist in managing client accounts, preparing reports, and ensuring a seamless client experience. This position requires strong organizational skills, attention to detail, and a passion for the financial industry. About Us: Brighton Wealth Management is an RIA dedicated to providing exceptional investment advice and wealth management solutions to our clients. We pride ourselves on our commitment to integrity, professionalism, and client satisfaction. We are currently seeking a motivated and detail-oriented Investment Advisor Assistant to join our dynamic team. Key Responsibilities: - Assist investment advisors in managing client portfolios and accounts. - Prepare and maintain client documentation, including account opening forms, investment policy statements,...

Influence the delivery of our conservation outcomes by assisting our operational staff with a range of investment streams. Salary range between $92,450 - $116,985 depending on skills and experience. Permanent role with flexible options; open to all locations. Our vision: Nature is thriving in Aotearoa | Te Oranga o te Ao Tūroa The Department of Conservation Te Papa Atawhai (DOC) serves to protect and restore nature spaces and species across Aotearoa. Tangata whenua are inextricably linked to the whenua and te taiao, and we desire a future where whānau, hapū and iwi can thrive in their role as rangatira and kaitiaki. Tō tātou taiāo. Tō tātou hītori. He tāonga tūturu nō Aotearoa. Maioha rawatia. Poipoia rawatia. Tukua. Our nature. Our history. It's New Zealand's unique legacy. Enjoy it. Enrich it. Pass it on. He angitūtanga | About the role As an Asset Investment Advisor, you will support the group in managing investment distribution processes and...

Influence the delivery of our conservation outcomes by assisting our operational staff with a range of investment streams. Salary range between $92,450 - $116,985 depending on skills and experience. Permanent role with flexible options; open to all locations. Our vision: Nature is thriving in Aotearoa | Te Oranga o te Ao Tūroa The Department of Conservation Te Papa Atawhai (DOC) serves to protect and restore nature spaces and species across Aotearoa. Tangata whenua are inextricably linked to the whenua and te taiao, and we desire a future where whānau, hapū and iwi can thrive in their role as rangatira and kaitiaki. Tō tātou taiāo. Tō tātou hītori. He tāonga tūturu nō Aotearoa. Maioha rawatia. Poipoia rawatia. Tukua. Our nature. Our history. It's New Zealand's unique legacy. Enjoy it. Enrich it. Pass it on. He angitūtanga | About the role As an Asset Investment Advisor, you will support the group in managing investment distribution processes and...

Influence the delivery of our conservation outcomes by assisting our operational staff with a range of investment streams. Salary range between $92,450 - $116,985 depending on skills and experience. Permanent role with flexible options; open to all locations. Our vision: Nature is thriving in Aotearoa | Te Oranga o te Ao Tūroa The Department of Conservation Te Papa Atawhai (DOC) serves to protect and restore nature spaces and species across Aotearoa. Tangata whenua are inextricably linked to the whenua and te taiao, and we desire a future where whānau, hapū and iwi can thrive in their role as rangatira and kaitiaki. Tō tātou taiāo. Tō tātou hītori. He tāonga tūturu nō Aotearoa. Maioha rawatia. Poipoia rawatia. Tukua. Our nature. Our history. It's New Zealand's unique legacy. Enjoy it. Enrich it. Pass it on. He angitūtanga | About the role As an Asset Investment Advisor, you will support the group in managing investment distribution processes and...

Influence the delivery of our conservation outcomes by assisting our operational staff with a range of investment streams. Salary range between $92,450 - $116,985 depending on skills and experience. Permanent role with flexible options; open to all locations. Our vision: Nature is thriving in Aotearoa | Te Oranga o te Ao Tūroa The Department of Conservation Te Papa Atawhai (DOC) serves to protect and restore nature spaces and species across Aotearoa. Tangata whenua are inextricably linked to the whenua and te taiao, and we desire a future where whānau, hapū and iwi can thrive in their role as rangatira and kaitiaki. Tō tātou taiāo. Tō tātou hītori. He tāonga tūturu nō Aotearoa. Maioha rawatia. Poipoia rawatia. Tukua. Our nature. Our history. It's New Zealand's unique legacy. Enjoy it. Enrich it. Pass it on. He angitūtanga | About the role As an Asset Investment Advisor, you will support the group in managing investment distribution processes and...

Influence the delivery of our conservation outcomes by assisting our operational staff with a range of investment streams. Salary range between $92,450 - $116,985 depending on skills and experience. Permanent role with flexible options; open to all locations. Our vision: Nature is thriving in Aotearoa | Te Oranga o te Ao Tūroa The Department of Conservation Te Papa Atawhai (DOC) serves to protect and restore nature spaces and species across Aotearoa. Tangata whenua are inextricably linked to the whenua and te taiao, and we desire a future where whānau, hapū and iwi can thrive in their role as rangatira and kaitiaki. Tō tātou taiāo. Tō tātou hītori. He tāonga tūturu nō Aotearoa. Maioha rawatia. Poipoia rawatia. Tukua. Our nature. Our history. It's New Zealand's unique legacy. Enjoy it. Enrich it. Pass it on. He angitūtanga | About the role As an Asset Investment Advisor, you will support the group in managing investment distribution processes and...

Influence the delivery of our conservation outcomes by assisting our operational staff with a range of investment streams. Salary range between $92,450 - $116,985 depending on skills and experience. Permanent role with flexible options; open to all locations. Our vision: Nature is thriving in Aotearoa | Te Oranga o te Ao Tūroa The Department of Conservation Te Papa Atawhai (DOC) serves to protect and restore nature spaces and species across Aotearoa. Tangata whenua are inextricably linked to the whenua and te taiao, and we desire a future where whānau, hapū and iwi can thrive in their role as rangatira and kaitiaki. Tō tātou taiāo. Tō tātou hītori. He tāonga tūturu nō Aotearoa. Maioha rawatia. Poipoia rawatia. Tukua. Our nature. Our history. It's New Zealand's unique legacy. Enjoy it. Enrich it. Pass it on. He angitūtanga | About the role As an Asset Investment Advisor, you will support the group in managing investment distribution processes and...

Influence the delivery of our conservation outcomes by assisting our operational staff with a range of investment streams. Salary range between $92,450 - $116,985 depending on skills and experience. Permanent role with flexible options; open to all locations. Our vision: Nature is thriving in Aotearoa | Te Oranga o te Ao Tūroa The Department of Conservation Te Papa Atawhai (DOC) serves to protect and restore nature spaces and species across Aotearoa. Tangata whenua are inextricably linked to the whenua and te taiao, and we desire a future where whānau, hapū and iwi can thrive in their role as rangatira and kaitiaki. Tō tātou taiāo. Tō tātou hītori. He tāonga tūturu nō Aotearoa. Maioha rawatia. Poipoia rawatia. Tukua. Our nature. Our history. It's New Zealand's unique legacy. Enjoy it. Enrich it. Pass it on. He angitūtanga | About the role As an Asset Investment Advisor, you will support the group in managing investment distribution processes and...

Influence the delivery of our conservation outcomes by assisting our operational staff with a range of investment streams. Salary range between $92,450 - $116,985 depending on skills and experience. Permanent role with flexible options; open to all locations. Our vision: Nature is thriving in Aotearoa | Te Oranga o te Ao Tūroa The Department of Conservation Te Papa Atawhai (DOC) serves to protect and restore nature spaces and species across Aotearoa. Tangata whenua are inextricably linked to the whenua and te taiao, and we desire a future where whānau, hapū and iwi can thrive in their role as rangatira and kaitiaki. Tō tātou taiāo. Tō tātou hītori. He tāonga tūturu nō Aotearoa. Maioha rawatia. Poipoia rawatia. Tukua. Our nature. Our history. It's New Zealand's unique legacy. Enjoy it. Enrich it. Pass it on. He angitūtanga | About the role As an Asset Investment Advisor, you will support the group in managing investment distribution processes and...

REDW LLC, one of the Southwest’s largest and fastest growing certified public accounting and business advisory firms, with offices in New Mexico, Arizona, Oregon, and Oklahoma, is excited to have been awarded Top Workplace 2024, 2023, 2022 and 2021 honors for both the state of Arizona and the state of New Mexico. AZCentral and The Albuquerque Journal also recognized REDW with special Cultural Excellence awards in Compensation, Remote Work, and Formal Training categories. The Senior Wealth Advisor involves cultivating and managing relationships with high-net-worth clients, offering tailored financial planning and investment advice. Key responsibilities include acquiring new clients, maintaining effective communication, and overseeing client interactions to ensure an exceptional experience. As the primary point of contact, the Senior Wealth Advisor must possess a profound understanding of financial planning concepts and collaborate seamlessly with clients' other professional...

REDW LLC, one of the Southwest’s largest and fastest growing certified public accounting and business advisory firms, with offices in New Mexico, Arizona, Oregon, and Oklahoma, is excited to have been awarded Top Workplace 2024, 2023, 2022 and 2021 honors for both the state of Arizona and the state of New Mexico. AZCentral and The Albuquerque Journal also recognized REDW with special Cultural Excellence awards in Compensation, Remote Work, and Formal Training categories. The Senior Wealth Advisor involves cultivating and managing relationships with high-net-worth clients, offering tailored financial planning and investment advice. Key responsibilities include acquiring new clients, maintaining effective communication, and overseeing client interactions to ensure an exceptional experience. As the primary point of contact, the Senior Wealth Advisor must possess a profound understanding of financial planning concepts and collaborate seamlessly with clients' other professional...

Xavier Jesuit Academy – 1601 California Ave., Cincinnati, OH 45237 Posted: December 3, 2024 Xavier Jesuit Academy seeks a Director of Finance & Administration (DFA) to be part of a start-up team with responsibility for leading the finance and human resources functions for the school. This full time role provides a unique opportunity to be a part of mission-focused organization positively impacting the lives of youth and their families. Xavier Jesuit Academy (XJA) is a newly established Catholic, Jesuit, urban primary school for boys in Cincinnati, OH growing each year to serve 3rd through 8th grade students from modest economic backgrounds. XJA’s mission is “Preparing young men to be leaders and ‘Men for Others’ through disciplined academic preparation for life, in the Catholic and Jesuit tradition, while enriching their families and communities.” Role Overview: The Director of Finance & Administration reports to the...

Specialist , Client Assistance Team (Hybrid-Kansas City , Phoenix or Fairfax or Remote ) At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike. Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team. As a Client Assistance Team ( CAT) Specialist , you will provide support for existing clients and prospects by handling inbound calls,...

Specialist , Client Assistance Team (Hybrid-Kansas City , Phoenix or Fairfax or Remote ) At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike. Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team. As a Client Assistance Team ( CAT) Specialist , you will provide support for existing clients and prospects by handling inbound calls,...

Maven Royalty Partners specializes in acquiring mineral and royalty interests in unconventional resource plays throughout the United States. MRP manages a family of funds structured to make direct investments on behalf of its investors. The company is a Registered Investment Advisor that oversees hundreds of millions in capital and assets. We are a small, but growing, team that prides ourselves in doing excellent work and making intelligent investment decisions to create superb returns for our investors. We are looking to add depth to our accounting department by hiring a Revenue Accountant. The ideal candidate is currently an accountant in the oil and gas industry and lives in the Shreveport-Bossier City area of Louisiana or is interested in relocating to the Shreveport-Bossier City area. They are dependable, detail-oriented, and enjoy day-to-day accounting work. They are looking to join a small company and don’t mind wearing a few different hats from time to time. We will...

JOB TITLE: Portfolio Management & Operations Analyst, Special Situations EMPLOYER: A-CAP Management Services LLC DEPARTMENT: Asset Management REPORTS TO: Head of Special Situations LOCATION: Onsite in Miami, (Brickell) ABOUT THE COMPANY The A-CAP group consists of five life insurance/reinsurance companies/captives, an asset manager and various other non-insurance companies. The asset manager primarily invests in structured securities including CLOs, CMBS, ABS and collateralized lending, direct real estate lending, private credit, and equity for both internal and external clients. A-CAP’s management team and operational professionals have diverse experience and proven success across the insurance, reinsurance, and investment sectors with an average of 20 years of experience. Assets under management are approximately $10 billion and growing at over $500 million, annually. A-CAP’s offices are in New York, Salt Lake City, and Miami. A-CAP Management “ACM” is the asset...

JOB TITLE: Portfolio Management & Operations Analyst, Special Situations EMPLOYER: A-CAP Management Services LLC DEPARTMENT: Asset Management REPORTS TO: Head of Special Situations LOCATION : Onsite in Miami, ( Brickell ) About The Company The A-CAP group consists of five life insurance/reinsurance companies/captives, an asset manager and various other non-insurance companies. The asset manager primarily invests in structured securities including CLOs, CMBS, ABS and collateralized lending, direct real estate lending, private credit, and equity for both internal and external clients. A-CAP’s management team and operational professionals have diverse experience and proven success across the insurance, reinsurance, and investment sectors with an average of 20 years of experience. Assets under management are approximately $10 billion and growing at over $500 million, annually. A-CAP’s offices are in New York, Salt Lake City, and Miami. A-CAP Management “ACM” is the...

Job Description Insight Global is looking for a Business Analyst to support one of our enterprise financial services customers. Schwabs Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management services to both retail and registered investment advisor (RIA) clients. The team is responsible for Schwabs wealth management strategy, while delivering industry-leading experiences, through solutions like Schwab Intelligent Portfolios (SIP) and Schwab Wealth Advisory (SWA) along with a broad range of other investment products and solutions. Within the Wealth and Advice Solutions organization, the WAS Risk & Governance team is responsible for providing leadership and strategic support for governance, policy management, and regulatory initiatives to effectively manage risk as we deliver comprehensive wealth and advice services to both Retail and Advisor Services clients. This role will join the Risk Oversight & Remediation team within the WAS Risk...

Req ID: 74987 Location: Denver -DEN Areas of Interest: Private Wealth Advisor Pay Transparency Salary Range: $120,000 Application Deadline: 12/31/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. Bonus Type Formula Based Summary Do you want to be a true Wealth Advisor for your clients, with the ability to serve clients in our Registered Investment Advisor (RIA) firm or as a BOK Advisor? If you hold securities and/or insurance licenses you may offer securities and other products and solutions through our affiliated broker dealer and the Registered Investment Advisor (RIA). A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry...

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Associate Compliance Analyst to work in Boston, MA or Westlake, TX! This is an exciting opportunity for those who enjoy working in a dynamic, high volume and fast-paced operations environment. Working in a deadline driven compliance setting, we are looking for someone who is organized, analytical, and effective in processing operational requests in a timely and efficient manner with a low number of errors. The Role The Associate Compliance Analyst is part of a team responsible for providing registration and licensing support to maintain the securities registrations, investment advisor appointments, and insurance licenses for our associates and the broker-dealer registrations for Fidelity. The Expertise and Skills You Bring Bachelor’s degree required Previous phone or customer service and operations experience required 1-2 years...

Job Description Job Description (human) x is hiring a full-time Director, Senior Consultant of Data Strategy & Analytics to join our full-service digital marketing agency. X marks the spot, where business potential meets human insights. X is exponential - the power humans have to solve problems and erase barriers. X is breakthrough human insights. X is breakthrough creative. X is breakthrough human experiences. X is breakthrough performance. This is how we achieve business growth to the human power. This position plays a key role in delivering breakthrough client performance. You understand what's working and what isn't, facilitating results transparency for the agency and its clients to learn, pivot, and grow, and developing strategies, techniques, and tools for us to drive real business results. If you're motivated, curious, innovative, and interested in working with a collaborative team , we'd love to...

Full job description Req ID: 74987 Location: Denver -DEN Areas of Interest: Private Wealth Advisor Pay Transparency Salary Range: $120,000 Application Deadline: 12/31/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. Bonus Type Formula Based Summary Do you want to be a true Wealth Advisor for your clients, with the ability to serve clients in our Registered Investment Advisor (RIA) firm or as a BOK Advisor? If you hold securities and/or insurance licenses you may offer securities and other products and solutions through our affiliated broker dealer and the Registered Investment Advisor (RIA). A career with BOK Financial...

At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity, and invention. We uphold that same standard of respect and dedication for clients and colleagues alike. Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our hard-working dedication encourages you, we invite you to consider joining our team. EFE is hiring a Director of Client Marketing within our Workplace business, which provides managed account asset allocation solutions and financial advice within 401(k) plans to employees at the largest employers in the United States. This is a management role...