5,048 Investment Management jobs in the United States
Credit Executive, Global Wealth & Investment Management
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Credit Executive, Global Wealth & Investment Management
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Credit Executive, Global Wealth & Investment Management
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Credit Executive, Global Wealth & Investment Management
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Atlanta, Georgia
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Wealth Advisor - Frontier Investment Management
Posted 3 days ago
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Founded in 1994, Frontier is a wealth management practice dedicated to building relationships and enriching lives through comprehensive wealth management. Our life-centered approach provides our clients with a roadmap to help them live their best life possible. The Frontier family is a team of credentialed professionals who provide our clients customized investment and planning solutions with fiduciary care.
The Role
We are looking for an experienced Wealth Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization. You are self-motivated, adept at managing client relationships, perform at a high level under variable workloads, and have a passion for making a positive impact on client's lives. You will report to the Managing Director. #LI-Onsite
What You'll Do
- Maintain and expand existing client relationships, leading a first-class onboarding experience for new client relationships
- Develop and implement customized financial plans
- Conduct in-person portfolio and planning reviews
- Prepare investment proposals
- Collaborate with our referral partners
- Support our business development efforts
- Follow and have knowledge of regulatory requirements
You have strong professional communication and interpersonal skills. You can motivate yourself to manage a book of clients and provide an impeccable experience.
You will have experience and attributes in the following areas:
- Building immediate relationships with personnel and clients
- Strong EQ and ability to connect with clients on a deeper level to discover their true motivations and priorities
- Experience with financial planning concepts; experience delivering applicable advice and partnering with clients in implementing a financial plan
- Experience creating client relationships - through high retention rate, increased wallet share capture, and receiving referrals
- 5+ years of experience as a licensed financial services professional
- Bachelor's degree required
- Clean U4 Compliance Record
- CFP® certification or the ability to attain certification within 12 months
- Excellent quantitative, verbal, and written communication skills-can provide a concise investment thesis for a range of audiences (from portfolio manager to unsophisticated client)
- Knowledgeable in personal tax, asset management, financial planning, insurance, estate, and retirement planning
- Demonstrate analytical skills
- Team-oriented individual to support a growing advisory practice
- Experience with eMoney, Salesforce, and Tamarac
- Securities representative licenses (Series 65 or 66) - FINRA
- You will be required to be accepted into the SAN (Schwab Advisor Network) through successful background check
- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- PTO plan
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
About Hightower:
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
Credit Product Specialist, Global Wealth & Investment Management
Posted 20 days ago
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New York, New York
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Investment Management Specialist
Posted 14 days ago
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San Antonio, Texas
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Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of
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Investment Management Associate
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Top Am Law 50 Law firm is seeking an experienced associate to join their Asset Management Group.
Qualified candidates must have 2 5 years of legal experience working at a law firm, or in-house at an asset management firm.
Candidates should have excellent verbal and written communication, interpersonal and client service skills and the ability to function well in a high-paced and deadline driven environment. Flexibility to work independently and as part of a team will also be important. J.D. degree from an accredited law school or equivalent is required.
Investment Management Associate
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A top 50 AmLaw Firm is seeking a junior to mid-level associate to join their Investment Management Group in Chicago, Los Angeles, New York, Washington, San Francisco, Silicon Valley, and Denver office.
Ideal candidates must have a minimum of 1 year experience in investment management transactional work, including inprivate fund formation, and some familiarity with the Investment Advisers Act of 1940 and the Investment Company Act of 1940. Experience representing institutional investors and wealth advisory firms is a plus. Applicants should have excellent academic credentials and strong written and verbal communication skills.
Applicants must currently be licensed, or currently be eligible to become licensed, to practice law in the jurisdiction in which they are applying.
Associate, Commercial Asset Management- CBRE Investment Management
Posted 3 days ago
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Budgets, Business Plans and Reporting: Create annual budgets and business plans for the properties in accordance with different portfolio strategies (three CBRE IM funds and various separate accounts). In conjunction with property management,