Asset allocation is an investment strategy that aims to balance risk and reward by apportioning a portfolio's assets according to an individual's goals, risk tolerance, and investment horizon.
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With over one Trillion of dollars in assets under management in a blend of Fidelity and third-party investment vehicles, Fidelitys Strategic Advisers, LLC is a leading provider of asset allocation solutions for retail, institutional, and high net wor Investment, Manager, Portfolio Manager, Business Partner, Management, Data Scientist
With over one Trillion of dollars in assets under management in a blend of Fidelity and third-party investment vehicles, Fidelitys Strategic Advisers, LLC is a leading provider of asset allocation solutions for retail, institutional, and high net wor Investment, Manager, Portfolio Manager, Business Partner, Management, Data Scientist
Senior Wealth Advisor. About the Company. Top-tier national registered investment advisor. Industry. Investment Banking. Type. Privately Held. About the Role. The Company is in search of a Senior Wealth Advisor with a CFP designation to take on the management of high-net-worth client relationships. This role is not a commissioned sales position and does not require a portable book of business. The successful candidate will be responsible for advi...
Why Work at Mercer Advisors. For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How. By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary ...
About Rockefeller Capital Management. Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The ...
About Rockefeller Capital Management. Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The ...
First Community Trust– Sr. Investment Officer. We truly believe that people matter. From our clients to our employees, our goal is to make sure we take care of our people first. FCT is a nationally chartered trust company offering investment, retirement, and trust services, primarily through credit unions. Our retail and institutional clients entrust FCT to manage over $1.3B of assets on their behalf. FCT is actively pursuing growth initiatives,...
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written. If you are interested and qualified for this role, we invite you to apply. The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. Key responsibilities...
Org. Setting and Reporting. The United Nations Secretary-General is responsible for the investment of the assets of the United Nations Joint Staff Pension Fund (UNJSPF). The Secretary-General has delegated this responsibility to the Representative of the Secretary-General for the investment of the assets of the UNJSPF (RSG). The RSG is, in turn, assisted in this function by the Office of Investment Management (OIM). OIM manages approximately $95 ...
Org. Setting and Reporting. The United Nations Secretary-General is responsible for the investment of the assets of the United Nations Joint Staff Pension Fund (UNJSPF). The Secretary-General has delegated this responsibility to the Representative of the Secretary-General for the investment of the assets of the UNJSPF (RSG). The RSG heads the Office of Investment Management (OIM), which manages a $95 billion multi-asset class, global investment p...