The Chartered Financial Analyst program is a postgraduate professional certification offered internationally by the American-based CFA Institute to investment and financial professional
Senior Wealth Advisor. Our client is looking for a senior wealth advisor that would solely focus on business development in the Tampa market. They need a seasoned professional to leverage their own internal & external network as well as leverage the companies resources to pursue prospects by identifying future clients. They are targeting the mass affluent, high net worth, and ultra-high net worth clientele. They are looking for someone that alrea...
Investment Professional. Baker Ellis Asset Management is a leading boutique investment advisory firm in Vancouver, Wash. The firm serves high-net-worth clients in the Northwest and globally. Established in 2002 by the two owner-partners, the firm manages individual portfolios based on independent in-house research, and also provides financial planning services. Assets under management total approximately $900 million as of Dec. 1, 2024. Our team ...
Job Description. A small trust office in Norwalk, CT, is seeking a full-time Trust Officer to join our team. This person would be responsible for maintaining client relationships through proactive client communication and the coordinated delivery of services to families. This person would also be responsible for ensuring compliance with legal requirements and the settler's intentions. The position also includes communicating with clients, agencie...
Judson Group has partnered with a $19B AUM RIA with a national presence in the search for a Senior Wealth Advisor. The Senior Wealth Advisor will be responsible for attracting and closing prospective HNW and UHNW clients alongside a service advisor in the region that will manage the client relationships moving forward. This is a phenomenal opportunity for a driven advisor with a strong business development track record to join a growing firm that...
Join Our Team and Unleash Your Potential. DWC CPAs and Advisors is on the lookout for passionate and talented individuals to join our dynamic team where your unique skills, experience, and perspective are highly valued and contribute to our standing as a Top 300 Public Accounting Firm. We are actively seeking individuals who aspire to grow both personally and professionally and are dedicated to making a positive impact on our team, clients, and c...
Salary. Market related. Reference. Trust Officer - LSH. Trust Officer. This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service private and corporate trust accounts. Trust Officer Qualifications. Bachelor’s degree or equivalent. JD and/or Masters degree preferred. 5 years of relevant trust administration experience. Strong team...
Cedar Rapids Bank & Trust is committed to being the most customer-focused financial institution in Cedar Rapids and is seeking an individual that is passionate about building customer relationships. CRBT is looking for a Trust Investment Officer to join our team. The key attributes of this position are to m. anage assigned client portfolios and participate as necessary throughout the investment management function. assist in the trade activity, r...
Cedar Rapids Bank & Trust is committed to being the most customer-focused financial institution in Cedar Rapids and is seeking an individual that is passionate about building customer relationships. CRBT is looking for a Trust Officer to join our team. The preferred candidate for this position will possess the ability to achieve success as an independent contributor with minimal direct supervision and oversight, as well as a collaborative teammat...
Candidate MUST be located in Colorado and have experience outside of college. We're looking for a talented professional to join our team in the role of Investment Analyst. If you’re passionate about investment strategies, analysis, and operational excellence, this might be the perfect opportunity for you. Key Responsibilities. 1. Investment Management. Investment Execution. Execute trades across client accounts in alignment with investment strate...
Essential Utilities, Inc. delivers safe, clean, reliable services that improve quality of life for individuals, families, and entire communities. Operating as the Aqua (water and wastewater services) and the Peoples and Delta (natural gas) brands, Essential serves approximately 5.5 million people across 10 states. We are committed to sustainable growth, operational excellence, a superior customer experience, and premier employer status - includin...
RWT Consulting Group's client is a major player in renewable energy, looking to bring on board a Director of Asset Management (solar assets). Our client is seeking a Director of Asset Management to lead the strategic oversight and management of renewable energy assets. This role will ensure optimal performance, efficiency, and financial returns of our energy assets, while supporting growth in the renewable energy sector. What you will do. Lead th...
THIS JOB CAN BE FOUND ON OUR EXCLUSIVE JOB BOARD, IT IS NOT A DIRECT ROLE AT AUGMENT JOBS. Job Description. As an Equity Trader, you will be responsible for executing trades in equity markets on behalf of clients or your firm. Your primary role involves analyzing market data, identifying trading opportunities, and executing buy and sell orders to maximize profits or minimize losses. You will leverage your knowledge of market trends, technical ana...
