Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers, custodial banks, retail banks, financial planners and others. There is no equivalent of a stock exchange to consolidate the allocation of investments and promulgate fund pricing and as such it is considered a fragmented and decentralised industry. High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory sp ...
ecialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. Wealth managers can have backgrounds as independent Chartered Financial Consultants, Certified Financial Planners or Chartered Financial Analysts (in the United States), Certified International Investment Analysts, Chartered Strategic Wealth Professionals (in Canada), Chartered Financial Planners (in the UK), or any credentialed (such as MBA) professional money managers who work to enhance the income, growth and tax-favored treatment of long-term investors.
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Who We Are. . NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retireme...
Small Business Relationship Manager. The Small Business Relationship Manager is responsible for acquiring, managing, and retaining small business clients. This role will support multiple banking centers in a defined geographic territory by focusing on small business customers over $3 million in annual revenues with lending needs over 100K (up to $1.5MM), including all owner-occupied commercial real estate and SBA lending. The SBRM will be committ...
Join Our Team at Columbia Wealth Advisors. Columbia Wealth Advisors at Umpqua Bank is seeking a talented and driven. Client Services/ Sales Associates. to partner with one of our top Wealth Advisors. This highly successful advisor services the Spokane and Northern Idaho markets. This role provides a unique opportunity to collaborate with one of the top Wealth Advisors in our program. This Advisors have built thriving, successful practice and is s...
Small Business Relationship Manager. The Small Business Relationship Manager is responsible for acquiring, managing, and retaining small business clients. This role will support multiple banking centers in a defined geographic territory by focusing on small business customers over $3 million in annual revenues with lending needs over 100K (up to $1.5MM), including all owner-occupied commercial real estate and SBA lending. The SBRM will be committ...
Are you a seasoned wealth advisor looking to elevate your career. I’m on the hunt for talented professionals for a. fully remote Senior Wealth Advisor. role with a dynamic team that values expertise, innovation, and client-centric solutions. . What We’re Looking For. Proven experience in wealth management. Strong client relationship skills. A passion for delivering tailored financial strategies. . What We Offer. Competitive compensation and benef...
About the Firm. Regan Capital is an SEC-Registered Investment Advisor, with a successful track record spanning over 13 years managing fixed income, credit, and structured finance strategies for its predominantly institutional client base. Regan is continuing to expand its team located in Dallas. TX. We’re seeking a recent graduate to join our operations and finance team. Regan currently manages over $1.5 billion in assets across a 40-Act Mutual F...
About FINTRX. FINTRX. is the preeminent resource for private wealth data and research. Its platform features millions of data points on the global Family Office and Registered Investment Advisor ecosystem. Today, FINTRX serves hundreds of customers globally, which include top tier hedge funds, private equity and venture capital firms, real estate firms, institutional investors, investment banks, consultants and service providers. About the role. ...
This Paraplanner Position Features. Great team environment. Convenient location. Great Pay to $100K. Outstanding opportunity for a Paraplanner to join a growing, successful team. Seeking 5 years of experience in wealth management and investments, and above par customer service skills. This position works directly with partners and clients in tax, retirement and wealth management. Responsibilities include on-line research, preparing presentations ...
This is a full-time role for an Investment Analyst. The position's purpose is to support the senior investment team members and financial advisors by executing the responsibilities listed below. This position provides the opportunity to gain a broad knowledge base across all investment-related functions of the Wealth Management business. This position requires the ability to effectively work with a team, prioritize workloads, find answers, and so...
Financial Planner in Bethlehem, PA, US MassMutual of Eastern PA. is seeking a talented and dynamic Wealth Management professional to become a valuable part of our Bethlehem, PA team. The perfect candidate will play a key role in delivering comprehensive financial planning and investment advisory services to clients. Are you a devoted professional with a strong desire to assist individuals in achieving their financial goals. . We invite you to app...
Relationship Manager. Reports to. Director of Operations. Status. . Exempt. Type. . In-person. As a Relationship Manager at Apollon Financial, you will play a pivotal role in delivering top-notch wealth management services to our valued clients and financial advisors. You will work closely with our advisory team and clients, ensuring that their financial goals and needs are met. This multifaceted role encompasses several key responsibilities and ...
Seeking a Financial Service Professional based in Lafayette, LA, US, with a talent for cultivating strong client connections to assist them in achieving their financial objectives. Responsibilities entail preparing clients for unforeseen life circumstances and safeguarding their financial well-being. Excellent opportunity for career progression at a reputable company that values client contentment. Key responsibilities include grasping client req...
