- Ellis Insurance Agency (Arlington, TX)
- Insurance Benefits AdvisorMake a difference:Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic ... our clients. Career Benefits: Year round marketing opportunities Extensive Product Portfolio - Multiple Product Lines Industry Leading Compensation and Rewards… more
- Wellington (Chicago, IL)
- …**About the Role** We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the Mid-West region. This sales ... professional will be responsible for generating investment/ alternatives sales to financial advisors across wire houses, independent and regional broker dealer and… more
- Citigroup (Pleasant Hill, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice...the center of everything we do. As a Senior Wealth Advisor , you will partner closely with… more
- Citigroup (Paramus, NJ)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice...the center of everything we do. As a Senior Wealth Advisor , you will partner closely with… more
- Citigroup (Arlington Heights, IL)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) + ... The Wealth Relationship Advisor SAFE Act is...of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources… more
- TIAA (St. Louis, MO)
- …the private wealth channels in an effort to expand Alternative Strategies client portfolio . **Educational Requirements** + University (Degree) Preferred ... Business Development job directs the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic… more
- Truist (Tampa, FL)
- …credit exposure for the most complex and largest credit relationships for Truist Wealth . Oversees sound portfolio management activities on assigned loan ... industry trends. Provides technical assistance and coaching to junior Credit Portfolio Managers. **Essential Duties and Responsibilities** Following is a summary of… more
- Kestra Financial (Fort Worth, TX)
- … Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth . The Portfolio Trader will serve in multiple roles including investment ... Symonds Wealth Management, a comprehensive financial planning and investment...need high attention to detail as they execute on portfolio trading, data gathering, modeling, case design, scenario building,… more
- Citigroup (Greenwich, CT)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- BlackRock (Princeton, NJ)
- …assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management ... solutions for clients to choose from. **Business Description** BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors… more
- Charles Schwab (Westlake, TX)
- …for clients today while innovating for tomorrow. This position works within Schwab Wealth Advisory Inc. (SWAI), a registered investment advisor and an affiliate ... status quo" and transform the finance industry together. Schwab's Wealth and Advice Solutions (WAS) organization is building and...Charles Schwab & Co. Inc. As a Senior Manager, Alternative Investment Consultant (AIC), you play a critical role… more
- Morgan Stanley (New York, NY)
- …and needs is an important part of our culture. The role is within Wealth Management in the Alternative Investments Business supporting products such as hedge ... a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including… more
- Enterprise Bank & Trust (Clayton, MO)
- …issues, in each case coordinating delivery of these services with the client's Wealth Advisor , Private Banker, Trust Officer and Administrator. Such issues will ... advice to the client in conjunction with the client's Wealth Advisor , Private Banker, Trust Officer and...planning and tax loss harvesting for both traditional and alternative asset classes. + Financial planning and portfolio… more
- BlackRock (San Francisco, CA)
- …relationships, USWAs mandate is to deliver One BlackRock to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist/C is ... + Deliver subject matter expertise on BlackRock Model Portfolios + Implement customized portfolio solutions in conjunction with the advisor 's investment goals +… more
- Bank of America (New York, NY)
- …metrics. Broadly promote and drive adoption of GWIM CIO guidance through Advisor consultations and portfolio reviews. **Job Responsibilities:** + Support Senior ... ISG Portfolio Analyst New York, New York **Job Description:**...markets and product partners across manager due diligence and alternative investments to ensure the team is current on… more
- HSBC (Miami, FL)
- …domestic and offshore, Managed Solutions platforms (currently Spectrum and Managed Portfolio Allocations) and Alternatives . As the Senior Investment Specialist ... (AMUS) is to be the primary facilitator of the Wealth -led strategy for WPB. The purpose of this role...advise on best way to position the results of portfolio analyses and proposals + Be a subject matter… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... management across all major asset classes including equities, fixed income, alternatives , multi-asset and money market funds. For individual investors, the business… more
- Bank of America (Frisco, TX)
- …and in-depth understanding of the Bank of America / Merrill Lynch portfolio construction process with respect to alternative investments, including hedge ... with the power to make a difference. Join us! **Job Description:** The Alternative Investment Specialist will provide support and guidance to Financial Advisors on… more
- Bank of America (New York, NY)
- …Derivatives, etc.. + Partner with other ISG Specialists across Investment Advisory, Alternative Investments, Portfolio Consulting and Retirement to ensure that ... with experience in equity/credit research (buy or sell side), equity/fixed income sales ( wealth or middle markets), portfolio management or derivatives would be… more
- Morgan Stanley (Tempe, AZ)
- …clients in partnership with Morgan Stanley's Fund Services infrastructure, an outsourced Wealth Management OCIO, the client's MS Financial Advisor , and WM ... and managing multiple parties during the onboard process including Morgan Stanley Wealth Management and Fund Services, Alternative Investments, 3rd Party… more
