Entry Level Insurance and Investment Consultants - Remote

What You'll Bring · Required Qualifications · Bachelor's degree · 2+ years of investment advisory experience · FINRA Licenses Series 7 and 66 required · Demonstrated relationship management, sales, customer service, and presentation skills in large and small group settings – in p ...

About the Role · At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we've honed since · The Relationship Manager is an influential part of the growth of Advisory and Investment Solutions, responsible for enabl ...

Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. · Job Description · Institutional Business Development & Cons ...

Position Overview · The successful candidate must possess the skills to discuss and present Meeder's investment solutions to Registered Investment Advisors (RIAs) and Registered Representatives. Utilizing a consultative approach, the candidate must effectively provide investment ...

· Conduct due diligence on prospective credit investments and prepare clear, data-driven investment recommendations for senior team membersBuild and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structuresPrepare valuation, ...

· Hobbs Madison is a leading consulting firm dedicated to bridging the gap between business strategy and technology execution. We combine deep technical and management expertise to solve complex challenges, enhance capabilities, and drive competitive growth. Our clients include ...

· Who we are · At Aquila, we invest in category-defining B2B/B2G software companies globally, acting as a thought-partner, striving for the success of our companies in the long term. We are a well-managed, profitable company that operates like a startup with the financial backin ...

About the role · The primary purpose of the 1940 Act Attorney role is to work effectively with internal stakeholders and clients to provide counsel and guidance on relevant legal matters related to 1940 Act-regulated investment companies (primarily ETFs). Specifically, this role ...

· Hobbs Madison is a leading consulting firm dedicated to bridging the gap between business strategy and technology execution. We combine deep technical and management expertise to solve complex challenges, enhance capabilities, and drive competitive growth. Our clients include ...

· You're responsible for ensuring assigned accounts realize maximum technical value from Expel's service, enabling their retention and growth through technical consultation, service integration, and hands-on problem solving. You accomplish this by building strong relationships w ...

We are seeking an Asset Management Subject Matter Expert (SME) with deep domain knowledge to support business initiatives, · Provide subject matter expertise in asset management products and operations · ...

· Vice President Analytics, Innovation · Department: Strategic Solutions · Reports To: SVP, Strategic Solutions · Location: US East or Midwest (Remote / Hybrid; ~75% remote) · Travel: <25% · Role Overview · The VP Analytics, Innovation is a leader responsible for unifying media ...

The Director - Corporate Development plays a key part in identifying and executing strategic initiatives to enhance corporate growth. · Identify and evaluate potential business opportunities and acquisitionsLead and manage all aspects of M&A transactions,Manage relationships with ...

Virtus is dedicated to the success of employees and helping everyone on our team achieve their goals. · We are a dynamic, fast-growing organization with the resources of a large firm and the innovative environment of an entrepreneurial company that promotes collaboration and emp ...

About The Role: · Lendmarq, a leading private real estate lender based in Miami, Florida, is seeking experienced Loan Advisors to join our team. The ideal candidate will be responsible for assisting individual investors and borrowers in securing loans for business-related real es ...

W Technologies, INC is a fast-paced, high-growth, full-service technology consulting firm with clients across North America and several countries around the world. 2W specializes in helping our clients (mostly manufacturers) get maximum value from their technology investments. We ...

Handshake is seeking experienced Finance Professionals to support AI research through flexible, hourly contract work. · Design job-related prompts and review AI-generated responses for accuracy... · ...

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Virtus is dedicated to the success of employees and helping everyone on our team achieve their goals. · We are a dynamic, fast-growing organization with the resources of a large firm and the innovative environment of an entrepreneurial company that promotes collaboration and emp ...

· The Director, Financial & Investment Risk is accountable to ensure alignment to the Company's risk appetite, regulatory requirements, as well as business objectives. As part of the 2nd Line of Defense this position will work within the broader ERM group to advance the risk man ...

Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. · Job Description · Kayne Anderson Rudnick (KAR) is seeking a ...