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Bank clerk
1 week ago
Infinity Ventures Hermitage, United StatesWelcome to Raiffeisenbank im Grabfeld · We are currently looking for a bank clerk as a personal customer advisor (m/f/d) to join our team at our branch in Obereßfeld as soon as possible, either part-time or full-time. · Your benefits: · A modern bank that focuses on making sense ...
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Director Of Investments
6 days ago
Lead Advisor Nashville, United StatesLead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our client firms. · Our client, a top wealth management practice based in Nashville is hiring a Director of Investments (DOI). The DOI will head the investment strategy and portfolio mana ...
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Director of Investments
1 week ago
Lead Advisor, LLC Nashville, United StatesLead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm. · Director of Investments · Our client, a top wealth management practice based in Nashville is hiring a Director of Investments (DOI). The DOI will head the investm ...
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Director Of Investments
1 week ago
Lead Advisor Nashville, United StatesLead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our client firms. · Our client, a top wealth management practice based in Nashville is hiring a Director of Investments (DOI). The DOI will head the investment strategy and portfolio man ...
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Advisory Integration Consultant
2 weeks ago
Jackson National Life Nashville, United StatesThe Advisory Integration Consultant will partner with Jackson distribution personnel and Registered Investment Advisor (RIA) and Broker/ Dealer representative partners to provide field and virtual training on Jackson's products and distribution techn Advisor, Integration, Consult ...
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Service Associate
1 week ago
UBS Nashville, United StatesYour role · Are you a strategic thinker? Are you passionate about building relationships? We are looking for someone like you to: · * undertake preparatory work, transaction processing, and control and reconciliations tasks · * provide support and advice for Team Associates and F ...
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Hybrid Product Wholesaler
1 week ago
Jackson National Life Nashville, United StatesIf you are an internal associate, please login to Workday and apply through Jobs Hub.Job PurposeIn partnership with the Pod's External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan to achie ...
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Hybrid Product Wholesaler
5 days ago
Jackson National Life Nashville, United StatesIf you are an internal associate, please login to Workday and apply through Jobs Hub. · Job Purpose · In partnership with the Pod's External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan ...
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Of Counsel
1 week ago
Nelson Mullins Riley & Scarborough Nashville, United StatesAre you looking to join a tenured team at an AmLaw100 firm? Nelson Mullins is seeking an attorney with at least 10 years of real estate experience to join its Real Estate Group in our Nashville, Tennessee office. As an AmLaw100 firm, this will offer a unique opportunity to a cand ...
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Legal Officer
1 week ago
AllianceBernstein Holding LP Nashville, United StatesWho You'll Work With: · This role helps support both the Bernstein Private Wealth Management legal team (BPWM legal), including head Mara Kennedy (NY), Mike Jones (Nash), Carin MacAllister (Nash) and Chelsea DeFebbo (Nash) as well as the AB Alternatives legal team (Alts legal), i ...
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Business Development Consultant
14 hours ago
AllianceBernstein Nashville, United StatesWe are seeking a Business Development Consultant to join our US Retail sales team in Nashville, TN. This position is responsible for growing sales and revenue of the Digitally Identified Target Client. (DITC) client base within their assigned territory. This role will heavily lev ...
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Business Development Consultant
1 week ago
AllianceBernstein Holding L.P. Nashville, United StatesWho You'll Work With: · We are seeking a Business Development Consultant to join our US Retail sales team in Nashville, TN. · This position is responsible for growing sales and revenue of the Digitally Identified Target Client. (DITC) client base within their assigned territory ...
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Business Development Consultant
1 week ago
AllianceBernstein Nashville, United StatesWho You'll Work With: · We are seeking a Business Development Consultant to join our US Retail sales team in Nashville, TN. · This position is responsible for growing sales and revenue of the Digitally Identified Target Client. (DITC) client base within their assigned territory ...
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Business Development Consultant
1 week ago
AllianceBernstein Nashville, United StatesWho You'll Work With: · We are seeking a Business Development Consultant to join our US Retail sales team in Nashville, TN. · This position is responsible for growing sales and revenue of the Digitally Identified Target Client. (DITC) client base within their assigned territory ...
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Business Development Consultant
1 week ago
AllianceBernstein Holding LP Nashville, United StatesWho You'll Work With: · We are seeking a Business Development Consultant to join our US Retail sales team in Nashville, TN. · This position is responsible for growing sales and revenue of the Digitally Identified Target Client. (DITC) client base within their assigned territory. ...
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Business Development Consultant
1 day ago
AllianceBernstein Nashville, United StatesWho You'll Work With: · We are seeking a Business Development Consultant (Hybrid Wholesaler) to join our US Retail sales team in Nashville, TN. · We are looking for a Business Development Consultant (Hybrid Wholesaler) for our US Retail sales team which is dedicated to supporti ...
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Business Development Consultant
1 week ago
AllianceBernstein Nashville, United StatesWho You'll Work With: · We are seeking a Business Development Consultant (Hybrid Wholesaler) to join our US Retail sales team in Nashville, TN. · We are looking for a Business Development Consultant (Hybrid Wholesaler) for our US Retail sales team which is dedicated to supportin ...
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Business Development Consultant
3 days ago
AllianceBernstein Holding L.P. Nashville, United StatesWho You'll Work With: · We are seeking a Business Development Consultant (Hybrid Wholesaler) to join our US Retail sales team in Nashville, TN. · We are looking for a Business Development Consultant (Hybrid Wholesaler) for our US Retail sales team which is dedicated to supporti ...
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Business Development Consultant
1 week ago
AllianceBernstein Nashville, United States Full timeWho You'll Work With: · We are seeking a Business Development Consultant (Hybrid Wholesaler) to join our US Retail sales team in Nashville, TN. · We are looking for a Business Development Consultant (Hybrid Wholesaler) for our US Retail sales team which is dedicated to supporting ...
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Business Development Consultant
1 week ago
AllianceBernstein Nashville, United StatesWho You'll Work With: · We are seeking a Business Development Consultant (Hybrid Wholesaler) to join our US Retail sales team in Nashville, TN. · We are looking for a Business Development Consultant (Hybrid Wholesaler) for our US Retail sales team which is dedicated to supporti ...
Investment Advisor - Nashville, United States - Windward Recruiting
Description
Investment AdvisorWe ares searching for qualified candidates to join our $4b+ RIA client as an
Investment
Advisor
in Nashville, TN.
You will collaborate directly with the CIO, Senior Portfolio Managers, and President in this role.
Trade client accounts in accordance with proprietary strategies and client asset allocations
Performing comprehensive financial planning for clients as needed
Work collaboratively with other Portfolio Managers and Analysts
The ability to effectively communicate to individuals and audiences with varying levels of investment/financial experience
Strong attention to detail, proactive problem solver, and the ability to work collaboratively with a relatively small team
The understanding and application of public equities, fixed income, options and other investment strategies
Proficient in Microsoft Office (Excel, Word, PowerPoint, Outlook) and financial tools such as Bloomberg, Morningstar, etc.
Qualifications
Bachelor's degree in finance, economics, mathematics, accounting, or a similar field
3+ years of relevant experience CFA Charterholder (preferred) or successfully passed level 2 while having substantive relevant work experience
Certified Financial Planner (CFP) designation and similar credentials are also valuable
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