Investment Advisor - New York, NY

Khorlan Wealth Management LLC is an investment advisory firm helping clients build and preserve wealth through a client-first approach. · ,,Build and expand a client base through referrals, personal networks, and long-term relationship development. · ,Serve as a primary point of ...

We are looking for an Investment Advisor to join our team at Masterworks Advisers. · The ideal candidate will have a genuine desire to change the way people invest and collaborate with a leading startup driving this change. · The Investment Advisor will be responsible for advisin ...

About Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso.In just three short years we have built a portfolio of nearly $800 million in world-class artworks introducin ...

We are seeking an Investment Advisor to drive investment growth within our existing investor base. As an Investment Advisor for Masterworks Advisers, you will be directly responsible for driving investment growth by conducting portfolio reviews and presenting new artwork offering ...

Initio Sphere is a private capital ecosystem where capital meets talent. We connect fund managers, investors, operators and analysts through live deal flow institutional frameworks and curated relationships across private markets. · ...

As a Senior Advisor / Team Lead for Masterworks Advisers, you will be responsible for building trusted relationships with UHNW prospective investors and converting them into long-term clients. · ...

Senior Investment Advisors represent a top-tier role within the Initio Sphere ecosystem—providing high-level investment, capital markets, and strategic guidance to sponsors, funds, and investors while benefiting from meaningful earning opportunities and enhanced credibility acros ...

Investment Strategy Advisors are a key tier of the Initio Sphere ecosystem, providing portfolio and investment strategy guidance to GPs, sponsors, and investors. · Advise funds and sponsors on investment strategy, asset allocation, and portfolio optimization · Mentor analysts and ...

We are looking for an Investment Advisor to join our team at Masterworks Advisers. As the first point of contact for prospective investors, you will be responsible for educating and advising them on how art can improve their investment portfolio. · ...

We are seeking an Investment Advisor to drive investment growth within our existing investor base. You will leverage deep relationships and portfolio expertise to generate repeat investment activity and maximize investor lifetime value. As an Investment Advisor for Masterworks Ad ...

We are seeking an experienced Senior Advisor to join our team at Masterworks Advisers. As a key member of our advisory group, you will be responsible for building trusted relationships with high net worth individuals and converting them into long-term clients. · 8 years of experi ...

· Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. · ...

We are seeking an Investment Advisor to join our team at Masterworks Advisers. As the first point of contact for prospective investors, you will educate and advise them on how art can improve their investment portfolio. · The ideal candidate will have a genuine desire to change t ...

We are seeking a compliance associate to establish and/or maintain the compliance program for our investment advisor clients at DFP Regulatory Services. · ...

Seeking a compliance associate at a securities industry regulatory consulting firm to establish and/or maintain the compliance program for its investment advisor clients. · Bachelor's degree (Finance or related discipline preferred) · 2-3 years compliance experience at an investm ...

Seeking a compliance associate at a securities industry regulatory consulting firm to establish and/or maintain the compliance program for its investment advisor clients. · ...

About Us · Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so ...

We are looking for a Client Onboarding – Investment Advisors/Funds Group. · We support the team manager in all client onboarding activities for Investment Advisors and Funds. · Prepare KYC documentation. · Perform client due diligence. · Conduct OFAC and negative news screenings. ...

We are early in our product solution journey and passionate about transforming the advisor and client experiences. · Product Management Skills: Demonstrated understanding of product management and building software products from conception to launch. · Technical Knowledge and Int ...

+We prioritize risk controls to ensure the seamless execution of our mission. We believe that playing by the rules is essential to our success. · ...