Passionate about helping clients and their families better invest their time and money? Who Are We? We are team of like minded folks on a mission to better invest our partner families time and money. What's the job description? This is rare opportunity and role to be part of the early founding team. Responsibilities will be wide but have a primary focus on typical UHNW private client activities, The ideal candidate is a consummate professional who develops and monetizes relationships and manages high level, sophisticated clients. What Will Your Responsibilities ? Build and maintain long term relationships with clients, prospects and COIs. Able to effectively manage approximately $100M+ in ultra high net worth assets. An entrepreneurial approach of building a business with the support of our operations and investment team functions. Collaborate lBest in Class Service providers to identify opportunities and deliver solutions. Deliver exceptional client service and experience. Meet clients needs and inquiries including financial and investment affairs' trust and broad knowledge of estate and tax planning What Do You Need? Bachelor's degree required in Business, Finance or related field; advanced degree(s) a plus MBA, CFP or CFA is a plus; 5+ years of experience serving clients in ultra-high net worth industry. Series 65 required or within 90 days of employment. Deep knowledge of capital markets and investments across asset classes including hedge funds, private equity, direct real estate, and commodities. Excellent verbal and written communication skills. Apply for this position JOB TITLE Private Wealth Director
Practicing and experienced physicians as well as residents will be considered. Must be licensed in Texas or eligible. Employment with a private group is available. Relocation, marketing, sign-on bonus and stipend can be offered. Applicants MUST have strong Texas ties.Attractive...
...We are looking for an energetic Kids Club Attendant to join our team! You will spend your time not only supervising but creating a fun and engaging environment for kids while their guardians enjoy the gym.Duties and ResponsibilitiesEnthusiastically greet members...
...other regions. We are looking for an individual who has experience in identifying, designing, planning, and implementing habitat and ecological restoration projects and programs. The successful candidate will be a driving force behind the growth of Anchor QEA and will help...
...Job Description Job Description Health & Wellness Coach in Sierra Vista, AZ Wellness Council of Arizona Job Type: Part-time Pay: $... ...Part Time Monday to Friday Work Location: ~ On-site, remote, 100% travel PLEASE APPLY HERE: -Council-of-Arizona-1/...
...all warehouse processes are running smoothly and promptly. Responsibilities: Operate forklift safely and efficiently to move materials within the warehouse Load and unload trucks and transport materials to designated areas Inspect the forklift daily to ensure...