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
...Position Responsibilities Inside Sales Rep. position/Material Coordinator is responsible for order processing, picking, packing,... ...Microsoft Word and Excel is a plus Ability to use common office equipment: phone, calculator, PC, etc. Self-starter that takes an...
...assigned. Minimum Qualifications (required) Class A or B CDL High School diploma or GED Must meet minimum age requirement... ...occasional weekends to meet business demands. Bulk liquid experience preferred Pre-employment screening is based on the job requirements...
...countries. At CHS, we are creating connections to empower agriculture. Summary CHS Drayton is hiring an Operations Specialist/Truck Driver in Drayton, ND. This hybrid role offers a dynamic mix of driving and operational tasks, shifting with the seasons and business...
HIRING IN Pueblo, CODrop and hook, home daily. work min 5 days/week Mon-Sun. Run Shuttle Local..GET HOME EVERY DAY WITH GREAT PAY! Drop and HookMUST BE 21 YEARS OLDMUST HAVE AN ACTIVE CDL A WITHIN THE LAST 12 MONTHSEquipment : Dry vanWeekly Pay : $1,300Daily...
...Team! Are you ready to embark on an exciting journey in the world of real estate? Join our high-performing team as a Real Estate Showing Agent and take the first step toward building a career you'll be proud of. Whether you're just starting or looking to gain valuable...