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
...Cambria Hotel (located across from the TBK Sports Complex) is adding a Part-Time Bartender to our team! The bar is located inside... ...required within own department. Who We Are: Frontier Hospitality Group has been locally owned since 1950. We operate six hotels...
...Summit Technology Services has a long term contract for a Services Order Fulfillment Coordinator in Skaneateles, NY Hybrid work is an option Role Summary/Purpose The Services Order Fulfillment Coordinator is the first point of contact for all customer inquiries...
...Supplemental Health Care is seeking a LPN / LVN Clinic for a travel job in Dallas, Texas. Job Description & Requirements ~ Specialty: Clinic ~ Discipline: LPN / LVN ~ Start Date: ASAP ~ Duration: 13 weeks ~40 hours per week ~ Shift: 8 hours, days ~...
...and plenty of outdoor recreation, Longview is the quintessential Texas city located in the heart of Texas Lake Country. Great fishing, boating, hiking and just about every other al fresco activity can be found here; in addition to fairs and events such as the Great Texas...
...Job Description Job Description POSITION: CAREGIVER (PCA/HHA/CNA) COMPANY: Suite Living Senior Care LOCATION: Prior Lake, MN TYPE: Part-time... ...from you. Our community has 32 beds in Memory Care and Assisted Living. SUMMARY Suite Living Senior Memory Care...