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Investment Advisor jobs

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3,769 jobs found
Yesterday
IBM

IBM Principal Accounting Advisor United States, New York

Limitless High-tech career opportunities - Expoint
Description:
Bachelor’s or master’s degree in Accounting or Finance. Minimum of 6 years of accounting experience, including leadership roles. Effective written and oral communication. Fluent in English. CPA. Big 4 Experience....
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Yesterday
T

Truist Senior Administrative Assistant - Healthcare Investment Bank... United States, New York, New York

Limitless High-tech career opportunities - Expoint
Description:
Regular or Temporary:English (Required)1st shift (United States of America)Provide administrative support to individuals or department. Perform general clerical and general office duties with minimal guidance. Follow established procedures, methods and...
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Yesterday
PNC

PNC Global Sanctions Senior Advisor United States, New Jersey

Limitless High-tech career opportunities - Expoint
Description:
Oversees, establishes and enhances effective enterprise wide and/or business unit AML and Sanctions programs and designs policies to prevent or identify illegal, unethical, or improper business practices. May lead or...
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07.12.2024
JPM

JPMorgan Senior Home Lending Advisor - Springs CO United States, Colorado, Colorado Springs

Limitless High-tech career opportunities - Expoint
Description:
Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meets with their customers and introduces new clients to bankers for additional products...
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07.12.2024
JPM

JPMorgan JP Morgan Wealth Management - Private Client Advisor Longmon... United States, Colorado

Limitless High-tech career opportunities - Expoint
Description:
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
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07.12.2024
JPM

JPMorgan JP Morgan Wealth Management – Private Client Advisor - Multi... United States, Massachusetts

Limitless High-tech career opportunities - Expoint
Description:
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
Full job details
07.12.2024
JPM

JPMorgan Senior Home Lending Advisor - Birmingham AL Branches United States, Alabama, Birmingham

Limitless High-tech career opportunities - Expoint
Description:
Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meets with their customers and introduces new clients to bankers for additional products...
Full job details
Limitless High-tech career opportunities - Expoint
Description:
Bachelor’s or master’s degree in Accounting or Finance. Minimum of 6 years of accounting experience, including leadership roles. Effective written and oral communication. Fluent in English. CPA. Big 4 Experience....
Full job details
Are you a savvy investor looking to take your portfolio to the next level? Expoint is a unique job searching platform that has options for tech-savvy individuals to join as an investment advisor. An investment advisor helps a client assess the financial investments that best align with the client’s current and future goals. This is a very lucrative and prestigious field, with an estimated average base pay of over $100,000 a year. At Expoint, we’re dedicated to helping tech industry professionals find their dream job. Being an investment advisor requires many qualifications and certifications, like having a Bachelor’s degree in finance or economics, passing the Series 7 and Series 63 exams, and being licensed as a Registered Investment Advisor. We emphasize the importance of continuing education to keep up with the ever-changing industry. This profession is ideal if you have a passion for crunching numbers and staying up to date on the market. Communication and people skills are also important; you need to be able to make recommendatio