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4,697 jobs found
08.02.2025
JPM
JPMorgan JP Morgan Wealth Management – Private Client Advisor - Green... United States, Indiana
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...
Works with executive leadership to identify critical business and product performance metrics that will drive the program’s financial and market success. Partners with business, product, and technology groups across APR...
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...
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...
Performing financial modeling and financial statement analysis. Determining cash flow and asset-based debt capacity based on a wide range of business models. Driving the preparation of customized term sheets, capital...
Advise oil & gas clients on a variety of projects including M&A, A&D, and capital markets transactions. Perform technical analysis and resource / valuation assessment for oil & gas assets...
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...
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...
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