Registered Investment Advisor

You will have a front-end role to help grow the company through customer acquisition, take steps to ensure success of customers using the Marquee Equity service. - You will be required to perform in-depth analysis of clients financial models, business projections, pitch decks and other documents and make reports and advise clients. - You will have to compile...

Job Description Our client, a boutique wealth management firm located in Naples, Florida, is looking for an experienced and licensed Financial Advisor to join their team. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in creating unique portfolios made up of stocks and...

Job Description Our client, a boutique wealth management firm located in Naples, Florida, is looking for an experienced and licensed Financial Advisor to join their team. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in creating unique portfolios made up of stocks and...

Job Description Our client, a boutique wealth management firm located in sunny Naples, Florida, is looking for an experienced and licensed Financial Advisor to join their team. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients, with a focus on creating unique portfolios consisting of stocks and...

Job Description Our client, a boutique wealth management firm located in sunny Naples, Florida, is looking for an experienced and licensed Financial Advisor to join their team. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients, with a focus on creating unique portfolios consisting of stocks and...

Description : As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational...

Job Description Our client, a boutique wealth management firm, is seeking a licensed and experienced Financial Advisor to join their team in Naples, Florida. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in making unique portfolios made up of stocks and bonds. The ideal...

Job Description Our client, a boutique wealth management firm, is seeking a licensed and experienced Financial Advisor to join their team in Naples, Miami. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in making unique portfolios made up of stocks and bonds. The ideal...

Job Description $500MM AUM 3 member team is looking for a successor advisor to continue building and servicing the firms clients.  Extraordinary opportunity for a dynamic, experienced advisor to expand their clientele base. The team has established a fundamental approach to investing on behalf of their clients, creating their own portfolios with individual...

Job Description $500MM AUM 3 member team is looking for a successor advisor to continue building and servicing the firms clients.  Extraordinary opportunity for a dynamic, experienced advisor to expand their clientele base. The team has established a fundamental approach to investing on behalf of their clients, creating their own portfolios with individual...

Job Description $500MM AUM 3 member team is looking for a successor advisor to continue building and servicing the firms clients. Extraordinary opportunity for a dynamic, experienced advisor to expand their clientele base. The team has established a fundamental approach to investing on behalf of their clients, creating their own portfolios with individual...

**Location**: Industry: - Experience: - Education: - Mumbai - Consulting Services/ Investment Banking Boutique 4- 5 years’ experience (working with domestic clients post qualification) CA / CFA (USA) / MBA (Finance) - Preparation of deal books and financial models; - Carrying out financial analysis and valuation; - Carrying out research related work...

Job Description The Investment Analyst will be an integral part of the investment team, responsible for conducting detailed research and analysis of potential investment opportunities. This role requires a strong analytical mindset, financial acumen, and the ability to work in a fast-paced environment. The successful candidate will support senior team...

Job Description The Investment Analyst will be an integral part of the investment team, responsible for conducting detailed research and analysis of potential investment opportunities. This role requires a strong analytical mindset, financial acumen, and the ability to work in a fast-paced environment. The successful candidate will support senior team...

Job Description Our client, a boutique wealth management firm, is seeking a licensed and experienced Investment Specialist to join their team in Naples, Miami. As an Investment Specialist, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in making unique portfolios made up of stocks and bonds....

Location:Industry: Experience: Education: Mumbai Consulting Services/ Investment Banking Boutique4- 5 years' experience (working with domestic clients post qualification)CA / CFA (USA) / MBA (Finance) Preparation of deal books and financial models; Carrying out financial analysis and valuation; Carrying out research related work on the transaction including...

Role: Investment Advisor Responsibilities: 1. You will have a front-end role to help grow the company through customer acquisition, take steps to ensure success of customers using the Marquee Equity service. 2. You will be required to perform in-depth analysis of clients’ financial models, business projections, pitch decks and other documents and make...

Role: Investment Advisor Responsibilities: 1. You will have a front-end role to help grow the company through customer acquisition, take steps to ensure success of customers using the Marquee Equity service. 2. You will be required to perform in-depth analysis of clients’ financial models, business projections, pitch decks and other documents and make...

**About us**: UC Inclusive Credit Pvt. Ltd. (UCIC) is an exciting, start-up, impact focused RBI registered Non - Banking Financial Company (NBFC) (Non deposit accepting and Systemically Important) based in Bangalore. We extend loans (debt) to enterprises that strive to have positive social and/or environmental impact, in a responsible, transparent, and...

Job Description We have partnered with a London headquartered European Infrastructure Equity fund, investing in Energy Transition, the Circular Economy and Digital Transition are now hiring an Investment Director to lead its coverage of the DACH region.   Role Responsibilities:  Lead origination efforts in the DACH region, through regular contacts with...