Investment Management

Investment Management Finance Jobs

146 jobs found

Financial Advisor

Kellogg Community Credit Union Battle Creek, MI

9d ago

Full time Marketing Advisor Business Development

Marketing Advisor Business Development

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Job Description

The Financial Advisor role at Kellogg Community Credit Union is an onsite position in Battle Creek, MI, focused on promoting investment services, processing securities transactions, and managing client relationships across branch offices.

Responsibilities

Process securities orders to facilitate sales activity from receipt to execution.
Qualify prospects and open new brokerage accounts for clients who do not require a personal Financial Advisor meeting.
Lead the planning and execution of seminars, campaigns, and sales literature across the offices in their market.
Design and oversee branch training and referral initiatives.
Set up brokerage accounts and assemble all required documentation to open them.
Handle cashing and booking of checks and stock certificates, ensuring compliance with legal requirements for stock certificates in brokerage accounts.
Track and close all outstanding paperwork.
Process journals between brokerage accounts.
Coordinate with the corporate office to resolve issues.
Establish and maintain mutual fund periodic investment plans and systematic withdrawal plans.
Configure money movement arrangements, including ACH or EFT transfers, to settle trades.

Requirements

A college degree or equivalent business experience is required; related experience may substitute for formal education.
Securities licenses Series 7 and 63, plus a State Insurance License.
Minimum of two years of experience in a related role.
Clean U-4 on file.
Customer relations and sales experience is required.
Actual business experience in the field.
Ability to learn the detailed requirements of the position.
Participation in all required compliance training, including Bank Secrecy Act / anti-money laundering training, along with internal and external training programs, online courses, meetings, and seminars.

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Financial Advisor

Idaho Trust Bank Boise, ID

10d ago

Full time Advisor Banking Business Development

Advisor Banking Business Development

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Job Description

Idaho Trust Bank in Boise, ID, affiliated with LPL Financial, seeks a Financial Advisor to service an established book, expand the client base, and deliver tailored solutions using bank referrals and LPL tools.

Responsibilities

Service an existing book of business upon joining
Build a strong client base leveraging the bank's robust referral network
Engage multiple branch territories with a sizable deposit base, including current clients needing advisory support
Grow the client roster by tapping into the bank’s client base
Develop client solutions without relying on proprietary products
Expand your business with LPL’s toolkit, technology, and support
Leverage LPL’s experience assisting financial institutions in growing and maximizing investment programs
Capitalize on the bank’s reputation and community standing

Requirements

Series 7 and 66 (63/65) licenses required
Insurance license required
Three or more years of investment sales experience

Benefits

Access to proprietary technology and a suite of customized services
Open architecture platform with access to thousands of investment products from leading third-party sponsors
Firm-wide resources and expertise to help you craft client solutions
Freedom to tailor solutions to your client’s goals

Application Question

What is your desired pay range?

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Director of Corporate Finance

HRT of TN LLC Nashville, TN

10d ago

Full time Finance Director Senior Accounting

Finance Director Senior Accounting

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Job Description

Join HRT of TN LLC in Nashville for a Director of Corporate Finance role that blends analytical rigor with strategic impact. This onsite position provides critical support to the First Vice President of Corporate Finance and the CFO, including updating the corporate model, delivering ad-hoc analyses, compiling Board materials and monthly presentations, and backing Capital Markets and Investor Relations.

Benefits

Health insurance
401k employer match
Paid parental leave

Responsibilities

Updating and improving the corporate model
Preparing ad-hoc financial analyses
Preparing Board materials and monthly presentations
Involved in, and support, Capital Markets and Investor Relations
Other ad-hoc analyses

Requirements

Minimum 5 years of experience in corporate finance, FP&A, or investment analysis
Bachelor's degree
Advanced financial modeling skills and strong proficiency in Excel
Experience in corporate finance, FP&A, or investment analysis
Deep understanding of REIT and real estate financial metrics, public company reporting requirements, and capital markets
Experience preparing Board and investor-facing materials
Knowledge of valuation, cost of capital, risk / return trade-offs and GAAP accounting concepts
Ability to produce in-depth peer company research
Interest and aptitude to utilize tech-enabled analytical tools
Ability to operate in a fast-paced, dynamic environment with high attention to detail
Expertise in Microsoft Excel and PowerPoint

Technologies

Microsoft Excel
Microsoft PowerPoint

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Licensed Financial Advisor - Client Service Advisor

Retirement Income Solutions LLC Murfreesboro, TN

10d ago

$60k+/yr Full time Advisor Client Client Relations

Advisor Client Client Relations

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Job Description

Retirement Income Solutions LLC is seeking a Licensed Financial Advisor - Client Service Advisor to support clients from our on-site office in Murfreesboro, Tennessee. The role emphasizes comprehensive financial planning and attentive client service, covering investments, retirement planning, tax planning, and estate planning while fostering strong client relationships. A minimum of five years of experience, along with the required licenses, is essential for this position.

Responsibilities

Provide personalized financial planning services to clients, including investment strategies, retirement planning, tax planning, and estate planning
Conduct thorough financial assessments to understand clients' current financial situations and future goals
Develop customized financial plans based on clients' needs and risk tolerance
Monitor clients' investment portfolios and make recommendations for adjustments as needed
Stay up-to-date with market trends, economic developments, and changes in tax laws to provide accurate and relevant advice
Build and maintain strong relationships with clients through regular communication and meetings
Collaborate with other professionals, such as accountants and attorneys, to ensure comprehensive financial solutions for clients
Educate clients on various financial products and services available to them
Provide exceptional customer service by addressing client inquiries and concerns in a timely manner

Requirements

Bachelor's degree in finance, business, or a related field - preferred
Proven experience working in the financial services industry as a Financial Advisor or similar role
Strong knowledge of asset management, tax planning, cash management, and financial planning principles
Excellent mathematical skills with the ability to analyze complex financial data
Exceptional customer relationship management skills with the ability to build trust and rapport with clients
Strong sales abilities with a track record of meeting or exceeding targets
Knowledge of wills, trusts, estate law is preferred but not required
Excellent communication skills, both verbal and written
Ability to work independently and as part of a team

Experience & Licenses

Financial concepts: 5 years (Required)
Client services: 5 years (Required)

Licenses & Certifications

Series 65 (Required)
Life Insurance License (Required)

Compensation & Benefits

Salary: USD 60,000 per year
Bonus opportunities
Commission pay

Benefits

Paid time off
Paid training

Job Type

Full-time

Location & Relocation

Location: Murfreesboro, TN 37129 (onsite)
Relocation: Relocate to Murfreesboro, TN 37129 before starting work (Required)
Ability to commute: Murfreesboro, TN 37129 (Required)
Work location: In person

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Financial Advisor / Certified Financial Planner

Trade Street Wealth Advisors Greer, SC

10d ago

Full time Advisor Certified CFP

Advisor Certified CFP

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Job Description

Trade Street Wealth Advisors seeks an in-office Financial Advisor (CFP or pursuing CFP) to guide clients in Greer, SC, deliver personalized financial planning, and contribute to firm growth.

Responsibilities

Provide comprehensive financial guidance by crafting and implementing tailored plans and strategies for clients.
Lead and participate in client meetings to discuss financial planning, retirement objectives, and investment approaches.
Regularly review client accounts and portfolios to ensure alignment with stated goals and objectives.
Evaluate client risk tolerance and recommend appropriate investment strategies accordingly.
Offer fiduciary guidance and uphold the best interests of clients at all times.
Build and maintain long-term client relationships through proactive communication and trusted advisory support.
Identify opportunities to strengthen existing relationships and contribute to the firm’s growth trajectory.
Proactively pursue new client relationships and support business development initiatives.
Show leadership within the team by sharing ideas, refining processes, and enhancing the client service model.

Requirements

CFP designation or active pursuit of CFP certification.
Series 7 license.
Two or more years of experience in financial services.
Strong communication and relationship-building skills.
Professional, ethical, and self-motivated demeanor.
Ability to thrive in a small, fast-paced team environment.

Benefits

Competitive salary plus bonuses.
Health care benefits.
401(k) plan with company match.
Eleven paid national holidays.
Paid vacation time.

Schedule

Monday through Thursday: 9:00 AM - 5:00 PM (1 hour lunch).
Friday: 9:00 AM - 4:00 PM (1 hour lunch).

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Financial Analyst - Biotechnology & Pharma

Confidential Fort Myers, FL

11d ago

$5,633+/mo Full time Analyst Biotech Pharma Biotechnology

Analyst Biotech Pharma Biotechnology

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Job Description

Our Fort Myers onsite team seeks a detail-oriented Financial Analyst to support trading and investment activities within the biotechnology and pharmaceutical sectors. The role centers on market analysis, financial modeling, and real-time decision-making in a fast-paced environment, with mentorship from seasoned professionals and clear pathways for professional growth.

Responsibilities

Help produce daily market summaries, performance reports, and investment dashboards
Perform technical and fundamental analyses on equities, ETFs, and other securities
Assist with trade execution and reconciliation under supervision
Maintain and update financial models and valuation tools
Compile research on sectors, companies, and macroeconomic trends
Collaborate with analysts and traders to identify investment opportunities
Ensure data accuracy across trading platforms and reporting systems

Qualifications

Bachelor’s degree in Finance, Economics, Accounting, or related field (or working toward one)
Strong understanding of financial markets, trading concepts, and investment strategies
Proficiency in Excel
Familiarity with trading platforms is a plus
Analytical mindset with attention to detail and a proactive attitude
Ability to thrive in a high-pressure, time-sensitive environment
Exposure to portfolio management or equity research is a plus

Technologies

Excel

Benefits

Hands-on experience in trading and investment analysis
Mentorship from seasoned financial professionals
Opportunity to grow into a full-time analyst or trading role

Job Details

Location: Fort Myers, FL 33908 (onsite)
Employment Type: Full-Time / On-Site
Salary: USD 5,633.33 per month
Reports To: Senior Financial Analyst
Education: Bachelor’s degree in Finance, Economics, Accounting, or related field (or working toward one)
Work Location Type: In person

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Investment Analyst

Vaco by Highspring Raleigh, NC Hybrid

11d ago

$100k - $120k/yr Full time Python Analyst Cash Flow

Python Analyst Cash Flow

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Job Description

This Investment Analyst role, based in Raleigh, NC with hybrid remote options at Vaco by Highspring, centers on real assets in private markets. It combines underwriting modeling with applied AI and automation to build tools that enhance efficiency and accelerate investment decision making.

Responsibilities

Build and maintain underwriting models, including IRR and MOIC analysis, cash flow projections, and scenario and sensitivity analysis
Support investment committee preparation by organizing data, drafting exhibits, and formatting underwriting packages
Conduct market and comparable transaction research to support investment decisions
Maintain portfolio performance models each reporting cycle and ensure accuracy of key metrics and asset-level data
Assist with due diligence workstreams and summarize findings for senior leadership
Identify recurring manual workflows and design automation solutions that reduce cycle time and improve reliability
Build and maintain automated templates for reporting, portfolio summaries, and dashboards
Use AI tools as a daily driver (not experimentation) for analysis, drafting, synthesis, and process acceleration, with sound judgment and human review
Develop lightweight data pipelines and scripts (Python preferred) to clean, transform, and reconcile data for modeling and reporting
Leverage low-code automation tools (Zapier, Make, Notion automations, or similar) where appropriate to connect systems and eliminate repetitive tasks
Document tools and workflows, maintain version control, and ensure solutions are transferable across the team
Pull, clean, and validate operational and financial data from internal systems each cycle
Maintain performance trackers, portfolio summaries, and valuation schedules
Flag anomalies early and escalate before data reaches leadership or external outputs
Support asset-level monitoring by tracking key operating metrics and performance drivers
Monitor market conditions and transaction activity and summarize findings for the investments team
Build and maintain a comparable transactions database for underwriting benchmarking
Conduct targeted research on geographies, operators, and asset characteristics as requested

Requirements

Undergraduate degree required; finance, economics, data science, computer science, or other quantitative backgrounds are preferred
1 to 7 years of experience; investment banking, private equity, real assets, or highly analytical roles are strongly preferred
Demonstrated financial modeling proficiency: DCF, IRR and MOIC, scenario analysis, sensitivity tables, and clean model hygiene
Strong applied AI capability, using tools like Claude, ChatGPT, or similar as a working tool to improve speed and quality
Python or scripting ability sufficient to automate reporting workflows and build repeatable data processes
Advanced Excel skills, including structured modeling, pivot tables, and strong file organization
Strong communication skills and ability to translate analysis into clear takeaways
High attention to detail, strong ownership mindset, and ability to work independently
Comfortable with fast feedback loops, high expectations, and prioritizing what matters most

Technologies

Python
Claude
ChatGPT
Zapier
Make
Notion automations
Excel
Power BI
NetSuite

Benefits

Discretionary bonuses
Medical, dental, and vision benefits
401(k) retirement plan

Nice to Have

Experience with planning and reporting tools or dashboards (Power BI or similar)
Familiarity with accounting or ERP data and extracting data for analysis (NetSuite or similar)
Interest in real assets, agriculture, commodities, or operationally complex investment strategies
Exposure to low-code automation tools and basic API concepts