Advisor Investment Solutions Specialist
Kestra Investment Management, LLC
Kestra Investment Management is seeking an Investment Specialist to join our team, reporting to the Head of Business & Sales Strategy. In this role, you will drive business development, increase assets under management, and strengthen advisor relationships across Kestra Financial, Kestra Private Wealth Services, and Bluespring Wealth Partners. You will introduce investment models and portfolio construction strategies, expand our advisor network, promote platform adoption, and deliver tailored #J-18808-Ljbffr Kestra Investment Management, LLC
- Kestra Investment Management, part of Kestra Holdings, seeks an Investment Specialist to drive business development, grow assets under management, and strengthen advisor relationships across Kestra Financial, Kestra Private Wealth Services, and Bluespring Wealth Partners...Suggested
- ...take your career to the next level.As an Investment Specialist you are responsible for helping the... ...relationships through advisement on investment solutions.Job ResponsibilitiesConduct investment... ...of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus...Suggested
- ...your career to the next level. As an Investment Specialist you are responsible for helping the Banker... ...through advisement on investment solutions. Job Responsibilities Conduct investment... ...coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors...Suggested
- ...Job Description The Merrill Lending Solutions Advisor is a client‑ and advisor‑facing role focused on driving adoption of lending solutions across Merrill Wealth Management. Lending Solutions Advisors are embedded within the business to lead targeted business development...SuggestedWork at officeShift workDay shift
$153k - $222k
...manage and deliver successful implementations of Cloud AI solutions, becoming a trusted advisor to decision makers throughout the engagement.Propose... ...requirements and implementation best practices.Work with internal specialists, Product, and Engineering teams to package approaches,...SuggestedFull timeWork at office$210k - $235k
...work, collaborate, and innovate with some of the most talented people out there, WalkMe is the place for you!As a Senior Partner Solution Advisor, you will report to the Director of Global Partner Solution Advisory. You'll bring deep technical credibility — built through...Full timeWork experience placementImmediate startRemote work- ...Merrill Lending Solutions Advisor II Dallas, Texas;Austin, Texas; Chicago, Illinois; Houston, Texas To proceed with your application... ...plan in its sole discretion at any time for any reason. Investment products offered through MLPF&S and insurance and annuity products...Work at officeShift workDay shift
- ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- A leading financial institution is seeking a Merrill Lending Solutions Advisor in Austin, Texas. This client-facing role focuses on driving the adoption of lending solutions for UHNW clients within Merrill Wealth Management. The ideal candidate has over 12 years of experience...
- A leading fintech company in Austin, Texas, seeks an experienced Enterprise Solutions Consultant for its Expense product line. This role involves partnering with various teams to implement and advocate for Navan's expense solutions, aiming for client satisfaction and growth...
- ...hiring to provide comprehensive financial guidance and customized solutions to clients. The role focuses on triaging leads, referring to... ...involves identifying client needs, delivering banking and investment strategies, and expanding the client base while adhering to regulatory...
- Navan Expense is an expense and corporate card solution that eliminates the hassles of expense management while giving finance leaders real-time spend visibility and control. Navan Expense provides employees with a refreshingly easy way to pay for what they need while...
$140k - $209k
...project management, stakeholder management, professional services, solution engineering or technical consulting, and 1 year of experience... ...them. Work closely with customer stakeholders as a trusted advisor and provides expert guidance on critical solution decisions. #J...Full time- ...Technical Consultant based in Austin, Texas. The role involves analyzing customer requirements and delivering functional and technical solutions integrating various Oracle products. The ideal candidate has at least 7 years of experience or an equivalent combination of...
- Technical Solutions Consultant (Pre/Post Sales) We are hiring a Technical Solutions Consultant to drive our enterprise motion as we move... ...Reporting to our VP, Revenue, you will act as a trusted technical advisor for enterprise prospects, translating complex business needs...Work at officeImmediate startRemote workFlexible hours
- Skimmer is seeking a Technical Solutions Consultant to drive our enterprise motion, partnering with Revenue and CS teams to design, onboard, and adopt solutions for high‑value customers. You will translate complex needs into scalable architectures and lead engagements from...
- ...maintain client relationships, delivering personalized financial guidance and introducing clients to new products, services, and digital solutions using the latest tablets and mobile devices. The role emphasizes strong communication, accuracy, and adherence to established...
- ...deliver exceptional customer experiences and build lasting relationships with existing and prospective customers. You will offer solutions that span the customer's lifecycle through a consultative sales and service process. The role emphasizes risk-aware decision making...
$88k - $121k
...AreApplied Materials is a global leader in materials engineering solutions used to produce virtually every new chip and advanced display... ...12-7547, option 1, and following the prompts to speak to an HR Advisor. This contact is for accommodation requests only and cannot be...Full timeShift work- ...America Job Description Kestra Investment Management (KIM) is part of... ...on providing portfolio solutions to help meet long-term goals... ...clients. Kestra-affiliated advisors can benefit from KIM’s cost-... ...Management is seeking an Investment Specialist to join our dynamic team,...Flexible hours
- Job Description:Dimensional’s Investment Solutions Group (ISG) acts as a source of specialized investment knowledge that delivers thought leadership... ...compelling, informative content.Within ISG, the Product Specialist team is a resource for deep, specialized knowledge of our...Full time
- JPMorgan Chase & Co. in the United States is seeking an Investment Specialist to help bankers win new clients and deepen relationships through... ...knowledge and the ability to manage complex investment solutions, with licenses required within 90 days of start. This position...
- Radiant Plumbing & Air Conditioning in Austin, TX is seeking a Residential HVAC Comfort Advisor to guide homeowners through system options and ensure a top-notch customer experience from assessment to installation. You will perform home evaluations, airflow and load calculations...
- ...Vice President, Investment Product Specialist The J.P. Morgan Wealth Management (USWM) business is... ...wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed... ...markets as well as investment solutions and work collaboratively with field...Work at officeRemote workFlexible hoursNight shift
- A leading financial services firm in Austin is seeking a Financial Advisor to help clients achieve their financial goals. The ideal candidate has a strong background in investments and finance, holds necessary licenses, and can build strong client relationships. This role...
- ...support to Portfolio Management and Trading staffExtract and review investment guideline coding from prospectuses, SAI's, investment... ...requirementsIdentify, propose and implement advanced analytic solutions, including automation, to help mitigate regulatory risksResearch...Full timeWork at office
- ...Company is exclusively retained by an entrepreneurial real estate investment and development firm in Austin with an impressive track record... ...to improve workflows through technology and AI-driven solutions.Ideal BackgroundBachelor's degree in Finance, Real Estate, Economics...Immediate start
$120k - $170k
Position Title:Senior Manager, Hyperscale Investment Strategy (Sr Analyst)Locations:New York, NY | Boston, MA | Dallas, TX | Austin, TX... ...full spectrum of data center, colocation and interconnection solutions. PlatformDIGITAL, the company’s global data center platform, provides...Full timeShift work$77.3k - $135.3k
...growth, fast paced and Customer focused work environment then AWS may be the right fit for you.The AWS Global Data Center Supply Solutions Team is looking for a talented, experienced Colocation Lease Analyst based in our Seattle, Austin or DC corporate office campuses....Contract workWork at officeFlexible hours- Fifth Third Bank in Westlake, TX is recruiting for a Personal Banker I as part of a 4-8 week onboarding and education program. The role focuses on using consultative sales to identify and meet financial needs, while handling teller transactions as part of the platform staff...
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