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...1).
EA is a boutique firm exclusively focused on placing administrative professionals. The philosophy behind the EA process is to deliver... ...business plan to maintain its current portfolio of investments along with adding more each year. The company's commitment to...
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...Job Description
Stop prospecting! Come join our firm as an Investment Counsellor for a provided roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure...
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...Job Description
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices...
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...Position Title: Investment Counselor
Work Location: 6500 International Parkway, Plano, TX 75093
Full Time with Benefits
Job Description :
Overview: Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high...
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The Koch CFO organization's Investment team is seeking a Senior Investment Accounting Analyst to join the team. In this role, you will... ...with the investment groups and our supporting third-party administrators to understand the investment strategies and validate that they...
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Flexible hours
...Bachelor's degree in accounting or related field required
~ CPA or CPA eligible is highly preferred
~5+ years of experience in investment accounting
~2+ years of supervisory experience
~ Excellent organization and attention to detail
~ Strong knowledge of US...
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...JOB SUMMARY
Analysts are responsible for analyzing potential investments in seniors housing, outpatient medical facilities, age-restricted multifamily and build-to-rent..Key responsibilities include underwriting potential acquisition and development opportunities; operator...
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...Company Overview :
Hillwood Investment Properties (HIP) Hillwood, a Perot company, is a full-service industrial real estate developer, investor, and advisor, focusing on institutional-grade industrial properties. From acquisitions and joint ventures to development...
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...500k (per household). You are responsible for managing these client relationships and speaking to clients about their portfolios/investments.
As the central point of contact for your assigned client base, you would educate each of our clients on the firms investment...
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Job Description
Job Description
About the job NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON.
This position can be fully remote. Great for the stay-at-home career seeker.
All required pre-licensing courses & required state licenses are covered...
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...Job Description
Job Description Position Title :
Investment Accountant
FLSA Status :
Non-Exempt, Full-Time
Reports... ...of wholesale funds and liquidity, including hedges.
Administratively update deposit rates and/or review changes for accuracy for...
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Full time
For contractors
...Title: Investment counsellor
Location: Plano TX/ Camas, WA/ Tampa, FL
Type: Fulltime
The Day-to-Day:
Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments...
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...Job Description
Investment Counselor
Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm in their Dallas, TX office...
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Job Description Summary:
CSG Investments, Inc. (CSG) is a global buy-and-hold institution headquartered in Plano, TX. CSG provides flexible and creative capital solutions for all types of commercial and industrial customers. CSG is an affiliate of...
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...Job Description
Job Description Investment Advisory Associate
Dallas, TX
ISCs team of Financial Services Recruiters is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment...
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Marcus Invest
Marcus Invest makes it easy for clients to automate their investing. We provide portfolio recommendations aligned with our clients investment timeline and risk tolerance. Our portfolios are designed to keep costs low and optimized...
...About Us
Stronghold Investment Management ("Stronghold," "SIM," or "the Firm") is a technology-driven, vertically integrated investment manager focused on real-assets and related private markets. Stronghold seeks to deliver best-in-class risk-adjusted returns through...
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...qualify leads, build relationships with property managers, and develop new sales opportunities from cold accounts
Partner with Investment Manager Account Executives to qualify prospects and learn additional sales tactics to win deals together
Update and maintain...
Hourly pay
Full time
Work experience placement
Local area
Flexible hours
...to 7 years.
Role Overview:
As the VP of Accounting & Administration, you will oversee and influence the comprehensive financial landscape... .... This pivotal role involves direct reporting to the Chief Investment Officer (CIO) and the family, providing strategic leadership...
Flexible hours
...a long track record of success and many years of experience investing and operating in the hospitality industry. Currently, Ashford... ...Management.
Duties and Responsibilities:
* Performs complex administrative duties, with exposure to highly confidential matters and...