Investment Advisor Salary at Bank Of America Merrill Lynch International Ltd BETA

Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate allocations? If this is music to your ears, and you love a challenge and a very fast-paced environment, we have the career for you! What You'll Do Tax senior managers identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. trader vs. investor determination, and identifying necessary federal, international and state investor reporting. Tax senior managers in our Hedge Fund Tax practice perform detail-level review of tax workpapers, allocations and tax returns, as well as perform research to advise on transactional and t

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. **Job Summary** **:** Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; resolves team escalations, documents procedures and identifies areas for process improvement. **Essential Functions** _Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions_ . + Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication + Acts in a pro-active manner with assigned

About Modera Wealth Management: Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership. We are seeking individuals who embody Modera's core values: Confident Humility - a quintessential team player, willing to do whatever it takes to get a job done, with pragmatic optimism Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others Trusted Relationships - Supportive and authentic with mutual respect for colleagues In addition, the ideal candidate: Shares our commitment to maintaining a supportive and inclusive environment where everyone feels a sense of belonging. Is extremely organized with excellent attention to detail. Is capable of prior

WHO WE ARE: We are an innovative and fast-paced Registered Investment Adviser (RIA)firm offering financial planning, multi-disciplined institutional asset management solutions and other platform capabilities to a national base of growth focused financial advisors. Our platform solutions include practice management and consulting resources, an industry leading technology stack, back-office support, and a robust compliance program. JOIN OUR TEAM TODAY! As we continue executing on our next phase of growth, with a focus on delivering strategic consulting, advisor engagement and optimizing the breadth and depth of the our platform to accelerate our existing advisor’s organic growth and retention, we have a VP-Advisor Consulting opportunity for a highly skilled relationship management and/or consulting professional to join the team. This role is located at our company headquarters in Cornelius, NC, a northern suburb of Charlotte in the highly desirable Lake Norman area. YOUR ROLE: We are see

Are you a strategic thinker with first-hand knowledge of the private equity and investment management industries? Do phrases like "cross border investment advisory" and "fund formation, hold, and exit reporting and consulting" peak your interest? Do you enjoy providing tax consulting and compliance services to U.S and foreign clients while identifying and analyzing complex issues? If you answered "Yes" to any of these questions, you should consider a career in Deloitte's International Private Equity and Investment Management practice. What You'll Do As a Manager, you will work within an engagement team and draw on experience in accounting and taxation to provide tax consulting and compliance services to various client types on the tax implications of their inbound and outbound structures and investments. You will identify basic, and some complex, tax issues and provide tax analysis and recommendations for these entities and their affiliates. Responsibilities Will Include + Performing h

Job Statement Sterling Capital Management LLC (Sterling), headquartered in Charlotte, North Carolina, is a registered investment adviser founded in 1970. Sterling seeks highly motivated candidates who are interested in developing a solid understanding of the inner workings of the investment management business. This position resides within the firm’s Client Service and Analytics Team and will grant you exposure to many areas of the business including business development, client service, marketing, portfolio management, operations and compliance. Essential Duties and Responsibilities Act as a main point of contact for client and prospect inquiries and requests Lead the set-up of onboarding new relationships and platforms including; compiling new account documentation, communicating account details to the applicable groups within the firm, following all compliance and regulatory processes, working with investment teams to develop investment guidelines and ensuring that all steps are com

Experienced Financial AdvisorAbout the job As an experienced financial advisor with existing client practice, you already know the job. Take care of your clients but you are looking for a better home to do so. Perhaps you realize the wirehouse business model faces challenges, or maybe you are at an RIA not fulfilling its promises to help you grow, or perhaps you are a solo advisor looking for a solution for your upcoming retirement or a solo practitioner running up against too many hats. We’re glad you are considering Procyon a firm built by advisors for advisors. Procyon Partners is a vibrant growing Registered Investment Advisor (RIA) firm with both individuals as well as institutional retirement plans as clients. As a wealth management platform, we currently have 50+ people caring for more than a thousand clients and are entrusted with over $8 billion dollars of client wealth. We have demonstrated a history of helping new advisors grow by 50% in the first two years. Less back office

Job Description About You: Are you looking for an opportunity to impact your community, help build a legacy for yourself and your clients, and find the independence and flexibility you seek without being alone? As an Investment Advisor Representative (IAR) supported by The Pelora Group, you'll be part of a community of professionals that help will help you determine your purpose, execute your vision, and build your business. You will be a great partner for The Pelora Group if: You're working in financial services and want to take your practice to the next level You place a high value on relationships and your client's experience Have alignment with our firm's core values of Balance, Growth, Authenticity, Conviction, and Stewardship You appreciate the differences in everyone's situation and have the desire to learn what success means to each client and family that you serve. You thrive on expanding personal knowledge and skills through ongoing professional development You have a strong