Portfolio Advisor Salary at Vinovest Inc BETA

Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Senior Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a collaborative and dynamic environment. Responsibilities: · Manage UHNW client relationships with extensive client contact, demonstrating expertise in trust and agency account administration, fiduciary accounting, securities, finance, real estate, taxes, and estate planning. · Develop new business through independent means, collaboration with other departments, senior management, and professional networking. · Delegate work efficiently to support professionals. · Collaborate closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure seamless client service. · Oversee account

About the Organization: E2 Consulting Engineers, Inc. (E2) is a professional services firm established in 1988 specializing in a full spectrum of engineering services including, project engineering and design, federal base operations and infrastructure support services, gas pipeline construction and inspection services, environmental consulting and remediation, and information technology services. At E2, we value safety, innovation and collaboration, and we are dedicated to excellence. Overview: The technical advisor will join the project execution team in a major natural gas pipeline industry client to provide technical support in the deployment and commissioning of new sensing equipment installed across the clients gas Transmission pipeline network. This is a field position that may require traveling throughout Southern California service territories with overnight stays as needed. This is a hybrid position with a remote work setting and occasional office days are expected. Responsib

Company Description YemPover, a global leader in digital transformation and consulting, is staffed by certified professionals with extensive industry experience. The company's focus is on helping clients achieve their full potential and accelerate growth through high-quality support and services on-demand. Role Description This is a contract Senior SAP CO Consultant role at YemPover Inc. The role is located on-site in Hanover, MD. The Senior SAP CO Consultant will be responsible for tasks such as Profitability Analysis, Cost Center Management, Product Costing, CO-PA, and utilizing strong analytical skills. Qualifications Experience in Profitability Analysis, Cost Center Management, and Product Costing Knowledge of CO-PA and strong analytical skills Excellent problem-solving abilities and attention to detail Certification in SAP CO module is a plus Bachelor's degree in Business Administration, Finance, or related field Previous experience in a consulting role is advantageous Key Skills

About the Brand Maison Henry Jacques owes its excellence to a great tradition: French Haute Perfumery. Preserving its savoir-faire and incredible refinement, the Maison has always followed its own path, driven by the thrill of innovation in defiance of convention and predictability. Time is the most precious luxury, which Henry Jacques embraces by prioritizing the client experience and upholding the preservation of a no compromise approach. We are looking to recruit a sales advisor with ambition, drive, and a passion for perfume and client experience. You will be working in our luxurious boutique located in Beverly Hills and will contribute to its growth and success by supporting our high standards of service excellence. Exceptional candidates possess the following attributes: Previous experience in luxury retail or service industry Excellent communication skills with a high level of customer service Experience working with high profile clients and fostering genuine relationships Detai

If you are a highly motivated individual and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. At Tax & Financial Group our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Tax & Financial Group provides ongoing opportunities for learning and developing through workshops and mentorship programs. Who we are seeking: • Someone with excellent interpersonal skills and sales abilities • Someone who has a strong prospecting ability • Someone who believes in financial products and services • Someone who demonstrates determination and commitment • Someone who has an entrepreneurial mindset Preferred (but not required): • Prior sales success • Leadership experience • Understanding of the financial planning process • State Insurance License – Life and Health • Series 7 & 66 registrations What we provide: • Competitive payouts • Dedicated support staff • V

About the job Financial Advisor (Registered Investment Advisors) Are you a seasoned financial advisor with a successful book of business looking for better support, succession planning, or growth opportunities? We are seeking experienced Registered Investment Advisors (RIAs) and Wealth Advisors who manage a minimum of $30M AUM and are open to exploring new partnerships that provide enhanced back-office support, growth opportunities, and succession planning. Why Consider a Transition? Many independent advisors struggle with growing compliance demands, operational inefficiencies, and succession planning. By partnering with the right firm, you can: Retain the majority of your earnings while gaining access to top-tier support Reduce administrative burdens so you can focus on clients and business growth Scale your practice faster through acquisitions, marketing, and operational backing Plan for the future with structured succession planning and exit strategies Join a well-respected firm off

Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for Royal Business Bank located Los Angeles, CA. For more information, and to apply online, please scroll down. MANDARIN SPEAKING PREFERED Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and

Strategic Fortune Wealth Management, a premier boutique financial firm in Greater Los Angeles, is seeking dynamic and ambitious professionals to join our expanding team. We offer a robust platform for advisors to elevate their careers in the financial services industry, providing access to comprehensive products and services, state-of-the-art financial tools and technology, and unwavering support from our leadership and support staff. Why Work Here? Rewarding Career: Make a significant impact on clients' financial futures. Independence plus Support: Build your own practice with the backing of local leaders, dedicated support staff, and a large Broker Dealer. Unlimited Income Potential: Enjoy a commission-based compensation structure with no limits. Flexible Schedule: Achieve work/life balance to support both personal and professional growth. What We Are Looking For Bachelor's degree One or more industry registration including: FINRA Series 6, 7, 63, 65, and/or 66 Strong presence in the