Senior Asset Manager Salary at Amcal BETA

At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker 3, who is an experienced advisor in establishing, developing and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. What You Will Do: Responsible for establishing, developing and retaining deep financial relationships with members, to help meet and exceed member and credit union goals. This role requires a strong ability to pr

Director of Finance Job Overview The Maybourne Beverly Hills Hotel invites you to explore opportunities to push your creativity and be outstanding in a career that will bring out your craft and passion. We look for people that will share our vision and help bring it to life. If this is something you want to be a part of, we look forward to receiving your application. Summary of Position The Director of Finance is responsible for managing every aspect of the Finance/Accounting Division. This involves supervising the team of Accounting Managers and all colleagues of the accounting department. The Director of Finance’s main goal will be to ensure that all accounting operations align with the Company’s established standards. You’ll work to optimize the value of financial policies, procedures, controls, and reporting systems. Additionally, you’ll make sure that all accounting and financial reporting activities meet legal and regulatory requirements. The oversight for this position will exte

**FINANCIAL ADVISOR SENIOR** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market. Interact with clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial Advisors (FA) will work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's day-to-day activities will be performed independently, the SFA provides mentoring to fu

Overview The Modern Woodmen – California Region is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing relationships with Modern Woodmen members while simultaneously establishing the foundation for their own financial practice. The ideal candidate: Entrepreneurial mindset – approaches professional situations with persistence, hard work, adaptability, passion, and motivation. Community oriented – has a passion for giving back to the local community and developing connections. Communication skills – is able to develop connections and relationships through proactive conversations and prospecting. Experience in the Finance and Insurance industry – for candidates interested in a career change, MWA supports obtaining industry licensing and additional t

Overview The Modern Woodmen – California Region is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing relationships with Modern Woodmen members while simultaneously establishing the foundation for their own financial practice. The ideal candidate: Entrepreneurial mindset – approaches professional situations with persistence, hard work, adaptability, passion, and motivation. Community oriented – has a passion for giving back to the local community and developing connections. Communication skills – is able to develop connections and relationships through proactive conversations and prospecting. Experience in the Finance and Insurance industry – for candidates interested in a career change, MWA supports obtaining industry licensing and additional t

Overview The Modern Woodmen – California Region is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing relationships with Modern Woodmen members while simultaneously establishing the foundation for their own financial practice. The ideal candidate: Entrepreneurial mindset – approaches professional situations with persistence, hard work, adaptability, passion, and motivation. Community oriented – has a passion for giving back to the local community and developing connections. Communication skills – is able to develop connections and relationships through proactive conversations and prospecting. Experience in the Finance and Insurance industry – for candidates interested in a career change, MWA supports obtaining industry licensing and additional t

Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for an Associate Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, leading client meetings, and participating in business development. This is a fantastic opportunity for an associate advisor with strong client facing skills to grow their career with a rapidly expanding firm. There is tremendous ability for growth in both the medium and long term for the individual who fills this role. Responsibilities: Serve as a primary point of contact for the senior wealth manager’s client base by anticipating client needs, resolving inquiries, and cultivating deep relationships through superior client service. Assist senior wealth managers with investment analysis, retirement/cash flow projections, research, ta

**FINANCIAL ADVISOR SENIOR** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market. Interact with clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial Advisors (FA) will work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's day-to-day activities will be performed independently, the SFA provides mentoring to fu