Assistant Portfolio Manager Salary at Amj Financial BETA

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD is an independent fee-based practice managing over 1 billion in client assets and is looking for a CFP professional to join their team as a Relationship Manager and oversee a segment of the firm's existing clients. This role is ideal for a CFP professional who wants to focus on planning and relationship management, not asset gathering. PLEASE NOTE: While the position is entirely remote, the successful candidate must be based in the D.C./Baltimore metro area. Essential Duties and Responsibilities: Prepare financial planning, asset allocation, and investment performance reports for client meetings Support the Senior Advisors in creating and assembling materials for client meetings Attend client meetings Assist in the execution of client recommendations Assist the Principal Advisors in evaluating client financial strat

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Mortgage Loan Officer within PNC's Mortgage organization, you will be based in Virginia. This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion. Job Description Recommends loan solutions in accordance with lending guidelines and clients' requirements. Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls. Develops and prepares loan solutions and refers products and services; revi

Senior Director, Capital Markets - Affordable HousingThe Senior Director Capital Markets - Affordable Housing will be responsible for developing and managing relationships with investors and structuring innovative financial solutions to support Berkadia Affordable Housing's Mortgage Banking team. This role will focus on capital needs beyond permanent Affordable Housing debt, including bridge loans, mezzanine financing, preferred equity, and other similar products. The Senior Director Capital Markets will collaborate across Berkadia's integrated Affordable Housing platform, including Tax Credit Syndication and Investment Sales, to deliver comprehensive solutions. This position will also manage third-party capital relationships with Life Insurance Companies, Debt Funds, CMBS providers, Banks, and other capital sources, while supporting the Affordable Housing Mortgage Banking network by identifying and implementing tailored capital markets solutions. Manage the interaction between Banking

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD is an independent fee-based practice managing over 1 billion in client assets and is looking for a CFP professional to join their team as a Relationship Manager and oversee a segment of the firm's existing clients. This role is ideal for a CFP professional who wants to focus on planning and relationship management, not asset gathering. PLEASE NOTE: While the position is entirely remote, the successful candidate must be based in the D.C./Baltimore metro area. Essential Duties and Responsibilities: Prepare financial planning, asset allocation, and investment performance reports for client meetings Support the Senior Advisors in creating and assembling materials for client meetings Attend client meetings Assist in the execution of client recommendations Assist the Principal Advisors in evaluating client financial strat

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD is an independent fee-based practice managing over 1 billion in client assets and is looking for a CFP professional to join their team as a Relationship Manager and oversee a segment of the firm's existing clients. This role is ideal for a CFP professional who wants to focus on planning and relationship management, not asset gathering. PLEASE NOTE: While the position is entirely remote, the successful candidate must be based in the D.C./Baltimore metro area. Essential Duties and Responsibilities: Prepare financial planning, asset allocation, and investment performance reports for client meetings Support the Senior Advisors in creating and assembling materials for client meetings Attend client meetings Assist in the execution of client recommendations Assist the Principal Advisors in evaluating client financial strat

Company Description FJ Capital Management, a McLean, VA based alternative investment manager, is seeking a qualified Financial Services Analyst to further augment a seasoned investment team focused on the financial services industry. Applicants should possess an undergraduate degree in finance or related field, with investment management experience in one or more financial services subsectors including but not limited to insurance, REITs/real estate, capital markets, homebuilders, asset managers, business development companies and financial technology. Strong analytical skills, attention to detail, high energy level/work ethic, demonstrated communication kills, and superior teamwork required. Opportunity to learn portfolio construction skills. Role Description Full-time position in Mclean, VA, HQ. Competitive benefits package, including health, dental, and retirement savings plans. The Financial Services Analyst's responsibilities include, but are not limited to the following: Develop

Overview: RELATIONSHIP BANKER WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch. Provides expertise in all aspects of providing exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure inquiries/issues are resolved, and analyzes client needs for cross-sell opportunities. Provides accurate and timely responses to client inquiries to ensure retention of existing profitable clients. Develops new clients through referral sources and business development calling efforts. Actively engages in the sales process of the branch to ensure attainment of branch and individual goals and objectives. Responsible for finding, identifying and developing new clients, in targeted segments including business and professional segments, and Preferr

Job Description Job Description About the Position Are you passionate about the Financial Markets and thrive in a detail-oriented, service-driven role? Financial Advantage Associates, Inc. (FAA) is looking for a motivated individual to join our Investment Center. In this unique opportunity, you'll support our Investment Advisory teams by working directly with advisors to deliver exceptional service and trading assistance to their growing practices. About the Investment Center: FAA has been experiencing exceptional growth, and as a result, we're expanding the infrastructure of our Investment Center. Our growing investment team plays a critical role in helping advisors manage and grow client accounts while providing the expertise needed to navigate the complex financial markets. One key service driving this success is FAA’s Internal Portfolio Program, which has significantly eased the trading workload for advisors by maintaining tailored investments that meet clients' unique needs. As th