Portfolio Manager Salary at Delta Asset Management Llc BETA

Financial Wealth Advisor About us: A local wealth management firm dedicated to providing personalized financial planning and asset management to families across the United States is seeking to fill the position of Financial Wealth Advisor. As an SEC Registered Investment Advisor, we operate on a fee-only, fiduciary basis with a collaborative team approach to benefit each client. We offer competitive salaries, bonuses, a 401(k) with company match and profit-sharing, company-subsidized health, dental, and vision insurance, along with flexible time off. We also provide substantial professional development opportunities, all company-paid! Join our close-knit, client-focused team and help shape the future of our firm as we transition with our founding member. We value self-motivated individuals who uphold the highest professional and ethical standards and are committed to continuous professional growth. Job Summary: The ideal candidates will provide comprehensive wealth management and finan

Job Description Under general supervision, uses advanced knowledge and skills obtained through experience and/or training to assist money managers by creating and executing trades based on product models and guidelines. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring evaluation, originality or ingenuity in making complex decisions. Extensive contact with internal and external customers is required to identify, research, and resolve problems. Essential Duties and Responsibilities: Overlays accounts to pre-defined trading models and execute trades based on product guidelines. Analyzes data for outliers of current positions versus models. Assists with the review of accounts to ensure they meet the portfolio manager's specifications. Frequently creates large block trade allocations to determine the number of shares for execution. Determines the method of execution for large block trade orders (including limits, use of local markets for

Job Description Job Description Job description Company: Northpoint Asset Management Location: Atlanta, GA Job Type: Full-Time Salary: $25 to $30 per hour (DOE) Northpoint Asset Management is seeking a skilled and detail-oriented Maintenance Technician to join our team. As a Maintenance Technician, you will play a vital role in ensuring the smooth operation and maintenance of residential properties. We are looking for candidates who are organized, detail/result-oriented, and articulate, with a solid background in various fields of residential construction and maintenance. Responsibilities: Perform general maintenance and repairs in various areas of residential construction, including plumbing/sewer, electrical, drywall, paint, carpentry, masonry, roofing, and excavation. Complete tasks efficiently and in accordance with industry standards and company guidelines. Assist with project management activities such as job scoping, estimating, and material procurement. Ensure timely delivery o

To apply for this position please submit information to careers@legacywealth.com and complete a brief behavioral survey at https://assessment.predictiveindex.com/bo/96GM/FinancialPlanner_Jan2025_223224 (a second assessment will be sent to you upon completion of the first) Financial Planning and Operations Associate We are seeking a dedicated and ambitious professional to join our team as a Financial Planning and Operations Associate. This role offers the opportunity to start by supporting critical operations and client service activities while progressively developing into a relationship-management and financial planning role as experience and education are gained. The goal for this position is to be a full-time relationship manager and financial planner. · The focus of this job is on producing high quality, detailed work based on established standards, guidelines and procedures. Precise, consistent work output is essential, requiring patience and a willingness to handle and complete o

Job Description Job Description Job Summary: We are seeking a knowledgeable and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing comprehensive financial advice and guidance to clients, helping them achieve their financial goals. You will utilize your expertise in investment management, financial sales, tax planning, and wealth management to assist clients in making informed financial decisions. Duties: - Conduct thorough financial assessments of clients' current financial situations - Develop personalized financial plans based on clients' goals and risk tolerance - Provide recommendations on investment strategies and portfolio management - Assist clients with retirement planning, estate planning, and tax optimization strategies - Educate clients on various financial concepts and products - Monitor and review clients' investment portfolios regularly - Stay up-to-date with market trends, economic indicators, and changes in tax

+ Industry-leading clients. An award-winning culture. Top notch connections. Big opportunities. From learning to leadership, this is your chance to take your career to the next level. Deloitte can show you what it takes to explore an entire universe of ideas, possibilities, and opportunities-and help make an impact that matters with SAP solutions. Recruiting for this role ends on November 30, 2024 Work you'll do At Deloitte, you'll work with the best in the business to solve their toughest problems. + Develop a global community of SAP Supply Chain practitioners across Deloitte + Drive and support Supply Chain pursuits and Practice Development initiativesDevelop external eminence across the sub-capabilities in Supply Chain + Promote and foster collaboration between Supply Chain practitioners in SAP and across Deloitte + Promote an effective forum for sharing Supply Chain expertise The team Deloitte's SAP practice helps clients move from legacy systems to enterprise-wide solutions by eff

Maintenance Supervisor Job Description The Maintenance Supervisor reports directly to the Community Manager. It is essential that the Maintenance Supervisor report to work at his/her regularly scheduled work hours. The Maintenance Supervisor must be able to "walk" the property on a regular and as-needed basis in order to perform his/her job duties. The Maintenance Supervisor must have the physical capability to walk all around the property (including stairs), lift heavy items, and otherwise perform a variety of physical tasks. The duties of this position include; but are not limited to the following: General Responsibilities The Maintenance Supervisor is responsible for the prompt and efficient performance of all tasks assigned by the Community Manager and for continuous self-improvement of skills and expertise. A willingness to accept and follow the directions of others is required, as is a working knowledge of HVAC systems and various appliances, stoves, dishwashers, disposals and re

Job Description: We are seeking a Portfolio Manager to oversee a portfolio of residential properties, acting as the primary liaison between property owners and the management team to ensure optimal property performance, resident satisfaction, and financial success. The Portfolio Manager will build and maintain strong client relationships, provide regular updates on property performance, and recommend strategies to enhance revenue and review owner statements at the end of the month. Responsibilities include overseeing resident management, ensuring timely rent collection, coordinating maintenance and repair projects, and managing compliance with local laws and safety regulations. Key Responsibilities: Prepare reports analyzing property performance, including key metrics such as occupancy, rental income, expenses, and maintenance costs. Provide prompt, accurate responses to investor inquiries while maintaining exceptional customer service. Recommend cost-effective repair strategies aimed