Equinox Strategic Partners Inc Salary for Investment Consultant BETA

Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Newport Beach, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry. Responsibilities Responds to routine client requests via phone, email and/or other contact methods Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM Prepares custodian paperwork, facilitate account updates and communicates with clients on status Mee

Job Description Cetera is currently seeking a Reporting and Billing Professional 2 for our team located in El Segundo, CA or St. Cloud, MN This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period. What you will do: Provide Operational and Customer Service support for the various departments within Cetera and our advisors focusing on Cetera's advisory/asset-based programs Responsible for daily processing of work associated with department to include: Asset based billing Responding to inquiries from internal as well as external customers via email and phone Perform various account calculations/reconciliation Perform research as requested on customer accounts Other duties as assigned What you need to have: High School Diploma or GED 2 years' applicable experience 2 years of experience with MS Office tools Licensing (if applicable) The

Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm. Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis. Responsible for leading the development of sales strategies to grow client base . Promote and sell the full array of financial services distributed by the Company to current and new clie

Job Responsibilities ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate company offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing, logistics, and life sciences sectors. Headquartered in Charleston, South Carolina, Greystar manages and operates more than $290 billion of real estate in 247 markets globally with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, manages more than 857,400 units/beds globally, and has a robust institutional investment management platform comprised of more than $76 billion of assets under management, including over $34 billion of development assets. Greystar was founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. To learn more, visit www.greystar.com. JOB DESCRIPTION SUMMA

Job Description The Privacy Analyst will support the Chief Privacy Officer and Chief Counsel in managing Cetera's privacy program, including compliance with applicable privacy laws. This role will also support intellectual property and technology matters. What you will do: Organize, maintain, and update privacy policies and procedures. Coordinate with other teams to ensure distribution of current versions. Administer data mapping software; issue surveys through data mapping tools to departments throughout the organization and update data map as appropriate. Work with employees in various departments to ensure compliance with privacy program requirements. Support in the development and preparation of privacy training materials. Project coordination of privacy tasks that arise due to M&A. Track intellectual property portfolio and support new filings. Support and collaborate with Information Security and IT on privacy matters. Organize, maintain, and update technology-related terms and ag

Institution: Capital Management Firm Role: Compliance Director Reporting to: Chief Compliance Officer Location: Los Angeles Salary: $170,000 - $210,000 + discretionary bonus Role: The Director of Compliance & Risk will partner with the CCO, in-house counsel, and other leaders across the firm to ensure the company and its employees comply with regulatory requirements, client guidelines, and internal policies and procedures. This person will continually evaluate the effectiveness of internal controls and recommend and implement improvements to the compliance and operational risk program. This individual will be responsible for Operational Risk for the firm and will be the second most senior person within the Compliance department, the team currently consists of 5 people. This person will need to be familiar with client interaction, as there is expected to be some engagement with clients and a strong understanding of Asset Management is required. Responsibilities: Monitor and interpret ch

Job Description Cetera Financial Group is currently seeking a Specialty Operations Manager for our company's office office located in El Segundo, CA. This is an outstanding opportunity to provide influential leadership and oversight of Advisory Billing operations. The Specialty Operations Manager will be responsible for the operational processes within the Advisory Billing business unit. What you will do: Lead and manage the Advisory Billing Team to ensure that all processes, guidelines, and requirements are achieved, key metrics are met or exceeded, and all team members work collectively to create a high-quality customer service experience for our advisors. Develop a deep understanding of advisory billing critical initiatives and roadmaps to ensure solutions and prioritizations are aligned in support of the strategic direction. Demonstrates independent thinking and strong decision-making skills. Define and manage success by establishing and reporting key performance metrics Develop a

Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity\u2018s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We re Looking For Effectively u