Complete comprehensive training and obtain required licenses to become a successful Financial Advisor
Develop a book of business through prospecting, networking, and building client relationships
Provide sound financial advice and manage client portfolios consistent with their objectives and risk tolerance
Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962, the company has a people-first culture with locations across the US, Canada, UK and Germany, and emphasizes diversity, inclusion and professional growth.
Lead underwriting, financial modeling, and investment analysis for project finance, M&A, and capital raising across solar and storage.
Own financing transactions from strategy through closing, including structuring, diligence, negotiation, and capital partner management.
Partner with development, accounting, legal, and executive teams to drive disciplined investment decisions and mentor junior talent.
Encore Renewable Energy is an integrated clean energy services company headquartered in Burlington, Vermont, focused on developing, building, owning, and operating community-scale solar, energy storage, and redevelopment solutions. Encore is a dynamic, high-growth, team-oriented entrepreneurial company committed to the triple bottom line of people, planet, and profit.
Conduct research and analysis to identify and evaluate high-potential grant partners.
Perform due diligence through desk research, interviews, and financial reviews.
Monitor trends across the data and AI for good ecosystem and synthesize insights.
The Patrick J. McGovern Foundation is a philanthropic organization advancing AI and data science solutions for social good. Our team of mature, socially minded professionals works 100% remotely and partners with institutions to address pressing challenges.
Process retirement plan distributions and loans from start to finish.
Review documentation for accuracy and completeness, and prepare distribution packages.
Communicate with participants, plan sponsors, and advisors while maintaining accurate records.
Nova 401(k) Associates provides retirement plan administration and support services, handling distributions, loans, and participant communications. The company is a growing remote team that values accuracy, professional development, and collaborative relationships.
Drive investment management services for Wealth Advisors, consulting on portfolio strategy and objectives.
Serve as the main point of contact for investment and portfolio management, including implementations.
Develop investment deliverables for prospective clients while collaborating with key internal teams.
Mercer Advisors is a financial services firm helping families simplify their financial lives through integrated planning, investment management, tax, estate, and insurance. Serving 42,800+ families across the U.S., it offers a flexible, collaborative culture with many women employees and client-facing professionals.
Review financial services product applications for suitability in accordance with broker-dealer procedures and FINRA regulations.
Serve as a resource for agents and registered personnel on product suitability and transaction documentation.
Develop exception reports and surveillance systems to support supervision of registered and non-registered personnel.
Horace Mann provides insurance and financial products tailored to educators, helping them protect assets and plan for the future. Serving over 4,100 school districts nationwide, the company is publicly traded on the NYSE and holds more than $12 billion in assets.
Lead day-to-day portfolio reporting operations and mentor team members.
Manage Addepar and Orion environments for data integrity and performance reporting.
Oversee advisor onboarding, data conversions, and process improvements.
Our partner is a wealth management firm focused on accurate portfolio reporting and investment data. They operate with a remote, distributed team and value continuous improvement.
Build and grow your own firm, powered by Savvy's platform and resources.
Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools.
Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, and risk management.
Savvy is a registered investment advisor reinventing wealth management with an AI-native platform for independent advisors. The Series C company has 170+ employees, $200M raised, and is a Great Place to Work.
Conduct market and investment landscape scans in food and oceans sectors across priority regions.
Engage with WWF Impact's portfolio companies and support pipeline development, monitoring, and evaluation.
Contribute to reports and presentations that inform early-stage impact investing strategy.
World Wildlife Fund (WWF) is a global conservation organization that partners with communities, companies, and governments to protect wildlife and conserve habitats. Nearly 1 million people in the U.S. and more than 5 million globally are WWF members.
Collect and analyze asset class data for ETFs, mutual funds, and SMAs to support investment frameworks.
Conduct due diligence on investment managers and build tools for performance attribution and risk management.
Prepare Investment Committee materials, support capital markets research, and assist with audits.
Mercer Advisors is an independent fiduciary helping families integrate financial planning, investment management, tax, estate, and insurance through a single team. We serve over 42,800 families across the U.S., and more than half of our employees and client-facing professionals are women.