and development. Build and manage relationships across the franchise. Coach and counsel Advisor Trainees on strategic business drivers... with a leading firm 5+ years of demonstrated experience with sales and building, leading, managing and coaching a team Series 7...
responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning... and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day...
Company Stage of Funding: Seed / Series A Office Type: Onsite (5+ days/week) Salary: $175,000 – $210,000 + Competitive... as a legal thought partner to startup founders and operators, offering quick, business-aligned legal counsel. Occasionally...
skills training series, and have the opportunity to advocate for clients in legal settings on the record at their supervisors... opportunity to observe or work as co-counsel on cases in a variety of judicial venues, including Criminal Court, Civil Court...
-quality rigor. Coordinate cross-functional execution with internal teams, external managers, and legal counsel. Wealth... That Add Weight CFP, CFA, CPA, JD/LLM, or MBA preferred. Series 65 or 66 & 7 required. Global perspective and comfort with cross...
counsel This position is based at the High Line headquarters in the Meatpacking District in Manhattan, New York City... is guided by a series of values through which we make decisions, including hiring. These values include proactively creating...
agents, and others as needed Spearhead the integration of transfer agent, counsel, and internal stakeholders to efficiently... of financial industry experience Series 7 and Series 63 (or equivalent) Proficient understanding in all aspects of a 1031...