Finance planner jobs in Mesquite, TX - 1,143 jobs

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Schwab's Wealth Advisory team embodies our firm's commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry's top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory. What you have Required Qualifications: Active and valid FINRA Series 7 Active and valid FINRA Series 66 (may be obtained with a 120-day COE) 1-3 years of experience in the financial services industry Preferred Qualifications: Experience servicing high net worth clients Bachelor's Degree In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

A leading financial institution is seeking a Private Banker to join their U.S. Private Bank team in Dallas. The role involves advising clients on wealth management, investing strategies, and ensuring exceptional client relationships. Qualified candidates will have a Bachelor's degree, three years of experience in financial services, and proven sales success. This position requires Series 7, 66, and Insurance licenses. The firm values initiative and strong client focus within a collaborative environment. #J-18808-Ljbffr

Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************** **:** This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private Bank and Bank of America capabilities and services, to meet specific client needs. Retention of clients is also critical to the Private Client Advisor role. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private Bank and Bank of America capabilities and services, to meet specific client needs. Retention of clients is also critical to the Private Client Advisor role. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: - Leads the CMP (client management process) within the client team to identify new business development opportunities - Sources new clients in alignment with established risk appetite - Leads the client team to deliver meaningful interactions and a branded client experience - Develops an in-depth understanding of clients' needs, preferences and overall wealth strategy; being responsive to changes in the business environment and/or with client needs - Advocates for clients and prospects as their trusted advisor providing integrated recommendations including wealth structuring, credit facilities, banking and asset management - Encourages use and adoption of digital capabilities to enhance the client and client team experience - Builds relationships with internal and external partners and centers of influence Required skills: - 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree - Responsible for driving new business development for target client segment ($3MM++ investable assets) - Present to clients a holistic approach, leveraging the entire Private Bank platform - A high touch, client-focused individual with exceptional interpersonal skills - A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client - Ability to influence; proactively asks for and closes business - Solutions oriented; sales and financial aptitude a must - Must be a skilled negotiator - Ability to work and identify the need for team specialists; collaborate closely with other team members - Takes on a leadership role on the team and within the business community - Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date) Desired skills: - MBA or Post-Graduate Degree preferred - CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills Used in this Role: - Business development - Prospecting and Qualification - Oral Communication - Investment Products and Solutions - Client team management - Influencing - Consulting - Problem Solving - Investment Products and Solutions - Advisory Sales - Pipeline management - Active Listening - Collaboration - Transitioning client conversations **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job Description: Client Advisors Reports To: Store Manager The A.L.C Client Advisor is a fashion industry professional specializing in styling services to boutique guests, celebrities, public figures, and high-profile individuals. The primary role of a stylist is to curate outfits, select clothing, accessories, and overall looks for guests, ensuring they appear stylish, polished, and on-trend for various events, red-carpet appearances, photo shoots, interviews, public appearances, and life in general. Responsibilities Sales Performance: Achieve and exceed sales and metric goals Utilize product knowledge and trends to provide relevant styling suggestions Actively engage with customers, building relationships to drive repeat business Maintain knowledge of store key performance metrics and work towards targets Collaborate with the management team to develop action plans and sales strategies Customer Service/Clienteling: Strive to exceed customer expectations by providing outstanding service experiences when interacting with customers Assist customers by selecting appropriate styles based on their needs and preferences Use Product Knowledge to speak to the collection's vision and the product's quality Build & maintain an organized client book to generate appointments and drive sales volume through consistent outreach and follow up Proactively reach out to clients based on their preferences and past purchases Sales Floor/Operations: Maintain the visual presentation of the store, ensuring VM standards are met Assist in floor sets and replenishment of merchandise as needed Complete opening and closing duties Collaborate with the management team to oversee any additional operational tasks Other duties as assigned The A.L.C. Style Seven! - Key responsibilities of Stylists include: 1. Clothing Selection: Choosing suiting, dresses, separates and accessories that align with the client's style, body type, and the occasion. 2. Fashion Coordination: Creating cohesive outfits, coordinating colors, patterns, and textures to achieve a desired aesthetic. 3. Trend Analysis: Staying up to date with the latest fashion trends, collections, and releases to keep clients fashionable and ahead of the curve. 4. Collaboration: Working closely with team and management to reinforce outfits and accessories for clients' appearances positively. 5. Fitting: Ensuring garments fit ideally or assisting by coordinating with seamstresses. 6. Accessorizing: Selecting the handbags and other accessories to complement the overall look and add layering. 7. Red Carpet and Event Styling: Preparing clients for high-profile events such as award shows, premieres, and weddings, ensuring they make a memorable and fashionable impact. Stylists work closely with guests to understand their preferences, comfort zones, and long-term image goals. They act as fashion consultants, confidants, and creative partners, helping build and evolve their personal connections through clothing and style choices. Becoming a successful A.L.C. Stylist requires a deep understanding of fashion, a keen eye for trends, strong networking skills, and the ability to adapt to diverse personalities and preferences. Our Stylists gain recognition and build trust through their guests' appearances in causal settings, red-carpet events, and social media platforms. Qualifications: · Previous experience in a retail role, preferably with a fashion luxury/contemporary brand · Strong sales, customer service, and communication skills · Basic computer skills in retail point of sales system, excel, and word · Organizational skills and an eye for detail · A positive, high energy, entrepreneurial spirit · A team player who is inspired by other's successes as well as your own · Able to work retail hours, including weekends and holidays The compensation for this position ranges from $42,500 to $52,000 annually. The rate of pay offered will be dependent upon candidate's relevant skills and experience. In addition, there is a comprehensive benefits package including: medical, dental, vision, supplemental benefits through AFLAC, a retirement plan various paid time off programs, and employee discount/perks.

FRESH GRADS Majors in highly Preferred : Business Administration , Finance, Accounting , Economics or Business Management. Job Duration : 6-12 Months Pay rate : $23/hr (Summary of Division) Commodities Operations is a fast-paced, cross-functional division that supports all commodity products (oil, gas, power, metals, etc.) and all market types (physical, financial, cleared). The team designs the processes, controls, and risk-management frameworks that ensure smooth trade execution, new product launches, market entry, and end-to-end operational flow across the firm. Your Impact (Role Purpose Summary) This role requires a strong communicator who can manage operational risk for both physical and derivative commodity transactions. You will work closely with Sales & Trading and multiple internal teams to address issues quickly, mitigate risk, and adapt to a constantly changing workload. The position demands multitasking, attention to detail, and the ability to coordinate across several functions simultaneously. Our Impact (Team Function Summary) The Sales and Trading Services team supports the full commodities business by managing operational risk, ensuring accurate trade lifecycle processing, and partnering with Sales, Trading, Technology, Product Control, Compliance, Legal, and other key groups. The focus is on maintaining controls, resolving issues, and supporting day-to-day trading activity. How You Will Fulfill Your Potential (Responsibilities Summary) Monitor and investigate reporting breaks, process failures, and booking discrepancies. Work with Sales, Trading, and Technology to resolve technical or trade-related issues. Re-engineer processes to reduce risk and improve efficiency. Participate in technology upgrades and regulatory change projects. Continually refine workflows to improve quality, reduce errors, and meet operational targets. Skills - Basic Qualifications Summary Bachelor's degree and 0-3 years of experience, ideally in financial operations. Strong technical aptitude, Microsoft proficiency, and high attention to detail. Skills - Preferred Qualifications Summary Experience in Middle Office, Settlements, Documentation, Commodities, or Trade Support. Strong communication, relationship-building, and problem-solving abilities. Ability to handle pressure, multitask, and anticipate issues proactively. Analytical thinking, organizational skills, project management exposure, and a service-oriented mindset.

Counter Threat Finance (CTF) Planner We're launching a major new initiative - and we want YOU on the front lines! Our team has secured our recompete of an 8-year contract to support critical Counter-Threat Finance (CTF) operations for U.S. and allied government agencies. This long-term opportunity offers unmatched stability, purpose-driven work, and the chance to directly impact global security. As a part of this program, you'll help identify and disrupt illicit financial networks that fund terrorism, counter narcotics operations, organized crime and state-based threats. Whether you're tracking money flows across borders, conducting in-depth analysis on high-value targets, or briefing senior leaders, your work directly supports operational success and national defense priorities. This isn't just a contract - it's a commitment to impact global security. By joining our talent pipeline, you'll be among the first to hear about new opportunities to put your skills to work on one of the most critical missions of our time. Join a high-impact team supporting the Department of Defense (DoD) in disrupting illicit financial networks and strengthening national security. As an Expert CTF Planner, you'll play a critical role in coordinating intelligence analysis, driving strategic planning, and integrating private-sector best practices to enhance DoD and interagency operations. What You'll Do Provide expert advice to partner agencies on strategic guidance, campaign plans, and operational concepts targeting high-priority drug trafficking organizations and transnational criminal groups. Monitor, assess, and synchronize interagency plans at both strategic and operational levels, leveraging cross-organizational authorities and capabilities for unity of effort. Develop concepts for coordinating and managing DoD CTF activities in support of law enforcement agencies, including planning, training, operations, customer support, and repeatable processes for stakeholders. Conduct baseline assessments of analytic cells, align mission goals, and synchronize operational planning efforts. Enhance collaboration across DoD, U.S. Government, and private-sector partners to advance counter-threat finance operations. Support DoD leadership with milestone tracking, intelligence analysis updates, and strategic planning documentation. Assist in designing and developing a DoD CTF certification program to build long-term expertise. What We're Looking For Bachelors Degree with twelve (12) years of specialized experience OR Master's degree degree and Ten (10) years of specialized experience. Active Top Secret/SCI clearance. Hands-on planning experience with interagency partners, including the DoD Joint Planning Process and support to national counter-threat network operations. Proven experience applying financial and economic elements of national power to disrupt threat networks. Skilled in developing DoD strategies, CCMD campaign plans, and associated planning documents. Strong knowledge of the DoD Joint Planning Process and interagency operations. Expertise in applying financial/economic tools of national power to counter threat networks. Familiarity with federal performance measurement, reporting requirements, and the intelligence cycle. Desired Skills Certifications such as CAMS (Certified Anti-Money Laundering Specialist) or CFE (Certified Fraud Examiner). Graduate of a military Joint Planners course. Background in certification, program support, or Intelligence Community operations. Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, sex, sexual orientation, pregnancy (including pregnancy, childbirth, breastfeeding, or medical conditions related to pregnancy, childbirth, or breastfeeding), age, ancestry, United States military or veteran status, color, religion, creed, marital or domestic partner status, medical condition, genetic information, national origin, citizenship status, low-income status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Learn more about your rights under Federal laws and supplemental language at Labor Laws Posters.

Job DescriptionSymonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention to detail as they execute on portfolio trading, data gathering, modeling, case design, scenario building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential Duties and Responsibilities • Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case design and financial planning • Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation • Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews • Manage data and plans in financial planning software • Learn the technical aspects of the advisor position and prepare to service clients independently • Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply • Deepen client relationships and establish credibility and rapport both in person and via phone • Clearly articulate complex concepts to customers • Proactively communicating with clients and following up on all contacts assigned • Ability to manage and prioritize multiple and competing priorities on a daily basis in pursuit of business objectives • Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business • Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork • Develop Centers of Influences such as community involvement, CPA's and attorneys, etc. • Other duties as assigned Knowledge, Skills, and/or Abilities • Strong understanding of financial services industry and diverse investment products • Basic computer skills are essential (Outlook, Word, Excel and Power Point) • Excellent communication skills, both verbally and in writing • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once • Ability to build relationships with clients and internal partners and influence others without direct control Education and/or Experience • Bachelor's degree (finance, accounting or related field preferred) • The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration • Series 7 and 63 required • Series 65/66 preferred (or ability to obtain) • CFP or CIMA preferred Knowledge, Skills, and/or Abilities

Essential Function The Associate Merchandise Financial Planner is a strategic partner to Merchants and Planning & Allocation in planning and forecasting financial metrics to support category strategies driving sales, margin, and inventory efficiency. Responsible for a specific area under the Sr. Merchandise Financial Planner. (This position is hybrid working 2 days a week in our Support Center, currently located in Denton, TX, but relocating to Plano, TX (Legacy West) in January 2026 working 3 days per week in the office) “At Sally Beauty Holdings, we find beauty in diversity. Our inclusivity and self-expression are what fuel our innovation and growth. You are welcome here, and you can thrive here. We find beauty in YOU. Join us.” Primary Duties Planning and forecasting the future sales, inventory, and profits to meet budgetary requirements at the category level. Determine the supporting inventory levels and open to buy. Execute modeling and analysis to support profitability of long-range corporate targets. Weekly communication to merchandising partners of risk and opportunities relative to the planner forecast. Supporting ad-hoc projects through modeling, analysis, and cross functional partnership. Reporting and actualization. Knowledge, Skills and Abilities College degree (BA or BS) preferred 2-3+ years' experience in merchandising planning, analytics planning, or finance, with experience in managing a budget for sales, margin, and inventory Retail or consumer goods industry experience preferred Strong Excel skills, experience working with large data sets and scenario modeling Strong analytical skillset with attention to detail Strong organizational skills including prioritizing, scheduling, time management, and meeting deadlines Able to prepare and present category forecasts and financial findings to business partners Competencies / Attributes • Ability to plan, forecast, and exercise sound judgment • Strong communication skills, written and verbal Working Conditions /Physical Requirements The work is sedentary. Typically, the employee may sit comfortably to do the work. However, there may be some walking; standing; bending; carrying of light items such as papers, files, books, small parts; driving an automobile, etc. No special physical demands are required to perform the work. The work environment involves everyday risks or discomforts which require normal safety precautions typical of such places as offices, meeting and training rooms, libraries, and residences or commercial vehicles, e.g., use of safe work practices with office equipment, avoidance of trips and falls, observance of fire regulations and traffic signals, etc. The work area is adequately lighted, heated, and ventilated. Benefits We offer a competitive salary and outstanding benefits package that includes medical, dental, vision, life Insurance, paid vacation and sick days, paid holidays, tuition reimbursement and 401(k) with company match. In addition, associates of SBH may take advantage of our in house salon with complementary services and a varied selection of food options at our corporate campus. Also, featured at our corporate campus, is both a Sally Beauty and CosmoProf Professional onsite store, where associates enjoy a great merchandise discount! Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, or disability. #LI-Hybrid

Our mission at New York Life is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. We are looking for a highly self-motivated, self-disciplined job seeker looking for an opportunity to build a great career as a life insurance agent while helping clients achieve their financial goals. Utilizing our expansive product lines, our agents work to guide individuals, families, and businesses towards the financial strategy that is right for them. When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by its customers its first priority. Opportunity for promotion and development is a possibility, as New York Life tries to help agents flourish within their role. Prospect and contact potential clients to discuss their financial needs and concerns Present an array of potential solutions using our competitive suite of products and services to help clients identify and achieve their financial goals Offer high-quality life insurance, fixed annuities, long-term care insurance, securities, investments, and other products for insurance and retirement, education, and business planning needs Create and implement business and marketing plans that will expand the client base Develop your professional skills and knowledge through the New York Life training curriculum Obtain optional licenses, with help from the company, to sell investments and other securities products concerning wealth management and advanced planning Potential for growth within the company Manage schedule and calendar This is a full-time position Sales experience preferred with a growth mindset Strong business acumen Must possess uncompromising integrity Ability to engage your community and leverage personal networks and contacts Excellent communication skills, both written and verbal, to communicate complex skills Motivated and driven personality Self-disciplined Willingness to obtain licensure, if necessary Strong leadership skills Ability to adapt to changing needs Innovative and self-driven Flexibility

Job Description The Data Center Investment Associate will support the firm's data center investment platform across acquisitions, development, capital markets, and asset management. The role is designed for a candidate with approximately 3 years of experience as a Real Estate Analyst who can underwrite complex mission-critical assets and engaging in financing, joint venture, and portfolio management activities throughout the asset lifecycle. Key Responsibilities Investment Analysis & Underwriting Build and maintain detailed financial models for data center acquisitions, developments, and recapitalizations. Underwrite power density, total MW capacity, phased power delivery, infrastructure costs, and lease structures. Evaluate development budgets, operating statements, rent rolls, and long-term capital plans. Transaction Execution & Due Diligence Support transactions from LOI through closing. Coordinate and review third-party diligence including engineering, utility, and environmental reports. Assist with drafting and reviewing purchase agreements, development agreements, and JV documentation. Capital Markets & Financing Support debt and equity capital markets activities including construction, bridge, and permanent financing. Prepare lender and investor materials. Assist in evaluating term sheets and modeling debt structures. Asset Management & Portfolio Oversight Monitor asset-level financial performance and development milestones. Support lease negotiations and renewals. Assist with quarterly valuations and disposition underwriting. Market, Power & Infrastructure Analysis Analyze utility capacity, power pricing, interconnection timelines, and fiber availability. Track hyperscale and AI-driven demand trends. Investment Committee & Reporting Prepare investment committee memoranda and presentation materials. Support investor reporting and portfolio performance reviews. Qualifications Required Bachelor's degree in Finance, Real Estate, Economics, Engineering, or related field. Approximately 3 years of experience as a Real Estate Analyst. Advanced Excel financial modeling skills. Strong understanding of real estate and capital markets. Preferred Experience with data center or mission-critical assets. Familiarity with redundancy concepts and power infrastructure. MBA or MS preferred. Compensation & Benefits Competitive base salary and performance-based bonus. Comprehensive benefits package. This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position. About Lincoln Property Company Lincoln Property Company ("Lincoln") is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: ************ All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy. Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.

It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Financial Advisor II, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. More than that, this role is about building relationships and doing it your way. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals. What you'll do: Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice Actively develop new business while also managing and maintaining existing client relationships Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding Collaborate with attorneys and accountants regarding estate, gift, and income tax planning Market investment products and services to new and existing Frost Bank and Frost Brokerage clients What you'll need: Bachelor's degree in business, economics, or related discipline or 5+ years of related experience FINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 licenses or the ability to obtain them within 120 days of hire General lines agent license: Life, accident, health, and HMO insurance or the ability to obtain it within 90 days of hire Proficiency in Microsoft applications Excellent written and verbal communication skills Strong organizational and time-management skills and can adapt quickly to fast-paced environments Additional Preferred Skills: 5+ years of investment-related sales experience with portfolio management, security analysis, and client interaction experience Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor Master's degree in business, economics, or related discipline Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

This position will support the VP Investments in sourcing, underwriting, analyzing, and modeling transactions. They will lead the due diligence work for transactions under consideration, validate underwriting assumptions, and prepare internal and external presentations regarding potential transactions for review by the investment committee. Must possess a deep understanding of real estate dynamics and valuation methodologies within different asset classes and will support capital raising efforts and asset management (once properties are acquired). PRINCIPAL JOB ACTIVITIES: Evaluate core-plus, value-add, and opportunistic investment opportunities throughout the 50 largest MSAs in the United States. Acquisitions will primarily be focused on neighborhood and necessity-based retail Will occasionally assist in evaluating retail development opportunities. "Evaluation of opportunities" will include financial modeling (Excel and Argus Enterprise ), market analysis (retail and alternative uses such as office, multi-family, for sale housing, lodging, medical, health & wellness) and integrating land value creation and development returns for these alternative uses. Proficient in using the internet to "fill holes" in Acquisition Submission Memos provided by Selling Brokers. Lead retail space-by-space analysis with senior members of Centennial's leasing This analysis will serve as the backbone for Argus modeling. Beyond the underwriting of acquisitions, the ability to incorporate development projects into 5-10-year cash flow models. May spend 10-20% of time assisting the Development Team. Underwriting will include preparation of Preliminary Investment ("Heads up") Memos and Formal Investment Memos for Investment Approval, and participation in IC Proactively respond to broker submissions of properties for sale and perform initial triage of Underwriting efforts may include travel to acquisition targets. This travel will include touring competitive projects as well as projects where alternative uses have already been Manage the Acquisition Pipeline database used in Weekly Pipeline Review Regular interactions with the entire senior management The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor. REQUIREMENTS: Bachelor's Degree (preferably in Finance, Accounting or Real Estate). Minimum of 5 years of real estate investment underwriting Argus Enterprise modeling experience Fluent in MS Office suite of products (Excel, Power Point, Word). Strong communication skills: written and ability to communicate efficiently via email (brevity is essential). High level of organization with the ability to maintain files on numerous projects Attention to detail and ownership of investment Proven leadership capability: mentor Investment Analysts, setting priorities for their entrepreneurial mindset and the ability to prioritize and multi-technical understanding of retail leasing mechanics (LOI, Lease Signing, Build-out, Lease and Rent Commencement). High aptitude and proficiency in project and fund modeling (investor waterfalls) and multi-tenant commercial property (office, retail) underwriting. Some experience in negotiating acquisition and financing documents a plus. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is performed in an office environment and requires the ability to operate standard office equipment including computer, scanner, printer, and keyboard/mouse. While performing the duties of this job, the employee is regularly required to sit, move about an office, speak, and hear. The employee is occasionally required to travel. The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal and expansive reading. EQUAL OPPORTUNITY EMPLOYER: Centennial ensures equal employment opportunities regardless of race, creed, gender, color, national origin, religion, age, sexual orientation, or disability. Pay Range$125,000-$145,000 USD Centennial is a retail real estate owner and operator with a national portfolio of shopping, dining, entertainment and mixed-use destinations as well as a full-service property management platform serving third-party owners. With over 300 employees nationwide, the firm now operates 20 million square feet of mixed-use destinations in 16 states. Since 1997, Centennial has played a pivotal role in shaping the evolution of American retail by creating a superior multi-faceted shopping experience with properties that serve not only as a place of commerce, but as a place of community. #centennial #createdbycentennial Centennial does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Centennial to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Centennial will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies. All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.

Job Description Am Law top 10 and one of the world's most elite law firms seeks a highly qualified associate to join their Investment Funds practice group. The ideal candidate will have 3-5 years of experience with corporate transactions. Experience in the structuring, formation and management of private equity funds, real estate funds, alternative investment vehicles and their management companies is preferred. Relevant general corporate experience will also be considered.

Job DescriptionAssociate - Investment Strategies & Capital Solutions - Dallas Direct Counsel is representing an Amlaw 100 firm seeking a mid-level associate to join its Investment Strategies & Capital Solutions group in the Dallas office. The ideal candidate will have 3+ years of general corporate or transactional experience and an interest in working with private equity clients across multiple industry sectors. This role offers the opportunity to handle a variety of transactional matters, including structuring joint ventures and pooled investment vehicles for clients pursuing real estate and private credit investments. Familiarity with the Investment Advisers Act of 1940 is a plus but not required. Qualifications: J.D. required Active Texas Bar admission Strong academic credentials Prior law firm or clerkship experience Excellent research, writing, and communication skills Compensation: Competitive, based on experience, with a full benefits package including medical, dental, vision, life, disability, 401(k), and paid time off.

Who We Are Culdesac is a real estate developer and neighborhood manager of walkable, mixed-use communities designed to embrace a culture of belonging, transportation freedom, and thriving local businesses. We built Culdesac Tempe, the first car-free community built from scratch in the US. Located directly on the light rail in Tempe, Arizona, it is already home to over 350 residents and 23 local businesses, and it will have 1000+ residents at completion. Culdesac is the co-developer and tech-enabled property manager. Learn more about our vision, our product, and how we are changing how people live, work, and move: Watch An immersive look at life in our car-free neighborhood by Hard ResetRead Living Car-free in Arizona, on Purpose and Happily by The New York TimesRead America's "First Car-Free Neighborhood" by DwellWatch Blueprint for Environmentally Friendly, Car-Free Living on PBS NewsHourListen to the conversation about designed environments to improve healthspan, mobility, and positive habits - Ryan Johnson and hall-of-fame basketball player Steve Nash on the Good Traffic podcast We're headquartered in Tempe, AZ, founded in 2018. CEO Ryan Johnson was on the founding team of Opendoor and has managed property since 2003. Our investors include Khosla Ventures (led OpenAI's seed round), Lennar (#2 U.S. homebuilder), Zigg Capital, and Y Combinator. The Role As a Senior Investment Associate at Culdesac, you will help drive data-driven decisions by maintaining and expanding our financial infrastructure and investment processes as we scale. You will play a key role in our real estate strategy, supporting the analysis of existing and potential locations, as well as related outreach, design, and planning. You will report to the Chief Investment Officer, while also working closely with our CEO, cross-functional teams, investment partners, lenders, and other key stakeholders. The Requirements While this list represents what we are ideally looking for, we encourage you to apply even if your resume includes strengths and experiences that don't match everything listed here. We expect most candidates will need at least 4-6 years of relevant experience to fulfill this position. Investment Analysis & Deal StructuringConduct due diligence on land acquisition opportunities.Build and maintain custom pro forma underwriting models.Evaluate financing alternatives and understand what “makes a deal work.”Lead a deal from cradle to grave. Financial Planning & ReportingOrganize the preparation and review of quarterly financial statements, annual budgets, and forecasts.Review market analyses, real estate tax forecasts, and disposition strategies.Prepare and review recurring investor, partner, and lender reports.Support the creation of quarterly board documents, presentations, and pitch decks for Culdesac projects and local stakeholders. Operations & Asset ManagementMonitor cash flow, distributions, and returns of existing projects.Ensure adherence to operating and capital budgets, surface variances, and communicate risks.Ensure assets operate in line with management agreements, JV agreements, and loan documents. Execution & Problem SolvingManage critical timelines and deadlines for transactions and capital raises.Identify and proactively resolve issues that could affect closing or capital flow. Transactions & LegalReview legal documents.Work with counsel to negotiate key deal terms.Support transaction closings, including the title process.Build familiarity with zoning and entitlement processes. Locations We are headquartered in Tempe, AZ. We encourage employees to visit and work from our beautiful Tempe office. For this role, we prefer candidates based in Phoenix, AZ or Dallas, TX, though we will consider qualified U.S.-based remote applicants. Benefits & Perks 🏥 Benefits Package - Options for medical, dental, and vision coverage.🥚 Family Planning Benefits - Support for family planning resources and services.🐣 Parental Leave - Up to 12 weeks paid time off for qualifying events.🏦 401K Savings Plan - Retirement savings plan available to employees.🖥️ Work From Home Stipend - Up to $500 for equipment paid by the company.🌎 Co-Working Stipend - $100 per month, paid by Culdesac, for space intended for work productivity directly related to Culdesac business (e.g., co-working day pass). Remote employees only. 🚲 Mobility Stipend - Up to $500 to invest in your personal micro-mobility setup (e.g., e-bike, e-scooter, or accessories).🛴 Car-Free Commuter Benefit - $200 per month, paid by Culdesac. Tempe employees only. 🏡 On-Site Living Discount - 25% discount on base rent for one unit at a Culdesac-managed property. Our Values As sprawl became commonplace in our cities, we grew less connected to each other. We normalized hour-long commutes, even as private vehicle ownership became the largest source of carbon pollution. Cars and roads began to dictate development decisions and shape urban life. At Culdesac, we blend technology, real estate, and culture to reimagine daily living. Come help us make our residents happier, healthier, and more productive - both in the years they spend with us and in the moments they share together. At Culdesac, we: Work as a team Be inclusive, drawing on the strengths of people who bring a different perspective.Find ways to work together that overcome disciplinary and geographic separations. Act from ownership Be output oriented. When we see a problem, we roll up our sleeves and fix it.Don't let blockers stop you from seeing your work through to the end. Rule 0, then iterate Don't start from scratch: learn from our own and others' previous attempts.Before mass private car ownership, all cities were models of walkability. We learn from the designs of the past and make them beautiful and relevant to today.Then, we learn from our own designs to continually improve. Design for humans Ask people for feedback and observe behavior. Only users know if we're creating value for them.Human paradoxes and contradictions are our opportunity to create joy.Respect the limits of what we can know and plan. In the complex organism of a city, emergent behavior rules. Create and capture value Focus on what our residents value: profitability is essential for sustainability and allows us to scale.Great places create positive externalities for ourselves and our neighbors, unlike the negative externalities of cars.We build value by executing on the fundamentals and excelling at mobility, community, and open space. Next Steps If you think Culdesac might be a good fit, we encourage you to apply! Here's our typical hiring process: 1. Recruiter Call (20 min) - Introductory conversation to learn more about you, your background, and logistics.2. Take-Home Assignment (2.5 hrs) - A practical exercise to showcase your skills.3. Finance Interview (30 min) - Deep dive with our Finance Leader into your professional experience and approach.4. CIO Interview (30 min) - Scenario-based conversation with our Chief Investment Officer.5. Culture & People Interview (30 min) - A discussion with our Head of People focused on alignment with Culdesac's mission, vision, and culture.6. CEO Interview (30 min) - A strategic conversation with our CEO on Culdesac's future vision, challenges, and opportunities, and how you can help shape them. We build in time for your questions at every stage because finding the right fit matters - for you and for us at Culdesac. We look forward to hearing from you! Culdesac is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, citizenship or immigration status, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor's Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy

Are you interested in joining our Firm but don't see a current position that matches your skills? We invite you to submit a general application. Please attach your resume and a cover letter outlining your areas of interest and expertise. We will keep your information on file and reach out should a related position become available. About Barrow Hanley Global Investors: Founded in 1979, Barrow Hanley is an institutional asset management firm with approximately $50bn in assets under management. The firm manages equity and fixed income portfolios across U.S., non-U.S., and emerging markets for a large and diverse global client base Barrow Hanley recruits, hires, employs, trains, promotes, and compensates individuals based on job-related qualifications and abilities and provides a work environment that ensures all potential and current employees are free from discrimination or harassment because of race, color, sex, gender, age, religion or religious creed, national origin, ancestry, citizenship, marital status, affectional or sexual orientation, gender identity or expression, physical or mental disability, military or veteran status, public assistance needs, or any other characteristic protected by law. Barrow Hanley provides reasonable accommodations to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, need assistance with the application process, or would like to view the Firm's EEO policy, please email HR at [email protected].

Our client is looking to hire an Investment Associate to support the CEO. This is a top priority need. Must be willing to work longer than normal hours and some weekends. This is a direct hire, hybrid opportunity. Company Profile: Start up Investment Investment Associate Role: We are seeking a high-performing, Type-A Investment Associate to serve as a strategic right hand to our CEO. This is a high-intensity, immersive position designed for a sharp, ambitious individual who thrives under pressure and is eager to gain exposure to executive decision-making at the highest level. Travel extensively with the CEO to meetings, investor events, and strategic site visits Conduct financial and strategic analysis to support key initiatives and decisions Prepare executive briefings, decks, memos, and dashboards Help drive cross-functional execution on projects and priorities Anticipate needs, solve problems on the fly, and protect the CEOâ??s time and attention Investment Associate Background Profile: Bachelorâ??s degree in Finance, Economics, Business, or related field 2+ years of experience at a top-tier finance firm (investment banking, private equity, hedge fund, or consulting) Experience performing in-depth financial research and analysis ideally for investment decisions, manage portfolios, and assist with corporate finance activities such as mergers and acquisitions is highly preferred Intellectually aggressive, exceptionally organized, and thrives in high-stakes environments Strong financial modeling, Excel, and PowerPoint skills Must be willing to travel and open to working outside normal business hours and some weekends. Interested in business leadership, private equity, venture capital, or strategic ops Able to manage ambiguity, juggle competing priorities, and move fast without breaking things Must be based in or willing to relocate to Dallas, TX Features and Benefits: Competitive Salary PTO and Holidays Remote employment Company retreats and much more

Einstein AI is one of the most unique Crypto companies in the World. We are the first of it's kind in the industry assisting clients to diversify cryptocurrency investments into 3 areas, Exchange (Binance, Coinbase, Kraken), Metamask, and NFT's. Investors can choose to invest in one area only or allow us to assist in all 3. Our profits in Metamask project investments are 10X what an exchange return gives due to lower liquidity and cap. NFT Market is brand new we are assisting in buying selling art and gaming projects within the NFT space which is exploding. The NFT sector is optional for investors and becoming a part of our NFT portfolio. We are looking for brokers who have serious investors that want to invest in the space and build their net worth. On the retail side if brokers want to invest themselves there is a 5K minimum, Metamask is used in that environment to allow the accounts to grow more rapidly. Einstein AI is a 24/7 Automated/Non-Custodial Crypto Portfolio Trading and Risk Management system. Our AI monitors/trades 10000+ coins 24/7 on Metamask and Exchange environments IE Binance, Coinbase. We work with clients all over the world and currently are in 80 countries. Our team is hiring wealth managers/brokers that assist clients in onboarding their portfolio and managing your existing client base. We are looking for a very select team of Brokers, worldwide to work closely with Einstein to onboard clients investing in Cryptocurrency Markets. Einstein AI Sales Broker is one who loves to close and is passionate about cryptocurrency. You will be working with an elite group of people and work remotely anywhere in the world. You wake up thinking about the coolest industry where you can work from anywhere, Cryptocurrency!! As an Einstein AI Broker, you will yearn to satisfy your inner thirst for accumulating sales and building partnerships at the best crypto software company in the industry, with some of the most elite partners in the world. Our software is transparent and Investors can follow every trade by the second keeping their funds in their own custody safely and allowing you to focus on new clients. If you recognize the possibility for investors to achieve profitability and efficiency improvements - and you believe you can onboard investors into the cryptocurrency market come join us! Experience within the Cryptocurrency space is great - but not an absolute necessity. Experience Investing in Cryptocurrency would be awesome, but again - not required. The primary pre-requisite is that you believe you can educate High Net Worth Individuals/ Institutional clients and are willing to bet your time and future on it. We'll be happy to train you on the Einstein AI platform so that you can understand Einstein AI and see the opportunity in front of us. We are looking for Cryptocurrency Sales Brokers to focus on business development globally. We are looking for entrepreneurial, intuitive individuals capable of developing and establishing a pipeline of Investors around the world. Salespeople will be required to develop a working understanding of the Crypto markets along with technical expertise across the life cycle of client relationships, from initial on-boarding through account management. You would be working closely with the Einstein AI trading team and be responsible for developing an intricate knowledge of the services that we offer along with their suitability for various types of clients. Our culture is work hard - play hard. We are working on a game-changing way to transparently create a trading engine for Crypto Investors to profit in a manner that is as high as any other within the industry. We are also building a close-knit team and believe in having an "all for one, one for all" environment in which we can learn from and support each other. We hope you can be a part of it. In terms of compensation - we are a startup that is offering a commission structure per investment so that excellent performers exceed 100k USD per year. Einstein AI has some deep partnerships formed that are currently driving our company into a Fortune 500 model. We offer sales closing bonuses - which are obvious for any sales position - however, I wanted to mention it specifically that top performers will be rewarded significantly. This is a leadership position - you will be open to heading business development within your territory or globally and are free to market with our material across the world. Remote work - We are remote most of the time and utilize WeWork for an office environment, but you can work from wherever you like as we have a virtual office model while using Wework for meetings. We have offices in London, Paris, Hong Kong, Singapore, Tokyo, New York, San Francisco, and many other cities. After you have established yourself with our company you can work from wherever you like. We are looking for individuals capable of raising 25k or more per month investment and will pay a generous percentage residual through bitcoin as a pay structure and a bonus for each signup. All brokers must have their own business/financial portfolio or network of high net worth individuals/Institutional clients when applying, Einstein AI no longer provides leads due to excessive signups. We are happy to assist your existing clients or potential clients on a conference call to explain how to get started and begin investment. Minimum investment is 25k USD in BTC equivalent. We do not accept less than 25k investment on HNW/Institutional and we recommend 1 BTC. The average investment made on Einstein AI is 2 BTC currently and we have 50 million in assets under management projected to 250 million by year's end. As a broker when you bring a client into the system they will be assisted in setting up connections to their existing exchange (31 Exchanges supported), Metamask, and NFT (Optional). All Brokers will receive residuals from profits billed to the client on the performance fee of 22%. Einstein AI does not have wallets on our system, they are on the client exchanges we connect the software into (API keys) themselves. Your funds never leave your trading account on Exchange (Binance, Coinbase etc) or Metamask; clients are in complete custody of the client at all times. Responsibilities Requirements Source new client relationships while educating them on the Einstein AI Opportunity and Cryptocurrency Market Maintain strong relationships with existing clients Work closely with trading and operations teams to successfully onboard new Investors Build a working understanding of crypto, its ongoing development and history Required Skills 3+ years in sales (preferably in the financial sector) or an established network of potential investors Demonstrated ability to establish a pipeline of Investors, prospect development and ability to close deals Fluent in English Ability to understand the crypto sales and trading environment Genuine curiosity/passion for the crypto industry Einstein AI USA Office 415 Mission Street San Francisco, CA 94105 Europe Office 71-91 Aldwych London WC2B 4HN SE Asia Office 8 Cross Street Singapore 048424 Website *****************