financial investment adviser

Mountain Peak Wealth Solutions

A Career Filled With PossibilitiesHave you ever considered a career where you help others prepare for life and unexpected moments?One that helps clients reach their financial goals so their children are able to attend college; so mortgage and medical expenses are able to be paid; and so their retirement dreams are fulfilled. Whether you&rsquo;re thinking about a career change, looking to expand your practice, completely starting fresh - we offer all of the start-up support/resources and a complete, diversified portfolio of products to help you make the transition. As a Financial Services Professional, you will have the opportunity to help yourself as you help others with rewarding long-term client relationships, career independence and unlimited income potential.Desired Skills &amp; Qualifications:<ul><li>Bachelor's Degree or equivalent in work experience.</li><li>Excellent communication and relationship building skills.</li><li>Integrity and Strong Work Ethic.</li><li>Entrepreneurial Spirit.</li><li>Confidence and Resilience.</li></ul>Responsibilities:<ul><li>Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives.</li><li>Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies.</li><li>Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.</li><li>Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded.</li><li>Actively prospect and generate new business opportunities through networking, referrals, and community involvement.</li></ul>Competitive Advantages:<ul><li>Extensive professional development, training, and mentoring programs.</li><li>Industry leader with excellent, financial strength and impeccable integrity</li><li>Innovative market development tools</li><li>State-of-the-art financial analysis software</li><li>Flexibility to balance career and personal needs</li><li>Excellent compensation and benefits</li></ul>True Path Financial is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate and institutional clients over the long term. We help our clients achieve success in a changing world through the accumulation and protection of wealth.**This position is not remote or hybrid. You must be able to commute to Irvine (92614)**Securities and investment advisory services are offered solely by Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC, 20 Executive Park, Suite 190, Irvine, CA 92614, 949-328-1048. True Path Financial and Insurance Services is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. TC134244(0623)1 Recruiting Purposes Only.Job Type: Full-timePay: $50,000.00 - $150,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Life insurance</li><li>Vision insurance</li></ul>Work Location: In person

Financial Advisor- Training Provided

Prestige IFA Jobs

For over thirty years, our client has been helping clients achieve the financial performance and peace of mind to fulfil their life’s objectives. Whether clients have a straightforward investment ambition or a complex family estate, their goal is the same: to grow and protect clients’ wealth, for this generation and the next.  You’ll be providing professional financial planning and advice to clients across Africa and South America, helping them achieve their financial goals while building meaningful, long-term relationships. Established in 1995, our client is a private wealth management firm, headquartered in Mauritius with expert financial advisers based in key global markets. Through their head office in Mauritius and a network of international advisers, they provide carefully tailored financial solutions alongside access to high-quality investment portfolios. Our client is set up to support a wide range of clients — from high-net-worth expatriates with complex global estates to young professionals and families looking to grow their financial horizons. What they offer:<ul><li>Remote work from anywhere in the world</li><li>Flexible working hours</li><li>A respected, award winning company with a strong reputation as oldest IFA in Africa</li><li>No micromanagement – full professional autonomy</li><li>Commission-based earnings with initial lead generation costs covered by us to help you grow your client base quickly</li></ul> If you’re client-focused, self-motivated, and ready to take your advisory career global, we’d love to hear from you. Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.

Remote International Financial Advisor

Persian Horizon - FZCO

Capital Structuring | Business Acquisitions | Strategic Wealth Advisory Dubai, UAE | Full-Time | On-SiteAbout the RoleWe are expanding our Business Acquisition &amp; Capital Advisory Division in Dubai and seeking an experienced executive-level advisor to lead complex, high-value transactions across structured investments and established business acquisitions.This role is designed for professionals operating beyond transactional sales &mdash; individuals capable of structuring sophisticated deals, advising on capital deployment strategies, and managing long-term UHNW investor relationships.You will work directly with decision-makers and investors on opportunities typically ranging from: AED 1,000,000 &ndash; 20,000,000+Core Responsibilities<ul><li>Lead advisory discussions for 6&ndash;8 figure investment opportunities</li><li>Structure business acquisition transactions in collaboration with legal and finance teams</li><li>Prepare investment memorandums, financial positioning decks, and ROI models</li><li>Evaluate valuation metrics (EBITDA multiples, cash flow projections, risk assessment)</li><li>Manage investor pipeline and strategic capital allocation</li><li>Drive acquisition-to-exit strategy discussions</li><li>Coordinate with marketing to properly position investment opportunities</li><li>Represent the firm in executive-level meetings and networking forums</li><li>Build recurring investor portfolios and long-term advisory relationships</li></ul>Ideal Candidate ProfileMandatory Experience<ul><li>Minimum 5+ years in high-ticket investment sales, capital advisory, private placements, or business brokerage</li><li>Proven history closing transactions AED 1M+ per deal</li><li>Strong financial literacy (P&amp;L, EBITDA, IRR, cash flow interpretation)</li><li>Ability to structure and negotiate complex agreements</li><li>Executive presence and strategic-level communication skills</li></ul>Strongly Preferred<ul><li>Background in private equity, structured investments, real estate investment, or wealth management</li><li>Existing HNWI / family office network in UAE or GCC</li><li>Experience building or leading advisory teams</li><li>Arabic or Russian language proficiency</li><li>CFA / CFP or formal finance education</li></ul>Compensation StructureBase Salary: AED 5,000Commission: 3&ndash;7% performance-based (uncapped)Team Override: Percentage on team production (if leading advisors)Profit Sharing: Long-term partnership option for senior executivesVisa: ProvidedHealth Insurance: ProvidedHigh performers in this role can exceed AED 60,000 &ndash; 120,000+ monthly, based on capital mobilization and deal performance.Performance Expectations<ul><li>Monthly pipeline target: AED 3M+ qualified capital</li><li>Expected close rate: 10&ndash;15% (deal complexity dependent)</li><li>Quarterly capital mobilization targets</li><li>Long-term portfolio growth &amp; investor retention metrics</li></ul>Job Type: Full-timePay: From AED5,000.00 per month

EXECUTIVE INVESTMENT ADVISOR

AJYAL HR Solutions & Services

<div>
 
 
 Job Purpose:
 
 The Investment &amp; Research Officer will lead the company's crypto asset research and trading strategy function. They will be responsible for identifying, evaluating, and recommending digital asset investment opportunities &mdash; including cryptocurrencies, DeFi projects, NFTs, and ICOs &mdash; while providing actionable market intelligence to the CEO and the investment committee. This role combines fundamental and quantitative research with trading execution and automation oversight.
 
 
 
 
 
 
 Tasks and Responsibilities:
 
 
 <ul>
 <li>
 Conduct in-depth fundamental and technical analysis on cryptocurrencies, NFTs, DeFi protocols, and Web3 projects.
 </li>
 <li>
 Evaluate tokenomics, project teams, market capitalization, and ecosystem trends.
 </li>
 <li>
 Monitor new token launches, ICOs, airdrops, and emerging technologies in blockchain.
 </li>
 <li>
 Prepare detailed research reports and weekly market insights for management and investors.
 </li>
 <li>
 Develop and maintain crypto market models (on-chain analytics, sector performance, sentiment indices).
 </li>
 <li>
 Recommend investment strategies (spot, derivatives, yield farming, staking, or arbitrage).
 </li>
 <li>
 Track portfolio performance against benchmarks and produce monthly performance dashboards.
 </li>
 <li>
 Supervise or execute trades on centralized and decentralized exchanges (Binance, Kraken, Uniswap, etc.).
 </li>
 <li>
 Design, back-test, and monitor algorithmic trading bots using platforms like 3Commas, Pionex, or custom APIs.
 </li>
 <li>
 Set stop-loss, hedging, and risk management parameters in coordination with the CEO.
 </li>
 <li>
 Present weekly and monthly investment memos to the CEO and Board.
 </li>
 <li>
 Maintain an internal knowledge base of research findings, project evaluations, and market data sources.
 </li>
 <li>
 Ensure all trading and custody activities comply with internal risk and compliance frameworks.
 </li>
 </ul>
 
 
 
 
 
 Qualifications and Experience:
 
 
 <ul>
 <li>
 Bachelor's or Master's degree in Finance, Economics, Data Science, or Blockchain-related fields.
 </li>
 <li>
 3-5 years of experience in financial research, asset management, or crypto trading.
 </li>
 <li>
 Proven track record in analyzing blockchain projects and managing crypto portfolios.
 </li>
 <li>
 Experience setting up and maintaining algorithmic trading bots or API integrations.
 </li>
 <li>
 Strong understanding of blockchain ecosystems (DeFi, Layer 1/2, GameFi, NFTs).
 </li>
 <li>
 Proficiency in data analytics tools (Python, Excel, Dune Analytics, Nansen, etc.).
 </li>
 <li>
 Excellent presentation and reporting skills for board-level communication.
 </li>
 <li>
 Familiarity with portfolio management, risk metrics, and compliance standards.
 </li>
 <li>
 Preferred - Experience with institutional crypto custody and fund management platforms (Fireblocks, Copper, Anchorage, etc.).
 </li>
 <li>
 Preferred - Certifications such as CFA, CAIA, or blockchain-specific credentials (CBP, CCI).
 </li>
 </ul>
 
 
 
 
 
 Note: We thank all applicants for their interest however only those candidates who are shortlisted will be contacted.
 
 
</div>

Financial Investment Analyst

Man Group

<div><div>About Man Group

Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, establishing deep connections and creating tailored solutions to meet their investment goals and those of the millions of retirees and savers they represent.

Headquartered in London, we manage $213.9 billion* and operate across multiple offices globally. Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index. Further information can be found at www.man.com
<ul><li>As at 30 September 2025</li></ul></div>
Purpose of role

Overall responsibility for investment content creation across a group of Man Group's private credit funds.

The role requires developing a significant technical specialism in key private credit investment funds within Man's Discretionary business area, so as to be able to credibly write, and present, investment content in a compelling and effective manner. These materials will need to be prepared on a regular basis for use with Man's institutional and retail client base.

A key element of the role will be to develop deep and credible relationships with the relevant private credit investment and CPM teams and to become a go-to source for Sales on the sub-set of funds covered. The successful applicant will be expected to produce high quality and professional materials quickly, efficiently and to a high standard.

Responsibilities
<ul>
<li>Develop and maintain a full range of investment collateral, including fund marketing (new product launch materials, monthly performance commentaries), technical content (questionnaire and client queries) and sales enablement content (meeting materials, investment outlooks, product updates)</li>
<li>Shape compelling and differentiated product messaging to help position strategies competitively</li>
<li>Provide ongoing technical expertise on a set of products to various internal and external stakeholders (including clients), acting as a subject matter expert</li>
<li>Communicate on specific market events, performance updates, and product milestones</li>
<li>Partner with the private credit portfolio management team, CPM, and other key stakeholders across the business so as to ensure content is impactful and of the highest quality</li>
<li>Write webcasts and performance updates/educational videos to promote fund capabilities and offerings</li>
<li>Identify opportunities and initiate projects where Investment Services can add value for the portfolio manager, sales force and wider business</li>
<li>Ensure that the latest fund research, analysis and messaging is incorporated into all materials</li>
<li>Act as an ambassador for IS internally and be a positive role model to junior members of the team</li>
</ul>
Qualifications
<ul>
<li>Degree level education in a relevant discipline required. CFA, CAIA or IMC qualification is preferred although not essential</li>
<li>3-4 years' Client Service or Content Creation experience within the industry and a solid understanding of the financial landscape investment management hedge fund space preferred</li>
<li>Ability to work with senior members of sales and investment management to support sales priorities</li>
<li>Excellent communication skills, both written and verbal. Proficient in understanding institutional / retail client expectations and requirements</li>
<li>Good organisational and time management skills. Ability to prioritise work effectively</li>
<li>Ability to work independently within a team to meet demanding deadlines. Works comfortably in an entrepreneurial environment, seeks to continuously enhance own relevant skills</li>
<li>Good ability in Word, PowerPoint and Excel</li>
<li>Strong analytical ability with good attention to detail / accuracy</li>
</ul><div>
Inclusion, Work-Life Balance and Benefits at Man Group 
You'll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you'll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry. Learn more at www.man.com/diversity. 
 
You'll have opportunities to make a difference through our charitable and global initiatives, while advancing your career through professional development, and with flexible working arrangements available too. Like all our people, you'll receive two annual 'Mankind' days of paid leave for community volunteering.

Our comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Depending on your location, you may also enjoy additional benefits such as private medical coverage, discounted gym membership options and pet insurance.

Equal Employment Opportunity Policy

Man Group provides equal employment opportunities to all applicants and all employees without regard to race, color, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status in accordance with applicable federal, state and local laws.

Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact TalentAcquisition@man.com.</div></div>

Associate, Discretionary Investment Specialists

Tanami Properties L.L.C.

<div>Tanami Properties is a premier real estate agency in Dubai, recognized for its expertise in off-plan properties and luxury real estate. With strong partnerships with top developers, we provide our clients with exclusive access to Dubai&rsquo;s most lucrative investment opportunities. Join our team and be part of a company that&rsquo;s setting new standards in the Dubai real estate market. 
Role Overview:
We are looking for a motivated and results-driven Investment Consultant (European) to join Tanami Properties. You will specialize in connecting clients with upcoming projects, guiding investors and end-users through off-plan purchases, and maximizing sales opportunities in Dubai&rsquo;s fast-growing property market. 
Key Responsibilities:<ul>
<li>
Promote and sell off-plan properties directly from top-tier Dubai developers.</li>
<li>Develop and maintain strong relationships with investors, end-users, and developer sales teams.</li>
<li>Advise clients on project details, payment plans, ROI, and market trends.</li>
<li>Conduct property presentations, attend project launches, and represent the company at real estate events.</li>
<li>Generate and manage leads through marketing campaigns, referrals, and networking.</li>
<li>Achieve and exceed monthly and quarterly sales targets</li>
</ul>
Requirements<ul>
<li>
Proven sales experience (off-plan real estate experience preferred)</li>
<li>Strong presentation and negotiation skills</li>
<li>Ability to build lasting relationships with investors and property buyers</li>
<li>Self-motivated, energetic, and target-driven</li></ul> 
Benefits<ul>
<li>
Unlimited Earning Potential with our Competitive Commission Structure</li>
<li>Rewards for Top Performers &ndash; Recognition and incentives for your outstanding achievements.</li>
<li>Career Growth &amp; Progression &ndash; Clear paths to senior roles and leadership opportunities.</li>
<li>Employment Benefits &ndash; Full employment visa and medical insurance.</li>
<li>Exclusive Tools &amp; Resources:</li>
<li>RERA License Provided by the Company</li>
<li>CRM system to manage clients efficiently</li>
<li>Marketing support, including professional video shoots</li>
<li>Fresh Leads Provided &ndash; Start your sales journey with pre-qualified client leads.</li>
<li>Exclusive Property Portfolio &ndash; Access to all developers and Dubai&rsquo;s most lucrative off-plan projects.</li>
<li>Professional Training &ndash; Learn directly from big developers</li>
<li>Prime Office Location in Dubai Marina &ndash; Modern, centrally located office with a vibrant work environment.</li>
<li>Be Part of the Best &ndash; Join a top-performing team in one of Dubai&rsquo;s top 10 real estate agencies and take your career to the next level.</li>
</ul>
Ready to take your real estate career to new heights! Apply now and become a key player in Dubai&rsquo;s booming off-plan property market!</div>

Investment Consultant (European)

Northwestern Mutual - Southern Wisconsin

Managing Director, Jordan Kosnick is looking to mentor two new financial advisors this year. Learn more below and lets connect on LinkedIn.https://www.linkedin.com/in/jordankosnick/GET MORE OUT OF YOUR CAREERChoose a career where changing someone else&rsquo;s life for the better is also life-changing for you &ndash; personally, professionally, and financially.FINANCIAL PLANNING WITH NORTHWESTERN MUTUALAre you looking for more fulfillment from your career? Are you starting to think about a job change? Now&rsquo;s the time to consider Northwestern Mutual.Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there.Sounds exciting and scary all at the same time? Don&rsquo;t worry, we don&rsquo;t expect you to know everything on day one. That&rsquo;s why you&rsquo;ll receive in-depth training and partner with industry experts until you&rsquo;re ready to do it on your own.THIS CAREER OFFERS YOU:The ability to positively impact someone else's life. Personalized mentoring and award-winning training. Backing by Northwestern Mutual, an industry leader with a proven track record of success.CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you&rsquo;d be a good fit? See how many of the characteristics below match up to you:-You know how to connect with people, building personal, trusted relationships. -Financial planning is interesting to you. -You&rsquo;re a driven person who&rsquo;s committed to succeeding. -You&rsquo;re ready to earn more for your hard work. -You enjoy helping people make more informed, confident decisions. -You're ready to live the life you want, both personally and professionally.A CAREER WITH ENDLESS OPPORTUNITIESThis career is primarily commission based but also includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average about $60,000 in their first year, and there is potential for much more.What&rsquo;s the catch? The first years can be tough as you&rsquo;re learning the business. But the trade-off is that you get to define what success looks like.INCOME GROWTH OPPORTUNITY:Average vs Top 25% Year 1 | $52,000 - $106,000 Year 3 | $103,000 - $202,000 Year 5 | $139,000 - $289,000 Year 10 | $234,000 - $490,000 Year 15 | $341,000 - $790,000Beyond income, you'll also have access to a comprehensive benefits package: -Comprehensive medical insurance -Two pension plans -Life and disability insurance -Health care and dependent care reimbursement accounts -Reimbursement for licensing and ongoing educationWe want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It&rsquo;s also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter.*** Financial Representative | Financial Advisor | Wealth Management Advisor ***About Northwestern Mutual:At Northwestern Mutual we believe that everyone deserves to &lsquo;spend their lives living&rsquo; and that a strong financial plan is a cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living!Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!Recognized by FORTUNE as one of the &quot;World's Most Admired&quot; companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success.Job Type: Full-timePay: $70,000.00 - $200,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Employee assistance program</li><li>Flexible schedule</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Parental leave</li><li>Professional development assistance</li><li>Referral program</li><li>Retirement plan</li><li>Tuition reimbursement</li><li>Vision insurance</li></ul>Work Location: Hybrid remote in Kenosha, WI

Financial Advisor (Includes Training)

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