Financial and investment advisers develop financial plans for individuals and organizations, and invest and manage funds on their behalf. Tasks include - (a) building and maintaining a client base; (b) interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies; (c) setting financial objectives, and developing and implementing strategies for achieving them; (d) arranging to buy and sell stocks and bonds for clients; (e) monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets; (f) recommending and arranging insurance cover for clients. Examples of the occupations classified here: - Estate planner - Financial planner - Investment adviser
104 active jobs in this group · code 2412
104 jobs
Intersnack Group GmbH & Co. KG · Düsseldorf, Germany
Why This Role Matters As a Senior Business Transformation Analyst - Quality Management, you will play a key role in shaping and harmonizing quality processes across Intersnack's international…
Airwallex · London, United Kingdom
About Airwallex Airwallex is the AI-native financial operating system for a real-time, intelligent economy. More than 675,000 businesses, including McLaren Racing, Qantas, SHEIN, and TikTok, use us,…
Getground · London, United Kingdom
We are building the operating system and wealth management platform for buy-to-let investing. Our mission is to make professional, institutional-grade property investing open to everyone. GetGround…
Liqid Lam · Berlin, Germany
Deine Rolle Als Investment Associate oder Investment Manager (m/w/d) übernimmst du eine zentrale Rolle in unserer mehrfach ausgezeichneten Vermögensverwaltung. Als Teil des Investmentteams gestaltest…
Allica Bank · London, United Kingdom
About Allica Bank Allica is the UK’s fastest growing company - and the fastest-growing financial technology (Fintech) firm ever. Our purpose is to help established SMEs, one of the last major…
Grafana Labs · Remote
Grafana Labs is the company behind Grafana Cloud, the fully managed observability platform trusted by more than 10,000 organizations to ensure reliability, resolve incidents faster, and optimize…
Proxima Fusion GmbH · Munich, Germany
WHO WE ARE Proxima Fusion is Europe’s fastest-growing fusion company and the continent’s best-funded fusion player, as well as the first spin-out from the Max Planck Institute for Plasma Physics…
Buena · Berlin, Germany
Wir verwalten über 70.000 Einheiten in ganz Deutschland. Das ist nicht das Geschäft, das ist die Plattform. Darauf bauen wir neue Verticals auf: Versicherung, Energie, Finanzierung und Brokerage. Für…
Re7 Capital · Remote
Remote-First | Working hours: UK or CET time zone | Full-time The role Reporting directly to the Head of Investor Relations, you will support how Re7 is positioned with institutional allocators and…
GitLab · Remote
GitLab is the intelligent orchestration platform for DevSecOps. GitLab enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk,…
thexton armstrong Nord und Ost Deutschland · Remote
Über thexton armstrong "Wir glauben: Nicht jeder Unternehmer ist ein geborener Entrepreneur. Aber jeder Unternehmer kann einer werden – mit der richtigen Begleitung." thexton armstrong wurde 2011 in…
Re7 Capital · Remote
Remote-First | Working hours: UK or CET time zone | Full-time The role Reporting directly to the Head of Investor Relations, you will support how Re7 is positioned with institutional allocators and…
Grafana Labs · Remote
Grafana Labs is the company behind Grafana Cloud, the fully managed observability platform trusted by more than 10,000 organizations to ensure reliability, resolve incidents faster, and optimize…
Twilio · Remote
Who we are At Twilio, we’re shaping the future of communications, all from the comfort of our homes. We deliver innovative solutions to hundreds of thousands of businesses and empower millions of…
Voodoo · Paris, France
About Voodoo Founded in 2013, Voodoo is a tech company that creates mobile games and apps with a mission to entertain the world. Gathering 800 employees, 7 billion downloads, and over 200 million…
Voodoo · Paris, France
About Voodoo Founded in 2013, Voodoo is a tech company that creates mobile games and apps with a mission to entertain the world. Gathering 800 employees, 7 billion downloads, and over 200 million…
Ping Identity · Remote
About Ping Identity: At Ping Identity, we believe in making digital experiences both secure and seamless for all users, without compromise. We call this digital freedom. And it's not just something…
Mercury · Remote
Mercury is building a complete finance stack for startups. We work hard to create the easiest and safest banking* experience possible to simplify our customer’s financial lives whether they are…
MRM Interim & Advies · Groningen, Netherlands
Ben jij een financieel adviseur die verder kijkt dan de cijfers? Wil jij met jouw analyses en adviezen écht invloed hebben op beleidskeuzes en maatschappelijke projecten? Dan is dit jouw kans om jouw…
Liqid Lig · Berlin, Germany
Deine Rolle Als Senior Growth Manager bei LIQID entwickelst du Kampagnenkonzepte, die messbares Wachstum entlang des gesamten Funnels erzeugen – von der Akquisition affluenter Privatkunden bis zu…
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