Epicareer Might not Working Properly
Learn More
Please Turn on your JavaScript

Epicareer might not working properly because your browser javascript is turned off.

What is JavaScript?

JavaScript is like the magic behind making websites interactive. Basically, it makes Epicareer more enjoyable and engaging.
How do i turn this on?
Find tutorial for your browser below :
  1. Make sure the webpage is open.
  2. In the Safari app on your Mac, choose Safari > Preferences, then click Security.
  3. Make sure the Enable JavaScript checkbox is selected.
  4. Click Websites.
  5. On the left, click Content Blockers.
  6. Make sure Off is chosen in the pop-up menu next to the website.
  7. On the left, click Pop-up Windows.
  8. Make sure Allow is chosen in the pop-up menu next to the website.
Visit Site here
  1. Open Chrome on your computer.
  2. Click. then Settings.
  3. Click Privacy and Security.
  4. Click Site settings.
  5. Click JavaScript.
  6. Select Sites can use Javascript.
Visit Site here
  1. If you're running Windows OS, in the Firefox window, click Tools > Options.
  2. Tip: If you're running Mac OS, click the Firefox drop-down list > Preferences.
  3. On the Content tab, click the Enable JavaScript check box.
Visit Site here
  1. Click the "Settings and more" icon at the top right of the Edge browser window.
  2. Click Settings.
  3. From the Settings menu, click Cookies and site permissions.
  4. Scroll down and click on JavaScript.
  5. In the JavaScript window, toggle the slider to "on" or "allowed."
  6. Close the Settings tab.
  7. Refresh the page.
Visit Site here
  1. Go to Settings.
  2. Click Advanced in the left sidebar, and click Privacy & security.
  3. Under Privacy and security, click Site settings.
  4. Click JavaScript.
  5. At the top, turn on or off Allowed (recommended).
Visit Site here
Any Question? Contact us
logo
Jobs or company...

Director of Investments

Salary undisclosed
Checking job availability...
Original
Simplified

Director of Invesments

Location: Miami, FL

Compensation: $125,000 - $175,000 base salary

Our client, a well-established financial services firm, is seeking a Director of Investments (or Director of Planning) to lead investment strategy, portfolio construction, and client engagement efforts. This role is ideal for a CFA-certified professional who holds a Series 7 license and is passionate about financial planning and investment management.

Key Responsibilities:

  • Develop and manage customized investment portfolios tailored to client needs.
  • Oversee the firm's investment menu, asset allocation, and risk management strategies.
  • Conduct financial modeling and scenario analysis to optimize client outcomes.
  • Engage directly with clients, providing guidance on investment decisions, portfolio strategies, and financial planning.
  • Lead annual portfolio reviews, ensuring alignment with client objectives and market conditions.
  • Collaborate with advisors to deliver high-touch, strategic client service.
  • Ensure compliance with SEC, FINRA, and firm regulatory requirements.
  • Stay ahead of market trends and regulatory changes to enhance investment strategies.

Qualifications:

  • CFA designation required.
  • Series 7 license required (Series 63/66 preferred).
  • 7+ years of experience in investment management, portfolio construction, or financial planning.
  • Strong background in financial modeling, asset allocation, and risk assessment.
  • Excellent communication skills with a client-first approach.
  • Ability to synthesize complex financial data into actionable insights.

This is an exciting opportunity to play a leadership role in an investment-focused firm that values expertise and client engagement.

Director of Invesments

Location: Miami, FL

Compensation: $125,000 - $175,000 base salary

Our client, a well-established financial services firm, is seeking a Director of Investments (or Director of Planning) to lead investment strategy, portfolio construction, and client engagement efforts. This role is ideal for a CFA-certified professional who holds a Series 7 license and is passionate about financial planning and investment management.

Key Responsibilities:

  • Develop and manage customized investment portfolios tailored to client needs.
  • Oversee the firm's investment menu, asset allocation, and risk management strategies.
  • Conduct financial modeling and scenario analysis to optimize client outcomes.
  • Engage directly with clients, providing guidance on investment decisions, portfolio strategies, and financial planning.
  • Lead annual portfolio reviews, ensuring alignment with client objectives and market conditions.
  • Collaborate with advisors to deliver high-touch, strategic client service.
  • Ensure compliance with SEC, FINRA, and firm regulatory requirements.
  • Stay ahead of market trends and regulatory changes to enhance investment strategies.

Qualifications:

  • CFA designation required.
  • Series 7 license required (Series 63/66 preferred).
  • 7+ years of experience in investment management, portfolio construction, or financial planning.
  • Strong background in financial modeling, asset allocation, and risk assessment.
  • Excellent communication skills with a client-first approach.
  • Ability to synthesize complex financial data into actionable insights.

This is an exciting opportunity to play a leadership role in an investment-focused firm that values expertise and client engagement.