Investments

Investments Finance Jobs

144 jobs found

2d ago

Director of Finance (Private Equity / Real Estate)

GPR Ventures / Duke Capital Ventures Mountain View, CA

Mountain View, CA

2d ago

$110k - $150k/yr Full time Finance Director Accounting Financial Accounting

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Job Description

Lead fund and property finance operations for Duke Capital Ventures, reporting to the Managing Principal and owning monthly close, tax compliance, lender/investor reporting, and portfolio analytics.

Responsibilities

Own the monthly close and financial statements across all properties and legal entities, including reconciliations, intercompany accounting, and internal controls
Design and implement tax strategies to minimize risk, maintain regulatory compliance, and improve process efficiency across the company and its entities
Coordinate the Managing Principal’s personal and business tax planning with outside tax advisors; act as a primary internal resource for tax, accounting, and financial topics
Structure and time capital contributions, distributions, acquisitions, and dispositions to support tax efficiency
Manage tax treatment of equity investment income in conjunction with real estate holdings
Provide quarterly tax projections and proactive recommendations for planning
Prepare lender reporting, monitor loan covenants, and manage reserve draw requests
Administer distributions, waterfalls, capital accounts, and K-1s for investors and partners
Prepare property budgets, CAM reconciliations, and variance reporting
Support acquisitions, dispositions, and refinancings with diligence and closing accounting

Requirements

Bachelor’s degree in Accounting or Finance
7+ years of progressive accounting, tax, or finance experience, including real estate or fund accounting
CPA license or actively pursuing a CPA
Deep familiarity with pass-through entity taxation (LLCs, partnerships, S-corps) and multi-entity tax coordination
Experience with real estate tax planning strategies and investment income tax planning
Experience with partnership/fund accounting, distribution waterfalls, and lender reporting
Proficiency with Yardi Voyager/8, Excel, and QuickBooks
Strong knowledge of GAAP, including ASC 842 lease accounting, plus financial reporting, general ledger management, reconciliations, budgeting, and forecasting
Resourceful, articulate, and solution-oriented; able to work independently and collaboratively while improving tax and financial processes for operational efficiency
Ability to interface confidently with strategic partners including legal and tax professionals, investors, banks, lenders, and other third parties

Technologies

Yardi Voyager/8
Excel
QuickBooks
GAAP
ASC 842

Compensation and Location

Location: Mountain View, CA (onsite, office-based; not remote)
Salary: USD $110,000 - $150,000 per year
DCV operates a pay-for-performance compensation philosophy; total compensation may vary based on performance and prior experience
Eligible for discretionary bonus(es)

Encouraged (What Helps)

Experience working directly for a real estate investment or asset management firm (rather than only public accounting)
Master’s degree in Taxation or Accounting
Concentration in tax accounting
Advanced Yardi expertise
Real estate fund audit experience
Experience with industrial / multifamily asset management

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5mo ago

Financial Advisor

Kellogg Community Credit Union Battle Creek, MI

Battle Creek, MI

5mo ago Closed

Full time Marketing Advisor Business Development

This position is no longer accepting applications (closed May 6, 2026).

Job Description

The Financial Advisor role at Kellogg Community Credit Union is an onsite position in Battle Creek, MI, focused on promoting investment services, processing securities transactions, and managing client relationships across branch offices.

Responsibilities

Process securities orders to facilitate sales activity from receipt to execution.
Qualify prospects and open new brokerage accounts for clients who do not require a personal Financial Advisor meeting.
Lead the planning and execution of seminars, campaigns, and sales literature across the offices in their market.
Design and oversee branch training and referral initiatives.
Set up brokerage accounts and assemble all required documentation to open them.
Handle cashing and booking of checks and stock certificates, ensuring compliance with legal requirements for stock certificates in brokerage accounts.
Track and close all outstanding paperwork.
Process journals between brokerage accounts.
Coordinate with the corporate office to resolve issues.
Establish and maintain mutual fund periodic investment plans and systematic withdrawal plans.
Configure money movement arrangements, including ACH or EFT transfers, to settle trades.

Requirements

A college degree or equivalent business experience is required; related experience may substitute for formal education.
Securities licenses Series 7 and 63, plus a State Insurance License.
Minimum of two years of experience in a related role.
Clean U-4 on file.
Customer relations and sales experience is required.
Actual business experience in the field.
Ability to learn the detailed requirements of the position.
Participation in all required compliance training, including Bank Secrecy Act / anti-money laundering training, along with internal and external training programs, online courses, meetings, and seminars.

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5mo ago

Licensed Premier Relationship Banker (Series 7/66, Life/Health)

Rhinebeck Bank Poughkeepsie, NY

Poughkeepsie, NY

5mo ago Closed

$65k - $85k/yr Full time 66 Advisor Banker

This position is no longer accepting applications (closed May 6, 2026).

Job Description

This on-site, branch-based role in Poughkeepsie focuses on growing deposits, expanding consumer lending, and identifying investment opportunities while delivering high quality customer experiences. The position requires a bachelor’s degree in Finance, Economics, Business, or a related field, along with FINRA licenses and a NYS Life/Health Insurance license. The compensation range for this role is between $65,000 and $85,000 annually, depending on experience.

Responsibilities

Proactively engage with customers to uncover banking, lending, and investment opportunities aligned with their financial goals.
Oversee the end-to-end origination of consumer loans, including home equity loans, while ensuring all regulatory requirements are met.
Direct clients to Financial Advisors or Mortgage Loan Partners as appropriate to achieve optimal outcomes.
Provide coaching and mentorship to junior Universal Bankers to support their development.
Travel between branches as needed to serve customers and support the growth of the branch network.

Requirements

Licensing: FINRA Series 7 and 66, plus NYS Life/Health Insurance License.
Proven sales success in outbound outreach and relationship management.
Strong verbal and written communication skills with a focus on delivering exceptional service.
Organizational and coaching abilities to prioritize tasks and mentor junior staff.
Education: Bachelor’s degree in Finance, Economics, Business, or related field preferred.
Valid driver’s license and the ability to travel between branches as needed.

Benefits

Competitive compensation: $65,000 to $85,000 based on experience.
Health, dental, and vision coverage to support your well-being.
Tuition reimbursement to assist with continuing education and career growth.
20 days of paid time off to recharge.
Generous 401(k) match to help plan for the future.
Structured training and development during onboarding, including classroom, webinar, and hands-on learning.
Ongoing mentorship from experienced professionals to foster growth in the role.
Paid volunteer hours to support community involvement and social impact.

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5mo ago

Financial Advisor

Idaho Trust Bank Boise, ID

Boise, ID

5mo ago Closed

Full time Advisor Banking Business Development

This position is no longer accepting applications (closed May 5, 2026).

Job Description

Idaho Trust Bank in Boise, ID, affiliated with LPL Financial, seeks a Financial Advisor to service an established book, expand the client base, and deliver tailored solutions using bank referrals and LPL tools.

Responsibilities

Service an existing book of business upon joining
Build a strong client base leveraging the bank's robust referral network
Engage multiple branch territories with a sizable deposit base, including current clients needing advisory support
Grow the client roster by tapping into the bank’s client base
Develop client solutions without relying on proprietary products
Expand your business with LPL’s toolkit, technology, and support
Leverage LPL’s experience assisting financial institutions in growing and maximizing investment programs
Capitalize on the bank’s reputation and community standing

Requirements

Series 7 and 66 (63/65) licenses required
Insurance license required
Three or more years of investment sales experience

Benefits

Access to proprietary technology and a suite of customized services
Open architecture platform with access to thousands of investment products from leading third-party sponsors
Firm-wide resources and expertise to help you craft client solutions
Freedom to tailor solutions to your client’s goals

Application Question

What is your desired pay range?

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5mo ago

Salaried Financial Advisor

Investment Management Associates Eau Claire, WI

Eau Claire, WI

5mo ago Closed

$60k - $100k/yr Full time Advisor Business Development Client Relations

This position is no longer accepting applications (closed May 5, 2026).

Job Description

Responsibilities

Serve and maintain a portion of the owner’s existing book of business, including client meetings, follow-ups, and ongoing financial planning support
Identify opportunities to expand relationships by understanding clients’ goals, values, and life changes
Build trusted, long-term relationships with clients by understanding their financial goals and delivering personalized advice
Prepare, process, and submit all client paperwork accurately and in a timely manner for clients personally advised
Collaborate closely with team members to deliver seamless client experience

Requirements

Series 7 license required, Series 66 license preferred but can be obtained within 6 months of hire date
Prior experience as a Financial Advisor or in a similar client-facing financial services role
Deeply client focused – you care about doing what’s right not just what sells
Organized, detail-oriented, and committed to follow through
Willingness to handle own client paperwork and administrative tasks
Strong communicator who can explain investing and wealth management in a clear approachable way
A team player who values collaboration and contributes positively to workplace culture

Benefits

Competitive base salary with commissions opportunities
Access to an existing book of business to help build recurring revenue
Supportive, relationship-focused work environment
Opportunity to grow within a stable, well-established firm
Potential future opportunity to have ownership in a portion of an existing book of business, subject to performance and mutual agreement

Compensation

Base Salary: USD 60,000 - 100,000 per year
Commission/Bonus Opportunity

Job Types

Full-time
Permanent

Pay

USD 60,000.00 - 100,000.00 per year

Compensation Package

Bonus opportunities

License/Certification

Series 7 (Required)

Ability to Commute

Eau Claire, WI 54701 (Required)

Work Location

In person

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5mo ago

Director of Corporate Finance

HRT of TN LLC Nashville, TN

Nashville, TN

5mo ago Closed

Full time Finance Director Senior Accounting

This position is no longer accepting applications (closed May 5, 2026).

Job Description

Join HRT of TN LLC in Nashville for a Director of Corporate Finance role that blends analytical rigor with strategic impact. This onsite position provides critical support to the First Vice President of Corporate Finance and the CFO, including updating the corporate model, delivering ad-hoc analyses, compiling Board materials and monthly presentations, and backing Capital Markets and Investor Relations.

Benefits

Health insurance
401k employer match
Paid parental leave

Responsibilities

Updating and improving the corporate model
Preparing ad-hoc financial analyses
Preparing Board materials and monthly presentations
Involved in, and support, Capital Markets and Investor Relations
Other ad-hoc analyses

Requirements

Minimum 5 years of experience in corporate finance, FP&A, or investment analysis
Bachelor's degree
Advanced financial modeling skills and strong proficiency in Excel
Experience in corporate finance, FP&A, or investment analysis
Deep understanding of REIT and real estate financial metrics, public company reporting requirements, and capital markets
Experience preparing Board and investor-facing materials
Knowledge of valuation, cost of capital, risk / return trade-offs and GAAP accounting concepts
Ability to produce in-depth peer company research
Interest and aptitude to utilize tech-enabled analytical tools
Ability to operate in a fast-paced, dynamic environment with high attention to detail
Expertise in Microsoft Excel and PowerPoint

Technologies

Microsoft Excel
Microsoft PowerPoint

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5mo ago

Licensed Financial Advisor - Client Service Advisor

Retirement Income Solutions LLC Murfreesboro, TN

Murfreesboro, TN

5mo ago Closed

$60k+/yr Full time Advisor Client Client Relations

This position is no longer accepting applications (closed May 5, 2026).

Job Description

Retirement Income Solutions LLC is seeking a Licensed Financial Advisor - Client Service Advisor to support clients from our on-site office in Murfreesboro, Tennessee. The role emphasizes comprehensive financial planning and attentive client service, covering investments, retirement planning, tax planning, and estate planning while fostering strong client relationships. A minimum of five years of experience, along with the required licenses, is essential for this position.

Responsibilities

Provide personalized financial planning services to clients, including investment strategies, retirement planning, tax planning, and estate planning
Conduct thorough financial assessments to understand clients' current financial situations and future goals
Develop customized financial plans based on clients' needs and risk tolerance
Monitor clients' investment portfolios and make recommendations for adjustments as needed
Stay up-to-date with market trends, economic developments, and changes in tax laws to provide accurate and relevant advice
Build and maintain strong relationships with clients through regular communication and meetings
Collaborate with other professionals, such as accountants and attorneys, to ensure comprehensive financial solutions for clients
Educate clients on various financial products and services available to them
Provide exceptional customer service by addressing client inquiries and concerns in a timely manner

Requirements

Bachelor's degree in finance, business, or a related field - preferred
Proven experience working in the financial services industry as a Financial Advisor or similar role
Strong knowledge of asset management, tax planning, cash management, and financial planning principles
Excellent mathematical skills with the ability to analyze complex financial data
Exceptional customer relationship management skills with the ability to build trust and rapport with clients
Strong sales abilities with a track record of meeting or exceeding targets
Knowledge of wills, trusts, estate law is preferred but not required
Excellent communication skills, both verbal and written
Ability to work independently and as part of a team