Personal banker jobs in United States

Enjoy Helping People? See yourself working with high net-worth individuals? Gamma Capital Group is a financial services company that is committed to helping their clients secure their financial freedom! We focus on integrated wealth management, investment advice, retirement planning, and insurance planning for their clients. As a Gamma Capital Group financial advisor, you'll have the flexibility to develop a successful career by providing clients with services and financial products they need and educating them about their financial decisions. Your basic responsibilities will include: Prospecting and networking via face-to-face meetings with potential clients Closing and executing sales transactions Servicing existing clients Analyzing and compiling presentations Attending training sessions and meetings Job Requirements: As a financial sales rep for Gamma Capital Group, you must have a strong entrepreneurial spirit bolstered by confidence, persistence and a high degree of personal integrity. This allows the Financial Services Representatives to quickly establish trust and build the kinds of relationships from which a client base can be developed. Gamma Capital Group's Financial Professionals come from a wide variety of professional backgrounds, from salespeople to bankers to engineers. It is expected that you will utilize the knowledge that you have gained and the networks that you have built in your professional life in order to develop and expand your career as a Financial Services Representative. Our Advisors enjoy: Flexibility and work-life balance most financial careers don’t offer. Competitive compensation and comprehensive benefits. Extensive training and support and a dedicated management team. Training and mentorship for advisors credentials Management and Partner Level Opportunities Comprehensive compensation and benefits: Exceptional Income Potential. Renewals & Residual Income Comprehensive Medical Coverage Retirement Package / Pension Plan Life & Disability income Insurance Compensation is 100% commission the first 12 Months. If you think you are the right fit for a winning team, please apply today! Working for Gamma Capital Group means working for a company that's committed to advancing diversity, equity, and inclusion. We do that through leadership development programs aimed at advancing, engaging, and retaining under-represented talent and our Employee Resource Groups, which strengthen our inclusive workplace, enhance personal development, and provide ways for employees to connect, learn and engage. Experience: Previous employment in sales where you have successfully turned prospects into customers Professional Licenses: Insurance and securities license If you do not have them, you will be required to attain those licenses within 90 days. Sales experience is helpful, but not required MBA, JD, CFP®, CPA or ChFC, a plus Qualifications: Entry-Level Finance experience not necessary - We have training programs! Ability to obtain professional licenses. Skills: Strong communication skills Sales/ marketing/ entrepreneurship interest A four-year college degree or more Results-driven, highly motivated, self-starter At Gamma Capital Group, our purpose is to help people embrace today and confidently pursue tomorrow. That's why we provide an environment focused on transparency, inclusion, trust and respect. Here, you'll discover our expansive range of roles, and a workplace where we aim to help turn your passion into a rewarding profession. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. We are an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.

Riveria Investment Group is a New York based investment firm focused on acquiring and developing companies in the middle market. Riveria primarily focuses on growing companies with a history of positive operating cash flows in industries facing favorable long term trends across equity, debt and multi-family real estate. The core of our investment thesis is to partner with strong management teams and provide the necessary support to facilitate growth. Overview: We are seeking a highly skilled and detail-oriented Analyst to join our team. As an Analyst, you will be responsible for conducting quantitative analysis, evaluating financial data, and providing insights to support investment decisions. This is an exciting opportunity to contribute to our investment strategies and make a significant impact in the financial industry. Responsibilities: - Conduct quantitative analysis of financial data, including profit loss statements, balance sheets, and cash flow statements - Develop relationships with investment bankers and intermediaries to help source investment opportunities - Analyze market trends, economic indicators, and company financials to identify investment opportunities - Prepare detailed financial reports and investment recommendations for internal stakeholders - Utilize financial models and valuation techniques to assess the value of securities - Monitor portfolio performance and provide regular updates on market conditions - Collaborate with portfolio managers and research teams to develop investment strategies - Stay up-to-date with industry trends, regulatory changes, and financial concepts - Collect and analyze data from various sources to support investment decision-making process Skills: - Strong quantitative analysis skills with a solid understanding of mathematical concepts - Proficient in financial report writing and ability to effectively communicate complex information - Knowledge of investment banking principles and practices - Familiarity with Bloomberg or other financial systems for data analysis - Excellent understanding of financial concepts such as risk management, asset allocation, and portfolio optimization - Ability to collect, organize, and interpret large sets of financial data - Strong attention to detail and ability to identify trends or patterns in data - Knowledge of cost accounting principles is a plus If you are a motivated individual with a passion for finance and possess the necessary analytical skills, we encourage you to apply for this position. Join our team of professionals dedicated to delivering exceptional results in the world of investments. Note: All positions at our company are paid positions. Job Types: Full-time, Contract Pay: $80,000.00 - $230,000.00 per year Schedule: Monday to Friday Ability to Relocate: New York, NY: Relocate before starting work (Required) Work Location: In person