location_0_addressRegionName

location_0_addressCountryName

INTEGRATED

PERMANENT

FULL_TIME

jobPosting hiringOrganization as json hashed.

ADAPTED_NOW

UNKNOWN

YEAR

Banking

The firm distinguishes itself by offering strategic business insight alongside traditional legal counsel, aiming to provide a holistic approach to their clients' legal and business needs. Their practice areas encompass corporate and financial transactions, litigation and business disputes, tax, estate, and succession planning, and cybersecurity risk management.

Salary

KBSkills

ACTIVE

https://www.youtube.com/watch?v=QAPt47zOhm0

This Jobot Job is hosted by: Arpana Davis Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume. Salary: $140,000 - $295,000 per year A bit about us: We are a Dallas-based firm that provides a comprehensive range of legal services, with a strong emphasis on aiding entrepreneurs and business owners. Their practice areas encompass corporate and financial transactions, litigation and business disputes, tax, estate, and succession planning, and cybersecurity risk management. They are trusted advisors, integrating legal solutions with their clients' overarching business objectives. The firm distinguishes itself by offering strategic business insight alongside traditional legal counsel, aiming to provide a holistic approach to their clients' legal and business needs. Why join us? Medical/Dental/Vision Life insurance; AD&D Short and long term disability 401k with 3% match Flexible work schedule Performance Bonus incentives Strong mentorship and growth opportunities Paid expenses - Bar dues/CLEs/Bus. Development expenses Volunteer Time Off Paid Holidays Job Details Job Details: Our prestigious law firm is seeking a dynamic, experienced Banking & Finance Attorney to join our team on a permanent basis. The ideal candidate will be a seasoned professional with a strong background in the legal industry, particularly in the banking and finance sector. We are looking for an individual who is ready to handle challenging assignments in a high-stakes, high-reward environment. This position offers a unique opportunity to work on complex transactions, provide strategic advice to our clients, and become a pivotal member of our legal team. Responsibilities: As a Banking & Finance Attorney, you will be expected to: 1. Advise clients on a wide range of banking and finance matters, including lending transactions, financial services regulation, and capital markets. 2. Review, analyze, and interpret banking laws, regulations, and rulings to ensure compliance. 3. Draft, review, and negotiate a variety of banking and finance agreements and contracts. 4. Conduct comprehensive due diligence reviews and risk assessments. 5. Represent clients in negotiations, mediations, arbitrations, and court proceedings. 6. Collaborate with other attorneys and professionals to provide comprehensive legal services to our clients. 7. Stay up-to-date with the latest developments in banking and finance law and bring innovative solutions to complex legal issues. Qualifications: The successful candidate will possess the following qualifications: 1. Juris Doctor (JD) degree from an accredited law school. 2. Admitted to practice law in the state and in good standing. 3. A minimum of 5 years of experience as a Banking & Finance Attorney. 4. Proven experience in conducting thorough legal due diligence. 5. Strong knowledge of banking and finance law, regulations, and industry practices. 6. Excellent negotiation, drafting, and analytical skills. 7. High level of professionalism and integrity. 8. Ability to handle complex legal issues with minimal supervision. 9. Excellent interpersonal skills, with the ability to build strong relationships with clients and team members. 10. Strong written and verbal communication skills, with the ability to explain complex legal issues in a clear and understandable manner. We are looking for a seasoned professional who is ready to take their career to the next level. If you are a self-starter with a passion for banking and finance law, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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Jobot

Banking & Finance Attorney

salaryMin

salaryMax

payPeriod

currency

Analysis Skills

Attorney

Banking Regulations

Banking Services

Capital Markets

Communication Skills

Customer Relations

Customer Support/Service

Due Diligence

Entrepreneurship

Finance

Financial Regulations

Financial Services

Financial Transactions

Internet Security

Interpersonal Skills

Interpret Regulations

Legal

Litigation

Loans

Maintain Compliance

Negotiation Skills

Presentation/Verbal Skills

Risk Analysis

Risk Management

State Laws and Regulations

Succession Planning

Writing Skills

monster

OFFSITE

Financial Advisor

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals.

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.What you haveRequired Qualifications:• Bachelor’s degree • Active FINRA Series 7 license • Active FINRA Series 66 license (or may be obtained within the first 120 days)• Three or more years advisory experience• Five or more years in the financial services industry working directly with clientsPreferred Qualifications• CFP or CFA • Superior relationship management and client retention experience• Polished interpersonal, communication and presentation skills, attention to detailIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.What’s in it for youAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:• 401(k) with company match and Employee stock purchase plan• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions• Paid parental leave and family building benefits• Tuition reimbursement• Health, dental, and vision insurance

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

Charles Schwab

Wealth Advisor, Wealth Advisory

Bond Market

Chartered Financial Analyst (CFA)

Customer Experience

Customer Relationship Management (CRM)

Customer Retention/Renewal

Dental Insurance

Detail Oriented

Fiduciary

Mutual Funds

Philosophy

Problem Solving Skills

Series 66

Series 7

Stock Purchase Plans

Team Player

Vision Plan

Wealth Management

Ivy Exec

Vice President Investment

The Vice President is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Financial Advisory Team including the negotiation, structure, terms and conditions, completion and oversight of the day to day functions with the internal team members as a transaction or project moves through its cycle of introduction to closing. Manage both sell-side and buy-side M&A advisory engagements, including financial analysis and modeling, due diligence, identifying and contacting potential buyers or sellers, deal structuring and negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction.

Requisition Number: VICEP001267Apply now<ul><li>Posted: November 26, 2024</li><li>Full-Time</li><li>On-site</li></ul><h3>Locations</h3>Showing 1 locationMichigan 5300 Patterson Ave SE Suite 220 Grand Rapids, MI 49512, USANew York 571 Lexington Ave Suite 4500 New York, NY 10022, USACalifornia 33971 Selva Rd Suite 220 Dana Point, CA 92629, USAMarshBerry is currently seeking a Vice President for our Financial Advisory Team based in either our Beachwood OH, Grandville MI, New York NY or Dana Point CA office. The Vice President is responsible for leading transaction teams, conducting hands-on analysis, driving growth, and ensuring MarshBerry services are delivered effectively and efficiently. The Vice President is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Financial Advisory Team including the negotiation, structure, terms and conditions, completion and oversight of the day to day functions with the internal team members as a transaction or project moves through its cycle of introduction to closing. The Vice President will aid in the planning, formulating, and implementation of team goals and objectives and ensuring the completion of such.This role will be focused on clients within the Wealth Advisory market including Registered Investment Advisory (RIAs), Retirement Planning, Life Insurance, and Wealth Management (Brokerage).Responsibilities:<ul><li>Serve as client-facing lead on merger and acquisition projects and financial consulting projects, developing strategy and implementation of client deliverables and maintaining the client relationship to ensure successful project execution.</li><li>Manage both sell-side and buy-side M&A advisory engagements, including financial analysis and modeling, due diligence, identifying and contacting potential buyers or sellers, deal structuring and negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction.</li><li>Recognize opportunities for growth and implement strategies that will enhance client satisfaction, company market share, revenue growth and profitability. Fully develop and utilize the company’s capabilities and position the company as a strategic partner.</li><li>Seek and coordinate new business development activities in current product line and opportunities for new services through active relationship building techniques. Coordinate approach with other business unit leaders, field and respond to new business inquiries, develop marketing strategies, and assist with external and internal branding execution.</li><li>Manage existing relationships with clients, vendors and other business unit leaders to ensure client retention. Provide high level of service to clients and proactively provide additional consulting solutions.</li><li>Research, write, and structure client ready work.</li><li>Conduct quality review of project components, developing timelines and ensuring that they are met.</li><li>Identify issues affecting clients/prospects and develop strategies to effectively resolve these issues. Lead team to resolve problems identified and proactively find solutions for clients.</li><li>Direct and coach team members; manage and establish priorities, direct workflow, provide consistent and constructive feedback, monitor progress, identify training and resource needs, recommend promotions and terminations, and complete and perform performance management reviews for direct reports.</li><li>Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution system.</li><li>Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs.</li><li>Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.</li><li>Other special projects, tasks or duties as assigned.</li></ul>Selection CriteriaEducation & Experience:<ul><li>Bachelor’s degree in Finance, Accounting or Business Management. Master’s degree and/or Juris Doctor is a plus.</li><li>Additional Professional Designations or Certifications desired, such as, CPA, CVA, CPCU and/or AM&AA.</li><li>6-10+ years of related experience in investment banking, transaction advisory, corporate development, law, assurance services, financial consulting, or financial services.</li><li>Proven experience in leading work teams to achieve and exceed division goals and objectives.</li><li>Demonstrated industry business acumen; ability to grasp new business concepts and issues.</li><li>Proficient with technology; Microsoft Word, Excel and Power Point.</li><li>This position will also require passing of required licensing exams to become a registered representative of our affiliated broker dealer within a short time period after hire.</li></ul>Other:<ul><li>Analytical, proactive problem solving skills: techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully.</li><li>Strong communication skills; both written and verbal with demonstrated creativity with regard to work.</li><li>Ability to travel up to 40% of the time; includes overnight and limited weekend travel.</li><li>Ability to work flexible and/or extended hours as needed.</li></ul>Working at MarshBerryWho We Are:MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgment & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.What We Do:MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:<ul><li>Crain’s Best Employers in Ohio</li><li>The Nation’s Best and Brightest in Wellness</li><li>North Coast 99</li><li>Top Work Places – The Plain Dealer</li><li>Weatherhead 100</li><li>West Michigan’s Best and Brightest Companies to Work for</li></ul>We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.#J-18808-Ljbffr

MarshBerry

Vice President, Investment Banking - Wealth Advisory

JobLeads

Real Estate

Enjoy faster closing times, quicker commission payouts, and increased volume, backed by our proactive in-house marketing team, a robust network of sales agents, and an unparalleled infrastructure. Leverage your expertise to identify lucrative opportunities in today's competitive investment real estate market, where rising interest rates aren't a limiting factor, and the demand continues to grow.

Are you a motivated professional with 2+ years in residential real estate? Can you spot potential in homes needing a little TLC? Are you familiar with or eager to learn ARV, BRRRR, and Wholesaling? New Western is seeking dedicated Acquisition Agents to join our award-winning team. Leverage your expertise to identify lucrative opportunities in today's competitive investment real estate market, where rising interest rates aren't a limiting factor, and the demand continues to grow. Watch More About What A New Western Acquisition Agent Does. Fueling Your Success at New Western <ul><li>Leverage Our Resources: Benefit from our powerful purchasing capabilities and gain access to valuable leads, time-tested wholesale relationships, and proprietary software. It's all geared towards helping you stand out and acquire valuable properties.</li><li>Achieve More, Together: Averaging over 29 transactions annually, our agents are always on the move. Enjoy faster closing times, quicker commission payouts, and increased volume, backed by our proactive in-house marketing team, a robust network of sales agents, and an unparalleled infrastructure.</li><li>Learn and Grow: Access a robust library of on-demand and live learning sessions via New Western University. We believe in nurturing talent and fostering your professional growth.</li><li>Flexible Autonomy: Work as an independent contractor with the freedom to work your way and define your path to success.</li></ul> What You Need to Excel <ul><li>Strategic Mindset: Ability to analyze market data and trends.</li><li>Negotiation Prowess: Natural dealmaking and strong negotiation skills.</li><li>Accountability: Willingness to take ownership of your work and results.</li><li>Skilled Communication: Polished communicator with a knack for interpersonal connections.</li></ul> Key Considerations <ul><li>Licensure: Requires an active real estate license based on your work location. </li><li>Compensation Plan: Independent contractor (1099) status - 100% commission-based. Average first-year compensation across all agents is $66,678. The top 20% of new hires averaged $150,897 in first-year compensation.</li></ul> About New Western We're not just any real estate company. We're on a mission to redefine real estate investing, making it more accessible for everyone. With a presence in many major cities, we connect over 200,000 investors with sellers, leading to the rehabilitation of homes. Our track record speaks for itself - we buy a home every 13 minutes. We provide fresh starts for sellers, exclusive options for investors, and affordable housing solutions for buyers. Award-Winning Team & Culture Thanks to our thriving culture and dedicated team, we're a Glassdoor Best Place to Work for 2023 and 2024 . Take a peek behind the scenes and see what it's like working with us at . Ready to elevate your career? Apply today! PM20

New Western

Licensed Acquisition Agent - Investment Real Estate

Affordable Housing

Compensation and Benefits

Data Analysis

Interest Rates

Market Analysis

Market Trend Analysis

Marketing

Purchasing/Procurement

Residential Real Estate

Sales

Thin Layer Chromatography

Wholesale Industry

RealJobs

Investment Real Estate - Acquisition Agent (Licensed)

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