Investment Platform

Investment Platform Finance Jobs

51 jobs found

Financial Advisor

Idaho Trust Bank Boise, ID

8d ago

Full time Advisor Banking Business Development

Advisor Banking Business Development

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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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Financial Analyst - Biotechnology & Pharma

Confidential Fort Myers, FL

9d ago

$5,633+/mo Full time Analyst Biotech Pharma Biotechnology

Analyst Biotech Pharma Biotechnology

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Job Description

Our Fort Myers onsite team seeks a detail-oriented Financial Analyst to support trading and investment activities within the biotechnology and pharmaceutical sectors. The role centers on market analysis, financial modeling, and real-time decision-making in a fast-paced environment, with mentorship from seasoned professionals and clear pathways for professional growth.

Responsibilities

Help produce daily market summaries, performance reports, and investment dashboards
Perform technical and fundamental analyses on equities, ETFs, and other securities
Assist with trade execution and reconciliation under supervision
Maintain and update financial models and valuation tools
Compile research on sectors, companies, and macroeconomic trends
Collaborate with analysts and traders to identify investment opportunities
Ensure data accuracy across trading platforms and reporting systems

Qualifications

Bachelor’s degree in Finance, Economics, Accounting, or related field (or working toward one)
Strong understanding of financial markets, trading concepts, and investment strategies
Proficiency in Excel
Familiarity with trading platforms is a plus
Analytical mindset with attention to detail and a proactive attitude
Ability to thrive in a high-pressure, time-sensitive environment
Exposure to portfolio management or equity research is a plus

Technologies

Excel

Benefits

Hands-on experience in trading and investment analysis
Mentorship from seasoned financial professionals
Opportunity to grow into a full-time analyst or trading role

Job Details

Location: Fort Myers, FL 33908 (onsite)
Employment Type: Full-Time / On-Site
Salary: USD 5,633.33 per month
Reports To: Senior Financial Analyst
Education: Bachelor’s degree in Finance, Economics, Accounting, or related field (or working toward one)
Work Location Type: In person

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Lead Wealth Advisor

Hapanowicz Financial Pittsburgh, PA

11d ago

$115k - $200k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

Hapanowicz Financial offers a comprehensive benefits package for a Lead Wealth Advisor in Pittsburgh, onsite. This role centers on delivering personalized financial guidance, ongoing advisory services, and holistic planning for individuals and families.

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Retirement plan
Tution reimbursement
Vision insurance

Position overview

Lead wealth advisor delivering personalized financial guidance and ongoing advisory services to clients, focusing on comprehensive financial planning, investment strategy, and tax planning.

Responsibilities

Create tailored financial plans that align with clients' short-term and long-term goals.
Advise on investment options based on clients' objectives and risk tolerance.
Regularly monitor client portfolios and adjust holdings to stay aligned with goals and market conditions.
Guide retirement, estate, tax, and education planning by assessing needs and proposing solutions.
Schedule and conduct periodic meetings to review plans and client circumstances.
Explain complex financial concepts in accessible terms to help clients make informed decisions.
Maintain current knowledge of regulations and ensure client interactions and transactions comply with legal requirements.
Coordinate with tax advisors, estate planners, and other professionals to provide comprehensive advice.
Address client questions and concerns promptly with accurate information.

Requirements

In-depth knowledge of financial planning, investment strategies, retirement planning, tax laws, and estate planning.
Strong analytical abilities to analyze financial data, assess risk, and develop effective strategies.
Excellent verbal and written communication skills to clearly convey complex concepts.
Strong interpersonal skills to build trust and rapport with clients and understand their goals.
Thorough understanding of relevant financial regulations and compliance requirements.
Problem-solving skills to identify issues and develop tailored solutions for unique situations.
Familiarity with financial planning software, investment platforms, and technology tools to enhance efficiency and service quality.

Compensation

USD 115,000 - 200,000 per year

Job type

Full-time

Location

Pittsburgh, PA 15220 (Onsite, In person)

Relocation

Relocate with an employer provided relocation package (Required)

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Experienced Financial Advisor

New England Financial - Prudential Advisors Windham, NH

12d ago

$90k - $130k/yr Full time Advisor Client Relations Experienced

Advisor Client Relations Experienced

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Job Description

This Experienced Financial Advisor position, operating within Prudential Advisors in partnership with LPL Financial, focuses on delivering insurance, annuities, and investment solutions backed by substantial resources and flexible work options.

Location and Compensation

Onsite in Windham, New Hampshire. Salary range: USD 90,000 – 130,000 per year.

Role Overview

The role supports experienced financial professionals by combining Prudential's brand with LPL Financial's open architecture to provide comprehensive insurance, annuities, and investment solutions. It emphasizes access to robust resources and flexible work arrangements to help advisors expand their offerings and better serve clients.

Requirements

Experienced advisor: You have built a successful financial services practice and seek an environment that enables expanded offerings and greater growth.
Client-focused: You deliver personalized, value-driven solutions and tailor strategies to help clients achieve their financial goals.
Growth-oriented: You are eager to leverage the resources and capabilities of Prudential and LPL to scale your business.
Series 7
Series 66
Life and Health Insurance Licenses

Technologies

Platform: LPL Financial open architecture platform.

Benefits

Retirement options
Performance-based bonus
Company-sponsored events and parties
Dental insurance
Flexible schedule
Health insurance
Vision insurance
Opportunities for advancement
Training and professional development
401(k) with matching contributions
Pension enhancements
Flexible work arrangements: office, remote, or hybrid
Exclusive leads and business development programs at no cost
Robust back-office support and administrative resources
Industry-leading technology and investment platforms
Generous business development programs and access to high-quality lead generation

Join Us Today

For financial professionals who have built a practice and are seeking to elevate it further, this opportunity combines Prudential's established brand with LPL's technology to support growth and enhanced client service. The transition is designed to be smooth, with comprehensive support and a focus on your success through available resources and programs.

Disclosure Statement

During the formal interview process, candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. All business activities will align with the applicable regulatory frameworks and the firms backing this opportunity.

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Experienced Financial Advisor

New England Financial - Prudential Advisors Portland, ME

12d ago

$90k - $130k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

An Experienced Financial Advisor role in Portland, Maine, developed in partnership with Prudential Advisors and LPL Financial, serves clients through Prudential insurance and annuities alongside LPL’s investment platform. The position highlights access to extensive resources, back-office support, and meaningful avenues for growing a financial practice.

Location and Compensation

Location: Portland, Maine, onsite. Compensation: USD 90,000 to 130,000 per year.

Role Overview

This advisor position blends Prudential’s life insurance and annuity offerings with LPL’s open architecture investment framework, enabling a broad and personalized client proposition. The role emphasizes leveraging robust resources, structured support, and opportunities to expand client reach and service capabilities.

Requirements

Established financial services practice with readiness to broaden offerings and elevate business performance
Client-focused mindset, delivering personalized, value-driven solutions aligned to client goals
Growth-oriented approach with intent to utilize Prudential and LPL resources to scale the practice
Series 7 license
Series 66 license
Life and Health Insurance license

Technologies

LPL Financial investment platform
Open architecture

Benefits

Retirement plan options
Performance-based bonus opportunities
Company-sponsored events and parties
Dental insurance
Flexible schedule
Health insurance
Opportunities for advancement
Training and professional development
Vision insurance

What You'll Experience

A smooth transition of client assets with minimal paperwork, with approximately 98 percent of accounts transferring without client signatures
Access to industry-leading tools, back-office support, and business development services to focus on client service
The ability to continue offering Prudential life insurance and annuities while leveraging LPL open architecture for broader investment options
Significant growth potential through expanding the client base, acquiring books of business, or diversifying services

Join Us Today

This opportunity targets seasoned financial professionals who have built a practice and seek to elevate it by combining the strength of Prudential’s brand with LPL’s technology to better serve clients and grow the business.

Disclosure Statement

During the formal interview process, candidates will be introduced to the national financial services firm and broker-dealer designations supporting this role. All business activities will align with applicable regulatory frameworks and the firms backing this opportunity.

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Finance and Accounting Analyst

Physical Electronics USA Chanhassen, MN

13d ago

$80k - $95k/yr Full time Accounting Analyst Budgeting

Accounting Analyst Budgeting

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Job Description

Based in Chanhassen, MN on site, the Finance and Accounting Analyst will support senior FP&A and the accounting close at Physical Electronics USA. The role emphasizes accurate financial results, robust forecasting, and actionable analysis to inform executive decisions. You will lead budgeting, forecasting, and financial analysis activities across the organization and participate in the monthly close process.

Responsibilities

Lead annual budgeting, forecast updates, and long-range planning cycles.
Conduct monthly performance analysis, including variance reviews and root-cause explanations.
Build and maintain sophisticated models for revenue, operating expenses, headcount, capital expenditures, and strategic initiatives.
Collaborate with department heads and senior leadership to assess performance and forecast outcomes.
Assemble financial reporting packages, dashboards, and executive presentations.
Provide financial insight to support pricing decisions, investment evaluation, cost optimization, and growth initiatives.
Serve as the primary liaison with the sales organization.
Manage substantial components of the monthly, quarterly, and annual close processes.
Prepare, review, and post journal entries, accruals, and estimates requiring judgment.
Perform balance sheet reconciliations and drive timely resolution of variances.
Review close results and conduct detailed analysis.
Coordinate with accounting, payroll, and operational teams to ensure data completeness and accuracy.
Prepare documentation for auditors and tax advisors.
Lead initiatives to improve close efficiency, forecast accuracy, and reporting quality.
Assess and implement enhancements to financial systems, reporting tools, and automation.
Support ERP upgrades, system integrations, and reporting enhancements.
Establish and maintain best practices across financial processes.
Perform other duties as assigned.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
4+ years of progressive experience in FP&A, accounting, or a combined role (combined role strongly preferred).
Deep understanding of financial statements, accounting close, and forecasting methodologies.
Advanced Excel skills and financial modeling expertise.
Proven ability to manage deadlines, prioritize work, and operate independently.
Strong communication skills.
Demonstrated professional judgment and meticulous attention to detail.

Technologies

Proficient with the following tools and platforms:

Power BI
Tableau
Adaptive
Anaplan
GP Dynamics
Business Central
D365

Benefits

Paid holidays and vacation
Unlimited PTO
Department hosted lunches
Employee-led wellness activities
On-site gym
Employer contribution to H.S.A.
Safe-harbor 401k contributions
Medical, dental and employer paid life insurance
Student tuition reimbursement
Ongoing education and training opportunities
Employer matched charitable contributions

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AVP, Annuity Risk Management and Pricing

Constellation Cincinnati, OH

14d ago

$144k - $180k/yr Full time Python Annuities AVP

Python Annuities AVP

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Job Description

As AVP, Annuity Risk Management and Pricing, you will lead the risk oversight and pricing strategy for Constellation's annuity portfolio, with a focus on Variable Annuities and Registered Index-Linked Annuities. This onsite role is based in Cincinnati, OH, offering a competitive salary in the USD 143,859 to 179,836 per year range.

Summary

Take ownership of the risk management and pricing approach for the annuity product line, emphasizing Variable Annuities (VA) and Registered Index-Linked Annuities (RILA). Drive collaboration across actuarial, financial, and market-facing teams to sustain profitability and risk control.

Responsibilities

Lead pricing and risk governance for VA and RILA products, including model development, assumption setting, and profitability analysis.
Steer the design, development, and governance of actuarial and financial models used in pricing and risk management.
Perform stress testing, scenario analysis, and sensitivity testing to evaluate market and policyholder risks.
Partner with investments and hedging teams to support risk mitigation and asset-liability management strategies.
Provide input throughout the product development and approval lifecycle.
Develop tools, analytics, and processes to improve modeling efficiency and informed decision-making.
Communicate complex actuarial and financial insights to senior leadership and non-technical stakeholders.
Lead and mentor actuarial and quantitative team members, promoting technical growth and collaboration.

Requirements

Bachelor's degree in actuarial science, mathematics, statistics, financial engineering, or a related field.
ASA required; FSA strongly preferred.
8+ years of experience in actuarial, risk management, or annuity-related roles.
Strong expertise in annuity products, particularly VA, RILA, and/or FIA.
Experience with actuarial modeling platforms, with AXIS preferred or similar tools.
Proficiency in programming and data analysis (e.g., Python, C++, MATLAB, or similar).
Solid understanding of financial markets and their impact on annuity products.
Ability to manage multiple priorities in a fast-paced environment.
Excellent communication skills with the ability to convey complex concepts clearly.

Technologies

AXIS
Python
C++
MATLAB
SQL

Benefits

Competitive compensation aligned with market standards.
Healthcare coverage including medical, dental, and vision from day one.
Company-paid life insurance for you and eligible dependents.
401(k) plan with employer matching contributions.
Paid parental leave and reimbursement for adoption and surrogacy expenses.
Flexible time-off policies to support work-life balance.
Dress for your day flexibility to accommodate personal style.
Inclusive culture that values diverse contributions.
Flexible work options including remote, hybrid, and onsite opportunities across the U.S.
Programs focused on well-being to support work-life balance.
Community connections through virtual and in-person engagement and growth resources.

Preferred

Experience with hedging strategies, derivatives, and capital markets as applied to annuity guarantees.
Knowledge of regulatory and capital frameworks (e.g., statutory valuation, VM-21, CTE metrics).
Experience working with large datasets and databases (SQL).
Prior leadership or managerial experience.