- Atria Wealth Solutions (Fort Worth, TX)
- …develops an investment strategy to implement. + Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and ... investment vehicles in the market and the tax and securities consequences to clients...full-service financial planning and investment advice. CFS is a broker /dealer and RIA with a stable, 25-year track record… more
- Atria Wealth Solutions (Allentown, PA)
- …develops an investment strategy to implement. + Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and ... investment vehicles in the market and the tax and securities consequences to clients...you develop + Experience and aptitude with working with broker -dealer technology, ie, electronic order entry systems, DocuSign, etc.… more
- Wells Fargo (New York, NY)
- …and Investment Banking (CIB) Compliance team and requires deep expertise in broker -dealer regulations and lending compliance. **In this role, you will:** + Serve ... partnerships with internal stakeholders including Legal, Operational Risk, Credit, and Market Risk teams. **Required Qualifications:** + 7+ years of Compliance… more
- Atria Wealth Solutions (Sandusky, MI)
- …develop an investment strategy to implement. + Stay current and analyze market conditions. Educate and update yourself about financial and investment vehicles in ... the market and the tax and securities consequences to clients...develop. + Experience and aptitude with working with a broker -dealer technology, ie, electronic order entry systems, DocuSign, etc.… more
- Atria Wealth Solutions (Richmond, VA)
- …develops an investment strategy to implement. + Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and ... investment vehicles in the market and the tax and securities consequences to clients...develop + Experience and aptitude with working with a broker -dealer technology, ie, electronic order entry systems, DocuSign, etc.… more
- MetLife (Omaha, NE)
- …contact for Brokers and provides key support functions across our different Regional Market customer segments, as well as support our sales partners with internal ... * Serve as the single point of contact with overall accountability for broker service-related customer inquiries and escalations and work with internal partners to… more
- GovCIO (United States Air Force Acad, CO)
- …GPU-enabled workloads for simulation/graphic intense software + Implement Remote Desktop Broker or broker equivalents **Migration & Maintenance** + Perform ... security configurations. + Monitoring with ELK/Elastic Stack. + Experience with Leostream Broker or Teradici PCoIP CAS. + Exposure to other enterprise VDI platforms… more
- Flynn Restaurant Group (Independence, OH)
- …surrounding a transaction (completion of project initiation forms, delivery of market surveys, site tours, RFI/RFPs, LOI, building evaluation matrixes, lease ... execution and transaction closeout). + Coordinating field broker selection and other required resources, subject matter experts, and business partners. If necessary,… more
- AIG (Los Angeles, CA)
- …external meetings/ broker events, and building new relationships across the market . + Utilize authority to underwrite and price loss sensitive (deductible/SIR) ... and training to less-experienced underwriters - and support them in building their broker network. + Your relationships with brokers will be key to your success.… more
- Atria Wealth Solutions (Cincinnati, OH)
- …develops an investment strategy to implement. + Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and ... investment vehicles in the market and the tax and securities consequences to clients...you develop + Experience and aptitude with working with broker -dealer technology, ie, electronic order entry systems, DocuSign, etc.… more