- Wells Fargo (Champaign, IL)
- …forwarding to management for review **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a ... to qualify for immediate FINRA registration **Desired Qualifications:** + Brokerage client support experience + Administrative support experience in financial… more
- JPMorgan Chase (Boston, MA)
- …teams, including Research, Sales-Trading, Trading, Syndicate, Equity Capital Markets, Banking, Prime- Brokerage , and Derivatives. You will be part of the sales team ... Research, Equity Capital Markets, Banking, Trading, and Sales (Equity, Prime Brokerage , Derivatives). + Practice strong intellectual curiosity for core and adjacent… more
- Bank of America (Winder, GA)
- …financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by ... short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money… more
- Bank of America (Boca Raton, FL)
- …Merrill Lynch Wealth Management Complex; The role is a bridge between banking and brokerage , therefore the FSA Stage I must have a general awareness of core banking ... their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money… more
- AON (New York, NY)
- …level of accounting / finance experience, preferably in the insurance / brokerage industry + Excellent oral and written communication skills, particularly with ... time off at the discretion of the employee and management in accordance with company policy and practices. Various other types of leaves of absence; paid sick leave… more
- HUB International (Rockville, MD)
- …Join HUB International!** At HUB International, we're more than just an insurance brokerage firm - we're a thriving community of entrepreneurs driven by purpose and ... proud _Stevie Award-winning workplace_ - HUB offers a unique blend of big- company resources and entrepreneurial spirit. With over 19,000 professionals across 650… more
- Aston Carter (West Des Moines, IA)
- …Area!! Job Description We are seeking an Operations Coordinator to join our Brokerage Operations team. The role involves the independent and timely review and ... accounting, reconciling, data entry, and processing. + Experience with annuities, brokerage , and financial services. + Familiarity with Pershing, finance, and… more
- Citigroup (Irving, TX)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... & Technology teams are charged with a mission that rivals any large tech company . Our technology solutions are the foundations of everything we do from keeping the… more
- Access Dubuque (Dubuque, IA)
- …the Company ** **Kunkel & Associates** is a commercial insurance brokerage and consulting firm committed to providing quality service through unparalleled ... & Associates** Kunkel & Associates is a commercial insurance brokerage and consulting firm committed to providing quality service...Location Dubuque, IA Job Type Employee Full/Part Full Time Company ID 1111 Job REQ # 3568025 \# Positions… more
- Citigroup (Irving, TX)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... & Technology teams are charged with a mission that rivals any large tech company . Our technology solutions are the foundations of everything we do from keeping the… more