- JPMorgan Chase (Plano, TX)
- …a Subject Matter Expert to be able to present on the firms investment themes, various investment platforms, and products/investment strategies + Effectively ... detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage markets knowledge) required + Series 7, Series 66, and… more
- Thrivent Financial (Naperville, IL)
- …subject to Compliance with the firm 's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI. ... At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our… more
- Friedman Management Company (Chicago, IL)
- …Michigan, Indiana, Wisconsin, and Ohio. We already have a well-established management and brokerage office in the Chicagoland area, and this role will join an ... build relationships and close new business with private owners, private equity firms , and banks + Excellent communication, presentation, and organizational skills +… more
- Citigroup (New York, NY)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. We enable clients to ... for defining and executing the core architecture and technology strategy for the firm by working across the business units (Markets, Treasury and Trade Services,… more
- Thrivent Financial (Faribault, MN)
- …subject to Compliance with the firm 's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI. ... Pay Transparency Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran… more
- World Insurance Associates, LLC. (Philadelphia, PA)
- …someone who: + Has at least 1 year of experience working at an insurance brokerage firm . + Knows how to design best-in-class employee communications and manage ... Learn more about our careers at: https://www.worldinsurance.com/careers TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes… more
- Thrivent Financial (Hudson, WI)
- …subject to Compliance with the firm 's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI. ... At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our… more
- JPMorgan Chase (Plano, TX)
- …you are at the center of keeping JPMorganChase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, ... manages exposure to North American based Traditional and Alternative Asset Management firms , Private Capital Sponsors and related client entities that are that are… more
- UMB Bank (Leawood, KS)
- …of the investment process. The Portfolio Construction Desk collaborate with the firm 's Portfolio Construction Desk (PCD) to open investment advisory accounts for ... Lead the discussion around investment strategy options and performance. Articulate firm messaging about key macro-economic and market factors. Participate and on… more
- JPMorgan Chase (Columbus, OH)
- …other risks, advises on products and services, interprets laws and regulations that impact the firm , and advises the firm on other matters. Our global team is ... as thought leaders who deliver best-in-class services. As trusted advisors, we help the firm 's clients while also safeguarding the integrity of the firm . We are… more