- JPMorgan Chase (Atlanta, GA)
- …and skills:** + At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning + Bachelor's degree ... preferred + CFP preferred Chase is a leading financial services firm , helping nearly half of America's households and small businesses achieve their financial goals… more
- Citigroup (Jersey City, NJ)
- …when business decisions are made, demonstrating particular consideration for the firm 's reputation and safeguarding Citigroup, its clients and assets, by driving ... + Design, develop, and maintain high-quality UI components for the Prime Brokerage technology platform, taking ownership of the entire development lifecycle from… more
- Capital One (Mclean, VA)
- …to deliver an elevated value proposition and outstanding business results. + You're a firm believer that data will only make you a better Auditor. This part will ... one or more areas of compliance, such as consumer, Anti-Money Laundering (AML), brokerage , wealth management, or trust. + 1+ years of experience with data analytics… more
- First Horizon Bank (Miami, FL)
- …of small-mid size companies as well as professional associations including Law Firm , CPA and Healthcare Practices. You are responsible for advising these clients ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- JPMorgan Chase (Brooklyn, NY)
- …dynamic team that values innovation and collaboration, and contribute to the firm 's operational efficiency and risk mitigation strategies. As a Vice President within ... Capabilities, and Skills** + Prior experience in custody operation services or prime brokerage . + Ability to work closely with business partners and interact with… more
- Citigroup (Getzville, NY)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... when business decisions are made, demonstrating particular consideration for the firm 's reputation and safeguarding Citigroup, its clients and assets, by driving… 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 ... when business decisions are made, demonstrating particular consideration for the firm 's reputation and safeguarding Citigroup, its clients and assets, by driving… more
- JPMorgan Chase (Plano, TX)
- …etc. **Preferred Qualifications, Capabilities, and Skills:** + Experience in brokerage industry and/or digital lead generation. + Experience with data/audience ... in CRM/Salesforce Ecosystem development. Chase is a leading financial services firm , helping nearly half of America's households and small businesses achieve… more
- ADP (Dallas, TX)
- …information enabling employees to make informed financial and investment decisions. + Firm understanding and education on mutual funds, rates or return, personal ... rates or return, market timing restrictions, self-directed brokerage accounts on enrollment calls and any investment related calls enabling employees to make… more
- Henderson Brothers Inc. (Pittsburgh, PA)
- …Microsoft Office products ABOUT US Henderson Brothers is a fourth-generation, family-owned insurance brokerage firm that emphasizes doing what is right for our ... clients and colleagues. We value kindness, humility, teamwork, and a desire to provide truly exceptional service and solutions to our clients. It is these values that have earned our nomination as a Top Workplace in the Pittsburgh, PA area. Henderson Brothers… more