- Principal Financial Group (Phoenix, AZ)
- …required and 2+ years sales specific industry experience (investment products, capital markets, partnering with advisors). + FINRA licensing required including SIE ... or equivalent and series 7 + Series 63 required within 45 days + Advanced designations preferred (eg, CFP(R), CFA(R), CIMA(R), CAIA(R)) + Excellent knowledge of investment products and financial markets required + Strong interpersonal skills, consultative… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Do Investor Reporting + Prepare and distribute quarterly and annual reports, capital account statements, and fund financials Operations & Communication + Monitor ... shared inboxes, coordinate investor communications, and assist with onboarding new funds and investors Data & Systems + Maintain accurate investor data across CRM and fund accounting platforms + Support system enhancements and implementations (Investorflow,… more
- JPMorgan Chase (Seattle, WA)
- …but required to obtain licenses within 90 days of start date + Capital markets or institutional brokerage experience + Ability to multi-task and manage priorities ... effectively + Excellent communication skills + Strong analytical, quantitative, and problem-solving skills **Preferred Qualifications, Capabilities, Skills** + Coachable professional with good \"business sense\" and an energetic/dynamic personality + Ability… more
- Gpm Investments LLC (Battle Creek, MI)
- …Investments, LLC maintains a drug-free workplace Requisition ID2026-259468 BrandExpressStop Position TypeFull-Time, Part-Time Location : Address170 Capital Avenue ... Overview Are you ready to roll up your sleeves and be the heart of your store? Our Sales Associates do more than just run a register - they keep our stores clean, inviting, and running smoothly for every customer who walks in. We're looking for reliable,… more
- General Motors (Warren, MI)
- …years of experience in corporate development, investment banking, venture capital , consulting, strategic transactions, or related + Be self-motivated, ... action-oriented doers unafraid to act, decide, and lead in ambiguous contexts + Anticipate issues, evaluate potential solutions and distill complex problems efficiently + Leverage sharp financial acumen and computer skills to perform fundamental financial… more
- JPMorgan Chase (Phoenix, AZ)
- …by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. **Job ... Responsibilities** + Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate client… more
- JPMorgan Chase (Columbus, OH)
- …in assisting financial advisors to navigate the complexities of the broader capital markets by providing timely solutions. In collaboration with a Client Advisor, ... you will work towards achieving the goals for your territory through successful marketing of our mutual funds, ETFs, and separately managed accounts. This role is ideally suited for team members who thrive in a collaborative environment, possess strong… more
- Raymond James Financial, Inc. (Memphis, TN)
- …of:** + Financial markets and products. + Fundamental concepts of calculating capital gains and losses. + Fundamental investment concepts, practices and procedures ... used in the securities industry. **Skills:** + Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages. + Uses clear and effective verbal… more
- JPMorgan Chase (Columbus, OH)
- …(strength managing relationships) + Familiarity with financial markets, market terminology, capital markets history and a general understanding on the retirement ... space. + Excellent written and verbal communication skills + Ability to effectively leverage our resources + Required have or be able to obtain within the first 120 days Series 7; Series 63 (or 66) **Preferred qualifications, capabilities and skills** +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …services industry, including financial instruments, financial management, and cash and capital principles. + General office practices and procedures. **Skills:** + ... Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages. + Uses clear and effective verbal communications skills with guidance (but not constant… more