- Thrivent Financial (Albert Lea, MN)
- …members and prospects. The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA ... as needed + Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services + Open and complete… more
- Thrivent Financial (Bellevue, WA)
- …as needed + Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services + Open and complete ... Advisors: At Ascend National Wealth Advisors, we offer personalized financial strategies designed to reflect your unique values and...in this position will be focused on securities and investment advisory products and services as well as fixed… more
- First National Bank of Omaha (Dekalb, IL)
- … investment needs Meets regularly with clients to assess client financial situation to determine investment objectives and risk tolerance Develops ... or related field or equivalent experience. + 3 years of experience in the investment or financial services industry. + FINRA Series 7 and 66 (or Series 63 & 65)… more
- First National Bank of Omaha (Fort Collins, CO)
- …Client Relationship Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet ... or related field or equivalent experience. + 3 years of experience in the investment or financial services industry. + FINRA Series 7 and 66 (or Series 63 & 65)… more
- Citizens (Atlanta, GA)
- …seeking an experienced Associate, Corporate Finance candidate to join our Financial Institutions Group (FIG) vertical. The ideal candidate possesses an established ... investment banking pedigree and skill set with a strong...clients. + Manage all stages of deal execution, including financial modeling, valuation, due diligence, and preparation of offering… more
- Regions Bank (Pinson, AL)
- …the careers section of the system. **Job Description:** At Regions, the Associate Financial Consultant - Regions Investment Services (RIS) assists Financial ... a portfolio of bank customers based on meeting the financial objectives of the customer through sound guidance and...assigned training modules + Becomes familiar and educated with investment products used to meet customers' investment … more
- Kestra Financial (Avon, CT)
- …management services. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, ... plus. Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory...experience in financial planning, wealth management, or investment advisory roles. Technical Skills: + Proficiency in … more
- Treasury, Departmental Offices (Washington, DC)
- …policy recommendations based on research and analytical results; AND Addressing international financial , investment , or foreign direct investment issues ... makers or interagency partners; AND Evaluating a range of international financial and investment policy issues or foreign direct investment to assess… more
- Nanobiosym, Inc. (Cambridge, MA)
- …(Harvard, Stanford, Wharton, etc.) + Experience: + 15+ years of progressive financial leadership experience. + Investment banking, Wall Street finance experience ... be a key member of the executive leadership team, overseeing all financial operations, investor relations, capital raising, and corporate strategy. This individual… more
- Truist (Charlotte, NC)
- …financial modeling (eg, credit risk models, balance sheet optimization, complex financial statement modeling, investment banking). + Knowledge of theoretical ... Financial Risk Management, Corporate Development, Transaction Advisory or Investment Banking; or in-depth experience with wholesale and/or retail credit products… more