- Navy Federal Credit Union (Waldorf, MD)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals ... as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent ... Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and… more
- M&T Bank (Danvers, MA)
- …affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and ... as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in...Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs… more
- Robert Half Finance & Accounting (Westborough, MA)
- …new business through networking and centers of influence Provide personalized financial guidance across investment , retirement, estate, tax, and insurance ... A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships,...growth. This is a great opportunity for a motivated financial professional ready to advance toward a lead advisor… more
- Robert Half Finance & Accounting (Lake Geneva, WI)
- …foundations. This position offers a unique opportunity to coordinate with external investment managers and brokers while ensuring tailored financial solutions ... field; advanced certifications are highly desirable. * Strong expertise in investment management theory, financial principles, portfolio strategies, and market… more
- Vanguard (Malvern, PA)
- …ongoing validation and documentation. + Market Expertise: Maintain knowledge of financial markets, quantitative drivers, and investment themes; incorporate ... Equity Investment Risk Analyst Our mission starts with you!...mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product… more
- Regions Bank (Birmingham, AL)
- …+ Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst ... Manager + Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …senior leadership and gain exposure to diverse aspects of fund accounting, tax, investment operations, and financial reporting. This position offers a chance to ... Description We are looking for a detail-oriented Investment Accounting Analyst to join our dynamic team...update valuation models for illiquid assets to maintain accurate financial assessments. * Oversee distributions of proceeds and validate… more
- Banco Popular Puerto Rico (Newark, NJ)
- …Consultant Popular Insurance Sales - NY Metro We are currently searching for a Financial Consultant with strong investment sales experience to join our dynamic ... this position, you will: + Evaluate customers relative to financial needs, current holdings and available investment ...to financial needs, current holdings and available investment capital by listening to and uncovering their needs… more
- City National Bank (Houston, TX)
- …Financial Advisors (FA" and CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these professional ... WHAT IS THE OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants (SIC) through the identification of qualified independent … more
- Regions Bank (Birmingham, AL)
- …in a relevant field **Preferences** + Previous experience working in the Investment Management and/or Financial Services industry + Progress toward professional ... the system. **Job Description:** At Highland Associates, the Associate Investment Consultant plays a key supporting role in delivering...designation(s) such as Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) **Skills… more