- UNUM (Chattanooga, TN)
- …and SEC filings + Analyze various risk factors associated with the investment , including financial , operating, industry, political, legal, sovereign, and ... rate credits biannually + Perform quarter-end portfolio pricing in conjunction with Investment Accounting + Work alongside legal counsel in amendment and workout… more
- PNC (Washington, MI)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC's Investment organization, you will be based in ... development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling… more
- Atria Wealth Solutions (Allentown, PA)
- … Services, L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base ... analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities… more
- Atria Wealth Solutions (Richmond, VA)
- …CUSO Financial Services, L. P. (CFS) Argent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in ... analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities… more
- Raymond James Financial, Inc. (Jackson, MS)
- …the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment ... and meets minimum performance and production standards. + Stays abreast of investment products, industry rules and regulations, and financial planning. +… more
- Shuvel Digital (Washington, DC)
- …long-range balance sheet strategy and capitalization planning, ensuring sustainable growth and financial stability; + Oversee and approve the investment of ... and structure of debt investments; + Facilitate the closing of financial transactions with investment counterparties, ensuring all necessary documentation… more
- San Francisco Federal Credit Union (San Francisco, CA)
- … financial solutions to clients by offering a range of investment /insurance solutions * Delivering needs based, comprehensive financial solutions by ... diploma or equivalent (Bachelor's Degree Preferred) Minimum of three (3) years investment sales experience (preferably in a financial institution) Computer… more
- Raymond James Financial, Inc. (Las Vegas, NV)
- …the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment ... and meets minimum performance and production standards. * Stays abreast of investment products, industry rules and regulations, and financial planning. *… more
- Nuveen Investments (Fresno, CA)
- …Business Development, Client Relationship Management, Collaboration, Data Analysis, Financial Modeling, Investment Reporting Oversight, Investments, ... investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of… more
- Bank of America (Bay Harbor Islands, FL)
- …advice and customized solutions to clients, helping them achieve their financial goals; Conduct clientreviews/presentations,including a review of investment ... on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage… more