- Thrivent Financial (Oak Creek, WI)
- … financial strategy. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2. 6 million clients. As ... Summary Ryan VanDeLoo, CFP(R), is an independent financial services practice of Thrivent ...Qualifications + Previous administrative experience desired + Must hold Series 7/66 licensing + Must hold WI Life and… more
- Amazon (Arlington, VA)
- Description Amazon Web Services (AWS) is seeking a Finance Manager for the Analytics Service team. This role will own the end-to-end P&L for Dependent ... Services . This role works across multiple business and finance...stakeholders. Key job responsibilities - Manage and develop the financial analysis processes - Partner with and proactively communicate… more
- Raymond James Financial, Inc. (VA)
- …(Any State) - Various State Agencies, Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 65 or Series ... Lending. Responsible for PCB sales and growth objectives and service performance. Builds relationships and position themselves as key...Rep - Financial Industry Regulatory Authority (FINRA), Series 7_GS (pre 5/77 - No Options) - … more
- Truist (Dallas, TX)
- …years' experience leading or managing a team responsible for direct sales in a financial services environment. 6 . Demonstrated ability in leading a team ... degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of eight… more
- Ventura County (Ventura, CA)
- …Description Are you a dynamic and organized individual with exceptional customer service skills? The Ventura County Health Care Agency is seeking a detail-oriented ... contributions will be essential in maintaining our commitment to high-quality healthcare services . If you thrive in a fast-paced environment, excel at multitasking,… more
- Neuberger Berman (New York, NY)
- …+ Previous business experience (internship or part-time work) is a plus. + Experience in financial services , sales, or customer service is a plus. + ... The candidate will be responsible for delivering exceptional customer service and transaction support to our clients. This role...attention to detail. + Ability to obtain the SIE, Series 6 , and Series 63… more
- Wells Fargo (Charlotte, NC)
- …efficiently, ensuring best execution and compliance with regulatory requirements. + Support financial advisors and internal client service teams with market ... and options order flow. + Execute equity and option orders from financial advisors, internal/external money managers, and self-directed retail clients. + Manage… more
- Thrivent Financial (NY)
- … financial strategy. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2. 6 million clients. As ... Summary Mengel Morse and Associates is an independent financial services practice of Thrivent Financial . We take a broad-based approach to helping our… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …- 4 to 6 months **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 65 or Series 66_RA ... and in writing. * Provide a high level of service . * Establish and maintain effective working relationships at...Rep - Financial Industry Regulatory Authority (FINRA), Series 7_GS - Gen Sec Rep - Financial… more
- Truist (Charlottesville, VA)
- …complex tasks related to relationship building as well as banking, investments, insurance, financial planning, and trust and fiduciary services . Commits to an ... producer targets. 2. Personally establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal … more