- Thrivent Financial (Lakewood, CA)
- …Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, ... Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent… more
- Massachusetts Municipal Wholesale Electric Company (Ludlow, MA)
- …Cash & Treasury Support_ 1. Learn payment tracking methods and observe fund transfer processes. 2. Help organize financial documentation. 3. Assist with identifying ... Help compile information for internal treasury reports. _C) (20%) Investment Learning_ 1. Learn to record and track basic... Learning_ 1. Learn to record and track basic investment activity. 2. Help identify simple discrepancies in … more
- Bank of America (Irvine, CA)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... building a financial plan with brokerage products, including stocks, bonds, mutual funds , annuities, and banking and money managed solutions + Recommends banking and… more
- Bank of America (Cincinnati, OH)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... building a financial plan with brokerage products, including stocks, bonds, mutual funds , annuities, and banking and money managed solutions + Recommends banking and… more
- Charles Schwab (Sacramento, CA)
- … investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds , fixed income assets) and investment strategy. + Excellent oral and ... 10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP(R) designation or MBA equivalent. +… more
- JPMorgan Chase (Columbus, OH)
- …with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail ... investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income,… more
- CoreCivic (Brentwood, TN)
- …deal progress, and strategic fit. 3. Builds and nurtures relationships with investment banks, advisors, venture funds , and target company executives. 4. ... such as CFA or CPA is preferred. . Eight years of experience in investment banking, private equity, or a related M&A leadership role, with a proven track… more
- Charles Schwab (Westlake, TX)
- …business and prioritize the investments we make in them. Within WAS, Investment Offers & Solutions (IOS) is responsible for managing our third-party product ... marketplaces (Alternative Investments, Managed Accounts, Mutual Funds , ETFs, Structured Products, Fixed Income, Annuities & Insurance, and 529) as well as our… more
- Aegon Asset Management (Cedar Rapids, IA)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- Charles Schwab (Westlake, TX)
- …strategy to create an integrated Wealth and Advice Solutions business. Within WAS, Investment Offers & Solutions (IOS) is responsible for managing our investment ... product marketplaces (eg, Alternative Investments, Managed Accounts, Mutual Funds , ETFs). Our mission is to provide a positive experience for the Schwab clients that… more