- Wells Fargo (Cumberland, MD)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas ... are not eligible to be associated with a FINRA-registered broker -dealer. Successful candidates must also meet and comply with...+ Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident … more
- Kestra Financial (Cypress, TX)
- …established and growing wealth planning firm in Cypress, Texas, is seeking an Associate /Service Wealth Advisor for a great opportunity for the right person. This ... in the financial services industry, allowing for a strong understanding of broker /dealer operations and financial services products, including but not limited to… more
- Neuberger Berman (New York, NY)
- We are seeking an Investment Team Support Associate to join our team. This is a high-performing function within the Public & Private Markets, with a primary, ... and publish Aladdin-centric scorecards. + Experience with global standards, broker /custodian practices, and control frameworks; audit readiness and remediation in… more
- HUB International (Wilmington, MA)
- …at HUB International, you become part of the largest privately owned global insurance broker , providing a broad array of property, casualty, risk management, ... regional culture. We currently have an opportunity for a **Client Services Associate ** . **SPECIFIC** **RESPONSIBILITIES** **:** + Assist the CRM in client retention… more
- Huntington National Bank (Columbus, OH)
- Description The Institutional Sales Support Associate plays a vital role in delivering exceptional service and operational support to institutional sales ... + Bachelor's Degree + At least 1 year of Broker dealer experience + FINRA SIE, Series 7 and...provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance… more
- Kestra Financial (Palo Alto, CA)
- …finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and ... in the financial services industry allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited… more
- SitusAMC (New York, NY)
- …but act local - come join our team! We are looking for an Associate for our client, a multi-$billion-dollar financial services institution. In this role, you would ... specific projects * Complete site inspections and detailed market analysis, including broker interviews and discussions with property management * Ability to review… more
- PNC (Pittsburgh, PA)
- …have an opportunity to contribute to the company's success. As a Senior Associate in Asset & Liability Management (ALM) Investments - Portfolio Management, you will ... and develops solutions. Interacts with internal/external service partners, including broker dealers and/or analytics providers, and leverages their knowledge. +… more
- Kestra Financial (West Hartford, CT)
- …a customer-centric, modern, and inclusive work environment. Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships with ... experience in the financial services industry with a strong understanding of broker /dealer operations and financial services products, including but not limited to:… more
- Owens & Minor (Morgantown, WV)
- …teammates. Owens & Minor teammate benefits include: + Medical, dental, and vision insurance , available on first working day + 401(k), eligibility after one year of ... with safety and regulatory standards. **Education and Experience** + Preferred: Associate 's degree or higher; 2-3 years of experience in freight coordination… more