• Client Service Associate

    Robert Half Finance & Accounting (Mountain View, CA)
    …+ Discretionary Bonus + Profit Sharing About the Firm: Join a thriving, independent Registered Investment Advisor (RIA) and financial planning firm ... by over $100 million in AUM in just the last year-demonstrating exceptional investment performance and continued client trust. The Role: The Client Service Associate… more
    Robert Half Finance & Accounting (07/22/25)
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  • Financial Planner

    Access Dubuque (Dubuque, IA)
    … client assets held or managed) 1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April ... Posted On 02/19/2025 Refreshed On 07/10/2025 **Job Overview** **Financial Advisor ** Becoming a financial advisor at Northwestern.... Asset & Income Protection . Education Funding . Investment & Advisory Services . Trust Services . Retirement… more
    Access Dubuque (07/12/25)
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  • Key Accounts Sales Executive, Broker-Dealer- East

    Vanguard (Malvern, PA)
    …gatekeepers and thoroughly understands the philosophy and dynamics of the advisor /organization ( investment philosophy, client base, product preference, keys ... About Financial Advisor Services (FAS) Financial Advisor Services...clients include broker-dealers, asset managers, bank trust departments, registered investment advisors, and insurance companies. Aligned with Vanguard's core… more
    Vanguard (06/14/25)
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  • Chief Financial Officer

    National Association of Insurance Commissioners (Kansas City, MO)
    …line with appropriate Investment Policy - in conjunction with the independent financial advisor recommend changes to the Internal Administration (EX1) ... Investment Portfolio and NAIC Defined Contribution Plan Portfolio. + Meet with the independent financial advisor at least quarterly to review and discuss each… more
    National Association of Insurance Commissioners (07/09/25)
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  • Senior Systems Analyst, Investor Support

    Wellington (Boston, MA)
    …Tracing our history to 1928, Wellington Management is one of the world's largest independent investment management firms. We serve as a trusted adviser to ... as a trusted advisor + Answer functional and technical questions from investment professionals about their tools, data, and reports in the areas of research,… more
    Wellington (07/22/25)
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  • Lead Systems Analyst

    Wellington (Boston, MA)
    …Tracing our history to 1928, Wellington Management is one of the world's largest independent investment management firms. We serve as a trusted adviser to ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
    Wellington (05/28/25)
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  • Associate - Medina Group of Thrivent

    Thrivent Financial (Medina, OH)
    Organization/Business Overview: The Medina Group is an independent financial services practice of Thrivent Financial for Lutherans. We take a broad-based approach to ... and the resources we provide to the Lutheran community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned… more
    Thrivent Financial (07/04/25)
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  • Financial Planner - Symonds Wealth Management

    Kestra Financial (Fort Worth, TX)
    Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high… more
    Kestra Financial (06/09/25)
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  • Senior Manager, RIA Custody Sales at Charles…

    Charles Schwab (Westlake, TX)
    … from wirehouses, independent broker dealers, trust/bank channels, and fee-based independent investment advisors who would like to engage with Schwab to ... Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a sales leader like… more
    Charles Schwab (07/10/25)
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  • Senior Lead Designer

    Cognizant (Charlotte, NC)
    …of digital advisor tools that enable growth across WIMs fullservice and independent advisor channels. The team works in close collaboration with leadership ... to join the User Centered Design Team within the Advisor Platforms Product Management organization to lead the endtoend...stakeholders and the user community across all Wealth & Investment Management product verticals and 3rd Party FinTech to… more
    Cognizant (07/22/25)
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