- Wright-Patt Credit Union Inc. (Hilliard, OH)
- The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository investment ... general responsibility for developing and executing a business plan to grow their market and their team. The SFA also identifies member-owner needs and provides… more
- AON (New York, NY)
- …Develop and maintain strong commercial relationships with clients and prospective clients + Market and complete a variety of investment banking and capital ... Develop and maintain strong commercial relationships with clients and prospective clients + Market and complete a variety of investment banking and capital… more
- Wellington (Boston, MA)
- …+ Investment Integrity and Risk Management: EPM acts as an independent advisor to ensure the integrity of the investment and risk management processes, ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- KeyBank (Tacoma, WA)
- …- Denver, Colorado 80206 **Job Summary** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs ... Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal… more
- Wellington (Boston, MA)
- …and consultants. ** INVESTMENT INTEGRITY AND RISK MANAGEMENT** Acting as an independent advisor to ensure the integrity of the investment and risk management ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...strategies. The members of this team manage portfolios, conduct market and manager research, and partner with clients on… more
- JPMorgan Chase (Los Angeles, CA)
- …Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor ... deliver concise, persuasive, and technically sound new business presentations and investment reviews including market outlook, fund/portfolio and underlying… more
- Raymond James Financial, Inc. (Baltimore, MD)
- …insights from CMAs and macroeconomic/ market research into actionable tactical investment views + Develop commentary for advisor and client consumption ... are used by Financial Advisors and their clients. The Investment Analyst will conduct in-depth macroeconomic and market... Investment Analyst will conduct in-depth macroeconomic and market research that are essential to guiding our long-term… more
- Capital One (Mclean, VA)
- MBA, Investment Banking Associate - 2026 Key Details: + Full-time new hires will start in a two-year program commencing in July 2026. + The two-year development ... program is designed as a career accelerator to foster the next generation of investment banking talent. + Participation in the program requires that you are located… more
- Neuberger Berman (TX)
- **Summary** The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, ... Raymond James, Ameriprise, and LPL. The goal of the Advisor Consultant is to increase sales and revenue of...of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Northern Texas… more
- Navy Federal Credit Union (Lacey, WA)
- …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more