- Principal Financial Group (Des Moines, IA)
- **What You'll Do** This role focuses on the RIA (Registered Investment Advisor ) experience by supporting sales and developing mutually profitable advisor ... literature, portfolio analytics, etc. while documenting interactions and key advisor data. Here are a few examples of the...or conference needs (every other month at a minumum) Preferred Skills: + Understanding of Exchange Traded Funds (ETFs),… more
- News Corp (New York, NY)
- …strategy, and long-term value proposition. The VP, IR is a key advisor to senior management on market perception, shareholder sentiment, and competitive positioning, ... for maintaining transparency, credibility, and strong engagement with the investment community.** **Responsibilities** **Investor Communication & Engagement (Strategic Leadership)**… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred . Other combination of designations and experience ... strategies. + Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary services;… more
- JPMorgan Chase (New York, NY)
- …collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm ... procedures + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund… more
- Foresters Financial Services (Silver Spring, MD)
- …need to have: + High School diploma or equivalent + Some college preferred + FINRA licensing required (S6/S63/Life/Health) with in 12months of hire. Training will ... and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors,...as a leading provider of retail services to the investment programs of banks and credit unions. Through its… more
- US Bank (Plymouth, MN)
- …initiatives. Basic Qualifications - High school diploma or equivalent (Bachelor's degree preferred ) - Five or more years of investment industry experience ... Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of US Bancorp Investment Sales. Performs… more
- Commerce Bank (Kansas City, MO)
- …of experience preferred with financial products and systems + Experience preferred in the finance or investment management industries The Wealth Management ... the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come...a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility is the support of our… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...workforce transformation, and innovation. + Act as a trusted advisor , providing insights on **organizational design, agile adoption, leadership… more
- JPMorgan Chase (Boston, MA)
- … investment strategy engine, portfolio trading and rebalancing, and advisor transition services, all delivered through an intuitive experience and intelligent ... over the last five years. Today, over 400 financial advisor firms have trusted over $100 billion in assets...focus on wealth or asset management or fintech, experience preferred . + Passion for marketing - understanding the value… more
- JPMorgan Chase (Chicago, IL)
- …** Preferred qualifications, capabilities, and skills:** + Investments experience strongly preferred + Banking, lending, and investment solutions a plus Chase ... you will be responsible for promoting awareness and adoption of short-term investment solutions including Money Market Funds, Brokered CDs, Ultrashort Bond Funds,… more