- Reliant Community Credit Union (Sodus, NY)
- …or equivalent is required. + 2+ years of experience in financial services, preferably in investment sales or advisory capacity. + Series 7,6, 66, 63, 65, and NYS ... Assistant is responsible for providing administrative support to the Reliant Investment Services team. This includes processing member paperwork, assisting with… more
- KeyBank (Charlotte, NC)
- …**KeyBanc Capital Markets** KeyBanc Capital Markets (KBCM) is a leading corporate and investment bank providing capital markets and advisory solutions to dynamic ... a network of relationships and a comprehensive suite of corporate and investment banking services to assist our clients in gaining competitive advantage and… more
- JPMorgan Chase (Columbus, OH)
- …+ **Knowledge and Oversight:** + Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory Solutions (WMAS), ... monitoring, rebalancing, and execution of global trading strategies across discretionary investment management and trust portfolios. This role supports over 1… more
- Janus Henderson Investors (Denver, CO)
- …sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other ... disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the… more
- World Insurance Associates, LLC. (Woodbury, NY)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR ... solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new… more
- World Insurance Associates, LLC. (Farmingville, NY)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR ... solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to their unique… more
- World Insurance Associates, LLC. (Los Angeles, CA)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR ... solutions. Position Summary We are seeking a dynamic and personable Outbound Deal Sourcer to join our World class M&A team specializing in the independent Insurance Retail and Specialty Distribution vertical markets. The ideal candidate will be self-motivated,… more
- Janus Henderson Investors (Denver, CO)
- …sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other ... disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR ... solutions. Employee Benefits Sales Producer - Employee Benefits Client Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new… more
- World Insurance Associates, LLC. (Chicago, IL)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR ... solutions. Position Overview Surety Bonds Sales / Revenue Producer - Greater Chicago Metro Area Our Client Advisors bring risk management solutions to both businesses and individuals. Your primary focus will be on prospecting / identifying, cultivating, and… more