- World Insurance Associates, LLC. (Barrington, IL)
- …dedicated to providing the industry's premier independent retirement plan and investment advisory services to employers, executives, and individual investors. ... client appointments, greeting clients, answering incoming calls, receiving and processing investment checks, scanning and maintaining client information in CRM and… more
- Thrivent Financial (Dallas, TX)
- …marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and ... professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check… more
- US Bank (Milwaukee, WI)
- …team. This role will support audit coverage of the Wealth Management, Investment Advisory Services and Trust Products Operations business line. Operations ... thinking skills. + Relevant Financial Service Industry knowledge (eg, Wealth Management, Investment Advisory and Trust Product Operations, etc.). + Proficiency… more
- Wells Fargo (Beverly Hills, CA)
- …for FINRA Series 65 or 66 must be completed prior to conducting Investment Advisory business. Compliance with state law registration and licensing requirements ... Wealth & Investment Management (WIM) is one of the United...management for high-net-worth clients. + Strong interpersonal, communication, and advisory skills, with the ability to present to and… more
- Neuberger Berman (New York, NY)
- …accurate and timely calculations, collections, and invoicing + Direct quarterly Investment Advisory fee billing, including complex exception reporting and ... **Desired Skills:** + Experience in private wealth, asset management, or investment advisory industry + Hands-on experience with commission-based compensation… more
- S&P Global (Chicago, IL)
- …prior experience supporting Unified and Separate Managed Accounts (UMA/SMA), Model Portfolios, Investment Advisory Solutions platforms and RIA channel advisors + ... 5 years in financial services, ideally with experience in: sales, portfolio strategy, investment advisory , investment consulting, with asset management of… more
- US Bank (Sacramento, CA)
- …the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team ... Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team.… more
- Navy Federal Credit Union (Waldorf, MD)
- …to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm + Experience in business development to ... and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a… more
- JPMorgan Chase (Boston, MA)
- …to research, implement, test, and maintain the core algorithms of its technology-enabled investment platform for large investment advisory (RIA) & wealth ... and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by… more
- Thrivent Financial (Coeur D'Alene, ID)
- …marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and ... professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check… more