- Wellington (San Francisco, CA)
- **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...Americas Institutional Group (AIG) within the Client Platform Institutional Sales team focusing on the Western US region and… more
- Regions Bank (West Palm Beach, FL)
- … (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA) **Skills and Competencies** + Excellent ... communication skills + Leadership skills + Proven out-performance in investment management and client service + Sales ...in investment management and client service + Sales and presentation skills + Skilled in applicable computer… more
- Access Dubuque (Dubuque, IA)
- …on: Planning Experience . Asset & Income Protection . Education Funding . Investment & Advisory Services . Trust Services . Retirement Solutions . Business Needs ... Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training… more
- Banco Popular Puerto Rico (San Juan, PR)
- …(Certified Financial Planner(R)), CPA (Certified Public Accountant), CIMA(R) (Certified Investment Management Analyst (R)), CPWA(R) (Certified Private Wealth ... to individual and corporate clients, assisting them in achieving their investment goals. This includes assessing financial needs, recommending suitable products and… more
- Commerce Bank (Kansas City, MO)
- …of best practices + Solid understanding of various types of accounts and investment management thereof + Strong sales , presentation and negotiation skills + ... resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160… more
- City National Bank (Chicago, IL)
- …MANAGER* WHAT IS THE OPPORTUNITY? Manage City National Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' ... abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor and… more
- Scotiabank (San Francisco, CA)
- …Scotiabank Global Banking and Markets (GBM) is a leading Capital Markets and Investment Banking business operating globally for over 100 years with a rapidly growing ... our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Scotia Global Banking & Markets is… more
- KeyBank (Salt Lake City, UT)
- …& 65) (required) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
- KeyBank (Salt Lake City, UT)
- …and Certifications** + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Chartered Financial ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
- KeyBank (Seattle, WA)
- …& 65) (required) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more