- Navy Federal Credit Union (Waldorf, MD)
- …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 ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
- JPMorgan Chase (Mattapan, MA)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...support your teammates' success and the goals of the bank , while fostering a culture of diversity and inclusion… more
- Neuberger Berman (New York, NY)
- …of Treasury related systems and policies + Develop and maintain bank relationships across multiple coverage segments including corporate banking, financial ... risks related to foreign exchange and interest rate markets; advise Investment teams on hedging strategies + Liquidity management/forecasting and investment… more
- Scotiabank (New York, NY)
- …Markets Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...diligence items and credit questions. + Contribute to the Bank 's credit approval process through the preparation of underwriting… more
- Zions Bancorporation (Houston, TX)
- …the investment strategies to meet the needs of the bank 's clients. Primary responsibilities will include financial planning, investment management, ... At Amegy Bank , people and culture are at the heart...high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession… more
- Scotiabank (Dallas, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...assigned portfolios while ensuring alignment with Global Communications and all- Bank plans and priorities. . Assists in the development… more
- Santander US (Mashpee, MA)
- …for identifying needs, understanding client objectives, and making appropriate investment /insurance recommendations consistent with compliance standards in an effort ... as defined on a quarterly basis. + Maintain compliance with all applicable bank , broker/dealer, State and Federal regulations associated with the sale of … more
- Zions Bancorporation (St. George, UT)
- …the investment strategies to meet the needs of the bank 's clients. Primary responsibilities will include financial planning, investment management, ... states. Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals,… more
- Zions Bancorporation (Bountiful, UT)
- …the investment strategies to meet the needs of the bank 's clients. Primary responsibilities will include financial planning, investment management, ... Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and… more
- Scotiabank (Dallas, TX)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a… more