- Atria Wealth Solutions (Vancouver, WA)
- …Union, in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for members ... book with trails. RESPONSIBILITIES + Provide Columbia CU members with non-deposit investment and insurance products as registered and licensed by a third-party… more
- Kestra Financial (Deerfield, IL)
- …pursuit of business objectives + Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs ... Requirements + Bachelor's degree in a business-related field preferred + The ideal candidate will have 2+ years of experience in administrative support in a professional environment. + Previous experience in financial services a plus + Advanced computer skills… more
- TEKsystems (Benbrook, TX)
- …Applying detailed industry/product knowledge and functional expertise, a Licensed Investment Operations Representative will: Processing various account update ... including money movements and operations request for managed, brokerage, and direct at fund accounts. Resolve and respond to advisor/client inquiries Research complex issues Focus on identifying, developing, and implementing opportunities to improve the client… more
- TEKsystems (Fort Worth, TX)
- …Applying detailed industry/product knowledge and functional expertise, a Licensed Investment Operations Representative will: Processing various account update ... including money movements and miscellaneous operations request for managed, brokerage, and direct at fund accounts. Resolve and respond to advisor/client inquiries communicating concepts and strategies in simple and easy to understand terms. Research complex… more
- Truist (Philadelphia, PA)
- …visible bank presence within the immediate community and is recognized as a representative of Truist investment thought leadership. c. Engages consistently and ... the following job description:** Responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) and… more
- Fifth Third Bank, NA (Birmingham, AL)
- …through business development activities in partnership with the Private Bank team. Representative of Fifth Third's investment management philosophy and platform ... Third Bank. GENERAL FUNCTION: Provides exemplary client service as the client facing investment expert for Private Bank clients. Primarily focused on growing AUM… more
- Umpqua Bank (Eugene, OR)
- …as an investment executive, financial advisor, certified financial planner, investment advisor Representative , or wealth manager. + Strong marketing and ... a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives. +… more
- Truist (Fort Lauderdale, FL)
- …shift (United States of America) **Please review the following job description:** The Investment Analyst (IA) is responsible for working with Investment Managers ... and the Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5mm+ in AUM.… more
- JPMorgan Chase (Los Angeles, CA)
- …with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail ... investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income,… more
- Truist (Atlanta, GA)
- …description:** JOB SUMMARY The Foundations & Endowments Specialty Practice (FESP) Institutional Investment Manager 2 is a senior level manager who contributes to ... overall practice best thinking investment solutions and guides the implementation of strategic and tactical investment strategies in coordination with other… more