- Kestra Financial (Wappingers Falls, NY)
- …Responsibilities: None Knowledge, Skills, and/or Abilities + Strong understanding of financial services industry and diverse investment products + Basic computer ... The Associate/ Service Advisor reports to the Lead Advisor and...This position requires a strong understanding of the financial services industry and products, and is critical in handling… more
- Aegon Asset Management (Cedar Rapids, IA)
- …their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life . Today, ... of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.… more
- Lee County Board of County Commissioners (Fort Myers, FL)
- …Fort Myers, FL Job Type Occasional Job Number 07600KL Department Animal Services Opening Date 07/15/2025 Closing Date Continuous FLSA Non-Exempt + Description + ... for an on-call opportunity to make a positive impact? Lee County Domestic Animal Services is seeking a dedicated and flexible individual to join our team. This… more
- TD Bank (Houston, TX)
- …the Corporate Banking function is an integral part of the full suite of services we offer under Investment Banking. Our Investment Banking professionals ... working in a highly focused operation, while being part of a major global investment dealer. Confidence in our US operations systems stems from the recognition of… more
- JPMorgan Chase (Columbus, OH)
- …government agency, regulator and/or self-regulatory organization with demonstrated financial services experience. + Experience in broker-dealer and investment ... and discussion of wealth management-specific regulatory issues, ongoing support of investment products distribution issues, and the creation, review, and general… more
- Mizuho Corporate Bank (New York, NY)
- …the Americas, EMEA and Asia. Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and Latin America. ... a 2nd line of defense organization, provides common risk management oversight and services to all businesses and legal entities across Mizuho US Operations (MUSO).… more
- Commerce Bank (Kansas City, MO)
- …management services including financial planning, estate and tax planning, investment management, private banking and trust administration services . Our ... About This Job The main purpose of this job is to sell investment and trust services within the territory assigned and to reach stated annual new business fee… more
- Deloitte (Philadelphia, PA)
- …consulting and compliance services to a diverse client base in the investment management industry. You will grow your technical knowledge by working on large, ... jurisdictions in all 50 states. Our team's overall practice specific services include investment management services , state income and franchise tax,… more
- Thrivent Financial (Minneapolis, MN)
- …processes, and capabilities relevant to broker dealers and Registered Investment Advisors (RIAs). Stay updated on industry competitive intelligence, including ... the movement of Advisors between firms in the financial services industry + Work s closely with due diligence...inform the offering strategy of the various broker-dealer and investment advisory products based on FA and client experience.… more
- Citigroup (Los Angeles, CA)
- …You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private Banker. We also support firms, and ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...+ Ensure strong controls and effective operational and administrative services . + Set an example of behavior to all… more