- 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
- JPMorgan Chase (Charlotte, NC)
- …provide you with the opportunity to take your career to the next level. As an Investment Specialist in the US Private Bank, you are responsible for helping the ... advise on asset allocation + Closes sales of complex investment products + Support coordination of sales...plus years of experience in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including,… more
- JPMorgan Chase (New York, NY)
- **Primary Function** As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client ... policy statements and advise on asset allocation + Closes sales of complex investment products + Support coordination of sales effort with Capital Advisors,… more
- JPMorgan Chase (New York, NY)
- …assets for institutions and team member investors worldwide. In this client-facing Investment Specialist (IS) role, you will represent our strategies across ... share and compare ideas around the globe. Our equity investment processes are founded on tried and tested ...Management, to promote business growth and deliver superior client service . **Key Responsibilities:** + Act as a key representative… more
- Bank of America (Chandler, AZ)
- …The role acts as a central entry point into a fully licensed financial services career. **An Investment Specialist Trainee (responsibilities):** * Identifies ... Consumer Investments - Investment Specialist Trainee (Obtain SIE Series...teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of… more
- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As an Investment Content Specialist within PNC's Asset Management Group Investment ... as part of a team of content creators in support of the Asset Management Group's (AMG) lines of...while adhering to tight timelines * Experience in financial services / investment marketing and the requisite knowledge of… more
- JPMorgan Chase (Plano, TX)
- …~5,000 advisors located across 3,500 branches and 20 offices. As an Vice President, Investment Product Specialist in JP Morgan Wealth Management, you will be ... expected to present on capital markets as well as investment solutions and work collaboratively with field leadership to...for capital markets and the wealth management industry, providing support to our advisor and client population. You will… more
- Truist (Winter Park, FL)
- …role as a Fiduciary Support Specialist , trust experience, investment , banking or financial planning-related client service experience, or equivalent ... to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the Wealth… more
- Bank of America (Atlanta, GA)
- Credit Product Specialist , Global Wealth & Investment Management Chicago, Illinois;Greensburg, Pennsylvania; Columbia, Maryland; Atlanta, Georgia **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/Credit-Product- Specialist --Global-Wealth Investment -Management\_25030812) **Job Description:** At Bank of… 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