- Robert Half Finance & Accounting (Berkeley, CA)
- …CRM systems (Salesforce preferred) + Strong attention to detail and data accuracy + Series 65 license (or willingness to obtain within 3-6 months) Preferred ... Experience: + Portfolio reporting and rebalancing tools (eg, Tamarac) + Background in wealth management or Registered Investment Advisor (RIA) firms + Exposure to automation or scripting of business processes + Understanding of portfolio construction and… more
- JPMorgan Chase (Newark, DE)
- …Strong written and verbal communication skills in a professional setting. + FINRA Series 99 License required within 120 days after start. **Preferred ... Qualifications, Capabilities, and Skills:** + Related field and/or equivalent work experience preferred. + Experience with advanced data analysis tools is a plus (eg, Alteryx, Tableau, Xceptor). + Bachelor's degree in Finance + Securities industry experience… more
- NANA Regional Corporation (Fort Hood, TX)
- …reaching. **Desired Qualifications:** + ASE Certification. + CDL Preferred. + Valid Driver's License . + US Army 91 series MOS qualification or civilian ... equivalent. **Pay and Benefits:** + Hourly compensation: $22.90. **Job ID** 2025-18316 **Work Type** On-Site **Company Description** **Work Where it Matters** Akima Support Operations (ASO), an Akima company, is not just another federal facilities contractor.… more
- NANA Regional Corporation (Fort Hood, TX)
- …reaching. **Desired Qualifications:** + ASE Certification. + CDL Preferred. + Valid Driver's License + US Army 91 series MOS qualification or civilian ... equivalent. **Pay and Benefits:** + Hourly compensation: $23.90 **Job ID** 2025-18313 **Work Type** On-Site **Company Description** **Work Where it Matters** Wolverine, an Akima company, is not just another federal mission support contractor. As an Alaska… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …of experience in financial services, with at least 5 years advising clients. + Series 65 license preferred. + Proficiency in Microsoft Office and familiarity ... with CRM, document management, and custodial platforms (eg, Schwab, Fidelity). Ideal Candidate Attributes + High integrity and professionalism. + Strong interpersonal and communication skills. + Detail-oriented, organized, and able to manage multiple… more
- Raymond James Financial, Inc. (Springfield, IL)
- …SIE required provided that an exemption or grandfathering cannot be applied. + FINRA Series 7 License . **Travel** **Travel Required:** Yes, 75 % of the Time ... **Job Summary:** The primary objective of this role is to drive the growth of institutional assets under management across all investment products, sourced from US investment consulting firms, with a particular focus on firms located in the Central and Eastern… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of experience, education, and/or training as approved by Human Resources **Licenses/Certifications** + SIE and Series 7 license preferred but not required ... **Essential Duties and Responsibilities** + Acts as a liaison between home office departments and clients to research and resolve complex, escalated issues regarding clients' accounts, operations processes and technology applications; follows the issue all the… more
- First National Bank of Omaha (Minneapolis, MN)
- …banking, capital markets, or private equity experience. + FINRA SIE, 7, 63 and Series 79 License (or equivalent registrations) or commitment in offer letter to ... complete the required registrations within 180 days. + Strong technical skills in financial modeling and valuation techniques. + Excellent communication, presentation, and interpersonal skills. + Highly organized with the ability to manage multiple projects… more
- Lincoln Financial (Radnor, PA)
- …degree or equivalent work experience (4 years of experience in lieu of Bachelor's) + FINRA Series 6 license -Upon Hire + Resident State Life & Health -Upon Hire ... + Ability to perform under stress in cases of emergency, critical or hazardous situations. + Ability to work with others in a team environment; demonstrates strong interpersonal skills with a collaborative style. + Demonstrated ability to identify and… more
- Jackson National Life Insurance Company (Lansing, MI)
- …**College degree preferred.** **1+ years of customer service experience required.** **FINRA Series 6 license may be required for associates servicing variable ... annuities and/or variable life lines of business. .** We don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our products and our community. Jackson is proud to be an equal opportunity workplace.… more
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