- Bank of America (Salisbury, MD)
- …including a review of investment goals and recommended products such as stocks, bonds, mutual funds , banking, and managed money solutions; Engage and share value ... proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management… more
- Mohegan Sun (Wilkes Barre, PA)
- …securing the integrity of assigned assets. Maintains the accountability of company funds in accordance with Internal Controls and Gaming Commission Rules and ... of the Mohegan Tribe "The Spirit of Aquai". Its principles of welcoming, mutual respect, cooperation and building relationships have shaped our culture, and serve as… more
- Robert Half Finance & Accounting (Houston, TX)
- …and objectives Requirements Investment Portfolio, Individual Retirement Account (IRA), Annuities, Mutual Funds , Financial Planning, Brokerage Robert Half is the ... world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and… more
- Federal Reserve Bank (Cleveland, OH)
- …employees (and their spouses/domestic partners, and minor children) may not own shares of mutual funds , unit investment trusts or ETFs that have a policy, as ... stated in the prospectus, of concentrating in the financial services industry and that have underlying investments in banks or other depository institutions. If you or your spouse/domestic partner or minor child own such securities and would not be willing or… more
- Banfield Pet Hospital (Los Angeles, CA)
- …ourselves; as associates, we support the responsibility of others. + Mutuality - A mutual benefit is a shared benefit; a shared benefit will endure. + Efficiency - ... with a tax-advantaged HSA, allowing you to pay for medical expenses with pre-tax funds . + Paid Parental Leave: We support growing families with paid parental leave… more
- Aegon Asset Management (Denver, CO)
- …Workfront + Experience in change management + FINRA Series 7 (for roles supporting mutual funds ) Working Conditions + Office environment The Salary for this ... position generally ranges between $140,000-$175,000 annually . Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location… more
- Mohegan Sun (Wilkes Barre, PA)
- …securing the integrity of assigned assets. Maintains the accountability of company funds in accordance with Internal Controls and Gaming Commission Rules and ... of the Mohegan Tribe "The Spirit of Aquai". Its principles of welcoming, mutual respect, cooperation and building relationships have shaped our culture, and serve as… more
- Zions Bancorporation (Las Vegas, NV)
- …reviews and maintains fiduciary and compliance training and education. + Experienced in mutual funds , ETFs, separately managed accounts, and private capital. + ... Work effectively as part of a team in an investment advice driven business model. + Responsible for analyzing, proposing, and documenting portfolio trades in a team environment. + Communicate with clients about their accounts, market conditions and economic… more
- University of Rochester (Rochester, NY)
- …community partnerships relevant to these programs to ensure shared ownership and mutual benefit, and that the programs are addressing community-identified needs. The ... to ensure efficient use of University budgetary allocations and sponsored funds (if applicable). Promote and publicize programs to recruit students, community… more
- City National Bank (Jersey City, NJ)
- …banking audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds , security sales and trading, and insurance activities. ... Compliance with various laws, rules, regulation, and other regulatory pronouncements. What you will do * Completes time sheets and expense reports in a timely manner. * Complies fully with all Bank Operational and Credit policies and procedures as well as all… more