• Investment Advisor Representative

    Atria Wealth Solutions (Vancouver, WA)
    …direct investment and insurance sales. + Bachelor's Degree in Business /related field or equivalent professional certification or graduate degree and/or an ... with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services...County Award / The Columbian: 2008-2024 + Best in Business Award / Vancouver Business Journal: 2013-2024… more
    Atria Wealth Solutions (06/04/25)
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  • Investment Relationship Officer

    City National Bank (Los Angeles, CA)
    … Advisory Program accounts and work directly with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund, and provide ... * INVESTMENT RELATIONSHIP OFFICER* WHAT IS THE OPPORTUNITY? Assist...individuals and their families within the Bank's Personal and Business Banking Group. Provide account maintenance and oversight and… more
    City National Bank (07/16/25)
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  • Regulatory GAAP & Statutory Investment

    Lincoln Financial (Santa Fe, NM)
    …and information on fixed income and other investments for existing and developing investment strategies to various internal business areas. + You will support ... excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment ...You will build relationships and work closely with various business areas and key stakeholders to achieves operational, system… more
    Lincoln Financial (06/12/25)
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  • Investment Officer - Asset Allocation, Risk…

    City and County of San Francisco (San Francisco, CA)
    Investment Division serves as a resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual ... or consulting firm. Substitution * Possession of a graduate degree in Business Administration, Finance, Statistics, Investment Management, Economics or similar… more
    City and County of San Francisco (06/25/25)
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  • Analyst, Investment Accounting Trade…

    Lincoln Financial (Lincoln, NE)
    …opportunity. **Requisition #:** 74762 **The Role at a Glance** The Analyst, Investment Accounting Trade Operations will provide timely and accurate more complex ... investment data and investment accounting for the...and gathering all necessary information. + Contributes to the development of processes and procedures to ensure compliance with… more
    Lincoln Financial (06/23/25)
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  • Investment Manager Specialist

    Bank of America (Towson, MD)
    …overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key ... Investment Manager Specialist Towson, Maryland **To proceed with...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are… more
    Bank of America (07/24/25)
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  • Senior Vice President, Integrated…

    Publicis Groupe (New York, NY)
    …outcomes, not just media metrics, that will have a measurable effect on our clients' business . Every investment we make has an ROI mindset-not just for our ... solutions that drive business impact. As the Senior Vice President, Integrated Investment you'll bring your extensive media buying expertise to our team and play… more
    Publicis Groupe (07/23/25)
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  • Investment Advisor

    Navy Federal Credit Union (North Richland Hills, TX)
    …broker-dealer and/or Registered Investment Advisory Firm + Experience in business development to include market strategy, product demonstration and promoting ... and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a… more
    Navy Federal Credit Union (07/12/25)
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  • Investment Officer - Public Markets - Fixed…

    City and County of San Francisco (San Francisco, CA)
    Investment Division serves as a resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual ... or consulting firm. Substitution * Possession of a graduate degree in Business Administration, Finance, Statistics, Investment Management, Economics or similar… more
    City and County of San Francisco (06/25/25)
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  • Investment Officer - Real Assets - San…

    City and County of San Francisco (San Francisco, CA)
    Investment Division serves as a resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual ... or consulting firm. Substitution + Possession of a graduate degree in Business Administration, Finance, Statistics, Investment Management, Economics or similar… more
    City and County of San Francisco (06/25/25)
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