- Kestra Financial (Deerfield, IL)
- …basis in pursuit of business objectives + Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our ... client needs Requirements + Bachelor's degree in a business-related field preferred + The ideal candidate will have 2+ years of experience in administrative support in a professional environment. + Previous experience in financial services a plus + Advanced… more
- University of Colorado (Boulder, CO)
- **International Sponsored Student Assistant Advisor / Advisor / Sr. Advisor ** **Requisition Number:** 63650 **Location:** Boulder Colorado **Employment ... and ensure positive interactions. (Due to the substantial financial investment of the sponsors in their students, they have...listed at 50% of FTE: + International Sponsored Student Assistant Advisor : $27,000 - $28,500; + International… more
- Citizens (Fall River, MA)
- …about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality ... successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the...Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the… more
- Atria Wealth Solutions (Williston, VT)
- CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union in the ... us to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part...the credit union environment providing support to the Financial Advisor and helping to build member relationships. This position… more
- JPMorgan Chase (New York, NY)
- Are you an experienced attorney with a passion for investment management? Join our dynamic team at JPMorgan Asset Management, where you'll play a pivotal role in ... in the United States, offering a full array of investment products. Be part of a team that values...This role offers exposure to a wide range of investment products and the opportunity for advancement in a… more
- State of Massachusetts (Haverhill, MA)
- …Appreciative Inquiry for strategic planning and accreditation; in our investment in strengths-based, institution-wide professional development; and in our ten-year ... Full-Time Pathways to Academic and Career Excellence (PACE) Program Academic Advisor (Academic Counselor):* PACE Program, TRIO-SSS; Haverhill Campus with occasional… more
- State of Massachusetts (Haverhill, MA)
- …close equity gaps for the college's most vulnerable populations. The Academic and Transfer Advisor , under the guidance of the Assistant Director of SOAR for ... Appreciative Inquiry for strategic planning and accreditation; in our investment in strengths-based, institution-wide professional development; and in our ten-year… more
- City of New York (New York, NY)
- …economic mobility. The Authority is seeking a highly skilled individual to serve as Senior Advisor to the Chief Financial Officer (CFO). The CFO is a key member of ... leading the financial planning and analysis, accounting, payroll, risk management, and investment activities of the Authority. The CFO is also responsible for fiscal… more
- JPMorgan Chase (New York, NY)
- …providing comprehensive business management support to the Global Heads of Technology Investment Banking, and Senior Business Manager. The role is based in New ... York alongside the Technology Investment Banking team and will operate in the following...operate in the following capacity: + As a trusted advisor to the business in all aspects of the… more
- Umpqua Bank (Tacoma, WA)
- …for one or more Financial Advisor (s) and serve as a liaison between Financial Advisor (s) and their clients. A sales assistant has a large influence on client ... Financial Service Sales Assistant Wealth Management Tacoma, Washington **Description** **About Us:**...from clients. Series 7 licensed employees provide limited decision-making investment decisions. + Coordinate and assist Financial Advisor… more
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