- 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
- 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
- TD Bank (New York, NY)
- …this role. **Job Description:** **Department Overview:** TD Securities Corporate and Investment Banking provides a full range of financial advisory and ... you will report to the Head of Corporate & Investment Banking (CIB), providing insight and support on business...+ Provide confidential support and act as a trusted advisor on sensitive and high-priority matters + Develop and… 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 (Middleton, MA)
- …through general fund appropriations from the Essex County Sheriff's Department. *SUMMARY: *The Advisor , who reports to the Assistant Director of Operations, will ... 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
- 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
- Insight Global (New York, NY)
- Job Description Insight Global is seeking a part-time Financial Advisor Assistant for a contract to possible perm job opportunity to sit remotely in the state of ... all aspects of underwriting and TOAs. Servicing all related investment account, life and annuity policies. This can include... Advisor or wealth management company or Financial Advisor Assistant . 3+ years of experience as… more
Related Job Searches:
Advisor,
Advisor Assistant,
Assistant,
Investment,
Investment Advisor,
Investment Assistant