- Northwestern Mutual (Franklin, WI)
- …Finance, Business, Economics, or related field. Experience: 2+ years in trading, investment operations, or client advisory within financial services. Experience: ... 2+ years in trading, investment operations, or client advisory within financial services. Knowledge: Strong understanding of equities, ETFs, mutual funds, fixed… more
- New York Life - Northern California (Roseville, CA)
- …by each of the four major rating companies. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered ... Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical,… more
- NYL - Matthews (Charlotte, NC)
- …areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory ... are not limited to, applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required… more
- New York Life - Lubbock (Lubbock, TX)
- …areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory ... life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE… more
- Usaa (San Antonio, TX)
- …role, you will bring a unique blend of technical expertise and advisory leadership, as reflected in the following qualifications: Strong capability instorytelling ... spend, headcount, and program costsand provide insights that inform investment decisions, trade-offs, and resource allocations. Experience inmanaging affiliate and… more
- Larson Financial Group, LLC (St. Louis, MO)
- …build financial plans Construct insurance illustrations and financial scenarios Communicate investment recommendations in collaboration with the advisory team ... Track planning process milestones and follow up on action items Deliver proactive, high-quality service to retain top clients Maintain accurate data in CRM and financial planning software Create thoughtful client "touches" to cultivate referrals Manage… more
- Klamath Tribal Health & Family Services (Klamath Falls, OR)
- …Vision. In partnership with the CEO, Tribal Council and the Health Advisory Committee, the Deputy CEO is responsible for developing recommendations for short ... Facilitate or attend required meetings of the governing body, Health Advisory Committee, KTHFS Officers, Management Team, Quality Improvement, Risk Management or… more
- Vicus Capital (State College, PA)
- …role may be perfect for you! COMPANY Vicus Capital is an independent investment management firm with over $2 billion in assets under management, headquartered in ... advisors throughout the country to provide clients with elite service and cutting-edge advisory platforms. We take great pride in fostering a family atmosphere and a… more
- Intrua Financial, LLC (Houston, TX)
- …monitoring portfolios. This position will also respond to service requests from the advisory teams. Duties & Tasks: Execute trading mutual funds & ETFs for client ... portfolios Respond in a timely manner to service requests on the Investment Analysis team queue Participate in portfolio construction, rebalancing, and management… more
- Vicus Capital (State College, PA)
- Who We Are At Vicus Capital, we're not your typical investment management firm. With over $2 billion in assets under management and a rapidly growing national ... advisors are supported. Headquartered in State College, PA, we offer industry-leading advisory platforms and a team culture that's as tight-knit and welcoming as… more
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