- Atria Wealth Solutions (Vancouver, WA)
- …Union, in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for members ... book with trails. RESPONSIBILITIES + Provide Columbia CU members with non-deposit investment and insurance products as registered and licensed by a third-party… more
- Kestra Financial (Deerfield, IL)
- …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 computer skills… more
- CIBC (New Brunswick, NJ)
- …(https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** You'll join the Contact Centre Investment Team. As a Mutual Funds Representative you will ... an excellent client experience, by recognizing opportunities to promote CIBC investment products and services that help clients achieve their financial goals.… more
- JPMorgan Chase (New York, NY)
- …and deliver superior client service. **Key Responsibilities:** + Act as a key representative for multiple investment teams and strategies to internal partners, ... share and compare ideas around the globe. Our equity investment processes are founded on tried and tested ...investment processes are founded on tried and tested investment philosophies, consistently applied, within a robust risk management… more
- Fifth Third Bank, NA (Charleston, SC)
- …through business development activities in partnership with the Private Bank team. Representative of Fifth Third's investment management philosophy and platform ... Third Bank. GENERAL FUNCTION: Provides exemplary client service as the client facing investment expert for Private Bank clients. Primarily focused on growing AUM… more
- Wells Fargo (Salt Lake City, UT)
- Wells Fargo is seeking a Customer Service Representative in our Investment Contact Center (ICC). Wealth Investment Management (WIM) Contact Center provides ... service and support for clients of WIM's lines of business, the Client Relationship Group and The Private Bank. The client-facing teams manage millions of customer contacts each year for retail and institutional clients, plan sponsors, and participants via… more
- Umpqua Bank (Greenwood Village, CO)
- …as an investment executive, financial advisor, certified financial planner, investment advisor Representative , or wealth manager. + Strong marketing and ... a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives. +… more
- Thrivent Financial (Medina, OH)
- …and prospects. The Associate reports to and is employed/contracted by the financial representative . Thrivent Investment Management Inc. is the sponsor for FINRA ... and the resources we provide to the Lutheran community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned… more
- Truist (Tampa, FL)
- …States of America) **Please review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to ... deliver Investment Management Services to new High Net Worth ($5+MM...procedures. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more
- Wellington (Boston, MA)
- …to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. ** Investment Integrity and Risk ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more
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