- 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
- TEKsystems (Fort Worth, TX)
- …Applying detailed industry/product knowledge and functional expertise, a Licensed Investment Operations Representative will: Processing various account update ... including money movements and miscellaneous operations request for managed, brokerage, and direct at fund accounts. Resolve and respond to advisor/client inquiries communicating concepts and strategies in simple and easy to understand terms. Research complex… more
- Citizens (San Francisco, CA)
- …List and Watch List. + Committee Participation: Serve as a Compliance representative on key Investment Banking committees, including the Equity Commitments ... FINRA-registered institutional broker-dealer offering comprehensive services in M&A advisory, investment banking, corporate finance, equity research, and sales and… more
- Truist (Atlanta, GA)
- …locations with occasional overnights (less than 25%). 10. FINRA Series 79 ( Investment Banking Representative ), Series 63 (Uniform Securities Agent State ... of credit products provided to new and existing clients of Real Estate Investment Banking and Real Estate Corporate Banking. Applies strong risk disciplines and… more
- Columbia Bank (Santa Rosa, CA)
- …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
- Vanguard (Scottsdale, AZ)
- …all investors, to treat them fairly, and to give them the best chance for investment success." As an Advice Support Representative , you will partner closely with ... your skill set and your career The Advice Support Representative role is a great launching point for individuals...verbal communication skills, a desire to learn about Vanguard's investment and advice methodology , and the desire to… 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
- Manulife (New York, NY)
- …in New York City or Boston, the role of Chief Compliance Officer-Manulife Investment Management Private Markets Registered Funds and CQS (US), LLC has the following ... management of a SEC Rule 38a-1 compliance program for two registered investment companies, a business development company, and future private markets funds regulated… more
- In-Q-Tel, Inc. (Menlo Park, CA)
- …Location Classification Hybrid - In Office & Teleworking Overview The Investment Summer Associate works closely with other members of the In-Q-Tel ... Investment Team across various aspects of the ...perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable… more
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