- Umpqua Bank (Tacoma, WA)
- Financial Service Sales Assistant Wealth Management Tacoma, Washington **Description** **About Us:** At Umpqua, we create a great place to work by offering a ... a liaison between Financial Advisor(s) and their clients. A sales assistant has a large influence on...fund trade entry. Equity trades can be entered by Series 7 licensed employees. Accept unsolicited mutual… 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 ... to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part of...organizational and communication skills + College Degree preferred + Series 7 and 63 FINRA licenses a… more
- Aegon Asset Management (Denver, CO)
- Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the ... Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7 ,000 people. It's part of Aegon, an integrated, diversified, international… more
- Citizens (Fall River, MA)
- …materials, coaching, and dedicated time and support to successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the ... Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality...SIE licenses required + Must be able to obtain Series 7 and 66 within specific timeframe… more
- National Park Service (Porter, IN)
- …position appropriate for temporary appointment with the same qualification requirements (5 CFR 316.402[b][ 7 ]), based on series and grade, anywhere in the major ... with emphasis on development of general recreational skills and abilities; Aid or assistant assignments in recreation while on active military service; Aid or … more
- Citigroup (New York, NY)
- …record of successful trading book management. + Required licensing and registrations - SIE, Series 7 , 63, 3 (or ability to achieve these). + Exceptional ... structure and execute complex financing solutions. + Coordinate with Origination Sales , Business Risk, and other internal organizations to ensure seamless execution… more
- Truist (Columbus, GA)
- …experience and related training. 2. Experience in the securities industry and/or a sales assistant role. 3. Knowledge of securities markets and brokerage ... identify existing client, account, and product attributes that present sales potential. 7 . Provide operational guidance to...products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66… more
- Truist (Coral Gables, FL)
- …experience and related training. 3. Experience in the securities industry and/or a sales assistant role. 4. Knowledge of securities markets and brokerage ... identify existing client, account, and product attributes that present sales potential. 7 . Provide operational guidance to...products. 6. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66… more
- Air National Guard Units (Duluth, MN)
- …Experience may have been gained in work such as computer operator or assistant , computer sales representative, program analyst, or other positions that required ... the flight supervisor for compliance with policies, procedures and mission requirements. ( 7 ) Consults with and provides advice to planning and implementation (P&I)… more
- Access Dubuque (Dubuque, IA)
- …20250415 End Date 20250520 Featured Job TH Ad TH Comments **Similar Jobs** Assistant Men's and Women's Volleyball Coach Clarke University Assistant Track and ... University Assistant Director of Clinical Education- Physical Clarke University Assistant Professor of Finance Loras College Assistant Golf Professional -… more
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