- 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 ... a liaison between Financial Advisor(s) and their clients. A sales assistant has a large influence on...+ Assist Financial Advisor with client support and time management . + Process confidential information + Open, maintain and… more
- JPMorgan Chase (Columbus, OH)
- …Regulatory Attorney - Vice President, Assistant General Counsel within our Wealth Management Legal team, you will provide critical analysis and discussion ... of wealth management -specific regulatory issues, ongoing support of...direct advice and support to internal Wealth Management and Products Solutions clients, including Advisors, Sales… more
- JPMorgan Chase (Plano, TX)
- …As Insurance Attorney: Executive Director, Assistant General Counsel within our Wealth Management Legal team, you will provide critical leadership on legal ... The US Wealth Management Legal team is seeking...You will directly support senior internal Wealth Management and Products Solutions clients, including Advisors, Sales… more
- Citigroup (Irving, TX)
- …development, enhancement and delivery of wholesale credit products tailored to clients within wealth management , ensuring alignment with wealth strategy + ... The Wealth Product Developer is a role supporting the design, delivery, and ongoing management of credit products for clients in Wholesale Credit. The role… 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...We deliver a clear path to the future of wealth management with the open-minded agility, senior-level… more
- HUB International (East Longmeadow, MA)
- …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... maintain their own unique, regional culture. We currently have an opportunity for a ** Sales Assistant ** . **Overview:** Responsible for assisting PL Sales … more
- Scotiabank (Tampa, FL)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Assistant Manager, US Cash Management Operations...Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and… more
- Citizens (Johnston, RI)
- Description If you're passionate about a career in Wealth Management , Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens ... pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor(s)...specific timeframe required + Understanding of general banking and wealth management services + Excellent verbal and… more
- First Horizon Bank (Little Rock, AR)
- …Director of Mortgage Sales . The incumbent in this position provides sales management reporting, supports the execution of employer engagement activities and ... 5+ years of related experience required in working in a Senior Administrative Assistant role supporting management and executives. * Advance Proficiency in… more
- Broadridge Financial Solutions (New York, NY)
- …experienced Executive Administrative Assistant to support our Senior Vice President of Sales and their direct reports at our Midtown Manhattan office. Youll be a ... Key Responsibilities: Executive Support: + Provide high-level administrative support for the Sales SVP, direct reports, and occasionally the broader sales team… more
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