• Financial Service Sales Assistant

    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
    Umpqua Bank (04/12/25)
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  • Insurance and Wealth Management

    JPMorgan Chase (Columbus, OH)
    …strategy, and providing valuable regulatory insight. As an Insurance and Wealth Management Attorney - Vice President, Assistant General Counsel within our ... The US Wealth Management Legal team is seeking...The US Wealth Management Legal team is seeking an attorney to...direct advice and support to internal Wealth Management and Products Solutions clients, including Advisors, Sales more
    JPMorgan Chase (03/09/25)
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  • Employee Benefits Sales Assistant

    HUB International (Fort Worth, TX)
    …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 ... + Record and submit hours worked. **Pay structure:** The Sales Assistant will receive a base hourly...of study include, but are not limited to, Risk Management & Insurance, Business Management , Sales more
    HUB International (03/28/25)
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  • Investment Sales Assistant

    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
    Atria Wealth Solutions (04/06/25)
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  • Sales Assistant -- Client Advisory…

    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
    HUB International (04/22/25)
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  • Assistant Manager, US Cash…

    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
    Scotiabank (04/18/25)
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  • CSI Investment Assistant II

    Citizens (New Bedford, MA)
    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)...and systems Qualifications + Understanding of general banking and wealth management services + Excellent verbal and… more
    Citizens (05/15/25)
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  • Float Assistant Branch Manager - Capital…

    Arrow Financial Corporation (Saratoga Springs, NY)
    …insurance services across northeastern New York, including online and mobile banking, wealth management , money market and deposit accounts, and mortgage, ... skills, both written and verbal; comfortable communicating with customers, co-workers, and management > Sales and referral experience; knowledge of products and… more
    Arrow Financial Corporation (05/06/25)
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  • Executive Assistant

    Scotiabank (Houston, TX)
    …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... team, committed to results, in an inclusive and high-performing culture. **Executive Assistant , Mortgage Capital Management - Houston, TX** **Global Banking and… more
    Scotiabank (04/19/25)
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  • Assistant Manager, Funding Operations…

    Scotiabank (Houston, TX)
    …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Assistant Manager, Funding Operations - Mortgage Capital Markets...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
    Scotiabank (04/25/25)
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