- 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)
- …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
- 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
- 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 (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
- 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
- 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 (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
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