- Atria Wealth Solutions (Vancouver, WA)
- …with CUSO Financial Services , LP (CFS), is seeking an Investment Advisor Representative to provide investment services for members of Columbia CU in ... the Investments and Insurance Group to increase member awareness of Columbia CU's investment and insurance services . + Proactively look for opportunities to… more
- Kestra Financial (Deerfield, IL)
- …goals, our firm also specializes in corporate benefits and estate planning. Being a "full service " firm allows for us to better service our client needs from ... to firm guidelines. + Manage client needs regarding processing, service , and problem resolution in a timely and accurate...objectives + Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support… more
- JPMorgan Chase (New York, NY)
- …superior client service . **Key Responsibilities:** + Act as a key representative for multiple investment teams and strategies to internal partners, ... share and compare ideas around the globe. Our equity investment processes are founded on tried and tested ...markets experience with a strong understanding of the financial services industry. + Proven experience in pitching and servicing… more
- Fifth Third Bank, NA (Birmingham, AL)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provides exemplary client service as the client facing investment expert for Private Bank clients. ... through business development activities in partnership with the Private Bank team. Representative of Fifth Third's investment management philosophy and platform… more
- Wells Fargo (Salt Lake City, UT)
- Wells Fargo is seeking a Customer Service Representative in our Investment Contact Center (ICC). Wealth Investment Management (WIM) Contact Center ... and escalate non-routine questions **Required Qualifications:** + 2+ years of Customer Service , Financial Services or Contact Center experience, or equivalent… more
- Umpqua Bank (Walnut Creek, CA)
- …business opportunities. + Provide clients with a high level of individualized service based on comprehensive planning and investment strategies consistent with ... as an investment executive, financial advisor, certified financial planner, investment advisor Representative , or wealth manager. + Strong marketing and… more
- Thrivent Financial (Medina, OH)
- …Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable ... and prospects. The Associate reports to and is employed/contracted by the financial representative . Thrivent Investment Management Inc. is the sponsor for FINRA… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently… more
- Citigroup (O'Fallon, MO)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently… more
- Truist (Hendersonville, TN)
- …as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and ... investment needs. Advises clients and prospective clients with a...bodies. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more
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