- New York Life/ NYLIFE Securities LLC (Westborough, MA)
- Job Description Job Description We are seeking a Registered Representative / Financial Advisor to join our team! You will deliver personalized investment ... solutions to help clients work toward their long-term financial goals. Responsibilities: Advise clients on investment strategies and other financial decisions… more
- Prestige Worldwide Enterprises LLC (St. Cloud, MN)
- …Stone Arch Advisory Group and will have an Associate Financial Representative Contract. A General Securities Registered (Series 7) certification is required. ... is to regularly review a group of existing client’s financial planning and investment strategies, ensuring they are continually...preferred Successful 5+ years’ experience as a wealth management advisor Series 7 & 66/63 registered MN… more
- The Pursell Group LLC (Tulsa, OK)
- …closing accounts. Understanding of rules and regulations as they apply to a Registered Investment Advisor . Understanding of AI and Docusign for clients Excellent ... Job Description Job Description Manager, Financial Services & Client Relations – Tulsa, OK...66 with a Series 7) to act as a Registered Investment Adviser Representative . Oklahoma Department of… more
- Adecco US, Inc. (Webster Groves, MO)
- ** Financial Advisor , Registered Investment Advisor Representative -** **Fiduciary Financial Planning and Wealth Management Services** ... certification (active and in good standing).** + **You must be a Registered Investment Advisor .** **Key Responsibilities:** **Role Focus** + Deliver… more
- Navy Federal Credit Union (Richmond, VA)
- …products and services to achieve the financial client's goals as a registered representative / advisor /agent of Navy Federal Investment Services (NFIS) and ... Overview To provide financial consulting services to assist members and non-members...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more
- Charles Schwab (Phoenix, AZ)
- **Your opportunity** Schwab Advisor Services is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. ... for dedicated individuals like you to help us provide financial advisors with access to tools and wealth-management services....working to help grow the business of independent investment advisor firms, there's a place for you in … more
- Federal Communications Commission (District Of Columbia, DC)
- …period of one year, if applicable. Males born after 12/31/59 must be registered with Selective Service. Financial disclosure statement may be required upon ... No specialized experience required according to FCC internal Attorney Advisor recruitment procedures; only educational qualification requirements are required to… more
- Federal Communications Commission (District Of Columbia, DC)
- …period of one year, if applicable. Males born after 12/31/59 must be registered with Selective Service. Financial disclosure statement may be required upon ... was born after December 31, 1959, you must have registered with the Selective Service System (or have an...there are certain Commission and Federal laws governing the financial interests of you and members of your immediate… more
- Truist (Orlando, FL)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... client trades and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market… more
- Vanguard (Scottsdale, AZ)
- …give them the best chance for investment success." As an Advice Support Representative , you will partner closely with advisors to efficiently serve our advised ... through the phone channel , while build ing your financial acumen. How you'll make a difference: + Answer...your skill set and your career The Advice Support Representative role is a great launching point for individuals… more
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