- Kestra Financial (Deerfield, IL)
- …basis in pursuit of business objectives + Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our ... client needs Requirements + Bachelor's degree in a business-related field preferred + The ideal candidate will have 2+ years of experience in administrative support in a professional environment. + Previous experience in financial services a plus + Advanced… more
- Citizens (Rochester, NY)
- …about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality ... successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the...Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the… 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 ... us to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part...the credit union environment providing support to the Financial Advisor and helping to build member relationships. This position… more
- Robert Half Finance & Accounting (Davenport, IA)
- …Job Description: We are currently looking for a dedicated and proactive Financial Advisor Assistant . This role will provide direct administrative support to our ... financial advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations, and coordinate marketing… more
- Atria Wealth Solutions (Traverse City, MI)
- …through its partnership with 4Front Credit Union is seeking a Licensed Financial Advisor to provide retirement and investment services in the Traverse City, ... Financial Services, LP (Member FINRA/SIPC). EOE Relevant Word Search: Sales Assistant , Registered Representative, Advisor , Adviser, Certified Financial Planner,… more
- State of Massachusetts (Middleton, MA)
- …Appreciative Inquiry for strategic planning and accreditation; in our investment in strengths-based, institution-wide professional development; and in our ten-year ... success. * Job Description:* *POSITION: Part-Time Education and Career Advisor : *Academic Counselor; Essex County Sheriff's Department; position includes travel… more
- Wright-Patt Credit Union Inc. (Beavercreek, OH)
- The Senior Sales Assistant (SSA) is responsible for helping Senior Financial Advisors (primarily) and Financial Advisors (on a limited basis) increase production by ... performing support services so that the Financial Advisor can spend their time meeting with member-owners. This...center referral system. (20%) + Acts as lead sales assistant by providing guidance to sales assistance and operations… more
- Atria Wealth Solutions (Dublin, CA)
- …CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Sales Assistant in the Dublin, CA area. About Patelco Credit Union Patelco Credit Union is ... will include providing member service and sales support for the Investment & Insurance Services group for the organization. Responsibilities + Coordinates… more
- University of Florida (Gainesville, FL)
- …Assistant In Undergraduate Advising Apply now ... FL) Categories: Academic Advising/Support Department: 13020100 - COTA-ART-DIRECTOR Classification Title: Assistant In Job Description: School of Art + Art History… more
- New York State Civil Service (New York, NY)
- …and PowerPoint. Duties Description Primary PurposeUnder the supervision of the Senior Technical Advisor , the Assistant Engineer aids in the design process, with ... No Agency DASNY - Dormitory Authority of the State of New York Title Assistant Engineer - Electrical/Mechanical (4 positions) - Albany, NY or NYC Office Occupational… more
- Johns Hopkins University (Baltimore, MD)
- …on academic and intellectual engagement for Johns Hopkins University students. The Assistant Director will contribute to the SFP mission of empowering students by ... to high levels of reflection and expressive competence. The Assistant Director will also serve as head of a...highly visible among students in the cohort, demonstrating an investment in knowing students directly, inviting them into conversation… more
- Robert Half Finance & Accounting (Savannah, GA)
- … Assistant + Proven experience with Quickbooks and personal bookkeeping/ investment management + Strong organizational, communication, and interpersonal skills + ... We are seeking a highly experienced and detail-oriented Executive Assistant to provide exceptional support to our CEO. This...In this role, you will: + Be a trusted advisor and right hand to the CEO: + You… more
- Wells Fargo (Salt Lake City, UT)
- …role:** Wells Fargo is seeking a Profit Formula Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... . **In this role you will:** + Assist Profit Formula Financial Advisor (s) colleagues with service and operational related activities such as providing service… more
- Morgan Stanley (New York, NY)
- …and small to medium-sized businesses and institutions covering: financial advisor -led brokerage and investment advisory services; self-directed brokerage ... of its business segments- Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley, through its subsidiaries and affiliates, provides… more
- University of Pennsylvania (Philadelphia, PA)
- …of health and wellness programs and resources, and much more. Posted Job Title Assistant Coach, Wrestling Job Profile Title Assistant Coach, 1st Wrestling Job ... community. + Counseling/Mentoring - Serve as a role-model and advisor for student-athletes in a general capacity. Connect student-athletes...or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard. + Time Away… more
- NANA Regional Corporation (Washington, DC)
- …resources to ensure efficient use of USG funds and maximize a return-on investment towards achieving USG foreign policy objectives. + Under the supervision of the ... and maintain accurate budget and program records. + The advisor (s) will take on these duties regarding designated country...portfolios that s/he may be assigned as "back-up." The advisor (s) will also need to advise on key political… more
- American Express (New York, NY)
- …and managing key activities to support the team day to day. In this role, the Manager Assistant will act as an advisor and key consultant to the Vice present and ... technical capabilities that cut across business lines and customer segments. The Manager Assistant , Technology will report into the Vice President - Global Web and… more
- City of Boynton Beach (Boynton Beach, FL)
- City Engineer & Assistant Director of Public Works Salary $105,991.81 - $158,987.72 Annually Location Boynton Beach, FL Job Type Full Time Job Number 2024-0530 ... of Classification The purpose of this highly professional City Engineer & Assistant Director of Public Works position classification is to assist in directing… more
- JPMorgan Chase (Chicago, IL)
- Become the trusted advisor that our Lending Specialists and Credit Risk executives need to keep our Private Bank Lending Solutions business on the cutting edge while ... As a Private Bank Lending Attorney - Vice President, Assistant General Counsel in our Private Bank Credit Legal...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (Plano, TX)
- …experts. As a Commercial and Consumer Bankruptcy Attorney - Vice President, Assistant General Counsel within our bankruptcy legal team, you will provide expert ... advising on bankruptcy legal issues, acting as a trusted advisor to the business in developing and enhancing bankruptcy...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more