- Umpqua Bank (Tacoma, WA)
- Financial Service Sales Assistant Wealth...Financial Advisor (s) and their clients. A sales assistant has a large influence on client ... Provide administrative & operational support for one or more Financial Advisor (s) and serve as a liaison...+ A minimum of 2 years' experience as an assistant in the financial services industry or… 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 ... to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part of...of the credit union environment providing support to the Financial Advisor and helping to build member… more
- The Walt Disney Company (Glendale, CA)
- …ABC, ESPN, FX, National Geographic, Freeform, and the ABC-owned television stations. The Assistant Chief Counsel (ACC) for the Ad Sales Legal group oversees ... unparalleled creative content to audiences around the world. Ad Sales Legal is part of the Legal Department of...for working collaboratively with, and serving as a key advisor to, senior management of Disney Advertising, and is… more
- JPMorgan Chase (Chicago, IL)
- Join our fun, high-energy team as a Home Lending Assistant in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...significant impact on our business. As a Home Lending Assistant in Chase Home Lending, you will join a… more
- Travelex (Leigh, NE)
- **Customer Service Advisor -** **Asda Travel Money, Leigh** **-** **Part Time** **Job Type:** Permanent, Part Time **Hours per week: 24** hrs **Salary:** pounds 13 ... all aspects of wellbeing such as physical, mental and financial . + A wide range of employee discounts provided...yourself as a travel money ambassador and their trusted advisor , providing support and advice on great Travelex products… more
- Travelex (Edinburgh, IN)
- …offer guidance and tips on all aspects of wellbeing such as physical, mental and financial . + A wide range of employee discounts provided by Bravo Benefit + Flexible ... destination . Establishing yourself as a travel money ambassador and their trusted advisor , providing support and advice on great Travelex products and services .… more
- Citizens (Fall River, MA)
- …66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... be responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating… more
- Access Dubuque (Dubuque, IA)
- …4-Day Workweek CNC Operators, 2ND & 3RD Shift Dubuque Screw Products Financial Advisor Thrivent Student Nurse Technician-Emergency Department UnityPoint Health ... Executive Assistant **Southwest Health** 1 Positions ID: 66433 Posted...Professionals Server - Grand River Center Grand River Center Sales Associate Harris Golf Cars Senior Digital Editor, Engineering… more
- Principal Financial Group (Des Moines, IA)
- …role, you'll provide legal advice concerning the offering and sale of securities, financial products and advisory services to retail and retirement customers. + Lead ... on state insurance inquiries and exams and DOL inquiries. + Serve as advisor for Principal Securities to guide it with legal issues resulting from regulatory… more
- Unilever (Englewood Cliffs, NJ)
- …Dream Job? Join Our Ice Cream Team! Job Title : Ice Cream Tax Assistant Manager, US Location: Englewood Cliffs, NJ Terms & Conditions: Full time, International ... JOB PURPOSE: We're looking for a highly motivated Tax Assistant Manager to support on tax business partnering for...Direct Markets (US & Can key markets) Flex Markets ( sales markets) Distributor Markets (export markets) Why This Role… more
- Cognizant (Plano, TX)
- …growing! **The Role** Our Retail Consumer Goods Consulting Practice is looking for an Assistant Vice President, Consulting to join us on our journey to become the ... end-to-end execution of consulting engagements, cultivating practice innovations, achieving financial targets (utilization, expenditures, revenue, margin), promoting Cognizant Consulting's… more
- Bangor Savings Bank (Portland, ME)
- …and coach team members. Oversee daily operations. Help customers by identifying financial needs and offering appropriate products or services. Contribute to the ... sales growth of the Bank by providing the world's...consumer and business relationships while serving as a trusted advisor . WHAT WE'LL DO: Bangor Savings Bank was recently… more
- Raymond James Financial, Inc. (Denver, CO)
- …commit /onboarding process. * Partners with home office departments to leverage product sales and generate new business opportunities for financial advisors. * ... others to achieve desired outcomes. * Maintain currency in investment advisor and financial planner services and products. * Effectively organize, manage, track… more
- Lumen (Columbus, OH)
- …business decision makers; build strong relationships with clients as a trusted advisor + Independently manage complex and critical employment related issues such as ... Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have… more
- Access Dubuque (Dubuque, IA)
- …soon-to-be college graduates, recent college graduates, or individuals with 1-3 years of sales experience who are motivated by financial rewards. **What You'll ... compliance, analytics, client communications, and more-resources that will elevate your sales performance and financial success. **About Cottingham & Butler:**… more
- Access Dubuque (Dubuque, IA)
- …soon-to-be college graduates, recent college graduates, or individuals with 1-3 years of sales experience who are motivated by financial rewards. **What You'll ... compliance, analytics, client communications, and more-resources that will elevate your sales performance and financial success. **About Cottingham & Butler:**… more
- Access Dubuque (Dubuque, IA)
- …soon-to-be college graduates, recent college graduates, or individuals with 1-3 years of sales experience who are motivated by financial rewards. **What You'll ... compliance, analytics, client communications, and more-resources that will elevate your sales performance and financial success. **About Cottingham & Butler:**… more
- City Wide Facility Solutions (Henderson, NV)
- …you're a master of B2B account management with a proven track record in sales , this role offers the perfect blend of relationship building and revenue generation. ... Do: + Nurture Client Partnerships: Act as the trusted advisor for your assigned clients, ensuring their complete satisfaction...a Winning Team: Manage and develop a team of Assistant Night Managers, ensuring exceptional service delivery at every… 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 ... transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to...training. 2. Experience in the securities industry and/or a sales assistant role. 3. Knowledge of securities… more
- Truist (Bal Harbour, FL)
- …data in SalesForce, create meeting agendas and summaries. 5. Manage the financial advisor 's calendar to maximize the appointments' productivity by minimizing ... and process certain operational requests as instructed by the financial advisor and/or client. These may include:...training. 3. Experience in the securities industry and/or a sales assistant role. 4. Knowledge of securities… more
Related Job Searches:
Advisor,
Assistant,
Financial,
Financial Advisor,
Financial Advisor Assistant,
Financial Advisor Sales,
Financial Assistant,
Sales,
Sales Advisor,
Sales Assistant