- Columbia Bank (Greenwood Village, CO)
- 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
- TEKsystems (St. Petersburg, FL)
- … financial industry are highly preferred * Candidates that were previously a Financial Advisor or Sales Assistant would be a good fit for this role * ... 880 Carillon Pkwy, St Petersburg, FL MUST HAVES: * Financial markets and products Investment concepts, practices and procedures...of a new commission payout system for Fixed Income sales + A minimum of 2-3 years of Fixed… 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
- JPMorgan Chase (Prosper, TX)
- 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 have the… more
- Travelex (Warrington, FL)
- **Asda Travel Money Advisor - Warrington Westbrook** **Job Type: Permanent, Part-Time** **Hours per week: 16** **Salary: pounds 13 per hour + Monthly Bonus** Working ... 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
- Cognizant (Teaneck, NJ)
- …Navigate complex deal cycles by wearing multiple hats-acting as a strategist, sales leader, transformation advisor , and solution architect. + Collaborate ... ** Assistant Vice President, AI Training Data Services SME**...group, you will make an impact by leading the sales and promotion of our cutting-edge AI Training Data… more
- JPMorgan Chase (Columbus, OH)
- …have direct impact on consumers. As a Consumer Banking Attorney - Vice President, Assistant General Counsel in the Consumer Banking Legal team, you will spend your ... time serving as a trusted advisor to the business that is responsible for consumer...and 4800+ physical branches that offer a range of financial products and services to Chase bank customers across… 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 (Kennebunk, 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
- Citigroup (San Antonio, TX)
- …independently as well as in a team setting. + Experience in a proactive, successful sales and service role in the financial services industry + Takes ownership ... clients prefer to invest on their own, with an advisor , or a combination of both, Citi Personal Wealth...Business Partners, Relationship Manager, etc.) + Anticipate the complex financial needs of the client and educate on solutions… more
- Citigroup (Tampa, FL)
- …+ Create collaborative relationships with the client(s) and act as trusted advisor on service-related matters and proactively manage clients through the provision of ... to review operational issues log and MIS. + Support Sales /Client Executives in pre-RFP information requests and client due...or equivalent work experience + Experience in a global financial institution with broad end to end understanding of… more
- Truist (Washington, DC)
- …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
- Access Dubuque (Dubuque, IA)
- …ecosystem, serving at times as a convenor, collaborator, project owner, or advisor depending on the circumstance. This executive will bring strategic vision and ... providing tailored support through all stages including site selection, financial incentives, workforce solutions, location listings, newcomer assistance, and access… more
- Lincoln Financial (Charlotte, NC)
- …for this opportunity. **Requisition #:** 75176 **The Role at a Glance** As Assistant Vice President (AVP), **AI Engineering Transformation & Enablement** , you will ... + Act as a subject matter expert and trusted advisor , translating complex AI concepts into actionable strategies for...volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful… more
- Access Dubuque (Dubuque, IA)
- …service needs, maintain accurate client files, and collaborate with AE's and sales staff. They have a continuous learning mindset, developing insurance product ... & Critical Illness coverage** + **401(k) Retirement Program** with a Certified Financial Planner on staff + **Competitive wage** with direct deposit + Supportive… more
- Access Dubuque (Dubuque, IA)
- …and Critical Illness coverage. + 401(k) Retirement Program with a Certified Financial Planner on staff. + Technical job training, one-on-one coaching, and ... Email False False True **Job Details** Categories Customer Service Insurance Sales /Service Location Lancaster, WI Shift First Shift Job Type Employee Full/Part… more
- PNC (Baltimore, MD)
- …be based in Baltimore, MD. In this role, you will support the Estate Settlement Advisor (s) in all aspects of estate and trust administration and the delivery of an ... preferred. Individuals who have a background as a legal assistant /paralegal with experience in an estate planning or probate...STEM OPT for this position. **Job Description** + Provides sales , service and execution support for new and ongoing… more
- Trustco Bank (Albany, NY)
- …Wealth Management Manager II - Investments **Reports to:** Wealth Management Assistant Vice President - Investments **FLSA Status:** Exempt **Salary Grade Range:** ... processing all activities related to Wealth Management clients serving as investment advisor on assigned accounts and developing new business. Examines events and… more
- Cognizant (Dallas, TX)
- …backend systems. You will serve as a technical architect and strategic advisor throughout the pre- sales , solution design, and implementation lifecycle-operating ... AI, Agentic AI, Generative AI, Retrieval-Augmented Generation (RAG), and LLM-based assistant integration within CES workflows. + Industry experience in Telecom,… more
- Citigroup (New York, NY)
- …daily basis you will be working with tech as well as front office sales , trading, and quants colleagues across all Derivative & Delta 1 desks. **Responsibilities:** ... areas of business and understand their goals and long-term strategy. + Serve as advisor or coach to mid-level developers and analysts, operating within an agile /… more
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