• Fidelity Investments (San Francisco, CA)
    … Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement -related financial activities and the rules and regulations ... Job Description: The Department Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment more
    Upward (07/14/25)
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  • Fidelity Investments (Redmond, WA)
    … Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement -related financial activities and the rules and regulations ... Job Description: Investment Consultant You joined the financial services industry...comprehensive health care coverage and emotional well-being support, market-leading retirement , generous paid time off and parental leave, charitable… more
    Upward (07/14/25)
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  • Apex Systems (Milwaukee, WI)
    …Knowledge FINRA licensed SIE, 6 or 7 Investment Advisory Experience Investment Regulatory Knowledge Retirement Planning Experience EEO Employer Apex Systems ... in Downtown Milwaukee has an immediate opening for a Investment Ops Specialist. If you are interested please apply...the field advisor teams in helping determine how the Retirement Disbursal Services team can meet those requests. Supports… more
    Upward (06/26/25)
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  • City and County of San Francisco (San Francisco, CA)
    …What We Do The Investment Division serves as a resource to the Retirement Board in the development of investment policies and practices. In accordance with ... Company Description Who We Are The San Francisco Employees' Retirement System (SFERS) is dedicated to securing, protecting, and...the annual investment plan, the investment team deploys capital… more
    Upward (06/27/25)
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  • City of Sunny Isles Beach, FL (North Miami Beach, FL)
    …Under this plan, the City contributes 11% and the employee 4% to a retirement investment plan. Employees are fully vested after 3 years. Senior Management ... Under this plan, the City contributes 11% and the employee 6% to a retirement investment plan. Employees are fully vested after 3 years. An optional Section 457… more
    Upward (07/08/25)
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  • Atria Wealth Solutions (Allentown, PA)
    …(CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the ... assess the objectives and goals of the individual, then develops an investment strategy to implement. Stays current and analyzes market conditions and otherwise… more
    Upward (07/25/25)
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  • Frost Bank (San Antonio, TX)
    …You will meet with prospects to discuss Frost services with a focus on Retirement Plans, IRAs and Investment Management Agencies. You have opportunity to ... next-level products, services, and opportunities to our customers? If so, then the Retirement Services Business Development Officer role might be for you! At Frost,… more
    Upward (06/26/25)
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  • Hawaii State Department of Education (Kaneohe, HI)
    …TSA products. Deferred Compensation: The State offers employees a tax deferred (sheltered) retirement investment program. This program is an opportunity to build ... a retirement nest egg through voluntary payroll deductions. Several investment options are available. Temporary Disability Insurance: Qualified employees may be… more
    Upward (07/19/25)
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  • State Of California (Sacramento, CA)
    …will find the Minimum Requirements in the Class Specification. ASSOCIATE INVESTMENT MANAGER,PUBLIC EMPLOYEES` RETIREMENT SYSTEM Additional Documents Job ... & Market Data Manager, Investment Operations Classification: ASSOCIATE INVESTMENT MANAGER,PUBLIC EMPLOYEES` RETIREMENT SYSTEM $10,437.50 - $17,395.83 This… more
    Upward (07/01/25)
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  • Voya Financial Advisors (Milwaukee, WI)
    …sponsor relationships. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. ... questions. Additionally, candidate must have ability to conduct retirement and investment seminars. To be eligible for the Financial Professional role,… more
    Upward (06/27/25)
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  • Minnesota State (Brooklyn, MD)
    …insurance with low deductibles ($150 - $1500), a Pension Plan, 457(b) and 403(b) retirement plans and other retirement investment options, pre-tax medical ... deductibles ($250 - $1500), a Pension Plan, 457(b) and 403(b) retirement plans and other retirement investment options, pre-tax medical and dental expense… more
    Upward (07/14/25)
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  • SWMG, LLC (Fort Worth, TX)
    …Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning. What makes us different ... in event planning ? Fast growing financial planning and investment management firm is looking for an Event Planning...is that we are an independent investment firm that offers unique investment options… more
    Upward (06/29/25)
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  • City of Coeur d'Alene, ID (Coeur D Alene, ID)
    …group and as a result, may have benefits in addition to what is listed below. Retirement & Investment Plans: PERSI retirement benefits, 401k & 457 ... An excellent benefits package is available and membership in the Public Employee Retirement System of Idaho (PERSI) and Social Security is required. For detailed… more
    Upward (07/23/25)
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  • Affinity Plus (Lakeville, MN)
    …a geographic area and partnering with members in that area for any investment or retirement needs and opportunities. Duties and Responsibilities: Review members' ... difference. Position Overview: A Financial Advisor at Affinity Plus partners with our members on their investment needs. This role will be primarily responsible for… more
    Upward (07/11/25)
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  • Vanguard Group (Malvern, PA)
    …with FINRA, SEC, and related regulations, and general knowledge of broker-dealer, retirement , banking and investment advisory businesses. Our "crew" as we ... regulatory advice related to all aspects of the brokerage platform, including investment products, retirement accounts and services, cash management account,… more
    Upward (07/01/25)
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  • Fidelity Investments (Boston, MA)
    … Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement -related financial activities and the rules and regulations ... income and alternative funds and accounts to ensure that their investment policy limitations are followed Communicating client, regulatory, prospectus, Board, and… more
    Upward (07/13/25)
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  • Fidelity Investments (Merrimack, NH)
    … Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement -related financial activities and the rules and regulations ... the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative,… more
    Upward (07/23/25)
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  • Fidelity Investments (Boston, MA)
    … Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement -related financial activities and the rules and regulations ... the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative,… more
    Upward (06/28/25)
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  • Fidelity Investments (Denver, CO)
    …Personal Investing business unit. Fidelity is a leading provider of investment management, retirement planning, family conversations, portfolio guidance, ... 66 preferred The Purpose of Your Role As an Investment Solutions Representative, you will be the primary point...achieve their dreams- whether that's saving for college, for retirement , for a big vacation, or anything else. This… more
    Upward (07/01/25)
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  • Minnesota State (Inver Grove Heights, MN)
    …insurance with low deductibles ($250 - $1500), a Pension Plan, 457(b) and 403(b) retirement plans and other retirement investment options, pre-tax medical ... and dental expense (with roll-over option) and dependent care accounts, employer paid life insurance, short and long term disability, as well as professional development and a tuition waiver program for employees and their dependents, etc. We promote the… more
    Upward (07/05/25)
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