- Kestra Financial (Dover, DE)
- …a close-knit, supportive team, you'll feel right at home here. About the Role As our Registered Financial Advisor Assistant , you are the heartbeat of our ... on a mission to help people feel confident and excited about their financial future. Our team believes in building real relationships, simplifying complex … more
- Truist (King Of Prussia, PA)
- …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...2. Experience in the securities industry and/or a sales assistant role. 3. Knowledge of securities markets and brokerage… more
- Vanguard (Malvern, PA)
- …the complexities of investment advisory services? Vanguard is seeking a strategic legal advisor to play a pivotal role in shaping and safeguarding our discretionary ... and non-discretionary registered investment advisory offerings. This high-impact position offers the...mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product… more