- Bank of America (Chandler, AZ)
- …and Pennington, NJ and is the primary service provider for Consumer Investments Solutions. The goal of the Investment Center is to provide a high level ... is a key role in Consumer Investments Client Services, leading our Financial Service Representatives to provide exceptional service to our over 1.4M… more
- Bank of America (Lincoln, RI)
- Consumer Investments - Investment ...where the representative is expected to take several inbound service calls daily to solve for financial ... representative is expected to take 20 to 30 inbound service calls daily to solve for financial ...as a central entry point into a fully licensed financial services career. **An Investment Specialist Trainee… more
- Bank of America (Stone Ridge, VA)
- Financial Solutions Advisor - Consumer Investments - Stone Ridge Financial Center Stone Ridge, Virginia **Job Description:** At Bank of America, we are ... days + Minimum of one year experience in the investments industry, including investment training and in-depth...+ Minimum of one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Universal City, TX)
- Financial Solutions Advisor- Consumer Investments -San Antonio Area Universal City, Texas **Job Description:** At Bank of America, we are guided by a common ... * Has at least one year experience in the investments industry, including investment training and in-depth...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (San Diego, CA)
- Financial Solutions Advisor - Consumer Investments - 4S Ranch Financial Center San Diego, California **Job Description:** The following laws or ... + Has at least one year experience in the investments industry, including investment training and in-depth...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Redwood City, CA)
- Financial Solutions Advisor- Consumer Investments - Greater Bay Region Los Altos, California;Napa, California; Greenbrae, California; Rohnert Park, ... + Has at least one year experience in the investments industry, including investment training and in-depth...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Jamaica, NY)
- Financial Solutions Advisor - Consumer Investments - Manhattan and Brooklyn Markets New York, New York;Brooklyn, New York; New York, New York; New York, New ... * Has at least one year experience in the investments industry, including investment training and in-depth...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Beverly, MA)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - North Beverly Financial Center Beverly, Massachusetts **Job Description:** ... Bank of America's **Advisor Development Program** and become an investment specialist in one of over 4,000 financial...bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment… more
- Bank of America (San Francisco, CA)
- Financial Solutions Advisor Registration Candidate- Consumer Investments - Greater Bay Region Los Altos, California;Napa, California; Greenbrae, California; ... Bank of America's **Advisor Development Program** and become an investment specialist in one of over 4,000 financial...bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment… more
- Bank of America (Vancouver, WA)
- Financial Solutions Advisor Stage II - Registration candidate - Consumer Investments - Fisher's Landing Financial Center Vancouver, Washington **Job ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a ...banking and money managed solutions + Recommends banking and investments strategies that align with client financial … more
- Bank of America (Fayetteville, AR)
- Financial Solutions Advisor - Registered Candidate - Consumer Investments - Joyce Street Financial Center Fayetteville, Arkansas **Job Description:** At ... are guided by a common purpose to help make financial lives better through the power of every connection.... goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds,… more
- Bank of America (Columbus, OH)
- Consumer Investments Market Leader - Columbus...are guided by a common purpose to help make financial lives better through the power of every connection. ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working… more
- Bank of America (Lincoln, RI)
- Consumer Investments - Account Maintenance Case...are guided by a common purpose to help make financial lives better through the power of every connection. ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the...**Operations Case Manager** , you will provide white glove service to colleagues and clients on inquiries that are… more
- Bank of America (Chandler, AZ)
- Consumer Investments Account Maintenance Generalist Chandler, Arizona **Job Description:** At Bank of America, we are guided by a common purpose to help make ... financial lives better through the power of every connection....your responsibilities will include providing timely resolution on routine service and inquiries that come into the group from… more
- Wells Fargo (Minneapolis, MN)
- … Management, or WIM, is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth ... will be available throughout WIM's businesses below which include areas of investment management, financial analytics, project management, consulting, and beyond… more
- Affinius Capital (San Antonio, TX)
- …and Analytics Team to synthesize and interpret performance of the Company's investment programs and underlying investments . This position will assist in ... warehouse. + Build full history for each mandate's underlying investments . + Identify all investment levels for...business units and disclosed in both investor reports and financial statement footnote disclosures. + Assist and manage data… more
- Bank of America (Fort Worth, TX)
- …self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients...within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills… more
- Affinius Capital (New York, NY)
- …**Job Description** **_Essential Duties:_** + Evaluating and underwriting prospective investment opportunities + Generating financial analysis and ... oversees investments , originations and asset management across Affinius Capital's investment vehicles. Analysts are an integral part of deal teams, involved in… more
- Citigroup (Jacksonville, FL)
- …+ 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments ) preferred. + Prior work experience in a ... and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently… more
- JPMorgan Chase (Columbus, OH)
- …and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more