• Registered Client Service Associate

    Raymond James Financial, Inc. (Westminster, MD)
    …handling basic inquiries and providing quotes. * Solicits and receives orders for the Financial Advisor . * May enter unsolicited trades at the direction of the ... Financial Advisor . * May service less active...Support Services_ **Organization:** _Private Client Group_ **Title:** _Registered Client Service Associate - Westminster, MD_ **Location:** _MD-Westminster-Westminster_ **Requisition ID:**… more
    Raymond James Financial, Inc. (10/20/18)
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  • Office Manager

    Kestra Financial (Germantown, MD)
    …Duties and Responsibilities + Provides support through all administrative functions for Financial Advisors and the firm + Interface with clients extensively through ... meetings and provide driving directions + Maintain the Lead Advisor 's calendar + Update CRM systems as needed +...a professional services firm + High School Diploma or Associate 's degree required + Securities industry experience preferred but… more
    Kestra Financial (11/13/18)
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