- Nesco Resource (New Haven, CT)
- …on behalf of our proprietary suite of mutual fund investment productsSupport additional distribution channels (omnibus, broker-dealer, third-party) as demand ... dictatesServes as the main point of contact for inbound inquiries from clients and executes targeted campaignsCoordinates with internal parties and external vendors to establish and service accounts on an ongoing basis. Core Responsibilities: Learn and… more
- Franklin Energy (Minneapolis, MN)
- …carbon and waste and, at the same time, free-up resources for creating more innovation investment and jobs. With over 26 years in business, we have more than 1,300 ... rebate program and ensure compliance with program requirements. The Energy Advisor Intern will maintain existing relationships in local markets through regular… more
- Franklin Energy (Reading, PA)
- …carbon and waste and, at the same time, free-up resources for creating more innovation investment and jobs. With over 26 years in business, we have more than 1,300 ... Engineers as requiredMaintain professional appearance and behavior appropriate for a representative of our organization and the utilityBuild quick rapport with… more
- Fidelity TalentSource LLC (Westlake, TX)
- …and non-retirement accounts for Retail, Correspondent, and Advisor Clients. \u00A0Responsibilities include:Delivering highly efficient transaction ... to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join… more
- Fidelity TalentSource LLC (Westlake, TX)
- …on providing exceptional client service? Join us as a Transaction Service Representative where you will assist in servicing and processing transactions for our ... Custody clients. The Role The Transaction Service Representative (TSR) will work within a "Pod" or Service Team environment, which consists of dedicated Money… more
- Navy Federal Credit Union (Houston, TX)
- …and services to achieve the financial client's goals as a registered representative / advisor /agent of Navy Federal Financial Group (NFFG) and subsidiaries, or ... clients + Focus consulting for products and services supported by Registered Investment Advisory Firm in support of current market/ industry shift to managed… more
- Navy Federal Credit Union (Pensacola, FL)
- …products and services to achieve the financial client's goals as a registered representative / advisor /agent of Navy Federal Investment Services (NFIS) and ... financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS… more
- Truist (Winston Salem, NC)
- …deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are ... may change from time to time. 1. Deliver personalized investment solutions to help clients work toward their long-term...goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and… more
- Truist (Atlanta, GA)
- …NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team for Self-Directed, ... Centralized Advisor Center (CAC) assigned and Signature Advantage brokerage clients...documentation on client activities. 4. Assist clients with completing investment forms, transferring funds, and completing distributions. 5. Answer… more
- Kestra Financial (Deerfield, IL)
- …in pursuit of business objectives + Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs ... Requirements + Bachelor's degree in a business-related field preferred + The ideal candidate will have 2+ years of experience in administrative support in a professional environment. + Previous experience in financial services a plus + Advanced computer skills… more
- Truist (Atlanta, GA)
- …review the following job description:** The Sports & Entertainment Group (SEG) Wealth Advisor 1 is responsible for all facets of client relationship management and ... the Sports & Entertainment industry. Assesses and advises on managing investment portfolios, delivering tailored credit, banking and insurance solutions to affluent,… more
- Atria Wealth Solutions (Marion, IN)
- …CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record of serving the ... about CFS, please visit www.cusonet.com. CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable track record of serving the … more
- Atria Wealth Solutions (Berkeley, CA)
- …CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record of serving the ... about CFS, please visit www.cusonet.com. CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable track record of serving the … more
- Atria Wealth Solutions (Philadelphia, PA)
- …with CUSO Financial Services, L. P. (CFS) Ardent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in ... over 34,000 members, and is looking for a Financial Advisor to join an established investment program....quarterly and/or yearly depending on client needs established by Representative . + Remains visible to the appropriate segments of… more
- Atria Wealth Solutions (Brandywine, MD)
- …and services to achieve the financial client's goals as a registered representative / advisor /agent of Navy Federal Financial Group (NFFG) and subsidiaries, or ... Financial Advisor - Brandywine Lexington Park, MD, United States...Focus consulting for products and services supported by Registered Investment Advisory Firm in support of current market/ industry… more
- First National Bank of Omaha (Omaha, NE)
- …subject to change based on business needs. **Summary of the Job:** The Trust Advisor will manage and administer trust relationships and work with a team of ... support staff to meet client service needs. Partner with investment portfolio manager to proactively perform investment ...presented to the clients. They will serve as Trust Advisor with primary accountability for exercising discretion in the… more
- Atria Wealth Solutions (Battle Creek, MI)
- …part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the ... every day. They are looking to add a financial advisor to the team to join the credit union's...objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes… more
- Atria Wealth Solutions (Cambridge, MA)
- …Impact People's Lives! CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Harvard University ... Services, LP (CFS), the credit union and dedicated Financial Advisor have access to the best of both worlds,...objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes… more
- Atria Wealth Solutions (Pasadena, CA)
- …part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the ... than 56,000 members, and is searching for a Financial Advisor to participate in their mission "To empower our...objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes… more
- Atria Wealth Solutions (Shoreline, WA)
- …part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the ... and the community and is looking for a Financial Advisor to join the team. As a Financial ...objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes… more
