- Citigroup, Inc. (Jacksonville, FL)
- The Registered Wealth Investment Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting ... 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
- Fidelity Investments (San Francisco, CA)
- Job Description: The Department Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides ... investment management services to clients through Fidelity's...class portfolios for taxable individuals and trusts for Fidelity Wealth Services . You will learn and implement… more
- JPMorgan Chase & Co. (Brooklyn, NY)
- …Advisor talent by building and maintaining personal network of contacts High degree of investment services and product acumen and keen interest in the financial ... RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through...are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of… more
- JPMorgan Chase & Co. (Milpitas, CA)
- …TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities LLC ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...(JPMS), a registered broker-dealer and investment advisor, member of… more
- NFP (Potomac, MD)
- Who We Are: Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees ... most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve… more
- BlackRock, Inc. (San Francisco, CA)
- …distributors of our investment products, such as broker-dealers, banks, registered investment advisers, financial planners, insurance companies and building ... About this role Our USWA (US Wealth Advisory) team establishes relationships with wealth...firms and platforms to distribute BlackRock's alpha-seeking and iShares investment capabilities and drives the adoption of BlackRock's portfolio… more
- Desert Financial Credit Union (Phoenix, AZ)
- The Investment Consultant is principally responsible for providing wealth management services to existing clients and identifying appropriate referral ... goals and assists with attaining the program sales and service goals. The Investment Consultant demonstrates expertise...and in the best interest of the client. The Investment Consultant is registered with Raymond James… more
- Stifel (Fairport, NY)
- …Upon request, provide quotes and other account-related information to assist clients; non- registered Client Service Associates may not volunteer quote or other ... . What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s)...still thinking like a start-up. We are a global wealth management and investment banking firm serious… more
- Royal Bank of Canada (New York, NY)
- …OTC derivatives to retail and institutional clients who are primarily private banks, wealth managers, registered investment advisors, primarily on rates and ... market shareholder value Job Skills Adaptability, Critical Thinking, Customer Service , Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis,… more
- State Street Corporation (Boston, MA)
- Overview: The team you will be joining is a part of State Street Investment management, one of the largest asset managers in the world that provides services to ... dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions, and styles. This role will be… more
- Morgan Stanley (Middleton, MA)
- POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth ... with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in… more
- Golub Capital (New York, NY)
- …PWA focuses on delivering compelling investment solutions and gold-standard client service to the private wealth market via wirehouses, regional broker ... dealers, independent broker dealers, private banks, registered investment advisors and other intermediaries. PWA oversees sales and marketing, business… more
- Coldstream Wealth Management (Mercer Island, WA)
- … management teams! As a Client Service Associate, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths ... Job Description If you're interested in starting a career in financial services , Coldstream has a fantastic opportunity to join one of our largest wealth… more
- TD Bank Group (Miami, FL)
- …their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to ... & affiliates as needed Implements and executes a differentiated service model/experience for TD Wealth clients Meets...to achieve sales and referral goals Advanced understanding of wealth products and services Strong verbal and… more
- Northwestern Mutual (Atlanta, GA)
- …Insurance Company (NLTC), Northwestern Mutual Investment Services , LLC (NMIS) ( Investment Brokerage Services ), a registered investment adviser, ... required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation...and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services , LLC and Northwestern Mutual Wealth Management… more
- CDC Small Business Finance (San Diego, CA)
- …Impact Partners, CDC Small Business Finance and Momentus Securities (an SEC- registered broker-dealer, MSRB- registered , FINRA/SIPC member) - are transforming how ... and advance locally-led solutions that create economic mobility and generational wealth . Through our continuum of financial, knowledge, and social capital, we… more
- Navy Federal Credit Union (Centreville, VA)
- …client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage ... Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Experience in business development to… more
- UBS (Dallas, TX)
- …to: *gain knowledge in customer service , financial markets, planning, investment strategies, banking and wealth management through interactive training, ... Your role Interested in working in financial services , specifically as a financial advisor serving clients,...to provide holistic financial advice on portfolio management and investment selection Your team You'll be working in the… more
- New York Life (Frisco, TX)
- …with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services ,(2) estate planning strategies, and business ... Insurance Agency and a New York Life company. 2. Wealth management and advisory services offered by...offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York… more
- The University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... MedOnc, surgical departments, advanced practitioners, triage, inpatient and pharmacy. Provide in- service and support to infusion, CHPS or inpatient staff as… more
