- Kestra Financial (Deerfield, IL)
- …basis 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… more
- Randstad US (Newnan, GA)
- financial advisor executive assistant . + newnan , georgia + posted 2 days ago **job details** summary + $65,000 - $85,000 per year + permanent + associate degree ... Provide investment and insurance support to clients and financial advisor /relationship manager. + Quickly learn procedures for establishing new accounts and… more
- Atria Wealth Solutions (Williston, VT)
- CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union in the ... us to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part...the credit union environment providing support to the Financial Advisor and helping to build member relationships. This position… more
- Atria Wealth Solutions (Traverse City, MI)
- …through its partnership with 4Front Credit Union is seeking a Licensed Financial Advisor to provide retirement and investment services in the Traverse City, ... Financial Services, LP (Member FINRA/SIPC). EOE Relevant Word Search: Sales Assistant , Registered Representative, Advisor , Adviser, Certified Financial Planner,… more
- State of Massachusetts (Lawrence, MA)
- …Appreciative Inquiry for strategic planning and accreditation; in our investment in strengths-based, institution-wide professional development; and in our ten-year ... success. * Job Description:* *POSITION: Full-Time Education and Career Advisor :* Academic Counselor; Essex County Sheriff's Department; position includes travel… more
- Treasury, Departmental Offices (Washington, DC)
- …assets, Treasury market resilience and other issues. Responsibilities As a Senior Policy Advisor , you will: Advise the Deputy Assistant Secretary of the Office ... Finance-Financial Stability Oversight Council (FSOC or Council). As a Senior Policy Advisor , you will analyze the economic, financial, and policy implications of… more
- Wright-Patt Credit Union Inc. (Beavercreek, OH)
- The Senior Sales Assistant (SSA) is responsible for helping Senior Financial Advisors (primarily) and Financial Advisors (on a limited basis) increase production by ... performing support services so that the Financial Advisor can spend their time meeting with member-owners. This...center referral system. (20%) + Acts as lead sales assistant by providing guidance to sales assistance and operations… more
- Atria Wealth Solutions (Dublin, CA)
- …CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Sales Assistant in the Dublin, CA area. About Patelco Credit Union Patelco Credit Union is ... will include providing member service and sales support for the Investment & Insurance Services group for the organization. Responsibilities + Coordinates… more
- University of Florida (Gainesville, FL)
- …Assistant In Undergraduate Advising Apply now ... FL) Categories: Academic Advising/Support Department: 13020100 - COTA-ART-DIRECTOR Classification Title: Assistant In Job Description: School of Art + Art History… more
- JPMorgan Chase (Jersey City, NJ)
- Become the lead senior trusted advisor to business and corporate function management on a wide range of US bank regulatory matters, with a focus on mergers and ... capital and liquidity planning. As a Bank Regulatory Attorney - Executive Director, Assistant General Counsel within the Bank Regulatory team, you will be part of… more
- Johns Hopkins University (Baltimore, MD)
- …on academic and intellectual engagement for Johns Hopkins University students. The Assistant Director will contribute to the SFP mission of empowering students by ... to high levels of reflection and expressive competence. The Assistant Director will also serve as head of a...highly visible among students in the cohort, demonstrating an investment in knowing students directly, inviting them into conversation… more
- University of Michigan (Ann Arbor, MI)
- Assistant Director of Budget Apply Now **How to...$3B annual general fund budget and serve as an advisor on budget issues to the Provost's leadership team. ... of system limitations). **Summary** We are looking for an Assistant Director of Budget to join our team. As...individual unit funding decisions. + Oversee the new strategic investment fund and assist in developing processes for leadership… more
- The Hartford (Hartford, CT)
- …critical role in The Hartford's future by operating as a trusted business advisor with deep expertise that advances The Hartford's business objectives and delivers ... NJ 3 days a week (Tuesday through Thursday). The Assistant Director, Category Management is an individual contributor role...report into the AVP, Category Lead for Corporate & Investment Services. + This role is responsible for the… more
- University of Pennsylvania (Philadelphia, PA)
- …of health and wellness programs and resources, and much more. Posted Job Title Assistant Coach, Wrestling Job Profile Title Assistant Coach, 1st Wrestling Job ... community. + Counseling/Mentoring - Serve as a role-model and advisor for student-athletes in a general capacity. Connect student-athletes...or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard. + Time Away… more
- NANA Regional Corporation (Washington, DC)
- …resources to ensure efficient use of USG funds and maximize a return-on investment towards achieving USG foreign policy objectives. + Under the supervision of the ... and maintain accurate budget and program records. + The advisor (s) will take on these duties regarding designated country...portfolios that s/he may be assigned as "back-up." The advisor (s) will also need to advise on key political… more
- Morgan Stanley (New York, NY)
- …comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & ... Management's high net worth clients. MSPBNA is seeking an Assistant Vice President / Vice President - Product Manager...Drive analysis and recommendations based on data, client and Advisor input, Sales feedback, and Legal / Compliance /… more
- City of Boynton Beach (Boynton Beach, FL)
- City Engineer & Assistant Director of Public Works Salary $105,991.81 - $158,987.72 Annually Location Boynton Beach, FL Job Type Full Time Job Number 2024-0530 ... of Classification The purpose of this highly professional City Engineer & Assistant Director of Public Works position classification is to assist in directing… more
- JPMorgan Chase (Chicago, IL)
- Become the trusted advisor that our Lending Specialists and Credit Risk executives need to keep our Private Bank Lending Solutions business on the cutting edge while ... As a Private Bank Lending Attorney - Vice President, Assistant General Counsel in our Private Bank Credit Legal...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- M&T Bank (Syracuse, NY)
- …paperwork sent to the home office. + Enter trades accepted by the Financial Advisor on the appropriate system. + Maintain regular sales reporting to keep sales force ... documentation to take withdrawals from their annuities. Discuss investments or investment products with clients. Provide clients with product specific brochures or… more
- Office of the Director of National Intelligence (Mclean, VA)
- …analysis and serves as the Director of National Intelligence's (DNI) principal advisor on all aspects of intelligence. MI integrates mission capabilities, informs ... and opportunities. Provide a corporate DMI mission perspective and recommendations for investment in the National Intelligence Plan in support to the Principal… more
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