• Calamos Investments (San Francisco, CA)
    …global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the ... world, Calamos maintains dedicated investment teams across all asset classes, with global research...funds, endowments, foundations, and individuals, as well as the financial advisors and consultants who serve them. Headquartered in… more
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  • Fidelity Investments (Roanoke, TX)
    …key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers ... you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen… more
    Upward (07/03/25)
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  • Fidelity Investments (Plainview, NY)
    …solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage ... Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations… more
    Upward (07/19/25)
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  • NYL - Irvine (Fountain Valley, CA)
    …one of the "World's Most Admired Companies" by Fortune Magazine for 2019. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a ... Description Our mission is to provide financial security and peace of mind through our...and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in… more
    Upward (07/17/25)
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  • BNY Mellon (New York, NY)
    …make money work for the world. This is what #LifeAtBNY is all about. BNY Investments is a leading investment manager, with $2.0 Trillion* in assets under ... you to grow and succeed. As a leading global financial services company at the center of the world's...best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class,… more
    Upward (07/12/25)
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  • Charles Schwab Inc. (Wichita, KS)
    …If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you ... quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity...The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides… more
    Upward (07/07/25)
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  • BDO USA (New York, NY)
    …private industry accounting, or consulting/professional services experience, required Financial Services industry experience supporting Alternative Investment ... Job Description Job Summary: This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital,… more
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  • Fidelity Investments (Boston, MA)
    Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have ... to expect In your first year as a new Financial Services Representatives, your onboarding leader will support you...Coachability, collaboration and curiosity will fuel your success Our Investments in You Our benefit programs are crafted to… more
    Upward (07/29/25)
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  • Veritas Investments (Los Angeles, CA)
    …use email Maintains vehicle and tools ABOUT VERITAS INVESTMENTS : Veritas Investments , Inc. is an experienced real estate investment manager that specializes ... GreenTree Property Management (GTPM), a Veritas Investments company, is seeking experienced Lead Maintenance Technician to join our team. JOB SUMMARY The Lead… more
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  • Fidelity Investments (Jersey City, NJ)
    … Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations ... to date in space. The Team Fidelity Digital Assets, a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading, and… more
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  • Fidelity Investments (Merrimack, NH)
    … Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations ... we are hiring Customer Support Representatives, also known as Financial Customer Associates (FCA) in our Merrimack site. In...is not providing immigration sponsorship for this position Our Investments in You Our benefit programs are crafted to… more
    Upward (07/15/25)
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  • BOK Financial (Tulsa, OK)
    …(ie stocks, bonds, mutual funds, separately managed accounts, international and alternative investments ). Knowledge of the different types of investment accounts ... study and 3-5 years of directly related experience in investments and/or 6-8 years of experience in investments...Manager, and/or professional staff (legal and tax counsel) regarding financial plans, investment strategies and the related… more
    Upward (07/25/25)
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  • Fidelity Investments (Boston, MA)
    … Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations ... trading, sales and underwriting desks. FCM is the trading arm of Fidelity Investments , executing trades on behalf of institutional clients and many of Fidelity's… more
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  • Fisher Investments (Tampa, FL)
    …by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As an Account Executive, you pick up the phone and ... engage with high-net-worth individuals who expressed interest in Fisher Investments ' materials. Using sales techniques, you'll determine the investors' goals,… more
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  • Fidelity Investments (Merrimack, NH)
    … Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations ... trends? Do you have an understanding of regulatory reporting requirements for SEC-registered investment companies? If this sounds like you, this job is for you! As… more
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  • American Century Investment Services, Inc. (Kansas City, MO)
    About Us American Century Investments (R) is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their ... financial goals. Our expertise spans global equities and fixed...equities and fixed income, multi-asset strategies, ETFs, and private investments . Privately controlled and independent, we focus solely on… more
    Upward (07/23/25)
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  • Raymond James Financial, Inc. (St. Petersburg, FL)
    …firm. Together with our boutique investment managers - Chartwell Investment Partners, ClariVest Asset Management, Cougar Global Investments , Eagle Asset ... Management, Reams Asset Management, and Scout Investments - RJIM offers a range of strategies and asset...organic and inorganic growth, ensuring operational excellence, and achieving financial success. This role oversees investment management… more
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  • Selby Jennings (Los Angeles, CA)
    Our client is an employee-owned investment advisory firm based in Santa Monica, CA. Our client provides investment management and advisory services to ... and select high net worth clients). Our clients' expertise includes investment research, asset allocation, investment policy development, portfolio structure,… more
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  • Fidelity Investments (Jersey City, NJ)
    … Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations ... Expertise You Have Risk and/or compliance management experience for large financial organizations Ideally 12+ years of experience using, implementing and managing… more
    Upward (07/21/25)
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  • Santander Holdings USA Inc (New York, NY)
    Investment Banking Associate, Energy - New York Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the ... financial services industry. We believe that our employees are...degree or 1+ years with a MBA in Energy Investment Banking. Skills and Abilities: Demonstrated knowledge of corporate… more
    Upward (07/29/25)
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