- JPMorgan Chase (New York, NY)
- …end-to-end capabilities for our clients. **Job Summary:** As an Associate in Securities Services Sales, you will support the Latin America team, which covers ... Science). **Preferred Qualifications, Capabilities, and Skills:** + FINRA 7 and 63 securities licenses are required. If not already licensed , the candidate… more
- JPMorgan Chase (New York, NY)
- …integrated and best-in-class suite of end-to end capabilities for our clients. As an Associate in Securities Services Sales, you will serve as a Sales & ... JP Morgan Securities Services Sales combines Custody, Accounting, Middle Office,...responsibilities and also work with senior sales executives to support strategic opportunities. **Job Responsibilities:** + Identifying, prospecting, leading… more
- Citigroup (Uniondale, NY)
- …Monitor money managers performance and update monthly + Provide high level of support to Securities Specialists including but not limited to, client market ... The Client Services Associate is a developing professional role. This role...Private Banking Universe including Private Bankers, RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers,… more
- Thrivent Financial (Appleton, WI)
- … and insurance related tasks and other administrative tasks as assigned. The Practice Support Associate reports to and is employed by Psalm 121 LLC. This ... This position provides licensed administrative support to the Wealth...client accounts + Provides fund values and answers other securities (including, if appropriately licensed , variable insurance… more
- Thrivent Financial (Eugene, OR)
- …owned subsidiary of Thrivent Financial. Position summary: This position provides licensed financial and non-financial support to Lane-Douglas Associates and ... the financial solutions we offer, the member activities we support , and the resources we provide to the Christian...of all life/health and variable products. + Must be securities registered/insurance licensed /appointed in all states in… more
- Foresters Financial Services (Dublin, OH)
- Sales Support Associate Sales Dublin, Ohio Apply... is dictated by whether the incumbent is FINRA licensed . + As directed by the representative, based on ... hire to allow the incumbent to expand the client support provided to the Representative. What you will do:...+ Prospecting and telephone techniques (if you become FINRA licensed ) + Compliance training What you need to have:… more
- CoStar Realty Information, Inc. (Washington, DC)
- Associate General Counsel, Corporate and Compliance Job Description ** ASSOCIATE GENERAL COUNSEL, CORPORATE AND COMPLIANCE** **OVERVIEW** CoStar Group (NASDAQ: ... estate. We are seeking a senior-level attorney to serve in the role of Associate General Counsel, Corporate and Compliance. The position will report to the General… more
- Thrivent Financial (Glenwood, MN)
- …subsidiary of Thrivent Financial for Lutherans. Position summary: This position provides licensed financial and non-financial support to The sponsoring financial ... the financial solutions we offer, the member activities we support , and the resources we provide to the Lutheran...Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well… more
- TD Bank (New York, NY)
- … support capacity (ie track record of high client satisfaction and retention) required + Securities Licensed : Series 7, 63 + 65 or 66 + Understanding of HNW ... details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of client… more
- JPMorgan Chase (Ramsey, NJ)
- …solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, operational ... marketing and administrative support to Private Client Advisors within Wealth Management. **Job...2018 you must also have a valid and active Securities Industry Essential (SIE) exam + A valid and… more
- Edward Jones (Northfield, MN)
- …be there every step of the way, providing:** + Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's ... lives of our clients - and our people. Our licensed branch associates are highly visible members of the...looking for a challenging and rewarding career** , the Associate Financial Advisor role at Edward Jones may be… more
- JPMorgan Chase (Columbus, OH)
- …messaging of key business initiatives to Private Client Investment Associates + Support Private Client Investment Associate performance and development through ... Team Lead in JP Morgan Wealth Management, you will support the market and serve as a liaison between...periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise + Identify opportunities to develop… more
- Edward Jones (Carlinville, IL)
- …making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the ... clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience,… more
- Bank of America (Albuquerque, NM)
- Merrill Associate Client Relationship Manager Albuquerque, New Mexico **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... driven, resilient, results focused and effective. **Position Overview:** The ** Associate Client Relationship Manager (ACRM)** supports the Firms business objectives… more
- Robert Half Finance & Accounting (Bridgewater, NJ)
- …of financial planning or investment focused work experience. Candidates should be Series 7 securities licensed , or to be willing/able to study and gain the ... We are in the market for a Financial Planning Associate to join our team in Bridgewater, New Jersey....with clients for data gathering, presenting solutions, and service support . + Utilize eMoney to create financial plans, host… more
- KPMG (Baltimore, MD)
- **Business Title:** Senior Associate , Corporate Finance **Requisition Number:** 113292 - 42 **Function:** Advisory **Area of Interest:** **State:** MD **City:** ... then consider a career in Advisory. KPMG is currently seeking a Senior Associate to join our Corporate Finance practice. Responsibilities: + Write and prepare… more
- KPMG (Denver, CO)
- **Business Title:** Senior Associate , Financial Due Diligence **Requisition Number:** 118438 - 18 **Function:** Advisory **Area of Interest:** **State:** CO ... consider a career in Advisory. KPMG is currently seeking a Senior Associate in Financial Due Diligence for our Deal Advisory (https://advisory.kpmg.us/) practice.… more
- The Hartford (Wayne, PA)
- Sales Support Associate - 87PR7N We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... learn our Mutual Fund and ETF businesses and obtain securities licenses. Advisor Support Consultants will work...training and development process of new employees + Once licensed , make outbound phone calls to financial advisors regarding… more
- Thrivent Financial (Ogallala, NE)
- …practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help ... to 16 weeks of paid training and have ongoing support and career development resources. + Obtain state insurance...Attainment of FINRA SIE within 90 days of hire/transfer ( licensed role only). + Satisfactory background check, fingerprinting and… more
- Thrivent Financial (Auburn, WA)
- …every day through the financial solutions we offer, the member activities we support , and the resources we provide to the Lutheran community and nonprofit ... department team members. + Direct Reports: Office Manager, office assistants, associate financial advisor. + Lead training and development for planning department… more