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Jobs (29 Matches)
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1. Portfolio Specialist - Covington, KY   (Fulltime)16 hour(s) ago
Fidelity Investments - United States, KY, Covington - Not rated - (view employer jobs)
Categories: Finance, SalesJob DescriptionPortfolio Specialist Position Description: The role of Portfolio Specialist is to act as a product expert on Strategic Advisors, Inc. (SAI) portfolios and the associated managed account process. This role focuses on customer experience, retention and sales associated with Fidelity Managed Accounts in coordination with the client’s Account ...
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2. Portfolio Specialist - Denver, CO   (Fulltime)16 hour(s) ago
Fidelity Investments - United States, WI, Greenwood - Not rated - (view employer jobs)
Categories: Finance, SalesJob DescriptionPortfolio Specialist Position Description: The role of Portfolio Specialist is to act as a product expert on Strategic Advisors, Inc. (SAI) portfolios and the associated managed account process. This role focuses on customer experience, retention and sales associated with Fidelity Managed Accounts in coordination with the client’s Account ...
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3. Portfolio Specialist - Merrimack, NH   (Fulltime)16 hour(s) ago
Fidelity Investments - United States, NH, Merrimack - Not rated - (view employer jobs)
Categories: Finance, SalesJob DescriptionPortfolio Specialist Position Description: The role of Portfolio Specialist is to act as a product expert on Strategic Advisors, Inc. (SAI) portfolios and the associated managed account process. This role focuses on customer experience, retention and sales associated with Fidelity Managed Accounts in coordination with the client’s Account ...
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4. Portfolio Specialist - Jacksonville, FL   (Fulltime)17 hour(s) ago
Fidelity Investments - United States, FL, Jacksonville - Not rated - (view employer jobs)
Categories: Finance, SalesJob DescriptionPortfolio Specialist Position Description: The role of Portfolio Specialist is to act as a product expert on Strategic Advisors, Inc. (SAI) portfolios and the associated managed account process. This role focuses on customer experience, retention and sales associated with Fidelity Managed Accounts in coordination with the client’s Account ...
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5. Product Specialist - Telephone Sales   (Fulltime)17 hour(s) ago
OppenheimerFunds - United States, WY, Centennial - Not rated - (view employer jobs)
Categories: Sales, Business Development, FinanceJob DescriptionOppenheimerFunds is one of the largest and most reputable investment management firms in the country, with over 50 mutual funds and approximately six million shareholder accounts. Since our founding over 50 years ago, OFI has demonstrated it is a high conviction asset manager ...
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6. Licensed Senior Specialist Trade Capture   (Fulltime)17 hour(s) ago
PNC - United States, PA, Pittsburgh - Not rated - (view employer jobs)
Categories: BankingJob DescriptionAs an employee of PNC Financial Services Group, you become part of an organization committed to customers, employees, investors, and the communities in which we do business. PNC is an established, growing and successful financial services company, with businesses organized around retail and commercial banking, asset management, and ...
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7. Portfolio Specialist - Salt Lake City, UT   (Fulltime)18 hour(s) ago
Fidelity Investments - United States, UT, Salt Lake City - Not rated - (view employer jobs)
Categories: Finance, SalesJob DescriptionPortfolio SpecialistPosition Description: The role of Portfolio Specialist is to act as a product expert on Strategic Advisors, Inc. (SAI) portfolios and the associated managed account process. This role focuses on customer experience, retention and sales associated with Fidelity Managed Accounts in coordination with the client’s Account ...
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8. Mutual Fund ACAT Transfer Associate   (Temporary)23 hour(s) ago
Veritude - United States, TX, Dallas - Not rated - (view employer jobs)
Categories: Admin - ClericalJob DescriptionWe are looking to hire a Mututal Fund Acat Transfer Associate on behalf of our client, Fidelity Investments.  This position is located in Westlake, TX. Position Description Operations and Services Group (OSG) provides superior customer service support to Fidelity's brokerage businesses through innovation, dedication ...
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9. Registered Client Associate - RBC Wealth Management - New York, NY (76205)   (Fulltime)1 day ago
RBC - United States, MN, New York Mills - Not rated - (view employer jobs)
Categories: ManagementJob DescriptionCity: New YorkAddress: 1211 Avenue of the Americas, Suite 3300Work Hours/Week: 40Work Environment: Regional OfficeEmployment Type: Regular - U.S.Pay Type: SalariedExempt/Non-Exempt: Non-Exempt% Travel Required: 0People Manager: NoJob Posting End Date: 10/31/2014  PURPOSEProvides administrative and operational support to one or more Financial Advisors (FA) and/or the Branch Director.  Such responsibilities ...
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10. Regional Sales Specialist II   (Fulltime)1 day ago
Western & Southern Financial Group - United States, IA, Cincinnati - Not rated - (view employer jobs)
Categories: Sales, FinanceJob DescriptionJob ID: 4317Location: Cincinnati, OHDepartment: IFSEducation Required: Not IndicatedExperience Required: Not IndicatedPosition Description: Touchstone Investments has an immediate opportunity for a Regional Sales Specialist. Summary of Responsibilities:Partners with Regional Vice President (a/k/a external wholesaler) to strategically manage territory; places calls and provides information about portfolio composition, ...
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11. Investments Specialist   (Fulltime)1 day ago
ManpowerGroup Inc. - United States, IA, Des Moines - Not rated - (view employer jobs)
Categories: AccountingJob DescriptionAn excellent opportunity has arisen to join a world leading global organization, our client is currently looking for an Investments Specialist based in their prestigious facility in Downtown Des Moines. This is a full time temporary role for a period of 5 months. Duties to include: *Under supervision, execute routine ...
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12. Mutual Fund Specialists   (Temporary)2 days ago
Kforce Finance and Accounting - United States, WI, Milwaukee - Not rated - (view employer jobs)
Categories: Admin - ClericalJob DescriptionRESPONSIBILITIES:Our client is seeking Mutual Fund Specialists in Milwaukee, Wisconsin (WI).Duties: Process a variety of client/shareholder mutual fund transactions of varying complexity, including new account set ups, purchases, redemptions, exchanges, and account maintenance within work standards for productivity and accuracy Analyzes prospectus, signature guarantee, trust agreements, ...
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13. Annuity Internal Wholesaler   (Fulltime)2 days ago
Protective Life -TD - United States, IA, Cincinnati - Not rated - (view employer jobs)
Categories: SalesJob DescriptionResponsible for providing world class sales and sales support to our external sales force and financial advisors across the US. This support includes making outbound sales calls to financial advisors to assist them in selling our financial products and developing retirement income solutions for their customers. You will ...
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14. Telesales Executive   (Fulltime)2 days ago
Broadridge - United States, CA, San Diego - Not rated - (view employer jobs)
Categories: FinanceJob DescriptionBroadridge Financial Solutions, Inc. (NYSE:BR) is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds, and corporate issuers globally.  Broadridge's investor communications, securities processing, and business process outsourcing solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their ...
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15. Financial Advisor- Series 7 Reps   (Fulltime)2 days ago
Freedom Tax & Financial Group - United States, FL, North Fort Myers - Not rated - (view employer jobs)
Categories: FinanceJob Description Financial Advisor (South Ft. Myers-Daniels Rd) Great Opportunity-- Very High Payout. Independent Firm-- I am looking to add 2 Financial Advisors to my Tax and Financial Advisory Firm. I have 25 years experience as an Advisor-- let me help you succeed. Must be series 7 licensed ...
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16. WBS Registered Client Assoc   (Fulltime)2 days ago
Wells Fargo - United States, NJ, Monroe Township - Not rated - (view employer jobs)
Categories: Admin - ClericalJob DescriptionAssists financial consultants and financial advisors by providing sales and servicing support. Duties may include: opening accounts and processing paperwork; working with internal departments and/or directly with the client in solving service/operational issues, answering or providing information regarding procedural/sales questions, and processing client service requests (address ...
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17. Investment Specialist   (Fulltime)2 days ago
AspenCross Financial Group - United States, MA, Westborough - Not rated - (view employer jobs)
Categories: Finance, Sales, InsuranceJob DescriptionAspenCross Financial Group's Personal Wealth Management Team is seeking an experienced investment specialist to provide a broad range of investment analysis, portfolio construction, and ongoing performance monitoring directly to our end-clients, and in support of our sales/relationship managers within the firm. This person would be ...
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18. Sales /Trading Asst I - NR - East Memphis, TN   (Fulltime)3 days ago
Raymond James & Associates, Inc. - United States, TN, Memphis - Not rated - (view employer jobs)
Categories: Admin - ClericalJob DescriptionJob Summary:Under routine supervision, uses entry level knowledge and skills obtained through experience and/or training to assist trading and/or sales personnel with activities that do not require securities licensing, including processing trades, communicating with clients and coordinating with back office operations. Follows established procedures to perform ...
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19. Licensed Invest Support Specialist II   (Fulltime)3 days ago
Fifth Third Bank - United States, FL, Largo - Not rated - (view employer jobs)
Categories: OtherJob DescriptionDivision: Investment Advisors FlsaStatus: Non-Exempt EmploymentType: Regular The Licensed Investment Support Specialist II provides office management support for registered securities representatives (e.g., Investment Executives, or Wealth Management Advisors).ESSENTIAL DUTIES AND RESPONSIBILITIES:. Provide daily administrative support to designated registered representatives, and existing and potential clients.. Provide guidance to the banking center partners ...
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20. Licensed Invest Support Specialist II   (Fulltime)3 days ago
Fifth Third Bank - United States, FL, Naples - Not rated - (view employer jobs)
Categories: OtherJob DescriptionDivision: Investment Advisors FlsaStatus: Non-Exempt EmploymentType: Regular The Licensed Investment Support Specialist II provides office management support for registered securities representatives (e.g., Investment Executives, or Wealth Management Advisors). ESSENTIAL DUTIES AND RESPONSIBILITIES: . Provide daily administrative support to designated registered representatives, and existing and potential clients. . Provide guidance to the ...
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