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Jobs (35 Matches)
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1. Regional Sales Specialist II   (Fulltime)4 hour(s) 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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2. Investments Specialist   (Fulltime)4 hour(s) 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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3. Mutual Fund Specialists   (Temporary)6 hour(s) 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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4. Annuity Internal Wholesaler   (Fulltime)9 hour(s) 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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5. Telesales Executive   (Fulltime)14 hour(s) 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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Prometheus - Palo Alto, CA
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6. Financial Advisor- Series 7 Reps   (Fulltime)17 hour(s) 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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7. WBS Registered Client Assoc   (Fulltime)21 hour(s) 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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8. Investment Specialist   (Fulltime)1 day 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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9. Sales /Trading Asst I - NR - East Memphis, TN   (Fulltime)1 day 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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10. Licensed Invest Support Specialist II   (Fulltime)1 day 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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11. Licensed Invest Support Specialist II   (Fulltime)1 day 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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12. Investor Relations Associate-Boston   (Fulltime)2 days ago
SS&C Technologies, Inc. - United States, MA, Boston - Not rated - (view employer jobs)
Categories: ManagementJob DescriptionInvestor Relations Associate-Boston Headquartered in Windsor, CT and with offices throughout North America, Europe, Asia, and Australia, SS&C provides the global financial services industry with a broad range of highly specialized software, business process outsourcing (BPO) services and application service provider (ASP) solutions. We deliver mission-critical processing for ...
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13. Trade Settlement Associate   (Fulltime)2 days ago
BMO Harris Bank - United States, IL, West Chicago - Not rated - (view employer jobs)
Categories: BankingJob DescriptionThe Trade Support Associate is accountable for coordinating the trade settlement processing functions for the department's investment operations. In addition, the incumbent is responsible for providing support and assistance with departmental functions. This role also provides support and training to peers. Trade Administration - 40%*Coordinate and maintain ...
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14. PCRA Brokerage Representative   (Fulltime)2 days ago
Charles Schwab - United States, NC, Richfield - Not rated - (view employer jobs)
Categories: FinanceJob DescriptionWe believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions ...
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15. Brokerage Representative   (Fulltime)2 days ago
Charles Schwab - United States, TX, Austin - Not rated - (view employer jobs)
Categories: FinanceJob DescriptionWe believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions ...
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16. Brokerage Representative   (Fulltime)2 days ago
Charles Schwab - United States, NC, Richfield - Not rated - (view employer jobs)
Categories: FinanceJob DescriptionWe believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions ...
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17. Brokerage Representative   (Fulltime)2 days ago
Charles Schwab - United States, AZ, Phoenix - Not rated - (view employer jobs)
Categories: FinanceJob DescriptionWe believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions ...
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18. Brokerage Specialist   (Fulltime)2 days ago
Accounting Now - Certes Financial Pros - United States, MN, Minneapolis - Not rated - (view employer jobs)
Categories: FinanceJob DescriptionWe are working with a very large insurance company in Minneapolis, they are looking for a long term contract employee to start ASAP. Salary around $17/hour – please apply online or email me your resume at [Click Here to Email Your Resumé]. MUST HAVE 1 YEAR OF BROKERAGE ...
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19. Corporate Bonds Salesperson   (Fulltime)2 days ago
William Blair & Company, L.L.C. - United States, IL, West Chicago - Not rated - (view employer jobs)
Categories: SalesJob DescriptionOrganization Overview  William Blair & Company is a global investment banking and asset management firm. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is based in Chicago, with ...
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20. Investment Connect Consultant - Series 7   (Fulltime)2 days ago
U.S. Bank - United States, MN, Saint Paul - Not rated - (view employer jobs)
Categories: Finance, Customer Service, BankingJob DescriptionHandles a large volume of inbound service and trade calls. Assists clients with account maintenance, website support, trade processing, and general service requests. Subject matter experts for all brokerage and firm related securities and services. Enters equity, mutual fund, and option orders. Reviews ...
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