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Jobs (17 Matches)
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1. 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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2. 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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3. WBS Registered Client Assoc   (Fulltime)1 day ago
Wells Fargo - United States, AL, Birmingham - Not rated - (view employer jobs)
Categories: SalesJob 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 changes, statement ...
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4. 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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5. Telesales Executive   (Fulltime)3 days ago
Broadridge - United States, CA, San Diego - Not rated - (view employer jobs)
Categories: FinanceJob DescriptionProvides support, ideas, and information to team and management Provides success stories to management and sales peers that will be helpful in with teammates daily dialogue. Provides customer feedback on our products and services that will enable Emerald to be responsive to customer needs and concerns. Makes suggestions ...
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6. Operations Associate   (Fulltime)4 days ago
Broadridge - United States, CO, Denver - Not rated - (view employer jobs)
Categories: FinanceJob DescriptionThe Operations Associate will work closely with mutual fund families and clients to establish accounts with fund families, verify broker dealer information, and research commission inquires.Essential Duties and Responsibilities:Verify the accuracy of account setup files received from clients.Prepare and submit automated account setup files to fund families via ...
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7. FX Prime Brokerage AVP - Client Onboarding/Service & Transition   (Fulltime)4 days ago
Michael Page - United States, NY, New York Mills - Not rated - (view employer jobs)
Categories: Banking, FinanceJob DescriptionSummaryThe Onboarding/Client Service & Transition team is part of FX Prime Brokerage Business. The primary purpose is to assist with the onboarding & transition all new FX Prime Brokerage Clients. The team is responsible for overseeing the full transition and onboarding process from client pitch to ...
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8. Corporate and Securities Mid-Level Associate   (Fulltime)4 days ago
Marvel Consultants, Inc. - United States, OH, Ohio City - Not rated - (view employer jobs)
Categories: LegalJob DescriptionOur client is a firm that represents public and private corporations, private equity funds, financial institutions. Their corporate practice advises clients and acts on a broad array of significant transactions and matters. Client relationships in this office can be global and extend beyond the local market. The group ...
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9. Portfolio Specialist - Denver, CO   (Fulltime)5 days 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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10. Internal Wholesaler / Mutual Fund Desk - Jersey City, NJ   (Fulltime)5 days ago
AIG Corp - United States, NJ, Jersey City - Not rated - (view employer jobs)
Categories: Business Development, Insurance, SalesJob DescriptionSunAmerica Asset Management is one of the nation's leading producers and distributors of mutual funds and asset management services. We manage and/or administer a family of 21 retail mutual funds as well as a significant portion of the underlying separate account of assets ...
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11. Financial Advisor- Series 7 Reps   (Fulltime)6 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) Considering a change at year end? Start next year off with a firm that appreciates what you do and pays you accordingly! Great Opportunity-- Very High Payout. Very successful Independent Firm-- I am looking to add 2 Financial Advisors to ...
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12. Mutual Fund Services Support Specialist   (Fulltime)6 days ago
Eaton Vance - United States, MA, Boston - Not rated - (view employer jobs)
Categories: Accounting, FinanceJob DescriptionEaton Vance Corp. is one of the oldest investment management firms in the United States, with a history dating to 1924. Eaton Vance and its affiliates offer individuals and institutions a broad array of investment strategies and wealth management solutions. The Company’s long record of providing ...
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13. Trading Representative   (Fulltime)6 days ago
Kforce Finance and Accounting - United States, MO, Saint Louis - Not rated - (view employer jobs)
Categories: FinanceJob DescriptionRESPONSIBILITIES:Kforce is seeking a Trading Representative in the St. Louis, Missouri (MO) area for one of our premier clients. Kforce is a professional staffing and solutions firm providing flexible and permanent staffing solutions in the skill areas of technology, finance and accounting, and healthcare. We have been matching ...
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14. Fixed Income Bond Trader   (Fulltime)7 days ago
Mesirow Financial - United States, IL, West Chicago - Not rated - (view employer jobs)
Categories: FinanceJob DescriptionFixed Income Bond Trader THE OPPORTUNITY: We are seeking an exceptionally talented individual to join our Investment Management Division – Fixed Income Team as a Trader. The Trader will take on multiple responsibilities, including trading, trading strategy implementation, cost-analysis and execution optimization. The successful candidate is ambitious and enthusiastic ...
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