- Morgan Stanley (Alpharetta, GA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Designated Brokerage Specialist - Associate * **Location:** *Georgia-Alpharetta* ... an important part of our culture. *_Department Profile_**__**_ _* Designated Brokerage (DB) provides services that allow companies totrack their personnel's trading… more
- Truist (Ponte Vedra Beach, FL)
- …Office software products. Preferred Qualifications: 1. Currently enrolled in an associate or bachelor's degree program in business, accounting, finance, or banking. ... 2. Knowledge of securities markets and brokerage accounts. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All… more
- Truist (Paramus, NJ)
- …equivalent experience and related training. 2. Knowledge of securities markets and brokerage accounts. 3. Knowledge of the features and attributes of annuity ... with clients of all experience levels regarding securities transactions and brokerage accounts. 5. Effective time management skills. 6. Ability to communicate… more
- Truist (Orlando, FL)
- …industry and/or a sales assistant role. 3. Knowledge of securities markets and brokerage accounts. 4. Knowledge of the features and attributes of annuity products. ... with clients of all experience levels regarding securities transactions and brokerage accounts. 7. Effective time management skills. 8. Ability to communicate… more
- CHARLESGATE (Boston, MA)
- …our clients. An amazing and unique opportunity to expand your general brokerage business and grow within our New Development Sales business unit. Expectations ... pages and promote content on your personal social media. + Engage the co- brokerage community to encourage showings and sales, including but not limited to broker… more
- Truist (Doral, FL)
- …industry and/or a sales assistant role. 4. Knowledge of securities markets and brokerage accounts. 5. Knowledge of the features and attributes of annuity products. ... with clients of all experience levels regarding securities transactions and brokerage accounts. 8. Effective time management skills. 9. Ability to communicate… more
- JPMorgan Chase (Jersey City, NJ)
- …our new opportunity in Prime Asset Servicing Middle Office team! As a Senior Associate in Asset Servicing within the Prime Brokerage team, your role involves ... managing key relationships with our top Prime Brokerage clients and supporting the global corporate actions teams. Your responsibilities include resolving client… more
- Cushman & Wakefield (Portland, OR)
- …and foster C&W Legal's collaborative culture. This position reports to the Associate General Counsel- Brokerage & Capital Markets. The successful candidate will ... **Job Title** Senior Counsel - Brokerage & Capital Markets **Job Description Summary** Cushman...Capital Markets **Job Description Summary** Cushman & Wakefield's Global Brokerage & Capital Markets businesses. Leveraging an ability and… more
- TEKsystems (Fort Worth, TX)
- Description The Brokerage Operations Associate is responsible for servicing Advisors and clients through the processing and support The Associate is ... maintaining daily statistics, and communicating with advisors and office staff. The Associate performs these duties within the standards set by the department. +… more
- Anywhere Real Estate (Brooklyn, NY)
- …leasing project in Williamsburg, Brooklyn in NYC and in search of a Leasing Associate . Candidates must be willing to work weekends. Core duties include but are not ... the Leasing Director daily + Develop relationships with local brokerage firms to increase outside brokerage activity...Requirements: + Valid NYS Real Estate Salesperson or NYS Associate Broker License required + 3 years of proven… more
- WTW (New York, NY)
- …results. Willis Towers Watson's Global Services & Solutions team is an industry-leading brokerage team built to drive a more effective process and outcome for ... who will be responsible for assisting the broader client service and brokerage teams in the advisory, development, implementation and coordination of complex… more
- Wells Fargo (Wayne, PA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... forwarding to management for review **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a… more
- JPMorgan Chase (New York, NY)
- …resources with a view of optimizing risk adjusted returns. Job Summary: As an Associate within out risk management group, you will contribute to the team and ... and technical experience in the cash and synthetic prime brokerage business + The combination of your analytical and...risk weighted assets, and capital requirements affecting the prime brokerage and clearing business + You conceptualize and can… more
- JPMorgan Chase (Jersey City, NJ)
- Join a dynamic team responsible for Prime Brokerage Clients. The team partners with various internal and external parties, to identify inefficiencies and manage ... improvement operations. As a Associate II within the Prime Client Operations team, you...for providing a single point of contact for Prime Brokerage clients, regarding trades and settlement needs. You will… more
- Thrivent Financial (White Bear Lake, MN)
- …insurance related tasks and other misc. tasks as assigned. The Practice Support Associate reports to Lindsay Rasmussen and is employed by the individual advisor(s) ... to finish + Support advisor and client questions and transactions with brokerage , mutual fund, annuity and/or insurance products, if appropriately licensed +… more
- AON (Los Angeles, CA)
- Associate Broker - National Casualty Are you looking to be a member of an industry-leading team? Do you want to deliver innovative and effective casualty insurance ... and abilities. How this opportunity is different As an Associate Broker, you will be supporting a team of...US Casualty Practice is a world-class team of casualty brokerage professionals with extensive experience in representing buyers of… more
- Citizens (Johnston, RI)
- …issues Required Qualifications: + 1 - 3 years of experience in Financial Services Brokerage and/or Wealth Management + Series 7 & 63 licenses required to have both ... degree or GED with 1 - 3 years of experience in Financial Services Brokerage and/or Wealth Management Preferred Qualifications: + Experience in a brokerage call… more
- Sands Investment Group (Boston, MA)
- …to become an expert in a highly lucrative segment of commercial real estate brokerage under the mentorship of senior producers with decades of experience and track ... invest in real estate; SIG offers opportunities for the brokerage team to do exactly that. The tools needed...SIG Sands Investment Group is a commercial real estate brokerage firm that specializes in the buying and selling… more
- Morgan Stanley (Louisville, KY)
- …provides comprehensive financial advice and services to its clients including brokerage , investment advisory, financial and wealth planning, credit & lending, ... trust services. We are seeking a high potential candidate (" Associate Private Banker" or "APB") to join our Sales...Ability to understand the financial needs of the retail brokerage clientele . Maintain poise, presence and professionalism with… more
- CBRE (Minneapolis, MN)
- SP - Associate Broker Job ID 179812 Posted 10-Jan-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales/ Brokerage Location(s) ... States of America **About the Role:** As a CBRE SP- Associate , you will be responsible for developing business, marketing...behalf of clients. This job is part of the Brokerage job function. They are responsible for the buying,… more