- SMBC (New York, NY)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- Navy Federal Credit Union (Waldorf, MD)
- …appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy ... Overview To provide financial consulting services to assist members and non-members...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more
- Raymond James Financial, Inc. (Honolulu, HI)
- …through education, experience or certification to develop affiliations with advisor and/or financial planning professionals/organizations to recruit advisors ... securities industry. + Principles of finance and securities industry operations. + Financial markets and...network of business contacts. + Maintain currency in investment advisor and/or financial planner services and products.… more
- US Bank (Scottsdale, AZ)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's… more
- M&T Bank (Wilmington, DE)
- …Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ... financial planning process. Prioritize short term and long term...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- US Bank (Sacramento, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products… more
- M&T Bank (Wilmington, DE)
- …Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ... financial planning process. Prioritize short term and long term...of implementing wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree… more
- Thrivent Financial (Crete, IL)
- …projects and the administration of various programs, assisting with drafting financial plans and reports; accepting and/or entering securities trade orders ... Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well...and their families. Responsibilities may include working with a Financial Advisor to develop and implement business… more
- Athene (West Des Moines, IA)
- …regulatory filings. + Strong understanding of state insurance regulations and federal securities laws relating to annuity and registered financial products. + ... to do more. More for our customers and the financial professionals who offer our products. If you are...group annuity offerings from concept through launch and ongoing administration . The successful candidate will serve as a trusted… more
- Metro Nashville Government (Nashville, TN)
- …of the Metro Pension Plan's authorized investments and will serve as a key advisor on financial matters to the Investment Committee and Metro's Pension Plan ... Experience, Knowledge, Skills, and Abilities + Master's Degree preferred in Business Administration , Economics, Finance or another financial related field +… more
- Office of the Comptroller of the Currency (Washington, DC)
- …Deputy Comptroller for Human Capital, you will report and function as the key advisor to the Senior Deputy Comptroller for the Office of Management on the ... management functions. Serve as the key human resources policy advisor within and outside the agency. Represent the human...for Federal employment. Have your salary sent to a financial institution of your choice by Direct Deposit/Electronic Funds… more
- MTA (New York, NY)
- …Municipal Advisor (s) in analyzing proposals. + Design and progress financial strategies to achieve a cost-efficient debt portfolio using MTA's multiple credits. ... Location: New York, NY, United States Regular/Temporary: Regular Department: Office of Financial Services Date Posted: Sep 24, 2025 Description JOB TITLE: Senior… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through personal meetings, conference calls and seminar events. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate ... in the securities industry. + Principles of banking and finance and securities industry operations. + Financial markets, products, financial advisory… more
- SMBC (New York, NY)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- HSBC (New York, NY)
- …& Equity Derivatives, Foreign Exchange), Transaction Service (Cash & Liquidity Management, Securities & Trust Services and Global Trade & Receivables Finance) and ... ancillary business and economic profits for the Group + Develop "Trusted Advisor " and "First Call" relationships for event-driven transactions by developing and… more
- HUB International (New York, NY)
- …HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will ... and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means assisting in… more
- ADP (Boston, MA)
- …a meaningful impact. **Bonus points for these:** _Preferred Qualifications_ + Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ... Accounts division. + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Are...+ **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- Aegon Asset Management (Denver, CO)
- …to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life . ... United in our purpose, we help people create the financial freedom to live life on their terms. What...Oversees the ongoing monitoring of life insurance, annuity, and securities product solutions available on WFG and TFA platforms… more
- Truist (Atlanta, GA)
- …securities -backed and unsecured facilities. Analyze historical and projected financial statements, tax returns, borrowing base statements, appraisals, loan ... Manager is responsible for underwriting loan transactions, including completing all required financial and other due diligence, in order to make recommendations for… more
- JPMorgan Chase (Jersey City, NJ)
- …you will be responsible for allocating and delivering mortgaged back securities (MBS), ensuring compliance with investor and regulatory requirements and support ... skills** + Bachelor's Degree, majored in Finance, Economics, Statistics, Math, Business Administration , or Computer Science + 3-5 years Mortgage Banking experience +… more
