- Fidelity TalentSource LLC (Boston, MA)
- Job Description:The DepartmentStrategic Advisers, LLC is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment ... of investment methodologies that enable SAI to manage personalized client portfolios at scale.\u00A0 The team focuses on using quantitative portfolio… more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- …financial planning frameworks and custom solutions.\u00A0 Strategic Advisers is a registered investment adviser and Fidelity Investments Company and serves ... as the investment manager to all Fidelity managed accounts offered by...dynamic group, tasked with developing innovative ways to manage client portfolios at scale. You will work collaboratively within… more
- Amerantbank (Coral Gables, FL)
- The Client Services Associate is is responsible for...WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, ... form filling support and retrieval from customer location; discusses with customer investment profile for review and update as needed.Provides support in the account… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …sales opportunity in a number of territories working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, ... will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You ll work daily to help provide valuable… more
- Fidelity TalentSource LLC (Westlake, TX)
- …will require a bachelor's degreeThe ability to interpret sophisticated client requests and communicate clearlyOutstanding problem-solving ability and analytical ... (Jersey City/ Smithfield/Westlake/Covington): provides back-office support functions for a registered broker dealer that provides systems support, operational services,… more
- Fidelity TalentSource LLC (Detroit, MI)
- …regional and independent broker/dealers, banks, trust companies and insurance companies, registered investment advisors and consultants. The Skills You ... be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships with Investment Professionals in the state of… more
- Fidelity TalentSource LLC (Westlake, TX)
- …services, investment products, trading capabilities, and consulting to registered investment advisors (RIAs), broker-dealers, banks, insurance companies & ... success by driving commercial opportunities all while developing relationships across client leadership and with other industry centers of influence. The Expertise… more
- Fidelity TalentSource LLC (Westlake, TX)
- …collaborative, cross-functional team committed to improving the value of our client experience within Fidelity's Institutional Client Experience Division (FI ... transfer of assets. Clients supported by this team include registered representatives/advisors and correspondent broker-dealer home offices. Your responsibilities… more
- Fidelity TalentSource LLC (Boston, MA)
- …Team Fidelity Institutional provides products and services to banks, broker/dealers, registered investment advisors, family offices, and other financial ... IT professionals responsible for the development and maintenance of Fidelity's Institutional Client Platforms and Products. The focus of this position will involve… more
- Fidelity TalentSource LLC (Westlake, TX)
- …four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and ... movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit programs… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... issues will be owned end to end by the associate and will be treated with a closed loop...suggestions on process improvement. + Responsible for responding to client requests for investment products, referring clients… more
- JPMorgan Chase (Columbus, OH)
- …initiatives to Private Client Investment Associates + Support Private Client Investment Associate performance and development through onboarding and ... training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and...are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of… more
- JPMorgan Chase (Fayetteville, NY)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... products and services are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities… more
- JPMorgan Chase (Jacksonville, FL)
- …of employment + Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is obtained ... and active Series 7 license + If you were registered after October 1, 2018 you must also have...licensed with required licenses, hire will move into Private Client Investment Associate title Chase… more
- Morgan Stanley (Tampa, FL)
- …solving? If so, the Morgan Stanley Virtual Client Solutions team is seeking a * Registered Client Service Associate *in our *Tampa, FL* office* *to help ... your Series 7 and 66 licenses. *Position Overview*: As a* Registered Client Service Associate *, you...through trainings and on the job learning to address client investment needs * /Be your own… more
- Bank of America (Aventura, FL)
- Registered Wealth Management Client Associate Aventura, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... management and investment products and services for individuals, companies, and institutions....driven, resilient, results focused and effective. **Position Overview:** The ** Registered Wealth Management Client Associate **… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- **Description** **Description** **Overview** + Senior Registered Client Service Associate with potential supplemental compensation on a Chairman's Council, ... Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who...for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring.… more
- Bank of America (Columbus, OH)
- Registered Private Wealth Client Associate Columbus, Ohio **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... or 66** + Displays advancedindustry knowledge and understanding of investment products **Skills:** + Account Management + Client... investment products **Skills:** + Account Management + Client Management + Customer and Client Focus… more
- Bank of America (Fayetteville, NC)
- Registered Wealth Management Client Associate Fayetteville, North Carolina **Job Description:** Merrill Wealth Management is a leading provider of ... comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... the financial advisors and branch office. * Onboards new clients, opens new client accounts and researches client and security information using internal… more
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