- VITAS Healthcare (Cincinnati, OH)
- …physical demands for the Registered Nurse, RN described in this job description are representative of those that must be met by an employee to successfully perform ... care flexible spending accounts- Life insurance- 401(k) plan with numerous investment options and generous company match- Cancer and/or critical illness benefit-… more
- Altru Health (Grafton, ND)
- …to seek high quality and cost effective products and services with maximum supply investment value.Conducts cost data analysis and assimilates it into a format to be ... by decision makers and stakeholders.Participates in Captis as Altru's designated representative . This work includes representing Altru in Cohort and Captis… more
- Wellington (Boston, MA)
- …and will lead business, investor relations and marketing strategy, and act as investment representative for the firm's private credit business in in the ... primary responsibilities will include the following: * Acting as an effective investment representative of the private investment teams and portfolios with… more
- TIAA (Boston, MA)
- …of Investment Management is responsible for client relationships as the investment team representative , providing superior investment consulting and ... impact portfolio design and performance. + Serves as the investment team representative on client teams, supporting planned giving and endowment relationships.… more
- Kestra Financial (Deerfield, IL)
- …pursuit of business objectives + Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs ... Requirements + Bachelor's degree in a business-related field preferred + The ideal candidate will have 2+ years of experience in administrative support in a professional environment. + Previous experience in financial services a plus + Advanced computer skills… more
- Insight Global (Atlanta, GA)
- …business that could be transferrable (non-negotiable) * Certified to work as an investment advisor representative (Series 65 or equivalent) * Master's degree in ... * Preparing financial documents, such as income projections and investment reports * Work with third-party experts such as...of financial planning * Experience advising at a Registered Investment Advisory (RIA) firm null We are a company… more
- Truist (Orlando, FL)
- …NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team for Self-Directed, ... provide documentation on client activities. 4. Assist clients with completing investment forms, transferring funds, and completing distributions. 5. Answer inquiries… more
- T. Rowe Price (Baltimore, MD)
- … Liaison works to support portfolio management operations and is generally a representative of the investment strategy to internal groups and a conduit ... are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can...grow your career with us. About the Role The Investment Liaison at T. Rowe Price plays a critical… more
- Principal Financial Group (Costa Mesa, CA)
- …preferably in the financial services industry. + SIE, 6 or 7, and IAR ( Investment Advisory Representative ) either 66 or 63&65 licensing required. + Life & ... help our customers live their best lives by providing investment advisory education services in a call center environment...services in a call center environment to more complicated investment needs or sophisticated investors. Here are a few… more
- Truist (Atlanta, GA)
- …2. Possess appropriate Investment Banking licensure including Series 79 ( Investment Banking Representative ) and Series 63 (Uniform Securities Agent State ... Analyst. **QUALIFICATIONS** Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …of success in advising clients as well as in business development. As a registered Investment Adviser Representative (IAR) of Fort Pitt, You will have access to: ... invest in yourself? Fort Pitt Capital Group - an award-winning independent Registered Investment Advisor (RIA) with a supportive and collaborative culture - has a… more
- Thrivent Financial (Keizer, OR)
- …and prospects. The Associate reports to and is employed/contracted by the financial representative . Thrivent Investment Management Inc. is the sponsor for FINRA ... and the resources we provide to the Lutheran community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned… more
- Wellington (Boston, MA)
- …to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. ** INVESTMENT INTEGRITY AND RISK ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more
- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to ... deliver Investment Management Services to new High Net Worth ($5+MM...policies and procedures. QUALIFICATIONS The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more
- Atria Wealth Solutions (Pensacola, FL)
- …and services to achieve the financial client's goals as a registered representative /advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... Investment Advisor Pensacola, FL, United States and 3...Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning… more
- Owens Realty Services (Orlando, FL)
- Acquisitions Analyst ( Investment and Acquisitions) Orlando, FL, United States of America $0.00 -$0.00 BackApply Now Back Apply Now Overview Established in 1990, ... Owens Realty Services is a full-service commercial brokerage, investment , management, maintenance, housekeeping and environmental services company. Our comprehensive… more
- Truist (Mclean, VA)
- …shift (United States of America) **Please review the following job description:** The Investment Analyst (IA) is responsible for working with Investment Managers ... and the Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5mm+ in AUM.… more
- Wellington (Boston, MA)
- …to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. ** Investment Integrity and Risk ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more
- Wellington (Boston, MA)
- …relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. INVESTMENT INTEGRITY AND RISK ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more
- Santander US (New York, NY)
- Executive Director - Regulatory Capital Management, Corporate & Investment Banking New York, United States of America Job Summary: We are seeking an experienced and ... highly skilled individual to join the CFO organization of our Corporate & Investment Banking (CIB) division in the US The candidate will be responsible for strategic… more
