- JPMorgan Chase (Tempe, AZ)
- …work will contribute to our firm's commitment to regulatory excellence and client trust. **Key Responsibilities:** + Review next-day trades to ensure compliance with ... project deadlines. + 7 years of relevant experience in the financial securities/ investment industry. + 5 years of experience in a Supervision, Compliance,… more
- Fifth Third Bank, NA (Tampa, FL)
- …The Area Investment Manager provides direction and strategy for the Brokerage sales activities within a specific area, which is comprised of the branches ... service and quality standards to retain customers and enhance client experience. + Works with the Regional Investment...best support the sales strategy and needs of the client . + Initially coaches the Retail Brokerage … more
- JPMorgan Chase (Plano, TX)
- …prospects uncover investment needs, while focused on delivering an exceptional client experience. + Take a proactive approach to identifying solutions + Possess ... while maintaining a strong commitment to diversity and inclusion. As a New Client Development Professional in JP Morgan Wealth Management, you will spend your day… more
- Fifth Third Bank, NA (Alexandria, KY)
- …of the financial industry, compliance regulations, daily operational duties and investment brokerage /banking products. Prior Brokerage experience preferred. ... Bank partners to identify new client opportunities and deepen existing client relationships. + Help with onboarding of Investment Executives, Wealth… more
- JPMorgan Chase (San Antonio, TX)
- …this fast-moving, dynamic industry. **Job Responsibilities** + Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on ... maintaining a strong commitment to diversity and inclusion As an Unlicensed Investment Professional in JP Morgan Wealth Management, you will have the opportunity… more
- HUB International (Scottsdale, AZ)
- …etc. + Maintaining client support technology systems including databases, client relationship management systems, and investment analytics applications + ... The Retirement Plan & Investment Consultant provides dedicated on-site and field support...plan committees, and internal procedures in order to build client relationships, solve problems, proactively communicate with clients, manage… more
- JPMorgan Chase (New York, NY)
- …helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities** + ... with the opportunity to take your career to the next level. As an Investment Specialist in the International Private Bank, covering the United Kingdom, Canada and… more
- JPMorgan Chase (New York, NY)
- …and vehicle types - from evergreen funds to SMAs, as well as brokerage and advisory solutions with investment discretion. Our Alternatives platform combines ... JP Morgan Global Alternative Investment Solutions is one of the largest, most...powerful infrastructure of JP Morgan to help meet each client 's specific objectives. **Job Summary** As lead Business Manager… more
- JPMorgan Chase (New York, NY)
- …nature of Private Banking clients. **Job Responsibilities** + Consult on and execute brokerage trades, including: advising the client on trade execution, placing ... take your career to the next level. As an Investment Professional you will provide integral daily support to...will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team… more
- Charles Schwab (Fort Lauderdale, FL)
- …us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow ... and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A valid and… more
- Charles Schwab (Newport Beach, CA)
- …+ Financial business development experience (highly preferred) + Knowledge of brokerage /banking products and services + Strong client relationship building ... quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity...basis. We offer a competitive benefits package that takes care of the whole you - both today and… more
- Charles Schwab (Soquel, CA)
- …+ Financial business development experience (highly preferred) + Knowledge of brokerage /banking products and services + Strong client relationship building ... with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and… more
- Thrivent Financial (White Bear Lake, MN)
- …utilizing Thrivent Financial computer systems and programs in support of new client and account opening, servicing existing investment and insurance accounts, ... through the full process from start to finish + Support advisor and client questions and transactions with brokerage , mutual fund, annuity and/or insurance… more
- Thrivent Financial (Wausau, WI)
- …policies including, but not limited to; Life Insurance, Disability Insurance, Long-Term Care Insurance, Annuities, Mutual Funds, Brokerage , etc. + Research and ... for Thrivent Financial in Central Wisconsin is looking for a full-time Client Services Administrator (CSA) focused on application processing and related work to… more
- JPMorgan Chase (New York, NY)
- As a Vice President Electronic Trading Product Manager within JPM's Electronic Client Solutions (ECS), you will play a pivotal role in developing low-latency ... client connectivity solutions tailored for our systematic trading clients....for quantitative strategies, in close collaboration with JPM's prime brokerage coverage and sales desks. Our electronic trading products… more
- JPMorgan Chase (Chicago, IL)
- JP Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail ... investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income,… more
- Thrivent Financial (Fargo, ND)
- …help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community ... and nonprofit organizations. Position Summary: The Licensed Client Service Administrator (CSA) position is critical for achieving leverage of the advisor's time.… more
- Thrivent Financial (Lakewood, CO)
- …Group. This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their accounts and ... utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative… more
- HUB International (Rockville, MD)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. In addition to winning the ... our talent. We currently have an opportunity for a ** Client Relationship Manager** to join our **Employee Benefits** team...working knowledge of Agency Management Systems such as BenefitPoint, Brokerage Builder, EPIC. + Proficient in the use of… more
- Charles Schwab (Orlando, FL)
- …preferred + Solid understanding of regulatory and compliance policies associated with brokerage business + Demonstrated experience handling client concerns and ... with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and… more