- Truist (Richmond, VA)
- …marketing strategy, including face-to-face meetings with Financial Advisors. + Recommend appropriate investment options for specific client needs based on an ... to stay abreast of product innovation and industry trends. + Participate in client and prospect meetings with Financial Advisors as requested. + Develop an in-depth… more
- Fifth Third Bank, NA (Plymouth, MI)
- …of the financial industry, compliance regulations, daily operational duties and investment brokerage /banking products. Prior Brokerage experience preferred. ... banking at Fifth Third Bank. GENERAL FUNCTION: The Licensed Investment Support Specialist I provides office management support for...the relationship and serving the best interest of the client . + Educate and coach business partners on current… more
- JPMorgan Chase (Westerville, OH)
- …this fast-moving, dynamic industry. **Job Responsibilities** + Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on ... strong commitment to diversity and inclusion. As a Licensed Investment Professional in JP Morgan Wealth Management, you will...when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals… more
- JPMorgan Chase (New York, NY)
- … client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, ... of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed… more
- PNC (Philadelphia, PA)
- …the Investment Advisor Research group. Preferences/Skills: *Experience in investment firm operational research, prime brokerage experience, trade execution ... have an opportunity to contribute to the company's success. As an Investment Manager/Portfolio Research Specialist - Operational Due Diligence within PNC's Asset… 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** + ... take your career to the next level. As an Investment Specialist in the US Private Bank, you are...execute trades smoothly and seamlessly and tasked with managing brokerage activity + Sales experience including: profiling, overcoming objections,… more
- JPMorgan Chase (New York, NY)
- …Handle multiple deliverables: co-author a daily market insights newsletter, produce client emails to respond to market-moving events, create resources specific to ... America business and Latin American markets, speak on outlook calls, and attend client meetings. Co-author a monthly research paper, oversee the monthly creation of… more
- JPMorgan Chase (New York, NY)
- …Bankers win new clients in addition to deepening and strengthening existing client relationships. **Job Responsibilities** + Support investment reviews with ... take your career to the next level. As an Investment Specialist in the International Private Bank, you will...days of start date + Capital markets or institutional brokerage experience + Ability to multi-task and manage priorities… more
- JPMorgan Chase (Brooklyn, NY)
- JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income,… more
- Charles Schwab (Sunnyvale, CA)
- …with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and ... lending needs. As an Investment Consultant (IC) at Schwab, you have the opportunity...Business development experience + Passion for gaining knowledge of brokerage /banking products and services + Openness to build strong… more
- Charles Schwab (Torrance, 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...industry. We offer a competitive benefits package that takes care of the whole you - both today and… more
- Charles Schwab (Irvine, 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
- JPMorgan Chase (Plano, TX)
- Interested in a new career opportunity? Join our Account Maintenance Group as a Client Data Analyst in Chase Wealth Management (CWM). In joining our Asset & Wealth ... our employees to do their best work. As a Client Maintenance Specialist within the Client Maintenance...Principal duties (Series 24) include reviewing and approving the brokerage account maintenance service requests in accordance with FINRA… more
- JPMorgan Chase (Plano, TX)
- Our group serves Private Bank, Client Wealth Management, and JPM Advisors. Subject matter expertise to the front office and client services **Job Summary:** As a ... Client Data Account Maintenance Analyst within our Client Maintenance roles team, you will be tasked with...CWM, JPMS, and PB + Review and approve the brokerage account maintenance service requests in accordance with FINRA… more
- Thrivent Financial (Napoleon, OH)
- …processing functions as needed + Updates the contact management system with client /member contact and preference information + Handling brokerage operations + ... Group. This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their accounts and… more
- Ally (Austin, TX)
- …client needs, focusing on execution, accuracy and efficiency. * Experience processing client service requests a full service retail brokerage environment. * ... a variety of clients. * 1-5 years of prior investment or operations related experience. * Solid understanding and...client related support in the financial services or brokerage retail environment or related industry. * Solid interpersonal… more
- JPMorgan Chase (Columbus, OH)
- …across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. 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… more
- World Insurance Associates, LLC. (Berwyn, PA)
- …and welfare plans, ideally gained in a benefit carrier service center and/or consulting/ brokerage firm + Strong client service orientation with a high sense ... World Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top...260 offices across North America. With a billion dollar investment and significant growth plans in the months ahead,… more
- Thrivent Financial (Eldora, IA)
- The Licensed Client Service Administrator (CSA) position is critical for achieving leverage of the advisor's time. Role supports daily operations of the practice ... including responding to client service requests, completing post meeting work, maintaining ...insurance and annuities) product-related questions and/or questions related to investment advisory services + Performs routine administrative duties such… more