- Truist (Charlotte, NC)
- …Provide trade facilitation service to internal and external clients in a call center environment. Facilitates trades in general securities - equities, mutual funds, ... options, fixed income, and UITs and provides quotes, general market information, and basic account servicing needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major… more
- JPMorgan Chase (New York, NY)
- …and investment banking capabilities of the firm. WM addresses every facet of wealth management from investment management and brokerage to tax and estate ... countries. It operates across four business segments including Asset & Wealth Management, Commercial Banking, Consumer and Community Banking, Corporate and… more
- JPMorgan Chase (New York, NY)
- About Wealth Management: With more than 160 years of experience, JP Morgan Private Bank is a global wealth management leader that delivers the highest quality ... The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and...work with internal trading desks as well as external brokerage desks in order to achieve best execution for… more
- Atria Wealth Solutions (San Diego, CA)
- Atria Wealth Solutions, Inc. (Atria) is a wealth...trades on the Pershing system or with appropriate Pershing trader . + Review and process all brokerage ... in their practices. We are looking for an Equity Trader / Specialist to responsible for the placing of...Short & long-term disability insurance + Legal plan Atria Wealth Solutions, Inc. (Atria) is a wealth … more
- Charles Schwab (Phoenix, AZ)
- …and are looking for other advocates to join our team as an Active Trader Services Specialists working with brokerage clients trading equity, options, and ... futures. We are seeking professionals who enjoy assisting others as they trade in the financial markets. People who want to help others and who want to grow their career with a top financial services firm and year-over-year top employer. If this sounds… more