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  • WrapManager, Inc. – San Francisco, CA
    EASY APPLY
    NEW
    methodology will give you a meaningful competitive advantage. Our Investment Advisors will both manage existing clients and work to gain…
  • 4.0
    American Century Investments – Kansas City, MO
    24 days ago 24d
    The primary responsibility of the InvestmentRepresentative is to execute a client-focused sales strategy by listening to and… to retain clients, increase assets with American Century Investments, and to exceed our client's expectations by anticipating…
  • Monti, Thompson & Getty – Wexford, PA
    EASY APPLY
    NEW
    Effectively communicate all investment ideas, strategies, etc. to team · Serve and representinvestment team through speaking engagements… Investment & Planning Advisor The Investment & Planning Advisor (IPA) serves as the senior analyst for the investment advisory…
  • 2.5
    TruStone Financial – Golden Valley, MN
    Est. Salary $31k-$51k
    10 days ago 10d
    Job Overview The Investment Services Sales Assistant is responsible for maintaining an excellent level of member service, as… customer service and marketing contact for TruStone Financial Investment Services clients, prospects and co-workers. Individual must…
  • 3.6
    Dealogic – New York, NY
    8 days ago 8d
    applications. The Dealogic platform is used by the top 50 investment banks to increase their position in the market through better… maintaining and developing long term partnerships. The Investment Banking team works with Strategy, Business Management and…
  • 3.7
    Edward Jones – Boston, MA
    NEW
    manager, investment banker, financial planner, investment advisor, investment consultant, investmentrepresentative, branch manager… is the role of a Financial Advisor? Deliver personalized investment solutions to help clients work toward their long-term financial…
  • 3.7
    Jackson National Life – United States
    8 days ago 8d
    Invest Financial Corporation® (INVEST) has an opening for an INVESTRepresentative. INVEST is a full-service Broker-Dealer and… and Registered Investment Adviser serving independent representatives nationwide. INVEST is part of the National Planning Holdings…
  • 3.8
    FirstBank (TN) – Lexington, TN
    6 days ago 6d
    advising clients on financial plans utilizing knowledge of investment strategies securities insurance pension plans and real estate… coverage tax status and financial objectives to establish investment strategies Essential Duties and Responsibilities Managing…
  • 3.3
    Great Western Bancorp – Clive, IA
    9 days ago 9d
    Requisition Number 16-0507 Post Date 3/22/2017 Title InvestmentRepresentative Work Hours FT Location 169-Clive Hickman… Solicit new and existing prospects/customers for their investment needs. Work with all employees of the bank to develop a network…
  • 3.0
    Invest Financial – United States
    7 days ago 7d
    Invest Financial Corporation® (INVEST) has an opening for an INVESTRepresentative. INVEST is a full-service Broker-Dealer and… and Registered Investment Adviser serving independent representatives nationwide. INVEST is part of the National Planning Holdings…
  • 3.6
    Citadel Federal Credit Union – Coatesville, PA
    Est. Salary $34k-$47k
    NEW
    solutions including checking and savings accounts, loans, investment and insurance products, and more. Your Responsibilities… Post Date 7/20/2017 Title Senior Financial Service Representative City Coatesville State PA Description We're…
  • 4.0
    MutualBank – Fishers, IN
    11 days ago 11d
    Requisition Number 16-0136 Post Date 9/2/2016 Title InvestmentRepresentative City Fishers State IN Location Fishers… assigned to the financial centers out of which the InvestmentRepresentative works, if applicable. 9. Monitor, analyze, and propose…
  • 4.0
    American Century Investments – Kansas City, MO
    NEW
    Continually build and maintain knowledge of American Century investment management, products, industry events, value added tools,… 1 month of employment date. Demonstrated interpersonal, investment analysis, written and verbal communication skills required…
  • United Prairie Bank – Mankato, MN
    EASY APPLY
    24 days ago 24d
    InvestmentRepresentative The following full-time opportunity is now available. Location: Mankato, MN The United… United Prairie Financial Network (UPFN) InvestmentRepresentative will develop new business in the securities and insurance area…
  • 3.6
    Veritude – Westlake, TX
    Today 10hr
    hiring for an Investments Operations Representative to work in Westlake, Texas at Fidelity Investments. The Investment Operations… to perform reconciliations (Fiserv Frontier and/or SunGard Invest One preferred) Able to effectively research discrepancies…
  • 3.4
    Main Street Renewal – New York, NY
    Est. Salary $32k-$41k
    13 days ago 13d
    love. A day in the life of an Investment Team Administrative Assistant The Investment Team Administrative Assistant will… Investment Team Administrative Assistant New York City, NY Main Street Renewal is a private company focused on buying,…
  • 3.2
    Foresters Financial – Edison, NJ
    22 days ago 22d
    volume of contact (email and phone) with FF Registered Representatives regarding outside transactions. ESSENTIAL DUTIES AND… correspondence and follow-up that is required Contact the representative for any necessary clarification and keep documentation for…
  • 2.8
    Scottrade – Saint Louis, MO
    Est. Salary $31k-$44k
    1 days ago 15hr
    stability and steady growth, and our clients have been empowered to invest with confidence. Scottrade’s ultimate mission is to improve… open communication. The Opportunity Financial Service Representatives (FSRs) are an essential component of the customer service…
  • 4.4
    Country Club Bank – Prairie Village, Johnson, KS
    23 days ago 23d
    current and prospective investment clients with the objective of creating new relationships for investment business in the states… Develop investment strategies and materials to enhance relationships and increase bond sales•Offer bonds and investment services…
  • 2.6
    FBR & Co. – New York, NY
    Est. Salary $172k-$222k
    NEW
    services. FBR is a leading boutique investment bank serving companies and those who invest in them by providing innovative ideas… throughout the United States, FBR Capital Markets & Co. provides investment banking, merger and acquisition advisory, institutional brokerage…
  • 3.3
    Commonfund – Wilton, CT
    Est. Salary $55k-$102k
    19 days ago 19d
    The Compliance Officer, Investments, assists in the day-to-day administration of Commonfund’s compliance program, helping Commonfund… with all laws and regulations applicable to Commonfund’s investment advisory, commodity and/or limited broker-dealer activities…
  • 3.3
    MassMutual Financial Group – Springfield, MA
    Est. Salary $31k-$41k
    1 days ago 12hr
    quality standards. KEY RELATIONSHIPS Reports to: Investment Operations Director POSITION REQUIREMENTS: 2 5 years… Company (MassMutual) and its affiliated companies and sales representatives. CRN201806 POSITION SUMMARY As a member of the New…
  • 3.1
    Financial Engines – Phoenix, AZ
    Today 9hr
    client needs and deliver solutions. Our inbound investment advisor representatives are often the first point of contact for clients… Advisor Center, our nations largest independent registered investment advisor! Successful candidates will be responsible for…
  • InsiderJobBoard.com – San Antonio, TX
    1 days ago 13hr
    union and may involve investment risk including possible loss of principal. InvestmentRepresentatives are registered through… Generations Investment Group is seeking a Licensed Financial Advisor to provide holistic planning and high quality investment services…
  • 2.9
    Blue Shield of California – Rancho Cordova, CA
    NEW
    Coordinating with Blue Cross/Blue Shield Association representatives in administering and tracking the BSC FEP program Coordinating…
  • 3.7
    USAA – San Antonio, TX
    Est. Salary $28k-$40k
    NEW
    currently seeking talented Licensed Specialized Investment Services Representatives for our San Antonio, Texas call centers. The… position is in August 2017. The Specialized Investment Services Representative II supports company goals to become the financial…
  • 2.5
    TruStone Financial – Plymouth, MN
    Est. Salary $23k-$40k
    NEW
    needs for advanced products such as business, in depth IRA, investment, and mortgage products and seamlessly refers members to appropriate… Delivers welcoming service by electronic means and phone as a representative of the credit union through positive communication skills…
  • 3.6
    Lawrence Hospital Center – Bronxville, NY
    9 days ago 9d
    The Financial InvestRepresentative accurately and completely collects and processes all pertinent financial and demographic patient…
  • 3.5
    Mutual Bank – Fishers, IN
    29 days ago 29d
    assigned to the financial centers out of which the InvestmentRepresentative works, if applicable. Monitor, analyze, and propose… duties: a. Coordinate LBE sales efforts with InvestmentRepresentatives and Regional Leaders to ensure consistency of message…
  • 3.5
    Bank of America – Hunt Valley, MD
    9 days ago 9d
    Enterprise Role Overview Investment Consultants are phone-based licensed representatives that provide prospects and self-directed… solutions that meet their investment and savings needs. Investment Consultants demonstrate knowledge of investments and financial markets…
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