Registered Investment Sales Assistant Jobs | Glassdoor
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Registered Investment Sales Assistant Jobs

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  • 3.5
    Bank of America – Hunt Valley, MD
    NEW
    Two years sales experience Ability to have need based conversations and prior sales experience, preferably investment related.… investors with financial assistance by identifying broader product and service solutions that meet their investment and savings needs.…
  • 3.4
    CUSO Financial Services, L.P. – Bethlehem, PA
    Est. Salary $24k-$39k
    NEW
    www.appone.com/MainInfoReq.asp?R_ID=1607250 InvestmentSalesAssistants are employed and registered through CUSO Financial Services, L.… CUSO Financial Services, L. P. is seeking a Licensed InvestmentSalesAssistant for one of our Financial Advisors at First Commonwealth…
  • InsiderJobBoard.com – San Antonio, TX
    NEW
    and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Generations… -deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer…
  • 3.8
    Deloitte – Dallas, TX
    NEW
    Deloitte Corporate Finance LLC* (DCF), a registered broker dealer. We offer sophisticated investment banking services to companies of… companies engaged in “life event” transactions. We are seeking investment banking professionals to successfully support and complete…
  • 3.1
    Generations Federal Credit Union – San Antonio, TX
    NEW
    and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Generations… -deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer…
  • 4.0
    Premier Staffing – Menlo Park, CA
    7 days ago 7d
    Direct Hire division is seeking an Executive Assistant for a private investment firm in Menlo Park. This role will provide day-to-day… Administrative, HR, Operations, Marketing and Sales jobs. For IMMEDIATE consideration, please register and apply below! Pursuant to the SF…
  • 3.8
    Deloitte – United States
    Est. Salary $96k-$169k
    NEW
    Deloitte Corporate Finance LLC* (DCF), a registered broker dealer. We offer sophisticated investment banking services to companies of… companies engaged in “life event” transactions. We are seeking investment banking professionals to successfully support and complete…
  • 3.5
    Futurity First Insurance Group – Green Bay, WI
    Est. Salary $48k-$77k
    7 days ago 7d
    mine the books of fellow non-registered insurance advisors to assist clients with registeredinvestment solutions. This position will… their own insurance practice and also possess a Series 6 or 7 registered rep license or Series 65 IAR license. Willing to engage…
  • 3.7
    NFP – Greenville, SC
    NEW
    administrative support, client service and sales support to a team of registeredinvestment representatives and their clients. Minimum… Minimum Qualifications Minimum 5 years of experience in the investment industry Two (2) years college degree or equivalent experience…
  • United Prairie Bank – Spicer, MN
    EASY APPLY
    18 days ago 18d
    regulatory authorities, United Prairie, Broker/Dealer, RegisteredInvestment Advisor (RIA) or state insurance commissioners. Abide… Investment Representative The following full-time opportunity is now available. Location: Spicer, MN The United…
  • 3.4
    CUSO Financial Services, L.P. – Lansing, MI
    Est. Salary $23k-$37k
    25 days ago 25d
    ! CUSO Financial Services, L. P. is seeking an InvestmentSalesAssistant for one of our Financial Advisors at Case Credit Union… MainInfoReq.asp?R_ID=1608523 Licensed SalesAssistants are employed and registered through CUSO Financial Services, L.P. (Member…
  • 3.3
    MassMutual Financial Group – Charlotte, NC
    Est. Salary $42k-$66k
    6 days ago 6d
    Filter messages and investment themes to promote products, practice management and investment ideas to registered representatives… for sale through the MMLIS platform which supports the MassMutual financial advisors consisting of over 8,000 registered representatives…
  • 3.9
    Bank of Hawaii – Honolulu, HI
    7 days ago 7d
    client relationships through the sale and administration of credit, deposit, and investment agency products and services and in… responsible for conducting sales and relationship management activities utilizing the Excellence in Sales/Service (ESS) disciplines…
  • 4.5
    Oceanside Direct – Pembroke Pines, FL
    EASY APPLY
    23 days ago 23d
    BANKING, FINANCIAL, BUSINESS SALES REP, B2B SALES, B2B SALES REP, SALES REP, PSYCHOLOGY, INVESTMENT, COLLECTIONS, HOTEL, RESORT,… BANKING, FINANCIAL, BUSINESS SALES REP, B2B SALES, B2B SALES REP, SALES REP, PSYCHOLOGY, INVESTMENT, MONEY, FUN, GROWTH, ADVANCEMENT…
  • 3.6
    Manulife – Boston, MA
    4 days ago 4d
    Wholesalers and assist in development, implementation, and delivery of training classes for the Investmentssales desk. Act as… individual investment advisors. Partner with an External Business Consultant in the field to help develop sales opportunities…
  • 3.9
    Capital Group – San Francisco, CA
    13 days ago 13d
    wealth management experience (ideally as an independent RegisteredInvestment Advisory) with an established and portable book of business… business. •Deep knowledge of various investment and financial planning topics, a love of sales, a commitment to excellent client…
  • 3.5
    Wells Fargo – New York, NY
    6 days ago 6d
    description: Provides sales practice as well as overall administrative and operational client service support to assist the business activities… support sales efforts. Provides knowledge and systems support to branch personnel and training for entry-level assistants. Provide…
  • 3.6
    Franklin Resources – San Mateo, CA
    NEW
    limits Employee Stock Investment Program Tuition Assistance Program Purchase of company funds with no sales charge Onsite fitness… distribution and operations of registered funds. Serve as a disclosure attorney for open-end registeredinvestment companies. Responsibilities…
  • 3.4
    Broadway Bank – San Antonio, TX
    5 days ago 5d
    complex credits all within a sales culture environment Strong working knowledge of investments, estate and tax planning Education… financial services and products with a customer-centric vision. Register and maintain registry as a Mortgage Loan Officer (MLO) with…
  • 2.7
    First Farmers & Merchants Bank – Columbus, OH
    18 days ago 18d
    Position Goals: Facilitate the sales and service of securities, annuities, registeredinvestment advisory products and life insurance… annual sales plan. 11. Collaborate with customers to review personal financial goals and provide consultation on investment portfolio…
  • 3.5
    Wells Fargo – Seattle, WA
    Est. Salary $30k-$49k
    6 days ago 6d
    services and technology. Assists financial consultants and financial advisors by providing sales and servicing support. Duties… Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more…
  • 3.4
    Selco Community Credit Union – Portland, OR
    6 days ago 6d
    Overview Assist SELCO Community Credit Union members to develop investment strategies utilizing non-deposit investment products… Essential Functions Assist members to develop financial investment strategies by explaining options and assisting with the placement…
  • 3.4
    Broadway Bank – San Antonio, TX
    5 days ago 5d
    complex credits all within a sales culture environment Strong working knowledge of investments, estate and tax planning Education… financial services and products with a customer-centric vision. Register and maintain registry as a Mortgage Loan Officer (MLO) with…
  • 3.3
    Navy Exchange – Pensacola, FL
    Est. Salary $21k-$29k
    4 days ago 4d
    directed, of cash variances and suspicious register transactions utilizing ASPECT Point of Sale Exception Reporting Systems and the In-Store… the Loss Prevention / Safety Manager or Supervisor, of cash registers, cash offices, retail inventory controls, and service operations…
  • 3.1
    SunTrust – Atlanta, GA
    Est. Salary $46k-$79k
    4 days ago 4d
    dually registered with STIS and STAS. This position is responsible for supervising the activities of the licensed sales staff as… STAS compliance and those registered with the Advisory B/D. Additional responsibilities include assisting with support of all advisors…
  • 3.5
    Futurity First Insurance Group – Oklahoma City, OK
    Est. Salary $48k-$77k
    7 days ago 7d
    mine the books of fellow non-registered insurance advisors to assist clients with registeredinvestment solutions. This position will… their own insurance practice and also possess a Series 6 or 7 registered rep license or Series 65 IAR license. Willing to engage…
  • 3.5
    Wells Fargo – Summit, NJ
    Est. Salary $35k-$57k
    NEW
    services and technology. Assists financial consultants and financial advisors by providing sales and servicing support. Duties… Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more…
  • 3.1
    CUNA Mutual Group – Madison, WI
    Est. Salary $36k-$57k
    12 days ago 12d
    successful financial services sales experience or pension administration work to include investment relate experience with the most… insurance or investment information. Requests can be received through incoming telephone calls and e-mails. Assist CU plan participants…
  • 3.6
    Franklin Templeton Investments – United States
    NEW
    Employee Stock Investment Program Tuition Assistance Program Purchase of company funds with no sales charge Onsite fitness… distribution and operations of registered funds. Serve as a disclosure attorney for open-end registeredinvestment companies. Responsibilities…
  • 3.5
    Wells Fargo – Merritt Island, FL
    6 days ago 6d
    technology. Provides sales practice as well as overall administrative and operational client service support to assist the business activities… support sales efforts. Provides knowledge and systems support to branch personnel and training for entry-level assistants.…
  • 3.7
    JLL – Chicago, IL
    13 days ago 13d
    Markets-InvestmentSales team in Chicago. JLL Capital Markets provides investment brokerage, advisory and investment banking services… LaSalle Investment Management had $58.0 billion of real estate under asset management. JLL is the brand name, and a registered trademark…
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