A company is looking for an Outbound Associate to contribute to their investment advisory offering.Key ResponsibilitiesConduct outbound and inbound phone sales to generate interest in wealth management servicesInteract with Financial Advisors and prospective clients to schedule virtual meetingsTroubleshoot user issues with the Financial Dashboard and document interactions in CRM softwareRequired QualificationsKnowledge of investment products and servicesProven abilities to maintain regulatory-driven policies and proceduresPossess a clean U4 recordProven investment advisory sales skills, including proactive outbound calling effortsSeries 7, 63, 65, and 66 licensure is a plus
Outbound Associate - Investment Advisory
A company is looking for an Outbound Associate to contribute to their investment advisory offering. ...
Asset & Wealth Management, Investment Strategy, Portfolio Advisory Group, Associate - New York
The Investment Strategy Group works with advisors and clients to help create an exceptional overall investment experience by ensuring that every client receives world-class investment advice that can help generate superior and consistent returns. PAG team members work with PWAs to help them understa...
Investment Banking Private Capital Advisory Associate - New York
A business unit within Investment Banking, Morgan Stanley's Private Capital Advisory (PCA") group, is seeking an Associate in the New York office. Morgan Stanley is a leading global services firm providing a wide range of investment banking, securities, investment management and wealth management se...
Investment Funds Attorney/Associate
AMLAW 50 FIRM SEARCHNG FOR INVESTMENT FUNDS ASSOCIATES !!!. ...
Investment Banking - Corporate Finance Advisory - Associate
We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Corporate Finance Advisory team, offering an exceptional opportunity to create market leading corporate finance content, contribute to high-profile transactions, drive growth and within a leading financi...
Investment Banking - Infrastructure Finance & Advisory – Associate
As an Associate in Infrastructure Finance and Advisory, you'll be joining a team that originates, structures, and executes: (1) infrastructure advisories, primarily working to advise projects on their commercial framework and capital structure; and (2) infrastructure financings, which include loans,...
Investment Funds - Associate Attorney
Investment Company Act and Investment Advisers Act. Investment Company Act and Investment Advisers Act. Our client, a prominent AmLaw 50 international firm, is seeking a highly-qualified and motivated Associate to join their. Handle matters involving open-end funds and ETFs, contributing to the firm...
Financial Analyst
The Financial Analyst supports finance and executive teams with various forms of financial analysis. The Financial Analyst applies strong financial skills and experience in business finance partnership, FP&A, reporting, and ad-hoc analysis. The Financial Analyst is an equal collaborator and contribu...
Quantitative Data Analyst
A company is looking for a Quantitative Data Analyst to develop data visualizations and analytics for their financial platform. ...
Research Analyst - General Application
Typically reporting to a Research Director, they are responsible for conducting analysis of research projects across a broad array of categories and industries. Manage the launching and ongoing maintenance of research studies. Relevant project management and/or market research experience an asset. ...