Associate Advisor
A company is looking for an Associate Advisor.Key Responsibilities : Participate in a comprehensive advisor training programAssist with client prospecting and marketingProcess trades and required paperwork for investment transactionsRequired Qualifications : 1+ years' of applicable professional experienceBachelor's degreeCriminal background check (for financial licensing purposes)Personal finances must be in good standing (for financial licensing purposes)Series 7 and 66 licenses or ability to obtain within the first 120 days of employment
Associate Financial Advisor
A company is looking for an Associate Financial Advisor to support clients in workplace plans and contribute to growth initiatives. ...
Senior Sales Associate
Are you motivated by leading conversations, driving your own income, getting things over the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients’ needs and developing prospects. Communicate client...
Bilingual Associate Financial Advisor - Advisory Services
A company is looking for an Associate Financial Advisor Bilingual - Advisory Services. Key Responsibilities:Educate and advise plan participants on available Advisory Services to assist in reaching retirement goalsIdentify opportunities to increase client assets and provide retirement planning discu...
Senior Loss Control Advisor
Loss Control Advisor you'll be the lead advisor for and provide consultative loss control services to assigned customers as well as JPAs in accordance with the department’s guidelines. Bachelor’s Degree in Occupational Safety and Health or other Bachelors’/Associate degree with at least 3-5 years’ w...
Client Service Associate
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience t...
Investment Associates/Advisor
Investment Associates/Advisor<br /> Fulltime Permanent<br /> Location: Redwood City, CA USA</p> <p> </p> <p>You will be an integral part of the investment team, focusing on sourcing, evaluating, and managing early-stage consumer investments. ...
Financial Advisor Associate
Patelco Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment services to its member base in San Jose CA and the surrounding areas. Overview Patelco Credit Union is growin...
J.P. Morgan Advisors - Senior Client Associate
Job responsibilities: * Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and ...
Senior Sales Associate
Are you motivated by leading conversations, driving your own income, getting things over the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients’ needs and developing prospects. Communicate client...
Merrill Financial Solutions Advisor - East Bay & Associates Market
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide the n...