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Investment representative jobs

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Aerotek

 ...member's need, and documents relevant information. Processes investment transactions per the member's request and seek to identify...  ...product gaps and solutions during the phone call. The investment representative will also handle tax/statement inquiries from our members.... 
8 days ago
San Antonio, TX

IRA Services, Inc.

 ...Job Description IRA Services, Inc. 1160 Industrial Rd., Ste 1 San Carlos, CA 94070     Job Title : Investment Department Representative Job Status: Regular Full-time (Exempt), possible overtime   Role Summary The Investment Department has an open... 
5 days ago
San Carlos, CA

Apex Systems, Inc

 ...Job Description Job #: 1014207 Investment Representative San Antonio, TX Duties: Processes investment transactions per the member's request and seek to identify product gaps and solutions during the phone call. The investment representative will also... 
3 days ago
San Antonio, TX

Aerotek

 ...Investment Representative (Series 7 license required) Investment Representative Duties: Processes investment transactions per the member's request and seek to identify product gaps and solutions during the phone call. The investment representative will also handle... 
14 days ago
Phoenix, AZ

intellicents

 ...Job Description intellicents is seeking an experienced Financial Consultant / Investment Adviser Representative to join our team in the Pacific Northwest. intellicents Financial Consultants specialize among one or more of intellicents' service pillars: (1) Retirement... 
13 days ago
Tacoma, WA

CUSO Financial Services, L.P.

Division CUSO Financial Services, L.P. Position Investment Services Representative - Anaheim, CA Location Wescom Credit Union - Anaheim, CA Full-Time/Part-Time Full-Time DescriptionJoin a Winning Team!Through its relationship with CUSO Financial Services, L. P. (CFS) Wescom... 
17 hours ago
Anaheim, CA

Kforce

Kforce has a client in search of an Investment Services Representative in Addison, Texas (TX).Daily Responsibilities:* Receives service requests for mutual fund, brokerage or college savings plan products from members through various member contact channels* Fulfills the... 
1 day ago
Addison, TX

Fidelity Investments

 ..., economy and industry trends FINRA Series 7 essential. 63 or 66 preferred The Purpose of Your Role As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. You ll... 
17 hours ago
Franktown, CO

Regal Bay Investment Group LLC

$25 per hour
 ...experienced mentor based on effort and interest in inheriting his book in 5-10 years You would benefit from a comprehensive range of investments, technology, and resources for conducting full-service. We provide the necessary tools for you to build and expand your business... 
4 days ago
Milwaukee, WI

Ameritas Life Insurance Corp

Be the first point of contact for our Advisors to process client accounts. Great opportunity to for career growth and training. At Ameritas , fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life a
7 days ago
Lincoln, NE

Financial Engines

$181 per hour
 ...American deserves to move their financial life forward, and we're growing our team so we can help more clients every day.As an Outbound Investment Advisor on our National Advisor Center team, you will develop and foster meaningful client relationships through outbound efforts... 
17 hours ago
Phoenix, AZ

Navy Federal Credit Union

 ...functions for client accounts and Contact Center Financial Service Representatives (CCFSRs) related to brokerage and insurance services. To...  ...) guidelines. Responsibilities1. Performs standard/routine investment administrative functions.• Responds promptly and... 
6 days ago
Pensacola, FL

DST Systems

 ...Description: Organizational Overview SS&C is a global provider of investment and financial services and software for the financial...  ...Investments Business Process Outsourcing (BPO) group is looking for representatives to perform client outreach, basic reconciliation, trade... 
1 day ago
Kansas City, MO

S&P Global, Inc.

 ...Senior Sales Representative - Investment Banking Apply Now JobDescription : The Role: Do you have a passion for selling? As a Sales Representative you are responsible for promoting and consultatively selling a portfolio of products to current and target customers within... 
4 days ago
San Francisco, CA

Publicis Media

 ...agency departments informed about the digital media work produced for clients and best practices Liaise with high-level brand representatives including VPs and CMOs Enforce established agency policies and procedures; work continually Assist in new business... 
2 days ago
New York, NY

Professional organization located in downtown Richmond, VA

 ...Position Overview Riverstone is looking to add at least one Investment Manager to its investment team. Investment Managers are...  ...Riverstone Board Serve as one of the key liaisons and firm representatives to the broader investment community, including investment fund... 
4 days ago
Richmond, VA

Americancentury

 ...Our Firm American Century Investments® is a leading global asset manager with over 60 years of experience helping investors achieve...  ....com. The primary responsibility of the Investment Representative is to execute a client-focused sales strategy by listening... 
4 days ago
Kansas City, MO

Transamerica Financial Advisors, Inc

 ...COMPANY OVERVIEW Transamerica Financial Advisors Inc. is a broker-dealer and registered investment advisor. Through its strategic relationships, all TFA representatives are supported by a solid business platform for expanding their operations and helping clients... 
2 days ago
Temecula, CA

Red Seat

 ...Job Description   Investment Manager – Join a successful and customer-focused team Bloomington MN 55431 USA LGM Wealth Management...  ...as assigned to maintain industry designations - Serve as representative of LGM Wealth Management as a subject matter expert at... 
12 days ago
Minneapolis, MN

Fidelity Investments

 ...services market, economy and industry trends* FINRA Series 7 essential. 63 or 66 preferred*The Purpose of Your Role***As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. This is... 
3 days ago
Westlake, TX