Investment Representative jobs
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Featured Job Postings from the Web
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| May 30 | Investment Solutions Representative - Sales & Trading job | Mergis Group, A Division of Spherion | Cincinnati, OH |
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*Utilize multiple tools to provide investment direction *Develop and position mutual fundsRequirements Job Requirements *Associates/Bachelors Degree *Series 7 *Previous experience... more |
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| May 29 | Customer Service/Care Representative 06/12/12 | Xerox | Anderson, IN |
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Customer Service / Care Representative Position Description External We are looking for you! Come be a part of a $22 billion leader in technology and innovation. Currently, we are... more |
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| May 29 | Customer Service/Care Representative 06/19/12 | Xerox | Anderson, IN |
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Customer Service / Care Representative Position Description External We are looking for you! Come be a part of a $22 billion leader in technology and innovation. Currently, we are... more |
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| May 26 | Investment Advisors | ING U.S. Financial Services | Massachusetts |
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customers, including personal needs-based investment guidance, wealth management, retirement planning and income strategies. As Sales Manager, you will function as a general... more |
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| May 26 | Senior Investment Strategist, Alternatives - Marketing - Research job | BlackRock | New York, NY |
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products. Within BAI, the Alternative Investment Strategy Group (AISG) is ... with end clients on complex alternative investment strategies. Candidates will be... more |
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| May 25 | Investor Center Investments Representative- Houston Highland Village | Fidelity Investments | Houston, TX |
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customers- including personal needs-based investment guidance, wealth management, ... Position Description The Investments Representative position serves as one of the... more |
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| May 25 | Financial Representative | Lincoln Investment Planning | Pittsburgh, PA |
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Lincoln Investment Planning Financial Representative Responsibilities: Prospects ... Analyzes prospect suitability and investment objectives/needs... more |
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| May 25 | Financial Representative-Apprentice Program with Base Income | Lincoln Investment Planning | Pittsburgh, PA |
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who are interested in building a successful investment practice. It is designed to provide an established marketplace, leadership, guidance, training and a base income for... more |
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| May 25 | Investment Management Finance Director | Thomson Reuter | New York, NY |
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policy initiatives - Manage and develop the Investment Management finance team to improve ... scope, and objectives. - Represent Investment Management finance on... more |
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| May 24 | Corporate Banking Group Manager I - Investment Banking job | Pnc Financial Services Group | Orlando, FL |
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understanding of banking products and investment regulation processes requiredBachelor's degree -- Major in Business, Economics, Finance, or Accounting preferredExcellent... more |
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| May 22 | Associate, BAI Special Opportunities Group - Investment Banking job | BlackRock | New York, NY |
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world's preeminent provider of alternative investment solutions. The responsibilities of ... investments Familiarity with fund and investment administration, and familiarity... more |
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| May 20 | Outside Sales Representative | Pinnacle Family Advisors | Kansas City, MO |
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potential clients with investable assets. Representative will need to meet monthly ... and benefit package is highly tied to performance. Representative will be... more |
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| May 19 | Fixed Income Strategist - Investment Banking job | BlackRock | New York, NY |
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include working closely with the Chief Investment Officer of Fixed Income and ... income element of the quarterly BlackRock Investment Directions, the monthly Fixed... more |
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| May 18 | Investor Center Investments Representative- Michigan Ave | Fidelity Investments | Chicago, IL |
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customers- including personal needs-based investment guidance, wealth management, ... Position Description The Investments Representative position serves as one of the... more |
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| May 18 | Senior Investment Consultant - Private Client Group | Rochdale Investment Management | New York, NY |
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Rochdale Investment Management is a private investment management firm headquartered in ... Broad knowledge of financial planning, investment and/or HNW economic issues - "continual... more |
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| May 14 | Investor Center Investments Representative- Greater Chicago Future Opportunities | Fidelity Investments | Chicago, IL |
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customers- including personal needs-based investment guidance, wealth management, ... Position Description The Investments Representative position serves as one of the... more |
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| May 14 | Investment Banking - VP Anti-Money Laundering | Compliance Search Group | New York, NY |
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Top-tier investment banking firm is seeking an Anti-Money Laundering Manager. ... for Investment Bank personnel Represent the investment bank on internal committees and... more |
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| May 14 | Investor Center Investments Representative- Pittsburgh & South Hills, PA Future Opportunities | Fidelity Investments | Pittsburgh, PA |
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customers- including personal needs-based investment guidance, wealth management, ... Position Description The Investments Representative position serves as one of the... more |
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| May 14 | US Fixed Income Senior Strategist - Multi-Sector - Investment Banking job | BlackRock | New York, NY |
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choices across model-based and fundamental investment styles. BlackRock's Fixed Income ... sales strategy Assist clients in developing investment solutions that marry BlackRock... more |
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| May 04 | Global Commercial Banking - Regulatory, Controls, and Business Practices Officer - Investment Banking job | Citigroup | New York, NY |
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-Serves on the Global Commercial Banking leadership team as the focal point for Regulatory, Operating, Reputation, and Franchise risk and public policy matters. -Reports to the... more |
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| May 02 | Investment Associate | Harding Loevner | Bridgewater, NJ |
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INVESTMENT ASSOCIATES Investment Associates work as part of a multi-faceted team ... facilitate projects and processes across the Investment, Marketing, Operations, Trading,... more |
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| Apr 29 | Director, Institutional Investment Service Marketing | Investment Services Company | Boston, MA |
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Investment Services line of business (Investment Review, Investment Plan ... Institutional Investment services including investment reviews, investment webinars and... more |
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| Apr 28 | JUNIOR SALES REPRESENTATIVE IN CALGARY (D ASR) | Pitney Bowes | Alberta, VA |
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opportunity for a junior level Outside Sales Representative in our Global Mailing Solutions division. We invite you to grow and develop your sales career on our team in CALGARY. more |
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| Apr 25 | Marketing Director Asset Management - Leading Financial Firm - Investment Banking job | Cybercoders | Los Angeles, CA |
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experience within investment management, investment banking or the consulting ... within the investment management or investment banking industry, please apply... more |
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| Apr 25 | AVP, Marketing - Private Equity - Investment Banking - Finance - job | Cybercoders | Los Angeles, CA |
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experience within investment management, investment banking or the consulting ... within the investment management or investment banking industry, please apply... more |
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| Apr 23 | Head of US Consumer and Commercial Banking Fraud Prevention - Investment Banking job | Citigroup | Long Island City, NY |
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Position Summary This position will have full accountability for Fraud Management within the US Retail Bank. Responsibilities include: * Management of an analytic,... more |
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| Apr 22 | Investment Professional | Next World Capital | San Francisco, CA |
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will have a valued voice in all firm investment decisions. Post investment, they ... of relevant operating experience and/or investment experience; Strong and proven... more |
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| Apr 22 | VP Anti-Money Laundering Investment Banking | Compliance Search Group | New York, NY |
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Top-tier investment banking firm is seeking an Anti-Money Laundering Manager. ... for Investment Bank personnel Represent the investment bank on internal committees and... more |
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| Apr 20 | Investment Accounting Reconciliation Associate | BlackRock | Wilmington, DE |
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The Aladdin Portfolio Services Group (APSG) Investment Accounting team provides ... manner Work closely with Account Manager, Investment Managers, Custodians, and each... more |
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| Apr 18 | Senior Director, Investment Analysis - Sales - Technology job | Walmart | Bentonville, AR |
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Leads and directs a diverse, high caliber team at the Director, Sr. Manager, and Manager levels whose responsibilities include oversight and execution of financial models,... more |
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| Apr 16 | Dispute Consulting Analyst - Investment Banking job | Duff & Phelps | New York, NY |
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and ours. Responsibilities: As an Analyst, representative engagements you will be afforded the opportunity to work on include retrospective business valuations and/or... more |
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| Apr 16 | Product Strategist, Fixed Income - Investment Banking job | BlackRock | New York, NY |
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across index, model-based and fundamental investment styles. BlackRock's Fixed Income ... products. Assist clients in developing investment solutions that marry BlackRock... more |
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| Apr 06 | Retirement and Investment Services Senior Business Development Rep. - Marketing - Business Development job | Pnc Financial Services Group | Charlotte, NC |
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professionals managing our retirement and investment services, utilizing sophisticated ... Representative in the Retirement & Investment Services segment, you are... more |
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| Apr 05 | Analyst, Strategic Investments Group | New York City Economic Development | New York, NY |
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Job Summary: The Analyst will assist senior members of the Department by conducting financial modeling and analyses to support the deployment of discretionary incentives offered... more |
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| Apr 05 | INVESTMENT COUNSELOR | BB&T Bank | St Petersburg, FL |
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the Investment Sales Department. 6. Conduct investment product educational seminars for ... Regulatory Authority (FINRA) Registered Representative and 63 State licenses. 3. more |
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| Apr 01 | Sr. Systems Analyst / Investment Mgmt | IT Consulting / Services Company | Boston, MA |
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is seeking a Systems Analyst with strong investment industry or global capital markets ... plus. RESPONSIBILITIES: 1. Work closely with investment professionals to develop solutions... more |
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| Apr 01 | Senior Director Investment Analysis | Walmart | Bentonville, AR |
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site retailer 4. CPA with progressive work experience in a major global accounting firm or in a Fortune 50 Controllers Office Job Role Senior Director, Investment Analysis... more |
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| Mar 28 | Energy Sector Analyst-Basic Value Team - Investment Banking job | BlackRock | Princeton, NJ |
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and risk-informed bottom-up investment process that focuses on both ... making noteworthy sector recommendations to investment portfolios. Demonstrated academic... more |
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| Mar 22 | Senior Investment Consultant (Sales) | Investment Management Firm | New York, NY |
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Senior Investment Consultant-NYC Private Client Group Midtown private investment ... compensation. Qualifications for the Senior Investment Consultant role :Minimum five... more |
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| Mar 22 | Senior Investment Consultant | Investment Management Comapnay | San Francisco, CA |
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Private Client Group Mid-size private investment management firm headquartered in ... compensation. Qualifications for the Senior Investment Consultant role :Minimum five... more |
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| Mar 20 | Alternative Investment Strategist - Investment Banking job | BlackRock | New York, NY |
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and real assets platforms. Our alternative investment capabilities are fully integrated ... investment solutions. The BAI Alternative Investment Strategy Group (AISG), which... more |
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| Mar 20 | Director, Head of Alternative Investments | Barclays Capital | New York, NY |
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is a key component of the Investment Representative sales process to clients and ... industry. * 5+ years of experience with investment products, especially alternatives. more |
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| Mar 05 | Senior Investment Consultant | BOK Financial | Tulsa, OK |
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Serves as an investment representative on various committees (i.e., Investment Committee, ... in investment industry (i.e., consulting, investment management or plan sponsor... more |
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| Mar 04 | Sr. Systems Analyst / Investment Mgmt | Financial Services Company | Boston, MA |
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is seeking a Systems Analyst with strong investment industry or global capital markets ... plus. RESPONSIBILITIES: 1. Work closely with investment professionals to develop solutions... more |
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| Feb 27 | AI Strategist - West Coast - Investment Banking job | BlackRock | San Francisco, CA |
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to alternative investments, creating investment vehicles designed to capitalize on ... investment solutions. The BAI Alternative Investment Strategy Group (AISG), which... more |
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| Feb 25 | Commercial Investment Analyst | Saudi Aramco | Houston, TX |
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currently seeking an experienced Commercial Investment Analyst to join the Domestic Joint ... outlook and analysis. Act as Saudi Aramcos representative to counterpart personnel in... more |
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| Feb 09 | Investment Strategist - US Retail - Investment Banking job | BlackRock | New York, NY |
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portfolio managers, quantitative analysts, investment strategists, research analysts, ... marketing materials. Understand the investment processes of individual active... more |
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| Jan 20 | Dispute Consulting Intern - Investment Banking job | Duff & Phelps | New York, NY |
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and ours. Responsibilities: As an Intern, representative engagements you will be afforded the opportunity to work on include retrospective business valuations and/or... more |
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| Dec 08 | Finance Manager - Investment Banking job | Robert Half Finance & Accounting | Oakland, CA |
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to evaluate the potential value and risk of investment decision such as new product initiatives, M&A activities, capital projects, and supply chain strategies Support the overall... more |
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| Nov 28 | Sr. Financial Advisor, Series 7& 65/66, National Investment CenterSan Antonio, TX/Tampa, FL | Citigroup | San Antonio, TX |
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(NIC) product universe including complex investment plans Assess, assist, and advise internal business partners as they help clients choose the services best suited for their... more |
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| Jul 23 | Senior Investment Consultant | Bank of Oklahoma | Tulsa, OK |
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* Serves as an investment representative on various committees (i.e., Investment Committee ... in investment industry (i.e., consulting, investment management or plan sponsor... more |
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More Job Postings from the Web
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| May 30 | INVESTMENT COUNSELOR | Branch Banking and Trust Company | Largo, FL |
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Primary Purpose: Responsible for sales of investment securities to individuals, ... Sales Department. (10%) 6. Conduct investment product educational seminars for... more |
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| May 30 | Investments Department - Web-HTML Develo | Department of Workforce Services | Salt Lake City, UT |
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Title: Investments Department - Web-HTML Developer II Location: Zions Bancorporation - HDQTR Responsible for and participates in the design, development and support of various... more |
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| May 30 | HWA Region Investment Manager | Huntington Bancshares | Cleveland, OH |
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HWA Investment Region Manager Grade 74 EOE M/F/D/V No relocation is available for this position. Huntington does not accept solicitations from third party recruiters for any... more |
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| May 29 | Investor Center Investments Representative | Fidelity Investments | Bethesda, MD |
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customers- including personal needs-based investment guidance, wealth management, ... Position Description The Investments Representative position serves as one of the... more |
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| May 29 | Investment Advisor Representative | Gerber Kawasaki Wealth Management | Santa Monica, CA |
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in the business Top money- managers and investment solutions Independent and objective financial advice that puts your clients interests first Highly competitive compensation... more |
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| May 29 | Investor Center Investments Representative - Rockefeller Center, NYC Job | New York | |
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Investor Center Investments Representative - Rockefeller Center, NYC - # Description In Personal and Workplace Investing (PWI), we empower people to be more productive at work and... more |
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| May 29 | Investor Center Investments Representative- Dayton, OH Future Opportunity | Fidelity Investments | Dayton, OH |
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customers- including personal needs-based investment guidance, wealth management, ... Position Description The Investments Representative position serves as one of the... more |
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| May 25 | Investment Representative | Edward Jones | Gulfport, MS |
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rewards. Edward Jones offers individualized investment recommendations focused on a ... time getting to know their clients, their investment needs and their objectives. Then... more |
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| May 24 | Head of Registered Investment Advisor Compliance- Investment | Huff Consulting | New York, NY |
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business; Developing training programs for Investment Adviser Representatives, ... Oversee disclosures required to be made by investment advisory representatives,... more |
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| May 24 | Investment Associate | Harris Bank | Illinois |
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maintaining document copies, processing investment transactions, and communicating ... investment representative with ?lower end? investment requests from the clients. ?... more |
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| May 23 | New Business Sales Financial Markets / Investment Solutions | Excelsior Professional Search | Boston, MA |
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representative, account executive, sales representative, investment representative, ... registered investment advisors, wholesaler, investment management wealth, investment,... more |
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| May 23 | Community Investment Team Lead | Citizens Financial Group | Providence, RI |
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responsibilities for the Community Investment Relationship Manager family. The incumbent is responsible for program management to result in high visibility opportunities for... more |
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| May 22 | Sales Representative - Investment Sales | I-hire | Sauk Rapids, MN |
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with service and recommend appropriate investment strategies and products, based on ... package of products to be offered to the investment industry. The continuing... more |
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| May 20 | Reg Investment Representative Job # 4-105-12-16 | Worksource Oregon | Portland, OR |
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Investment Rep II- (5 year of continuous investment sales experience) $3,132 per ... Investment Rep III (8 years of continuous investment sales experience) In conjunction... more |
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| May 17 | Head of Registered Investment Advisor Compliance- Investment Advisory | Guardian Life Insurance Company of America | New York, NY |
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business; Developing training programs for Investment Adviser Representatives, ... * Oversee disclosures required to be made by investment advisory representatives,... more |
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| May 17 | Investment Services Customer Service Rep (FINRA Series 7 & 63) - | Chase | San Antonio, TX |
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Customer Service Representative I The Investment service centers have a strong reputation ... which together service the needs of our Investment Representatives/Personal Bankers... more |
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| May 17 | Investment Data Analyst Job | BNY Mellon | Chadds Ford, PA |
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organizations and independent registered investment advisors who collectively ... Financial organizations, investment professionals and independent registered investment ad... more |
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| May 15 | Investment Service Representative | Lakeshore | Chicago, IL |
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Responsible for handling customer/shareholder and or broker/dealer inquiries generated by phone, email, and/or written correspondence relating to account status and activity. more |
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| May 15 | Financial Advisor, Investment Advisor Representative | John Hancock | Irvine, CA |
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Sales Professional Financial Advisor | Investment Advisor Representative| Financial ... Resources Capital Management and its investment advisory services are offered... more |
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| May 15 | Brokerage Operations Manager - Unionbanc Investment Services | Union Bank | Los Angeles, CA |
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Job Summary: Reporting to the UnionBanc Investment Services (UBIS) Division Manager, the Brokerage Operations Manager is responsible for overall management of the middle-office... more |
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| May 14 | Investment Management Finance Director Job | Thomson Reuters | New York, NY |
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Title: Investment Management Finance Director ID: ACC00005371 Description Investment ... scope, and objectives. - Represent Investment Management finance on... more |
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| May 14 | Finance, Insurance and Investment Sales Representative | New York Life Insurance Company | Annapolis, MD |
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significant income We make a substantial investment in our field force. Our standards are high. We are looking for people with a great drive to succeed, the passion to make a... more |
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| May 09 | Entry Level Accountant - Investments | Allstate Insurance Company | Northbrook, IL |
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sustainable, competitive, risk-adjusted investment returns and investment-related ... Accounting, reporting and analysis for investment instruments, with a primary focus... more |
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| May 07 | INVESTMENT CLIENT SUPPORT REPRESENTATIVE | Old National Bank | Bloomington, IN |
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Old National Bank is seeking an Investment Client Support Representative for our ... investments Interest in completing Cannon Investment School and potentially earning... more |
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| May 04 | Investment Representative (ICA) - Minot | First International Bank & Trust | Fargo, ND |
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Investment Representative (ICA) - Minot Back To Employment Download Application Apply ... with 2 or more years of experience in investment sales preferred. First... more |
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| May 04 | Compliance Officer, Investment Advisory Services Job | Capital One | Melville, NY |
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Compliance Officer, Investment Advisory Services-713407 Description JOB SUMMARY: Capital ... Degree Minimum 5 years experience in the investment advisory industry PREFERRED... more |
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| May 04 | Investment Representative (ICA) - Arizona | First International Bank & Trust | Fargo, ND |
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Investment Representative (ICA) - Arizona Back To Employment Download Application Apply ... with 2 or more years of experience in investment sales preferred. First... more |
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| May 04 | Retirement and Investment Services Senior Business Development Rep. | PNC | Charlotte, NC |
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professionals managing our retirement and investment services, utilizing sophisticated ... Representative in the Retirement & Investment Services segment, you are... more |
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| May 01 | OH - FT - Retail Investment Representative | First Place Bank | Ohio |
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from estate taxes The business model the Investment Rep should use includes the ... prospective customers. The Retail Investment Representative is responsible for... more |
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| May 01 | Representative, Client Service - Investment Operations | Northern Trust | Chicago, IL |
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high quality service to clients and investment managers around the world. Custody ... and communicate effectively with clients and investment managers. Strong analytical skills... more |
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| Apr 30 | Investment Representative | Ballston Spa National Bank | Ballston Spa, NY |
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BSNB Financial Services Conveniently located at Ballston Spa National Bank Ballston Spa, NY BSNB Financial Services , A service of Essex National Securities, Inc. and Essex... more |
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| Apr 25 | Client Services Representative - Morningstar Investment Management | Morningstar | Chicago, IL |
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Investment Management taps into the investment, advisory, and business strengths ... The Role: Morningstar Investment Services (MIS) seeks a Client Services Representative to... more |
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| Apr 22 | Compliance Rep 2 - Investments | US Bank | St Louis, MO |
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Title: Compliance Rep 2 - Investments Location: Missouri-MO-Saint Louis Responsible for conducting on site examinations of USBancorp broker/dealer locations/branches. Travel is... more |
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| Apr 21 | Compliance Rep 2 - Investments | U.S. Bancorp | St Louis, MO |
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Responsible for conducting on site examinations of USBancorp broker/dealer locations/branches. Travel is required 25% of the time. Ensures assigned locations, business units, or... more |
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| Apr 19 | Investment Advisor Associate | Financial Engines | Phoenix, AZ |
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seeking a qualified investment advisor representative to join our Advisor Center ... quality and communicating performance of investment portfolios. Providing ongoing... more |
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| Apr 10 | Investment Sales Rep | Middlesex Savings Bank | Concord, MA |
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Sale of investment and insurance products to retail and commercial customer base in ... and competitive developments within the investment and insurance industry. Attends... more |
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| Apr 07 | Retirement & Investment | Bradsby Group | Tampa, FL |
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Retirement & Investment Representative Position Summary: Act as the primary point of contact between Credit Union and employees in all aspects of retirement planning. Conduct... more |
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| Apr 05 | Investment Representative | BMO Harris Bank | Milwaukee, WI |
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products and trading markets Securities, investment advisory services and insurance ... Inc. Member FINRA/SIPC. SEC-registered investment adviser. BMO Harris Financial... more |
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| Apr 03 | Investment Services Customer Service Rep (FINRA Series 7 & 63) - Wealth Mgmt - Sourcing Req - San Antonio | JPMorgan Chase | Texas |
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Job Description Customer Service Representative I The Investment service ... which together service the needs of our Investment Representatives/Personal Bankers... more |
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| Mar 28 | Director of Investment Product Risk | Citi | New York |
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efforts with external regulators for the investment organization Lead key investment ... Candidate should have a broad knowledge of investment products including retirement,... more |
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| Mar 26 | Supervisor - Investment Compliance | Franklin Templeton Investments | New York, NY |
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Investment Compliance represents the Global Investment Adviser Compliance (GIAC) ... & 1934, Investment Company Act of 1940 and Investment Advisers Act of 1940). *... more |
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| Mar 20 | Investment Banking Representative | Redhill Search | Atlanta, GA |
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ultimately sell into. The Investment Banking Representative is an inside sales position, ... generate revenue. Investment Banking Representative will make approximately 30... more |
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| Mar 20 | Online Investing Product Manager | Bank of the West | Omaha, NE |
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BancWest Investment Services (BWIS) is framing a strategy to deliver Online Investing ... ReviewsQualifications At least 8 years of investment product delivery experience. At... more |
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| Mar 15 | Investment Service Representative | USAA | Addison, TX |
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seeking talented Investment Services Representative for our Addison, TX location. ... As an Investment Services Representative for USAA, you will have one of the most important... more |
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| Jan 16 | Investment Center Financial Advisor | UBS | Charlotte, NC |
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As a UBS Investment Center Investment Representative your job is to: *Deliver superior ... recent work experience as an Investment Representative from a Wealth Management firm,... more |
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| Jan 12 | Investment Representative | Barclays Capital | New York, NY |
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Responsibilities: Our Investment Representatives offer comprehensive solutions to address ... research, and analytical capabilities, Investment Representatives provide their... more |
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| Oct 05 | Investment Representative | Strategic Staffing Solutions | San Antonio, TX |
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Are you an investment professional with a Series 7 and 63 license? If so, we need to talk ... San Antonio TX. In this role, you'll process investment transactions per the customers'... more |
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| Sep 27 | RFP Investment Writer | Wall Street Personnel | Los Angeles, CA |
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He/She is expected to work with Marketing Representative Workgroup Leads to outline and ma ... or legal role, preferably within the investment management industry; or 1-3 years... more |
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| Sep 20 | Investment Rep | South Carolina Bank and Trust | Columbia, SC |
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5 - 8 years of experience in the sale of investment products; possess a Bachelors degree in business or a related field; and possess a current series 7, series 63 and 65 or 66, SC... more |
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