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Investor Center Investments Representative
About Fidelity Investments Fidelity Investments is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. Investor Center Investments Representative – Providence, RI In Personal and Workplace Investing Read more […]
Client Service Centre Manager recruitment
Close Brothers Asset Management division provides a wide range of financial services for private individuals, institutional clients and their advisers both in the UK and internationally. The Asset Management division is a wholly owned subsidiary of Close Brothers Group, and provides Wealth and Asset Management. Their services include: • Investment management;; • Financial planning advice; • Trust company administration; • Fund administration and • Banking.In order to provide our clients with the best and most efficient service, we are opening a Client Centric Service Centre in Read more […]
Virtual Personal Banking Specialist
Virtual Personal Banking Specialist – Calgary Helping Albertans achieve their dreams by turning the complex world of banking into brilliantly simple solutions. That’s ATB. Is that you? Virtual Personal Banking Specialist You have a passion for finance and helping clients realize their dreams. You are a natural salesperson with the ability to identify customer needs and matching them with the right financial products and services. You crave a challenge and work hard to meet or exceed personal sales targets and goals. With an eye for detail you are able to Read more […]
Advertising Compliance Manager recruitment
Altegris is a pre-eminent provider of alternative investments. Our mission is to find the best alternative investment managers and bring them to our clients through alternative mutual funds, private funds, and futures managed accounts. Our suite of products is sold through the intermediary channel, including wirehouses, independent broker/dealers and registered investment advisors. We also have a robust Private Client Group that works directly with high net worth individuals and family offices. The Altegris companies represent approximately $3.36 billion in client assets, and provide futures clearing Read more […]
Personal Banking Officer Trainee Job in Waterloo, Ontario Canada
POSITION SUMMARY: We have opportunites across the Ontario Region for the Personal Banking Officer Trainee Positions, including: Waterloo Kitchener StratfordAs a member of a Retail Branch sales team, you will be responsible for contributing to the team’s overall success by meeting negotiated personal sales and sales activity goals through the identification and satisfaction of customer needs. You will be responsible for delivering excellent customer service and selling a full range of customized financial solutions to new customers as well as a number of existing Branch customers. Canadian Banking Read more […]
Senior/Registered Client Associate Job in Winston-Salem 27103, North Carolina Us
Love what you do and do what you love! Become a Senior/Registered Client Associate at RBC. Are you ready to advance your career? As a Senior/Registered Client Associate with RBC Wealth Management– one of the nation’s largest full-service investment firms – you’ll play an important role in helping clients build and manage wealth.In addition to your administrative support duties, you’ll help Financial Advisors by providing customer service to their clients. Your strong customer service orientation, knowledge of investment concepts and products and innovative thinking will make you a valued Read more […]
Regional Compliance Adviser recruitment
Close Brothers Group is listed on the London Stock Exchange in 1984 and today ranks among the top 250 listed companies in the UK.Close Asset Management provides financial services to private individuals, institutional clients and their advisers, employers and intermediaries such as IFAs and offers a wide range of investment management, trust, banking, advisory, educational and administrative services across the UK.Close AM are currently recruiting for an experienced Regional Compliance Adviser to be the Compliance lead in respect of a designated region of CAM’s advisory business. To provide ongoing Read more […]
Marketing Generalist recruitment
Job Purpose: To optimise the marketing strategy, execution plan budget to align with business goals and deliver the annual sales and value plan. To be part of a centre of excellence that provides expert guidance to the business and product teams on the appropriate design and mix of customer acquisition and management campaigns to achieve account sales targets, and drive profitability. To deliver customer management and acquisition campaigns across multiple media channels. To support the senior marketing manger in leading the retail marketing team. Job Background/context: The marketing manager Read more […]
Associate Advisor Job in Hackettstown 07840, New Jersey US
Wealth Management firm seeks an Associate Advisor to take on an instrumental role assisting with the daily business operations with an independent advisor. The Associate Advisor will primarily assist the financial advisor in the financial planning workflow, tracking and monitoring of investment recommendations, trading activities, assisting in preparing reports before and after client meetings as well as other practice management tasks as needed. Education: College graduate and experience in the financial planning industry. Hold Series 7 and 66 Licenses or willing Read more […]
Lawyer/Solicitor – private clients
Growing global services firm with a range of divisions seeks talented solicitor(s) and lawyers. (tax structuring, offshore wealth management, fiduciary management, Corporate services, legal) We would be interested in speaking to entrepreneurial solicitors and lawyers with a current client base who feel they might benefit from the additional services offered by this group. The team are interested in speaking to professionals who would like a clear fee/commission structure, and who are interested in growing a law firm of note, whilst understanding the benefit offered by the other divisions and global Read more […]