Investment Representative jobs
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Featured Job Postings from the Web
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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 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 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 | 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 23 | Registered Financial Representatives: Investment Sales - Nor | Financial Northeastern Companies | Fairfield, NJ |
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the development of innovative fixed-income investment products tailored to meet the ... and guidance they need to fulfill their investment responsibilities confidently and... more |
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| May 23 | Customer Service / Care Representative | Xerox | Lexington, KY |
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Xerox Corporation is a $22 billion leading global enterprise for business process and document management. Through its broad portfolio of technology and services, Xerox provides... more |
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| May 23 | Investor Center Financial Representative - Birmingham | Fidelity Investments | Michigan |
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customers- including personal needs-based investment guidance, wealth management, ... in 1946, the firm is a leading provider of investment management, retirement planning,... more |
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| May 23 | Agent Re Engagement Specialist Marketing Sales Representative Join a Fortune 500 Company Today! | Assurant | Milwaukee, WI |
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Required Skills/Experience * Working knowledge of how the independent insurance agent business model functions. * At least one year of prior sales experience or two years of sales... 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 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 17 | Investment Services Customer Service Rep (FINRA Series 7 & 63) - Wealth Mgmt - Sourcing Req - San An | 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 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 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 | 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 | 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 11 | Staff Accountant - Investment Management Firm | Hollister | Boston, MA |
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Staff Accountant - Investment Management Firm My client is a well established Investment ... quarterly, and annual close for both the investment funds and the Management Company. more |
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| May 11 | Senior Director, Investment Analysis | Walmart | Bentonville, AR |
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Company Summary Wal-Mart Stores, Inc. (NYSE: WMT) serves customers and members more than 208 million times per week at more than 8,600 retail units under 59 different banners in... more |
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| May 11 | Investment Advisor | Austin, TX | |
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diligence is seeking a seasoned successful investment professional to join their ... to hear from you. A good fit for us is an investment advisor or RIA with an established... more |
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| May 10 | Business Information Specialist - Investment Management Group | Nationwide Insurance | King of Prussia, PA |
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Investment Management Group (NIMG) is the investment arm of Nationwide Financial ... Business Unit Director/Officer and the HR Representative. JOB CONDITIONS: Overtime... more |
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| May 09 | Investment Advisor | Monte World Wide Staffing | San Antonio, TX |
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Job Title: Investment Advisor Investment Advisor Job Location: San Antonio, TX San ... We are looking for seasoned successful investment professionals looking for higher... more |
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| May 04 | Sales VP and Alternative Investment Consultant / RP13478 | Genworth Financial | San Diego, CA |
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Description: Sales VP and Alternative Investment ConsultantAltegris is a ... Sales VP and Alternative Investment Consultant will focus on 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 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 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 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 03 | Marketing Sales Representative Agent Re Engagement Join a Fortune 500 Company Today! | Assurant | Milwaukee, WI |
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Required Skills/Experience * Working knowledge of how the independent insurance agent business model functions. * At least one year of prior sales experience or two years of sales... 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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| 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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| 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 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 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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| Jan 25 | Worksite Supplemental Voluntary Sales Representative | Assurant | Indianapolis, IN |
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apply Worksite\Supplemental\Voluntary Sales Representative Indianapolis Job Location: ... Worksite/Supplemental/Voluntary Sales Representative- Indianapolis, IN Assurant Employee B... more |
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| Jan 25 | Worksite Supplemental Voluntary Sales Representative Tampa Orlando | Assurant | Tampa, FL |
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Worksite/Supplemental/Voluntary Sales Representative- Tampa/Orlando Assurant Employee Bene ... today. Worksite/Supplemental/Voluntary Sales Representative- Tampa/Orlando Assurant... more |
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| Jan 19 | EXPERIENCED OUTSIDE SALES REPRESENTATIVE QUEBEC | Pitney Bowes | City, IN |
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opportunity for an experienced Outside Sales Representative in our Document Imaging Solutions/Global Mailing Solutions division. We invite you to further your career and exceed... more |
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| Jan 05 | Associate - Investment Funds | Wise Counsel | New York, NY |
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A level firm is seeking an Associate in Investment Funds. This firm has great camaraderie and a willingness for Attorneys to pitch in for each other. The firm attracts in work at... 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 27 | Wealth Compliance Group Mgr. Retail Investments | TD Bank | Laurel, MD |
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and procedures related to the Registered Representative, Registered Principals, Branch ... B/D, Mutual Fund, Investment Advisor, etc... more |
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| May 27 | Investor Center Investments Representative- Overland Park, KS Job | Kansas | |
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Investor Center Investments Representative- Overland Park, KS - # Description In Personal and Workplace Investing (PWI), we empower people to be more productive at work and more... more |
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| May 27 | INVESTMENT COUNSELOR | Branch Banking and Trust Company | Raleigh, NC |
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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 25 | Investor Center Investments Representative- Louisville, KY Future Opportunity | Fidelity Investments | Kentucky |
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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 | Automotive Technician Flat Rate - Bilikin Investment Group | Hyrell | Anchorage, AK |
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performance record. The following is a representative list of the duties and responsibilities associated with this position: -- Use shop equipment such as lifts, welders,... more |
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| May 25 | Senior Investment Strategist, Alternatives | BlackRock | New York |
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products. Within BAI, the Alternative Investment Strategy Group (AISG) is ... It is likely candidates will have an investment background (broadly defined). more |
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| May 25 | Investor Center Investments Representative | Fidelity Investments | Reston, VA |
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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 24 | 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 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 24 | Investment Representative | Edward Jones | Tallahassee, FL |
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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 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 22 | Manager, Investment Management | Irvine Company | Irvine, CA |
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Irvine Company is seeking a Manager of Investment Management to join our Office ... flow * Monitor market activity * Prepare investment memoranda, capital requests, and... more |
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| May 21 | Internal Key Account Manager-Registered Investments | Symetra | Waltham, MA |
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responsible for promoting Symetra registered investment products within independent ... agreements with firms. Act as Relationship representative on internal project and launch... 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 20 | VP Head of Denver Investment Tax / Sr. Tax Manager | Brown Brothers Harriman | Denver, CO |
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- Oversee providing of tax services to investment vehicles not structured as mutual ... tax services to assist clients with new investment vehicle planning, including... more |
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| May 18 | Senior Auditor-Financial Trust/Investments | M&T Bank | Wilmington, NC |
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The Senior Auditor position interacts with area management in the Trust/Investment busines ... business to include fiduciary, investment advisory and/or brokerage... more |
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| May 17 | Reg Investment Representative Job # 4-105-12-16 | 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 | 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 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 16 | Investment Support Specialist | Wilmington Trust | New York |
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: Investment Support Specialist, M&T Bank Location: Buffalo, NY Company Overview: ... variable insurance. Thorough knowledge of investment and insurance products. Proficient... 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 15 | Director, Acquisitions & Investments | CSM | Minneapolis, MN |
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2. Financial Analysis. Perform in-depth investment analysis of relevant ... value creation and targeted return on investment. 4. Acquisition/Divestiture. 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 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 14 | Invest Assoc, Centralized Rgst | Keybank | Ohio |
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$97 billion. Key companies provide investment management, retail and commercial ... contact for clients when their licensed representative is unavailable and assist in... 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 10 | Director- Lending and Impact Investing | Insperity | Boston, MA |
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(e.g. impact investors, socially responsible investment firms, etc.) Requirements Requirements: Bachelors Degree a must, Masters Degree preferred or equivalent years of education... 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 | 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) - 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 | 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 | 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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| 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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| 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 28 | Investment Advisor | Ables, Iannone, Moore & Associates | Bluffton, SC |
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As an Investment Advisor Representative with Ables, Iannone, Moore & Associates, you will ... firm is an independent fee-only registered investment advisory firm. We manage... more |
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| Apr 27 | Investment Advisory Representative (IAR) | Strategic Wealth Management Group | New York, NY |
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on mutual funds and insurance company investment contracts. Job Duties will ... New Business * Prepare for quarterly client investment review meetings * Respond to... 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 03 | Investment Sales Rep | NetApp | New York, NY |
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Job Summary: As an Investment Sales Representative, you are responsible for building ... Essential Functions: The essential responsibilities of the Investment Sales Representative... 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 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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| 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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| Jan 27 | Practice Development Assistant - Investment and Bankruptcy | Ropes & Gray | New York, NY |
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logistical support. Primarily support the Investment Management, Hedge Funds and Bankruptcy and Business Restructuring practice groups. Assist PDM and PDS as well as Practice... more |
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| Jan 16 | Investment Center Financial Advisor | UBS | Jersey City, NJ |
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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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