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Financial Advisor
First Commonwealth Bank - Johnstown, PA
As a Financial Advisor with First Commonwealth, your primary focus is to advise clients and prospects on a full range of investment, retirement and insurance products in order to best meet their needs. With a sense of urgency you work to collect and analyze income, assets and debts in order to help clients meet future financial goals. Your clients' financial goals are what drive ...
Financial Advisor
OnPoint Community Credit Union - Salem, OR
Overview OnPoint Community Credit Union is partnered with Raymond James Financial Services, Inc., one of the leading Broker/Dealers in the country. Together we have a commitment to provide an exceptional client experience to support and build a successful investment program by assisting members to make sound investment and financial planning choices. We pri...
Financial Advisor
OnPoint Community Credit Union - Portland, OR
Overview OnPoint Community Credit Union is partnered with Raymond James Financial Services, Inc., one of the leading Broker/Dealers in the country. Together we have a commitment to provide an exceptional client experience to support and build a successful investment program by assisting members to make sound investment and financial planning choices. We pri...
Financial Advisor
Mission Fed - San Diego, CA
Calling all Series 7 and Series 66 licensed Financial Advisors in the San Diego area with strong knowledge of the local market: We've got a brand-new opportunity to join our very successful and growing team! Mission Fed's Financial Advisors provide professional advisory services to Mission Federal Credit Union (Mission Fed) members and Team Membe...
Associate Financial Advisor II
Mission Fed - San Diego, CA
The Associate Financial Advisor II is immersed in all aspects of Member Investment Services including branch operations, client engagement, business development strategies and tactics, product knowledge, and sales processes. Training and development are segmented and facilitated in phases and progression, The learning timeline and addition of responsibilities may vary, contingent on ...
Financial Aid Advisor
University of California - Santa Barbara, CA
Job Posting Details Payroll Title : FINANCIAL AID OFCR 2 Job Code : 004526 Job Open Date : 4/9/24 Application Review Begins : 4/24/24 Department Code : FINC (FINANCIAL AID OFFICE - Operation) Percentage of Time : 100 Union Code :&...
Registered Client Service Associate
Stifel - San Jose, CA
Summary Under immediate supervision, the Registered Client Services Associate assists one or more Financial Advisors with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for...
Senior Client Service Associate - Registered
Stifel - New York, NY
Job Summary Under general supervision, the Senior Client Service Associate enhances the client experience and maintains a high level of client service and branch support. This role is responsible for daily branch operations while identifying and anticipating client, Financial Advisor and branch office needs. The Senior Client Service Associate is responsible for unders...
Community Financial Fund Advisor
University of California - Santa Barbara, CA
Job Posting Details Payroll Title: STDT LIFE DEV SPEC 2 (004563) Job Code: 004563 Job Open Date: 02/23/2024 Application Review Begins: 3/11/2024 Department Code (Name): ASTD Percentage of Time: 100%
CLIENT SERVICE ASSOCIATE
Stifel - Naples, FL
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duti...
CLIENT SERVICE ASSOCIATE
Stifel - Paducah, KY
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duti...
CLIENT SERVICE ASSOCIATE
Stifel - Indianapolis, IN
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duti...
CLIENT SERVICE ASSOCIATE
Stifel - Lake Forest, IL
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duti...
CLIENT SERVICE ASSOCIATE
Stifel - Indianapolis, IN
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duti...
CLIENT SERVICE ASSOCIATE
Stifel - Waukesha, WI
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duti...
