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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 Members. They...

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 - Newberg, 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

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 Associate

Stifel - Clayton, MO

Summary The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will assist in prospecting new clients to grow the business and should remain current on industry trends. Essential Duties & Responsibilities Engage with c...

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 the Asso...

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%

Senior Client Service Associate Registered

Stifel - San Jose, CA

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...

FA Advised Programs Associate

Stifel - St. Louis, MO

Summary The Financial Advisor (FA) Advised Programs Associate works with the Program Management team on all aspects of their advisory programs. The Associate collaborates with all members of Program Management, Financial Advisors, Advisory Operations, Compliance, and other groups inside and outside Stifel to ensure efficient and effective management of the advisory progra...

CLIENT SERVICE ASSOCIATE

Stifel - Canfield, OH

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 - Grand Forks, ND

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 - Birmingham, AL

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...