- Atria Wealth Solutions (Williston, VT)
- CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union in ... our products help us to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part of the credit union environment… more
- CBRE (Irvine, CA)
- Project Manager - Executive Assistant ( Investment Sales Team) Job ID 216270 Posted 17-Apr-2025 Service line Advisory Segment Role type Full-time Areas of ... - United States of America As a CBRE Project Manager - Executive Assistant for an Investment Sales Team, you will support high-level executives and lead… more
- Citigroup (New York, NY)
- …$25mm and serves 40% of the world's billionaires and their families. **Responsibilities:** + The Investment Sales Assistant Sr. Analyst role is to provide a ... experience **Job Family Group:** Private Client Product Services **Job Family:** Investment Sales Services **Time Type:** Full time **Primary Location:**… more
- Citizens (Fall River, MA)
- …about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality ... successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the...up on referrals received from business partners, and providing sales activity reporting. Travel within assigned geographic location may… more
- Reliant Community Credit Union (Sodus, NY)
- Licensed Sales Assistant Sodus, NY (http://maps.google.com/maps?q=10+Benton+Place+Sodus+NY+USA+14551) Apply Job Type Full-time Description ... in a row, seeks aLicensed Sales Assistantto join our team. The Licensed Sales Assistant is responsible for providing administrative support to the Reliant … more
- Umpqua Bank (Tacoma, WA)
- Financial Service Sales Assistant Wealth Management Tacoma, Washington **Description** **About Us:** At Umpqua, we create a great place to work by offering a ... a liaison between Financial Advisor(s) and their clients. A sales assistant has a large influence on...licensed employees. Accept unsolicited mutual fund and money market investment direction from clients. Series 7 licensed employees provide… more
- HUB International (Fort Worth, TX)
- …needed for support and guidance. + Record and submit hours worked. **Pay structure:** The Sales Assistant will receive a base hourly rate of **$15.00 per hour** ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over..., paid on a bi-weekly basis. Additionally, the Sales Assistant will have the potential to… more
- Aegon Asset Management (Denver, CO)
- Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the ... of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.… more
- JPMorgan Chase (New York, NY)
- Become an integral part of the Payments and Global Corporate & eCommerce Sales team where you will have the opportunity to work in a fast-paced organization and each ... attention to detail and quality. As a Senior Executive Assistant in Payments, you will need to work well...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- HEI Hotels and Resorts (Houston, TX)
- …and invite all qualified military candidates to apply. Overview Assist the Sales Team in the administrative functions required for effective hotel sales ... and management. Responsibilities + Act as Liaison between Sales Manager(s) and clients in Sales Manager's...and financial wellness, creating value in your most important investment - you!For your physical and mental wellness we… more