Investment Advisor Brokerage Specialist jobs

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Investment Product Sales Specialist
AXA - Charlotte, NC
Primary responsibilities of the Investment Product Sales Specialist (Hybrid Wholesaler) are to provide investment-related reviews and sales ideas, positioning...
Desired Experience: Microsoft Powerpoint, FINRA Series
New Prospect Communications Specialist
Guerra Financial Group - Miami, FL
$37,000 - $100,000 a year
Experience with Brokerage, Life and Annuity Insurance accounts. Meeting with New Prospects in-office to sign new investment and insurance applications with new...
Desired Experience: Bilingual
Easily apply
Wealth Advisor (SAFE) 2
Wells Fargo - 26,990 reviews - McLean, VA 22107
Manages the relationships of high net worth (HNW) and ultra-high net worth (UHNW) clients of The Private Bank in coordination with Private Bankers, Fiduciary...
Desired Experience: Chartered Financial Analyst, CFP, CPA, Management Experience, FINRA Series

Alternative Investment Sales Specialist

Morgan Stanley - 2,609 reviews - New York, NY
Knowledge of alternative investments. The Alternative Investments Group is responsible for sourcing, manufacturing, developing, managing and marketing...
Desired Experience: Chartered Financial Analyst, Microsoft Powerpoint, FINRA Series

Investment Advisory Specialist

Advisor Group - 8 reviews - Atlanta, GA   +1 location
Ability to communicate with other business units within the Advisor Group to resolve Advisors concerns and issues....
Desired Experience: FINRA Series
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Investment Operations Specialist

Bremer Bank - 57 reviews - Fargo, ND   +1 location
The Investment Operations Specialist will be responsible to:. Bremer Investment Services has an exciting opportunity for an Investment Operations Specialist to...
Desired Experience: FINRA Series, Customer Service

Cross Asset Investment Specialist

Citi - 13,820 reviews - New York, NY 10261 (Murray Hill area)
Typically covering Ulta High Net Worth individuals, families, and advisors. Citi provides consumers, corporations, governments and institutions with a broad...
Desired Experience: Excel, Leadership Experience, Time Management, Microsoft Powerpoint

Investment Services Specialist

MassMutual - 759 reviews - Springfield, MA 01119 (Sixteen Acres area)
Additionally, the specialist will handle and respond to email request from financial advisors, external partners and internal departments....
Desired Experience: Excel, Microsoft Word

Junior Advisor Operations Specialist

RobustWealth - Lambertville, NJ
Advisor Operations Specialist to join our growing company! RobustWealth is a fast-paced wealth management company that is changing the way investment advisors,...
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Relationship Specialist, Advisor Custody & Trading

Charles Schwab - 865 reviews - Orlando, FL 32810   +3 locations
What is an Investment Advisor (IA)? When we start with teamwork, anything is possible.” – Elizabeth Chu, Relationship Specialist, Advisor Custody & Trading....
Desired Experience: FINRA Series

Inforce Investment Specialist Expert

MassMutual - 759 reviews - Springfield, MA 01119 (Sixteen Acres area)
Additionally, the specialist will handle and respond to email request from financial advisors, external partners and internal departments....
Desired Experience: Excel, Microsoft Word

Brokerage Service Specialist - Institutional

Charles Schwab - 865 reviews - Westlake, TX 76262
Proactively consult and educate clients of Independent Investment Advisors. As a Brokerage Service Specialist you will be the primary point of contact for the...
Desired Experience: FINRA Series

Investment Product Sales Specialist

AXA US - Charlotte, NC
Primary responsibilities of the Investment Product Sales Specialist (Hybrid Wholesaler) are to provide investment-related reviews and sales ideas, positioning...
Desired Experience: Microsoft Powerpoint, FINRA Series
Client Relationship Specialist
Curran & Lewis Investment Mngt. Inc - Redwood City, CA 94065
$55,000 - $65,000 a year
Previous experience in a brokerage, bank trust department or investment advisory firm merits immediate consideration....
Desired Experience: Microsoft Office, Customer Service
Easily apply
Regional Support Specialist Trainee - Wealth Brokerage Servi...
Wells Fargo - 26,990 reviews - Charleston, SC
Brokerage client support experience. 2+ years of investment support experience. Knowledge and understanding of brokerage functions support....
Desired Experience: FINRA Series