- All Finance Top Job Titles
- Related titles: Representative
- Vice President, Investment Representative
- Leading International Wealth Management Firm (New York, NY)
- ...Leverage the firm's capital markets, proprietary research and analytical capabilities to provide investment, wealth advisory, trust and capital markets services. Service high net worth clients and small institutions while identifying and cultivating client relationships. Utilize knowledge...
- Investment Representative
- Johnson Financial Group (Appleton, WI)
- ...Also responsible for management of existing business in the local markets. Actively solicits clients and prospects for business opportunities including cross selling of all bank and company products. This position is an important part of our Wealth Advisory team. Required Skills: Proven...
- Investment Representative
- Zions Bancorporation (Salt Lake City, UT)
- ...* Prospects new clientele through affiliate bank and client referrals. * Trades a wide variety of financial products to fulfill customer needs. * Develops and maintains an awareness of capital markets trends and issues which may affect the financial products offered and customer needs. *...
- Investment Representative
- Zions Bancorporation (St. George, UT)
- ...Prospects new clientele through affiliate bank and client referrals. Trades a wide variety of financial products to fulfill customer needs. Develops and maintains an awareness of capital markets trends and issues which may affect the financial products offered and customer needs. May advise...
- Investment Representative
- Johnson Financial Group (Appleton, WI)
- ...Also responsible for management of existing business in the local markets. Actively solicits clients and prospects for business opportunities including cross selling of all bank and company products. This position is an important part of our Wealth Advisory team. Required Skills: Proven...
- Vice President, Investment Representative
- Leading International Wealth Management Firm (New York, NY)
- ...Leverage the firm's capital markets, proprietary research and analytical capabilities to provide investment, wealth advisory, trust and capital markets services. Service high net worth clients and small institutions while identifying and cultivating client relationships. Utilize knowledge...
- Investment Representative
- Department of Workforce Services (Salt Lake City, UT)
- ...* Prospects new clientele through affiliate bank and client referrals. * Trades a wide variety of financial products to fulfill customer needs. * Develops and maintains an awareness of capital markets trends and issues which may affect the financial products offered and customer needs. *...
- Associate Investment Representative
- SACU (San Antonio, TX)
- ...SACU is a $2 billion credit union, with 18 full-service branches in San Antonio, TX and a branch in Houston, TX. SACU has been building strong member relationships for over 70 years! Work closely with the Sr. Investment Advisor to offer comprehensive solutions to address the complex...