Investment Analyst- Portfolio Management STORE Capital CorpInvestment Analyst- Portfolio ManagementScottsdale, AZHow you will contribute to STORE's mission: The Investment Analyst is an integral member of STORE Capital's Portfolio Management team, focused on maintaining and maximizing the health of our $16 billion net-lease portfolio. This role is responsible for analyzing tenant and property financials, reviewing industry and customer performing trends, and collaborating with Portfolio Managers to assess risks and opportunities across the portfolio.
PWM Investment Analyst U.S. BancorpPWM Investment AnalystScottsdale, AZ$75,820–$89,200 / yearWill be responsible for retention, development and growth of high net worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of an Advisor. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewSenior Treasury Analyst - Investments Western Alliance BancorpSenior Treasury Analyst - InvestmentsPhoenix, AZThe Senior Treasury Analyst is responsible for handling day-to-day investment activities such as daily collateral monitoring, investment transaction entry, prepurchase analysis, and security settlements. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
PWM Investment Analyst U.S. BankPWM Investment AnalystScottsdale, ArizonaWill be responsible for retention, development and growth of high net worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of an Advisor. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Public Finance Investment Banking Intern - Hospitality Piper Sandler & Co.Public Finance Investment Banking Intern - HospitalityPhoenix, ArizonaThe Hospitality Finance Group is a team of bankers and analysts dedicated to providing uniquely tailored strategies to assist clients in raising capital for their hospitality-related needs, including new development, redevelopment, refi, recap, acquisition, economic development support and enterprise level projects. Our Public Finance Investment Banking Intern-Analyst offers an opportunity to provide extensive analytical and quantitative support as well as other transaction support to assist senior bankers in providing investment banking services to our clients.
Analyst, Alt Investments Northern Trust CorpAnalyst, Alt InvestmentsTempe, AZRole Summary: The Analyst within Alternative Asset Servicing (AAS) supports the servicing, accounting, valuation, and transaction processing of alternative investments, with a primary focus on Private Equity limited partnerships. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Sr Analyst, Investment Support Services Northern TrustSr Analyst, Investment Support ServicesTempe, AZFull timeThe Investment Support Team provides comprehensive administrative services throughout the investment product lifecycle-streamlining processes and facilitating communication between client-facing partners and downstream trading teams to allow client-facing partners to focus on building and maintaining client relationships rather than managing investment product administrative details. Builds and maintains effective working relationships with client servicing teams-including Portfolio Managers, Advisors, Investment Associates, and Investment Product Groups-as well as other internal partners to support a positive client experience.
Investment Banking Analyst (Tech M&A) Kaizen Equity PartnersInvestment Banking Analyst (Tech M&A)Scottsdale, ArizonaSupport Business Development: Assist with business development initiatives by conducting industry and company research, preparing pitch materials, and supporting the development of client presentations and marketing collateral. What You Will Do Support Transaction Execution: Assist Associates and Vice Presidents with the execution of M&A and capital-raising transactions, including financial analysis, valuation work, diligence support, and preparation of transaction materials.
Public Finance Investment Banking AVP/VP - Special District Group Piper Sandler & Co.Public Finance Investment Banking AVP/VP - Special District GroupPhoenix, ArizonaThe ideal candidate enjoys working in a fast-paced and dynamic environment; possesses the ability to navigate multiple projects, priorities, and deadlines with strong organizational skills; and displays a professional demeanor to interact with senior partners, clients, and colleagues. The Special District Group (SDG) is a team in Piper Sandler’s Public Finance practice that is dedicated to raising capital for public infrastructure for new development or redevelopment projects.
Vice President, Technology Investment Banking (M&A) Kaizen Equity PartnersVice President, Technology Investment Banking (M&A)Scottsdale, ArizonaAs a Vice President, you will be a key driver of client engagements—leading deal execution, managing teams, and working directly with founders, investors, and senior executives. Lead Transactions: Partner with senior leaders to take ownership of M&A and capital-raising processes, managing all aspects of execution including diligence, modeling, valuation, and negotiations.
Finance & Investment Funds Pursuits & Directories Sr Manager DLA Piper LLP (US)Finance & Investment Funds Pursuits & Directories Sr ManagerPhoenix, AZ$146,349–$232,701 / yearActs as project manager throughout the pitch and proposal response lifecycle including, but not limited to: facilitating opportunity assessments; tracking opportunities; developing project plans; organizing and conducting kick-off calls with lawyers and colleagues; gathering and drafting relevant content; coordinating with client pricing, BD and other business professional colleagues; incorporating competitive intelligence to tailor responses; and ensuring high quality/error free proposals are submitted. The Finance & Investment Funds Pursuits & Directories Sr Manager, working in collaboration with and in support of the firm's strategic initiatives, ss a member of the Business Development's Pursuit team, the Transactions Pursuits & Directories Manager has a primary responsibility for assisting the Firm win new business through the development of compliant, on-time, best-in-class and client-centric formal RFP responses and pitch response.
Middle Office Investment Banking Analyst MUFG Americas Holdings CorpMiddle Office Investment Banking AnalystTempe, AZThe major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility.
Investment Specialist - Remote Bank of MontrealInvestment Specialist - RemoteAZRemoteInquiries or instructions around customer service will range from assisting with password resets, qualified (registered) account opening and maintenance, provide account balances and details regarding client accounts, money movements, account transfers, provide quotes, handle fixed income and market linked certificates of deposit investment inquiries, purchases and redemptions, as well as general navigation of Wealth websites. Support service requests based on investment solutions from a product set (mutual funds, fixed income, certificates of deposit, managed asset allocation program, insurance products, fixed annuities, variable annuities and life insurance).
Public Finance Investment Banking AVP/VP - Special District Group Piper Sandler CompaniesPublic Finance Investment Banking AVP/VP - Special District GroupPhoenix, AZ$125,000–$150,000 / yearThe ideal candidate enjoys working in a fast-paced and dynamic environment; possesses the ability to navigate multiple projects, priorities, and deadlines with strong organizational skills; and displays a professional demeanor to interact with senior partners, clients, and colleagues. The Special District Group (SDG) is a team in Piper Sandler's Public Finance practice that is dedicated to raising capital for public infrastructure for new development or redevelopment projects.
Associate General Counsel II - Investment Advisory Edward D Jones & Co LPAssociate General Counsel II - Investment AdvisoryTempe, AZEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). As an Associate General Counsel II - Investment Advisory Attorney, you will provide legal advice and counsel related to the Firm's investment advisory platform and programs.
Associate General Counsel III, LGL Investment Advisory Attorney Edward D Jones & Co LPAssociate General Counsel III, LGL Investment Advisory AttorneyTempe, AZEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Consulting Manager, Asset Investment Planning Black & Veatch Holding CoConsulting Manager, Asset Investment PlanningPhoenix, AZRecognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity, Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning and Transactions.
Investment Associate II Northern TrustInvestment Associate IIPhoenix, AZFull timeNorthern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. Serve as a primary point of contact for routine client requests, developing an understanding of client needs and coordinating with Portfolio Advisors and service partners as appropriate.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesPhoenix, AZFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
AVP, Application Development - USAA Investment Services Company (ISCO) USAAAVP, Application Development - USAA Investment Services Company (ISCO)Phoenix, AZ$224,250–$403,650 / yearDeep expertise in designing, developing, and implementing leading-edge investment technology underpinning registered broker-dealers and investment advisors - including trading, wealth management, compliance, and CRM platforms - paired with the strategic thought leadership to influence and advise senior business executives on technology-driven decisions. Proven track record of rapidly translating complex business objectives for a growing retail investment advisory business into bold, actionable technology roadmaps - operating with fierce urgency and personal accountability to deliver results at pace without sacrificing quality or compliance rigor.
Investment Advisor III - PNC Private Bank The PNC Financial Services Group IncInvestment Advisor III - PNC Private BankPhoenix, AZPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Investment Funds Associate DLA Piper LLP (US)Investment Funds AssociateAZ$260,000–$390,000 / yearWhile the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties; Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner; Provide timely, accurate, and quality work product; Successfully meet deadlines, expectations, and perform work duties as required; Foster positive work relationships; Comply with all firm policies and practices; Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed; Ability to work under pressure and manage competing demands in a fast-paced environment; Perform all other duties, tasks or projects as assigned. The candidate will represent various public and private real estate companies, REITs, and institutional and financial investors in connection with a broad array of transactions involving acquisitions, dispositions, restructurings, complex financings, and development of commercial real estate.
Solutions Engineer - Investment Management Technology Edward D Jones & Co LPSolutions Engineer - Investment Management TechnologyTempe, AZWe are focused on many efforts including deepening use of optimization investment platforms, improving user interfaces used several hundred thousand times per day, and expanding/enabling our systems with deeper AI features and integrated functions. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Investment Banking Manager Accenture PlcInvestment Banking ManagerScottsdale, AZSynthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.
Investment Consultant II - Merrill Premium Bank of America CorpInvestment Consultant II - Merrill PremiumChandler, AZWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach.
NewSenior Manager Investment Solutions Operations First Citizens BancShares IncSenior Manager Investment Solutions OperationsPhoenix, AZThis role is critical to the bank''s performance, ensuring the alignment of front-office execution, operational infrastructure, and technology capabilities to deliver scalable, efficient, and controlled solutions that drive revenue growth and enhance client outcomes. Bachelor''s Degree and 6 years of experience in Operational leadership in a financial institution OR High School Diploma or GED and 10 years of experience in Operational leadership in a financial institution.
Senior Investment Consultant ( Arizona- Southwest Region) Thornburg Investment Management IncSenior Investment Consultant ( Arizona- Southwest Region)AZThe SIC will be responsible for selling Thornburg's mutual funds, SMA products, ETFs, and Private offerings to financial advisors primarily at wire houses, independent/regional broker-dealer and RIA channels. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg's world-class investment platform and team are aligned on strategy to serve investors.
J.P. Morgan Wealth Management - Private Client Investment Associate - Tempe, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Tempe, AZTempe, AZAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Morgan Chase: Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Investment Associate -Mandarin Speaking- Tempe, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate -Mandarin Speaking- Tempe, AZTempe, AZSupport Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades • Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries • Support business unit operational procedures and compliance requirements (e.g. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Portfolio Administrator- Data Integrity and Investment Operations ARQ Wealth Advisors, LLCPortfolio Administrator- Data Integrity and Investment OperationsScottsdale, AZYou will need to be a highly collaborative person; we are a highly engaged team of 18 professionals, and your daily responsibilities will include interacting with leadership, advisors, traders, client services, and operations. ARQ Wealth Advisors is a fast-growing, boutique, independent wealth management firm based in Scottsdale, Arizona, overseeing ~$1.2B in client assets.
Investment Specialist First Citizens BancShares IncInvestment SpecialistPhoenix, AZBenefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. Bachelors Degree and 1 year of experience in Registered Securities Representative OR High School Diploma or GED and 5 years of experience in Registered Securities Representative.
Consumer Investments Team Manager Bank of AmericaConsumer Investments Team ManagerChandler, ArizonaA licensed, registered Team Manager is responsible for the development and achievement of your team of registered representatives (Investment Specialists, Consultants and Financial Solutions Advisors) in the Consumer Investments Solutions & Client Services organization. The Investment Center is a multi-site service center located in Lincoln, RI, Chandler AZ, Rolling Meadows IL, Hunt Valley MD and Jacksonville, FL, Pennington, NJ and Fort Worth, TX and is the primary service provider for Consumer Investments Solutions.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerAZ$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Consumer Investments - Financial Service Representative Bank of AmericaConsumer Investments - Financial Service RepresentativeChandler, ArizonaIs client-focused with a passion for excellence and a positive team attitude •Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment •Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams •Is an effective communicator with an aptitude for sales and relationship management •Has strong computer skills •Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication •Is ambitious, disciplined, hardworking, resilient and willing to learn We’re a culture that: •Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy •Get training and one-on-one coaching from academy managers who are invested in your success •Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide •Develop techniques to confidently engage with clients by telephone •Continue to learn and grow in a culture where growth and career advancement are a priority As a Financial Services Representative I, you can look forward to:
Alt Investments Accountant Sr U.S. BancorpAlt Investments Accountant SrTempe, AZ$86,530–$101,800 / yearAlternative Investments Associates and Accountants work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Alternative Investment Accountant 2 U.S. BancorpAlternative Investment Accountant 2Tempe, AZJob Description Alternative Investments Associates and Accountants work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Alternative Investment Associate U.S. BancorpAlternative Investment AssociateTempe, AZ$66,640–$78,400 / yearAlternative Investments Associates and Accountants work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewDirector, Multifamily Investments RRA CapitalDirector, Multifamily InvestmentsPhoenix, AZWe're building our investment team at RRA Capital and are looking for someone ready to step into a true deal seat - working directly with our CIO to evaluate, structure, and execute multifamily real estate credit investments, and help shape how we invest. RRA Capital is a real estate credit platform focused on structured lending and opportunistic investments, powered by a lean, high-performing team with direct access to decision-makers.
Investment Consultant - Gilbert, AZ FidelityInvestment Consultant - Gilbert, AZChandler, ArizonaRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
Consumer Investments Money Movement Service Representative - Chandler, AZ Bank of America CorpConsumer Investments Money Movement Service Representative - Chandler, AZChandler, AZThe Money Movement Service Generalist is responsible for providing world class service to our Bank of America/Merrill clients and/or internal financial service advisors via inbound and outbound calls, as well as processing financial service transactions. Problem Solving and Decision Making Skills: Ability to think analytically and effectively manage risk using strong research skills, applying best practices and leveraging past experiences to resolve problems.
Investment Services Specialist Matson MoneyInvestment Services SpecialistScottsdale, ArizonaThe primary responsibility is to provide world-class service while offering creative solutions to the Registered Investment Advisors and Registered Representative that act as Co-Advisors and/or Solicitors on behalf of Matson Money. Who We Are: At Matson Money, our purpose is to empower families in discovering their true purpose for money by transforming the investing experience, leaving them with freedom, fulfillment, and love.
NewCounsel Pensions Benefits amp Investments BCG Attorney SearchCounsel Pensions Benefits amp InvestmentsPhoenix, AZThe ideal candidate will have over six years of experience in private funds investment and excellent academic credentials. Job Overview A law firm seeks a Counsel for its Pensions, Benefits & Investments Group in Phoenix, AZ.
NewCounsel, Pensions, Benefits & Investments - Private Funds BCG Attorney SearchCounsel, Pensions, Benefits & Investments - Private FundsPhoenix, AZThe ideal candidate will have over six years of experience in private funds investment and excellent academic credentials. BCG Attorney Search is seeking a Counsel for its Pensions, Benefits & Investments Group in Phoenix, AZ.
J.P. Morgan Wealth Management - Private Client Investment Associate - Tempe, AZ JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Tempe, AZTempe, AZFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Investment Associate - Scottsdale, AZ JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Scottsdale, AZScottsdale, AZFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Investment Product SpecialistTempe, AZFull timeChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
Outbound Investment Advisor Edelman Financial Engines LLCOutbound Investment AdvisorPhoenix, AZResponsibilities: • Engages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Investment Specialist First Citizens BankInvestment SpecialistPhoenix, ArizonaFull timeThey also facilitate ongoing training with branch partners and Premier bankers to help them uncover opportunities to refer clients and prospects for investment consultation. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise .
Trade Elevation Senior Investment Specialist Bank of AmericaTrade Elevation Senior Investment SpecialistChandler, ArizonaIn a call center setting, Senior Investment Specialists provide the highest caliber of service to Merrill Edge clients through general inquiries, account maintenance, online access, website navigation and execution/confirmation of trade orders initiated by self-directed clients. Senior Investment Specialists also uncover additional client needs, deepen existing relationships and refer clients to partner businesses Associates provide limited research and counseling services on limited products but do not develop client relationships.
Wealth Management Investment Consultant, Advisory Services U.S. BankWealth Management Investment Consultant, Advisory ServicesTempe, AZ$64,855–$76,300 / yearBasic Qualifications - Bachelor's degree, or equivalent work experience - At least six months of financial services, investments, or related experience - One to two years of job-related experience in a financial sales position - FINRA licenses: Series 7, 63 and 65 OR Series 7 and 66 Preferred Skills/Experience - Applicable state licenses - CRPC, CFP designations - Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and consumer lending policies and procedures - Demonstrated sales and marketing abilities - Strong analytical skills to assess client needs - Proficient computer navigation skills using a variety of software packages including Microsoft Office - Ability to manage multiple tasks/projects and deadlines simultaneously - Well-developed analytical and problem-solving skills - Excellent interpersonal, verbal and written communication skills - Past experience with salesforce and MoneyGuide pro - A passion for building relationships with clients If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . Using expertise and knowledge of the securities industry and markets, analyzes and interprets customer/prospect's investment objectives considering various factors, and provides customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations, and corporate policies.