25 Investment Management job postings in the San Buenaventura (ventura), California area

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Job listings, help wanted ads and employment postings (last updated on Tuesday, September 2)

Investment Sales & Solutions Representative - Covington, KY

Monster.com

KY-Covington, Do you have your Series 7 license? Are you interested in an inbound sales role without cold calling? Would you like to be with an organization that is focused on matching customer needs while delivering investment solutions? Do you flourish in a fast paced, team and goal oriented environment? If you answered yes to any of these questions, the Investments Solutions Representative (ISR) is the next … MORE INFO

Investment Sales & Solutions Representative - Salt Lake City and American Fork, UT

Monster.com

UT-Salt Lake City, Do you have your Series 7 license? Are you interested in an inbound sales role without cold calling? Would you like to be with an organization that is focused on matching customer needs while delivering investment solutions? Do you flourish in a fast paced, team and goal oriented environment? If you answered yes to any of these questions, the Investments Solutions Representative (ISR) is the next … MORE INFO

Registered Financial Associate

Monster.com

TX-San Antonio, Registered Financial Associate (Non-Exempt) San AntonioWealth Management Group Summary Expectations The Registered Financial Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients and vendors. The position will provide support toFinancial Advisors, be responsib … MORE INFO

Client Services Executive - New York

Monster.com

NY-New York, Hudson has partnered with one of the largest and most successful financial institutions in the world & a provider of index data for institutional investors worldwide growing at over 20% and looking to continue to grow its business worldwide through acquisitions and partnerships as well as organic growth. They are currently looking for Client Services Associate with Financial Service industry exper … MORE INFO

Director of Operations Finance & Analytics

Monster.com

CA-Los Angeles, Growing public media based company is looking for a sharp Director of Operations Finance. The Director will support business analytics, forecasting and optimization, including sales channel and product line analytics, product pricing and yield optimization, marketing ROI and optimization, customer ROI analytics and reporting, competitive research and analytics and more. Initially, the Director wil … MORE INFO

Client Operations Associate - 50K-$55K base plus bonus

Monster.com

MA-Boston, Client Operations Associate - 50K-$55K base plus bonus An investment management firm in Boston which provides total portfolio oversight for their clients which include endowments, foundations, private wealth etc. , is seeking a Client Operations Associate. This group is where “the rubber hits the road” in terms of executing the client's investment objectives. Consequently, it's a role which involve … MORE INFO

Portfolio Administration Analyst – Strong salary + bonus

Monster.com

MA-Boston, Portfolio Administration Analyst — Strong salary + bonus A Boston-based consulting management firm is seeking to add a Portfolio Administration Analyst to their Downtown Boston office. This individual will be in charge of overseeing/performing various accounting, reconciliation and operational activities for highly complex portfolios. Will assist with the on-boarding of new funds, resolve discrepa … MORE INFO

Sales Account Manager - salaried

Monster.com

LA-Baton Rouge, American Fidelity Assurance is always looking for talented Salaried Career Account Managers. Our salaried, career Account Managers are responsible for selling worksite insurance products and services in a defined sales territory with an existing customer base. You will build strong, long-term relationships with businesses and develop specific, needs-based recommendations for their employees, highl … MORE INFO

Collateral Management Analyst

Monster.com

NJ-Morristown, Job Location Morristown, NJ Job Description Outstanding growth opportunity exists for a candidate with a finance or investment background to join the growing Derivatives Middle Office. This position, Collateral Management Analyst, reports to the Director leading the Collateral Management Group. The Collateral Management Group is responsible for the collateral management of MetLife’s bilateral OTC … MORE INFO

Operations Associate (New Jersey)

Monster.com

NJ-Somerville, Operations Associate (New Jersey): Our client, an established asset management firm with a tremendous track record, is looking to add an Operations Associate to their growing team in New Jersey. This is an excellent opportunity for a junior candidate to work within a dynamic team and be responsible for tasks related to portfolio operations, including account reconciliation, performance composites, … MORE INFO

Investment Advisor Associate

Monster.com

CA-Los Angeles, We are a financial services recruitment and staffing firm. For more information visit: www. wallstreetpersonnel. com Century City-based wealth and investment management firm with over $8 billion in assets under management is seeking an exceptional individual to join our Wealth Advisory Group as an Investment Advisor Associate. The successful candidate will work as part of a growth-focused advisory te … MORE INFO

Stock Broker

Monster.com

NY-New York City, We’re looking for seasoned FINRA licensed professionals to join our team. Opportunities for growth are exponential! MUST HAVE EXPERIENCE. Requirements:
· 4-year degree in related field preferred
· At least 3 years of experience
· Series 7 & 63 licenses
· Highly developed and exceptional communication skills
· Resourceful team player who excels at building relationships
· Goal-driven and assertive … MORE INFO

PAA Regional Marketing Director

Monster.com

IL-Chicago, The Heartland Group, an agency for the Penn Mutual Life Insurance Company, is one of the fastest growing financial service firms in the Chicagoland area. We are a relationship-based financial services firm serving the needs of individuals, business owners, professionals, and their families. We are currently looking for a Regional Marketing Director to grow and manage our existing program of CPAs a … MORE INFO

Wealth Management Assistant

Monster.com

TX-Houston, SUMMARY The Operations Associate is responsible for the timely and accurate processing of transactions and also performs other important Operations functions. All Operations positions will create a high quality customer service environment whereby the department provides timely and accurate services to a variety of internal and external customers. Operations personnel are flexible to provide custo … MORE INFO

Senior Trust Officer/Vice President

Monster.com

TX-Houston, Vice Presidentand Senior Relationship Officer SUMMARY This position is the primary point of contact for several individual client families with the company; the individual is responsible for coordinating both firm resources and external resources to meet each assigned client family’s needs in order to ensure the highest level of client and advisor satisfaction and appropriately sophisticated, proa … MORE INFO

Territory Account Manager

Monster.com

CO-Colorado Springs, Washington National Insurance Company's largest American marketing partner, PMA USA, is looking for the right individuals who have the desire to earn a good living, work a flexible schedule and help hundreds of our clients and their employees by educating, advising and servicing them to improve their quality of life. This is a business-to-business sales position helping employers find health care … MORE INFO

Account Opening Specialist

Monster.com

PA-Philadelphia, Overview: This position is a key member of a dynamic, high-performing Client Resource Team responsible for account opening, closing, and maintenance, as well as other assignments in support of a superior client service experience. Responsibilities: Perform quality review of every new opening and verify all pertinent data for new accounts openings (e. g. U. S. Patriot Act) and open accounts on the Gl … MORE INFO

Trading Services Rep / Series 7

Monster.com

MO-Saint Louis, Direct Hire position - not contract. Full time with benefits Trading Services Customer Service Representative with Series 7 (required) and 63 license (or be able to obtain your 63 within 90 days of starting if selected for hire for this position) The successful candidate will provide an exceptional level of customer service to prospective and existing brokerage clients in a call center environment … MORE INFO

Trading Services Rep / Series 7

Monster.com

MO-Saint Louis, Direct Hire position - not contract. Full time with benefits Trading Services Customer Service Representative with Series 7 (required) and 63 license (or be able to obtain your 63 within 90 days of starting if selected for hire for this position) The successful candidate will provide an exceptional level of customer service to prospective and existing brokerage clients in a call center environment … MORE INFO

Trading Services Rep / Series7 / Financial Services / Investment

Monster.com

NC-Charlotte, Direct Hire position - not contract. Full time with benefits Trading Services Customer Service Representative with Series 7 (required upfront) and 63 license (or be able to obtain your Series 63 within 90 days of starting if selected for hire for this position) The successful candidate will provide an exceptional level of customer service to prospective and existing brokerage clients in a call cen … MORE INFO

Sales - Entry Level - Join a stable company with support

Monster.com

NC-Asheville, Looking for a career with unlimited income potential and the flexibility to manage your own schedule? Mutual of Omaha provides exceptional first careers to motivated individuals with a strong passion for success to be in business for yourself, but not by yourself. Be part of a great team environment and start immediately paying off student loans. As an advisor, you help your clients protect their … MORE INFO

Financial Advisor - Sales Associate - Grow with us

Monster.com

MO-Springfield, Mutual of Omaha offers exceptional opportunities as a Financial Advisor, where a career path is accomplished through your own professional achievements, not seniority or tenure. Mutual of Omaha provides its Financial Advisors with professional development through coaching and one-on-one interactions, while allowing for flexible scheduling and the potential to earn a rewarding income. As a Financia … MORE INFO

Sales - Entry Level - Join a stable company with support

Monster.com

MO-Columbia, Looking for a career with unlimited income potential and the flexibility to manage your own schedule? Mutual of Omaha provides exceptional first careers to motivated individuals with a strong passion for success to be in business for yourself, but not by yourself. Be part of a great team environment and start immediately paying off student loans. As an advisor, you help your clients protect their … MORE INFO

Insurance Based Financial Advisor

Monster.com

IL-Glen Carbon, A career opportunity with Mutual of Omaha can provide you with: Unlimited income potential, plus bonuses and other awards Financial support during your first three years to help you build your business Worldwide incentive travel Be in business for yourself but not by yourself! Mutual of Omaha has: One of the best comprehensive training programs in the industry Turn-key programs dedicated … MORE INFO

Sales - Financial Advisor - Entrepreneur Opportunity

Monster.com

OK-Tulsa, Do like to make a difference in people’s lives? Do you love what you currently do, or do you just do what you currently do? Individuals from a variety of career backgrounds, including salespeople, finance professionals and teachers/coaches, have found new career success at Mutual of Omaha. As an advisor, you help your clients protect their families and their lifestyles, while earning the income yo … MORE INFO

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