5+ YOE5+ years supporting financial advisors, 2+ years onboarding with custodians, bachelor’s/associate degree or equivalent experience, strong Microsoft Office skills, CRM familiarity, excellent communication and organization.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Authentic passion for beauty, client-facing retail or service experience, excellent written and verbal communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail/service experience, passion for beauty, strong written and verbal communication, ability to lift up to 50 lbs, basic math and computer skills, availability for days, nights, weekends and holidays.
Bachelor's degree in finance/accounting required; experience in financial consulting preferred. Strong analytical, problem-solving, and client communication skills. Financial planning licenses/certifications are a plus.
Bachelor's degree in finance, accounting, or related field required; experience in financial consulting preferred; strong analytical, communication, and client-relationship skills; financial planning certifications a plus.
Bachelor's degree in finance/accounting required; experience in financial consulting preferred. Strong analytical, communication, and client relationship skills. Licenses or certifications in financial planning are a plus.
Financial Advisor - El Paso, TX - Market 2, Region 92
El Paso, Texas, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Ability to build client relationships, obtain required securities and insurance registrations (SIE, Series 7, Series 66), and complete paid training; bachelor’s degree preferred or equivalent experience.
Asesor de Proyectos - Transformación de Lamina CD. Juárez
Tlalnepantla de Baz or Tijuana or Ciudad Juárez or Chihuahua
FieldFull Time
Grupo Hi-Tec: Distributor of CNC machine tools and industrial manufacturing solutions.
Experience selling sheet metal transformation machinery, technical knowledge of sheet metal technology, intermediate English, ability to advise clients, travel or relocate availability, preferred engineering background.
CitiNYSE: C: Global diversified financial services holding.
1+ YOEGPA ≥ 3.3, strong analytical and communication skills, client prospecting and consultative sales experience preferred; graduating with a bachelor’s or equivalent experience; minimum 1 year consultative sales experience desirable; risk and compliance awareness.
CitiNYSE: C: Providing global banking, investment, and wealth management services.
0+ YOEEntry-level role for students or early-career candidates to prospect and advise clients on Afore/retirement products; GPA ≥3.3, analytical and communication skills; options for high school graduates with experience, university students/graduates in business/economics/engineering.
Bachelor's degree in finance/accounting required; experience in financial consulting preferred. Strong analytical, communication, and client-relationship skills. Financial planning licenses or certifications are a plus.
Bachelor's degree in finance/accounting or related, experience in financial consulting preferred, strong analytical and communication skills, ability to build client relationships; financial planning licenses/certifications are a plus.