Investment Associate
7 days ago
We are seeking an exceptional individual to join our Central Support team as a Trading Associate in Scottsdale, AZ.
Job DescriptionThe successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm's clients and associates.
- Place Mutual Fund, ETF and equity trades through Charles Schwab, TD Ameritrade or Fidelity
- Research and respond to routine-to-complex inquires within defined service level commitments
- Trade Correction processing, reporting and analysis
- Handle incoming inquiries from advisor teams related to the troubleshooting and review of complex account and data discrepancies
- Partner with internal teams to document, review and update firm policies & procedures
- Support day to day operations of our Unified Managed Account (UMA) platform through Envestnet
- Assist advisors and their team with system navigation, configuration, and account setup
- Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
- Undergraduate degree required (Bachelor's degree in Finance, Business or Economics preferred)
- Experience with Envestnet preferred
- Experience with Charles Schwab, Fidelity and/or TD Ameritrade institutional platforms and paperwork preferred
- 1 - 2+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
- Excellent interpersonal and verbal/written skills
- Strong commitment to detail with excellent organization and prioritization skills
- Self-starter with a proven ability to work in a fast-paced, evolving work environment
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
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Investment Management Associate
2 weeks ago
Scottsdale, Arizona, United States Beacon Pointe Advisors Full timeAbout UsBeacon Pointe Advisors offers a dynamic and fast-paced work environment where you can grow your career as a Trading Associate. With a strong commitment to our clients and a proven track record of success, we are seeking an exceptional individual to join our Central Support team in Scottsdale, AZ.The successful candidate will have 1-2 years of...
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Investment Management Associate
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Scottsdale, Arizona, United States Beacon Pointe Advisors Full timeBeacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor seeking a highly skilled Senior Wealth Management Associate to join our team in Scottsdale, AZ. The ideal candidate will possess a four-year college degree in Finance, Business, or Economics and 1-2+ years of relevant experience.About the RoleThe Senior Wealth Management Associate...
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Trading Associate
3 months ago
Scottsdale, United States Beacon Pointe Advisors Full timeJob Description Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as a Trading Associate in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and...
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Account Services Associate
4 weeks ago
Scottsdale, United States Beacon Pointe Advisors LLC. Full timeJob Description Beacon Pointe is currently seeking an exceptional individual to join our Central Operations team as an Account Services Associate in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families...
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Account Services Associate
5 months ago
Scottsdale, United States Beacon Pointe Advisors Full timeJob Description Beacon Pointe is currently seeking an exceptional individual to join our Central Operations team as an Account Services Associate in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families...
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Client Relationship Associate
2 months ago
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Account Services Associate
2 weeks ago
Scottsdale, United States Beacon Pointe Advisors LLC Full timeJob Description Beacon Pointe is currently seeking an exceptional individual to join our Central Operations team as an Account Services Associate in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families...
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Account Services Associate
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2 weeks ago
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Registered Branch Associate
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Client Relationship Associate
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Registered Branch Associate
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1 week ago
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Registered Branch Associate
1 week ago
Scottsdale, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an...
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Registered Branch Associate
4 days ago
Scottsdale, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
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Registered Branch Associate
4 days ago
Scottsdale, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
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Registered Branch Associate
3 days ago
Scottsdale, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an...
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Customer Service Associate
4 weeks ago
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4 months ago
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Registered Client Service Associate
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Scottsdale, United States Threadneedle group Full timeDo you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is Americas leader in financial planning and ranked 1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client...
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Sales Floor Associate
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Scottsdale, United States Savers | Value Village Full timeDescription Job Title: Sales Floor Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with gently-used,...