Aspiring Investment Specialist — Client Solutions Trainee
$26.92 - $29.33 per hourDormont Manufacturing Co
Bank of America is seeking representatives to provide phone-based financial services aimed at deepening client relationships. The role includes managing products and trading in self-directed accounts, while supporting clients' financial goals through referrals to specialized teams. Qualified candidates should have strong communication skills, a positive team attitude, and be prepared to pursue necessary licensing exams. A High School diploma is required, and a Bachelor’s degree is desired. This position offers a competitive pay range of $26.92 – $29.33 per hour with industry-leading benefits. #J-18808-Ljbffr Dormont Manufacturing Co
- ...entry point into a fully licensed financial services career. Responsibilities Identify clients’ needs and find appropriate solutions by referring sales opportunities to specialist and sales teams. Focus daily on service to sales with existing Merrill clients. Provide...TraineeshipHourly payShift workDay shift
- ...candidate will join the Wealth Management Products & Solutions team, concentrating on supporting the trading and investment implementation of the firm’s Donor Advised Fund... ...digital product teams to enhance the digital client experience related to investment workflows and...SuggestedShift work
- Job summary As an Investment Specialist - Vice President in the Asset Management Multi-Asset Solutions team, you will support the US Advisory Models business through a blend of client-facing, analytical, and reporting work. You will have the opportunity to engage in capital...Suggested
- The role of the Vice President, Investment Product Specialist is to manage a high‑performance model portfolio... ...across the Private Bank’s investment solutions. Responsibilities Own the design,... ...implementation approaches to improve client outcomes and operational resiliency....Suggested
- A leading reinsurance company is looking for an SVP Actuarial Advisor to provide strategic solutions to clients and brokers. In this senior role based in New York, you will leverage your extensive reinsurance market knowledge and actuarial expertise to engage with clients...Suggested
- JPMorgan Chase Bank, N.A. is seeking an Investment Specialist for its Asset Management Multi-Asset Solutions team in New York. You will engage in client-facing and analytical work, presenting insights on macroeconomic trends and supporting investment strategies. With over...
- JPMorgan Chase & Co. is seeking an Investment Specialist for the Asset Management Multi-Asset Solutions team. This role will engage in client-facing, analytical tasks, providing market insights and supporting US Advisory Models business. A successful candidate will have...
- The Multi-Asset Solutions (MAS) team at J.P. Morgan Asset Management (... ...class solutions tailored to the investment management needs of institutional and retail clients. With more than $500 billion... ...Job summary As an Investment Specialist in the Asset Management Multi-...
- ...Banker Analyst to join their U.S. Private Bank. This role involves collaborating with bankers and investment specialists to develop customized financial strategies for clients. The position offers a two-year program leading to potential promotion opportunities as an...
$26.92 - $29.33 per hour
...looking for dedicated individuals to enhance financial lives by providing phone-based services. Responsibilities include identifying client needs, fostering relationships, and engaging in product management. The ideal candidate should have strong communication skills, be...TraineeshipHourly payFull time$140k - $185k
A leading talent network for investment roles is seeking an Investment Advisory Analyst in... ...advisors and portfolio managers by analyzing client investment portfolios, conducting market... ...40,000 - $185,000 annually, depending on experience. #J-18808-Ljbffr TEEMA Solutions GroupFull time- ...financial institution is seeking an Advisor Trainee for their Analyst Program in New York... ...facets of wealth management, including investments, lending, banking, and estate planning.... ...with various teams, gaining insights into client goals and strategies. Ideal candidates...TraineeshipSummer work
$35 - $40 per hour
...construction services industry, delivering a broad range of creative solutions to clients in the real estate & land development, and energy markets.... ...growing, and we’re looking for a Right of Way Acquisition Specialist to support active projects across Southeast Texas, with a...For contractors- JPMorgan Chase & Co. is seeking an Investment Specialist for their International Private Bank in New York. This role involves supporting clients through investment reviews, preparing product recommendations, and developing investment policies. Candidates must possess a...Flexible hours
$50.34k - $103.48k
A financial services company located in New York seeks an Investment Support Specialist to provide essential support to clients and advisors, managing daily investment portfolios for Wealth Management. The candidate should have 3-5 years of relevant experience and a strong...$115k - $125k
...Client Accounting Training & Development Specialist Skadden, Arps, Slate, Meagher & Flom LLP has forged a reputation... ...highest quality advice and novel solutions to our clients' legal issues. We... ...programs interactive and engaging for trainees. Conducts technical and...TraineeshipWork experience placementLocal areaRemote work- ...seeking an Associate Banker in New York, NY, focusing on building client relationships and providing financial advice. You will work on... ...drive client acquisition and understand a range of financial solutions. The ideal candidate has 4+ years in banking and strong leadership...
- ...employés de TD sur les produits financiers. Une compréhension solide des produits de richesse et la capacité d'obtenir les licences nécessaires sont essentielles. Le poste vise à renforcer les relations clients et à fournir un excellent service. #J-18808-Ljbffr TD BankTraineeship
- ...skills to support the internal and external Client Portfolio Management (CPM) team.... ...in the execution of all tasks. The Data Specialist will be a key liaison coordinating a variety... ...Willingness and enthusiasm to learn about the investment business Comfortable in a key support...Work experience placement
$60k
...Maintains positive and helpful relationship with client as a means of projecting Primerica... ...and assistance to Customer Service trainees. Supports the Coordinator by answering questions... ...variety of programs and initiatives, we invest in each employee, seeking to ensure that...TraineeshipLocal areaRemote workFlexible hours$62.35k - $90k
...of their Advisory Mastery Program (AMP). This program prepares trainees to provide sound financial advice while offering comprehensive training and mentorship. Successful candidates will develop a client pipeline, manage client relationships, and complete training requirements...Traineeship- ...Description The Multi-Asset Solutions (MAS) team at J.P. Morgan... ...class solutions tailored to the investment management needs of institutional and retail clients. With more than $500 billion in... ...summary: As an Investment Specialist in the Asset Management Multi-...
$43.89k - $102.08k
...community at a time. Position Summary An Analyst who joins the Client Financial Analysis and Optimization (CFAO) team provides... ...formulating a data-driven approach to solve the problem; and presenting solutions to the client or executive team. Provide consultation on all...Hourly payPermanent employmentFull timeTemporary workWork experience placementInternshipLocal area$120k - $130k
Business Unit: Capital Solutions Industry: General Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and... ...data‑driven perspectives that help our clients achieve their most critical goals. To learn...- ...Associates, Inc. seeks a Financial Advisor Trainee through its comprehensive Advisor... ...and mentoring. The Trainee will balance client development, sales activities, and compliance... ...management and an ability to identify investment opportunities for clients. Bachelor's degree...Traineeship
- Structured Financial Solutions Analyst M/F You will join Credit Agricole CIB Americas as a... .... At the heart of Global Coverage and Investment Banking and GIB, Structured Financial Solutions... ...of Crédit Agricole CIB group’s main clients (hybrid financings, off balance sheet...
- ...Agricole CIB Americas as a Structured Financial Solutions Analyst. At the heart of Global Coverage and Investment Banking and GIB, Structured Financial Solutions... ...financial issues of Crédit Agricole CIB group’s main clients (hybrid financings, off balance sheet specific...
$55k - $96k
...leading provider of comprehensive wealth‑management and investment products and services for individuals, companies, and institutions... ...Advisors (FA) teams in delivering holistic investment solutions and managing client portfolios in alignment with the Chief Investment Office...Work at officeShift workDay shift- ...comprehensive wealth management and investment products and services for... ...institutions. The advisory teams guide clients in achieving retirement,... ...review reports. Partner with internal specialists to deliver holistic investment solutions. Qualifications Series7, 63/65 or...Work from homeShift workDay shift
- ...Investment Specialist page is loaded## Investment Specialistlocations: Remotetime type: Full timeposted... ...in a world of change, empowering our clients and people to realize their full... ...investment related issues, and recommending solutions to address findings. This position has...Full timePart timeWork experience placementInternshipLocal areaRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Aspiring Investment Specialist — Client Solutions Trainee. Be the first to apply!
- investment specialist Brooklyn, NY
- investment banking analyst Brooklyn, NY
- investment officer Brooklyn, NY
- portfolio analyst Brooklyn, NY
- investment analyst Brooklyn, NY
- customer service trainee Brooklyn, NY
- store management trainee Brooklyn, NY
- management trainee Brooklyn, NY
- hotel management trainee Brooklyn, NY
- sales trainee Brooklyn, NY

