Trade Desk Advisor - Financial Services (Hybrid)
TEKsystems
TEKsystems is seeking a licensed Financial Services Representative to join our Trade Desk team in Fort Worth, TX on a hybrid schedule. You’ll support clients with account servicing, trading activity, and money movement requests while applying strong customer service skills and regulatory knowledge. The role blends financial operations and relationship management, requiring Series 7 and appropriate Series 63/65 or 66 licenses, plus client-focused, collaborative work in a fast-paced environment. #J-18808-Ljbffr TEKsystems
$63k - $65k
...Job Description Job Description Hybrid Position in Fort Worth, TX (3 days in-office... ...Description Call center Managed a balanced servicing and business development workload,... ...contractual obligations. Giving financial consulting and focusing on financial plans...SuggestedPermanent employmentWork at officeWork from homeMonday to Friday$10k
...assisting clients reach their long-term financial goals? We are looking to develop our next... ...for a lifelong career in the financial services industry. Through our specialized training... ...the opportunity to participate in our hybrid work from home program. This program is...SuggestedWork at officeWork from home$10k
...an International Investment Counselor to service a roster of high-net-worth clients.... ...have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now... ...have the opportunity to participate in our hybrid work from home program. This program is...SuggestedWork experience placementWork at officeWork from home- ...Financial Advisor Apply ( locations Dallas/Ft. Worth, TX Charlotte, NC Malvern, PA... ...understanding of Vanguard funds, products, and services to educate clients effectively. Stay... ...We Work Vanguard has implemented a hybrid working model for the majority of our...SuggestedFull time
$90k - $110k
...Job Title: Fund Accountant Financial Additions is assisting an established and growing Investment... ...a Fund Accountant . This position is hybrid and offers a great opportunity for... ...Industries: Investment Management and Financial Services Referrals can increase your chances of...SuggestedFull time- ...ll need to succeed as a Senior Analyst, Financial Reporting at XPO ~ Bachelors degree... ...logistics Experience in Financial Shared Services MBA or professional certification (... ...‑ making. Serve as a strategic advisor to department leaders by providing financial...
- ...accuracy, compliance, and exceptional client service. Essential Functions: Fund... ...annual account Assist with preparation of financial statements and supporting Support annual... ...requires the employee to sit at a desk the majority of the workday. The position...Work at office
- ...Symonds Wealth Management, a comprehensive financial planning and investment firm located in... ...to detail as they execute on portfolio trading, data gathering, modeling, case design,... ...development. Summary The Associate/Service Advisor reports to the Lead Advisor and serves...
$95k - $105k
...Job description:We are seeking an experienced Senior Financial Advisor who is passionate about helping clients make informed... ...recommendations to clientsConduct case specific researchCoordinate trading activities and client service tasksMaintain compliance and documentation...- ...Operations Analyst to support a fast-paced financial services organization in Fort Worth, Texas. This... .... You'll work cross-functionally with Trading, Legal, and Client Coverage teams,... ...and wants real ownership from day one. Hybrid schedule, downtown Fort Worth office. 2...Work at office
- ...management and investment products and services for individuals, companies, and institutions... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...Intelligence Referral Management Trading This position is subject to SAFE...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Description Job Description About AgTrustAgTrust provides financial services to farmers, ranchers, and agribusinesses. We leverage both... ...supports farmers, ranchers, and agribusinesses across the region.Hybrid Technology Environment: Gain experience overseeing both...
- ...guided by a common purpose to help make financial lives better through the power of every... ...Job Description:As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... .../or a minimum of one year of financial services industry or sales experienceSchedule:...Full timeWork at officeImmediate startMonday to FridayShift workDay shift
- ...opportunities, assess growth & efficiency opportunities, and provide the financial insights that drive long-term business performance. This role... ...term incentive plan and employer sponsored healthcare options. Hybrid work schedule. Company is focused on developing and mentoring...Full timeLocal area
- DescriptionWe are looking for an Associate Wealth Advisor to join a boutique wealth management... ...leadership to support sophisticated financial planning needs for professionals,... ...planning, financial planning, and client service delivery.• Detail-oriented communication...
$10k
...that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience... ...have the opportunity to participate in our hybrid work from home program. This program is...Work experience placementWork at officeWork from home- ...Are you a Certified Financial Planner (CFP®) looking to take the next... ...seeking Certified Financial Advisors for remote opportunities available... ...To lead through product and services that transform our clients'... ...Vanguard has implemented a hybrid working model for the majority...Remote work
- ...Financial Services RepresentativeAre you ready to take control of your future and make a meaningful impact in the lives of others? We are seeking driven, coachable, and ambitious individuals—whether you're beginning your professional journey or pursuing a new career path...Remote workFlexible hours
$100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing... ...while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient...- ...guided by a common purpose to help make financial lives better through the power of every... ...is responsible for providing phone-based services to relationship jobs where the representative... ...expectations include managing products, trading in self-directed accounts, and...TraineeshipWork at officeDay shift
$77k - $214k
...AssociateJob Description & SummaryA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide... ...you are expected to lead the way as technology-enabled tax advisors who provide significance through digitization, automation,...Full timeH1bLocal area$90k - $100k
...This range is provided by SNI Financial. Your actual pay will be based on your skills and... ...team, a collaborative work culture, and a hybrid work schedule (3 days in office per week... ...financial analysis in the financial services industry Experience with investment reporting...Work at office3 days per week- ...insights, portfolio performance analysis, and financial projections to support daily operations... ...strategy in coordination with the Trading function, applying ERCOT market fluency,... ...in Houston, Texas. This role may work a hybrid schedule (3 days in office/2 days remote...Temporary workSeasonal workWork at officeRemote work
- ...A financial services firm is seeking a Certified Public Accountant to manage fund-level accounting and financial reporting. Responsibilities include preparing financial statements, handling tax deliverables, and supporting audits. The ideal candidate will have 3–7 years...Full time
$50k - $90k
...Texas National Financial Group is looking for motivated individuals to join as Financial Services Representatives. This role offers comprehensive training and mentorship without prior financial experience needed. You'll have the chance to develop client relationships,...Remote work- ...First Command Financial Services, Inc. is looking for a Director of Enterprise Risk Management to lead strategy, governance, and enterprise-wide integration of risk management best practices. The role will develop the ERM framework, identify and monitor risks, and...
- ...First Command Financial Services, Inc. is seeking an Associate Director, Bank Risk Manager to lead operational and regulatory risk management for the bank. You will partner with business leaders and control functions to identify, assess, monitor, and report risks while...
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Position Overview Bank of America is seeking a client service associate to engage guests in the lobby, educate and assist with transactions... ...via mobile, online banking or ATMs. Candidates will train at a financial center and may relocate within a reasonable commuting distance....RelocationShift workWeekend workDay shift
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key...Work at officeShift workWeekend workDay shift
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