Advisor Support Associate
StoneX
OverviewConnecting clients to markets – and talent to opportunity With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors. At StoneX, we offer you the opportunity to be part of an institutional-grade financial services network that connects companies, organizations, and investors to the global markets ecosystem. As a team member, you'll benefit from our unique blend of digital platforms, comprehensive clearing and execution services, personalized high-touch support, and deep industry expertise. Elevate your career with us and make a significant impact in the world of global finance. Business Segment Overview - Institutional:Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology. ResponsibilitiesPosition Purpose: Provides administrative and training support to independent branch offices including; assisting in the training and development of other administrators; providing policy and procedural training: initiating, maintaining and documenting efficient and effective operational and systems policy and procedures: providing operational support; providing an interface for Branch Operations, Home Office Operations, Retail Administration and all production areas.Primary Responsibilities: Works in conjunction with the Regional Managers to complete requests from financial advisors/independent branch offices.Review documents received from outside offices to ensure complete and accurate data can be processed by Home Office Operations.Review daily notifications from Compliance and Operations then delivers to the appropriate financial advisor for advisementAnswer questions and research issuesProvide excellent customer service over the phone and via e-mail.Assists in the training and development of other admiProvide policy and procedural training to assigned advisors and their Act as liaison between branch operations, home office operations, retail administration and all production areas. Maintains prompt and regular This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary.QualificationsJob Requirements:Associate’s or Bachelor’s degree is preferred; or equivalent combination of education and work experience. Experience in the financial services industry a plusStrong written and oral communication skillsStrong interpersonal skills to communicate with other departments, court/regulatory personnel, clients, etc.Excellent organizational and time management skillsAbility to adhere to strict timelines.Intermediate to advanced computer skills including Microsoft Office Must be authorized to work in the US for any employer.Physical requirements/Working conditions:Climate controlled office environmentMinimal physical requirements other than occasional light lifting of boxed materials.Dynamic, time-sensitive environment#LI-OnSite Job SummaryCategory (Portal Searching): OperationsPosition Type (Portal Searching): New Graduate & Early Talent
- ...We are customer obsessed, innovative, and have the best culture in retail. Join our team today! Position Objective The Support Associate is responsible for supporting a customer and product-focused sales culture where our core principles are at the forefront of all store...SuggestedLocal areaFlexible hoursShift workNight shift
$17 - $26.37 per hour
...procure parts and supplies by researching vendors, comparing costs, and ordering parts. Employees also perform administrative duties to support the management of auto parts inventory. Work is performed in a warehouse facility setting and includes physical activities such as...SuggestedWork at officeLocal areaMonday to Friday- ...LensCrafters - EyeCare Advisor Brand: LensCrafters Location: Birmingham, AL, US, 352... ...Maintains safe working environment for all associates/patients. Quickly responds to changes... ...lens inventory; provides clinical support to the Optometrist as needed. Basic Qualifications...SuggestedPart timeWork at office
- ..., and understanding store's pricing methods Provides sales support functions by processing salespersons' stock orders, reporting... ...Participates in training as needed and required Perform all other associated tasks as assigned by management What You'll Need:...SuggestedShift work
$15.5 per hour
...0+ countries. All the while, being provided the opportunities, support, and enrichment you need to grow your career. In this position... ...plans, wellness programs, and access to discounts through Associate Perks Now, about you: Are comfortable interacting with...SuggestedHourly payPart timeShift work- ...Retail Sales Associate We are customer obsessed, innovative, and have the best culture in retail. Join our team today! POSITION OBJECTIVE: The Support Associate is responsible for supporting a customer and product-focused sales culture where our core principles are...Local areaFlexible hoursShift workNight shift
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- ...customer solutions.Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.QualificationsSuccessful candidates must demonstrate...Full timeTemporary workPart timeWork experience placementWork at officeRemote workWork from home
- PLEASE NOTE: Based on the current hiring restrictions, selectees may be subject to additional approvals prior to an offer being extended. The position is in the Office of the Chief Counsel, Bureau of the Fiscal Service. The selectee will render legal advice and opinions...Full timePart timeWork experience placementWork at office
- ..., and understanding store's pricing methods Provides sales support functions by processing salespersons' stock orders, reporting... ...Participates in training as needed and required Perform all other associated tasks as assigned by management What You'll Need: High...Shift work
- ...innovative technology as part of the essential role we play in supporting our country's supply chain and enabling critical goods to be... ...employment. We're committed to recruit, train, promote and retain associates without regard to race, color, religion, gender, gender...Work experience placementWork at officeLocal area
$100k - $291.85k
...senior‑level attorney to play a central role supporting PNC’s registered investment adviser... ...investment companies, and will serve as a legal advisor to one or more advisers. Familiarity... ...effectively managing all of the risks associated with their business objectives and...Full timeTemporary workPart timeWork experience placementWork at office- Job Description Job Description Parts Sales StaffPosition Description and Responsibilities The successful candidate must be professional, kind, and courteous at all times to customers, vendors, and fellow employees. Customer Service is your first priority. The available...Work experience placementWork at office
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$20.54 - $27.78 per hour
...for weekend hours. This role will be on-site supporting Herzing University's South Region. The Financial Aid Advisor supports Herzing University's mission through... ...Systems (CampusNexus & Regent preferred). Associate Financial Aid Advisor: ~ Bachelor's degree preferred...Hourly payWork at officeMonday to FridayAfternoon shift$63.75k - $106.25k
...opportunity to contribute to the company’s success. As a Finance Associate within PNC's Finance organization, you can be based in Pittsburgh, PA; Cleveland, OH or Birmingham, AL. In this role you will support business and finance leaders by providing financial analysis,...Temporary workWork experience placement- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...the community to bring new clients to First Command, with the support of your local district team and Home Office. You will...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$1,000 per month
...and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$17.95 - $18.49 per hour
...Job Description - FINANCIAL AFFAIRS ASSOCIATE III (T235720) FINANCIAL AFFAIRS ASSOCIATE III - (T235720) To provide technical financial support for an assigned organization unit. To review requests and determine appropriateness with regard to institutional requirements...Work experience placementShift workDay shift- ...motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work... ...providing our Financial Advisors with the best possible training and support to help them succeed. Our award‑winning training programs and...For contractorsWork experience placementWork at office
- ...dependents ~401(k) retirement plan with company match to help you build long-term security ~ Life and disability insurance for added peace of mind ~ Employee wellness programs and mental health resources ~ Career growth opportunities and ongoing training support...
- ...part of the service team comprised of Portfolio Managers, Wealth Advisors, Client Executives, Private Bankers, and Investment Analysts.... ...and planning. Coordinate plans and workflow with Analysts who support the financial planning process. Meet with prospects and...
- Senior Financial Strategist A Senior Financial Strategist is a seasoned professional who specializes in developing and implementing financial plans, strategies, and recommendations for individuals or organizations. The Senior Financial Strategist will analyze financial...Work at office
- Job DescriptionResponsibilities include but are not limited to:Business development with a focus on acquisition of new clients and expanding relationships with existing clients. Respond quickly and effectively on all new business referrals from Senior Management, the branch...
- ...Team, responsible for portfolio construction, investment research, manager due diligence, alternative investment analysis, and advisor support. The role partners with financial advisors to deliver investment solutions, evaluate client portfolios, support prospect opportunities...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations...Full timeContract workFor contractorsWork at office- ...Begin a career with support and flexibility. Strategic Financial Partners has an opportunity... ...and distribute your wealth . As an SFP Associate, you can look forward t o:Developing and... ...& Developm ent. The three-year advisor residency program provides intensive support...Contract workFor contractorsWork at officeLocal area
- ...Sedgwick in Birmingham, Alabama is seeking a Campaign Strategy Associate Director to spearhead integrated marketing campaigns. In this role, you will lead the development and orchestration of campaigns across various media channels, focusing on audience engagement and...Flexible hours
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