Top 35239 Financial Service Representative Jobs

Trader
Steward Partners Global Advisory LLC —Danville, CA
- $100,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Associate Financial Advisor - Wisconsin Heartland Associates
Thrivent —Madison, WI
- $36,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
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Finance Director
Town of Dundee —Dundee, FL
- $85,000 - $110,000 a year
- Weekends as needed
- 7 years
- CPA
- Office
- Health insurance
- Dental insurance
Quick Apply
Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Thrivent —Seattle, WA
- $100,000 - $140,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- 3 years
- Retirement plan
Quick Apply
Compliance Officer - Broker Dealer
Purshe Kaplan Sterling Investments —Albany, NY
- $63,000 - $70,000 a year
- Full-time
- Microsoft PowerPoint
- Customer service
- Computer literacy
- Health savings account
- Health insurance
Quick Apply
7d
Registered Representative Financial Services - Kingston, NY
ULSTER FINANCIAL GROUP INC —Kingston, NY
- $31,200 - $100,000 a year
- Full-time
- Hybrid work
- Bilingual
- Background check
- Computer literacy
- Paid holidays
- Health insurance
Payroll Specialist
Select Sires Member Coopertive —Logan, UT
- $21.00 - $28.76 an hour
- Full-time
- Background check
- Spanish
- English
- Health insurance
- Dental insurance
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Accountant
La Paz County Financial and Administrative Office —Parker, AZ
- $49,046.40 - $72,592.00 a year
- Overnight shift
- Hybrid work
- Background check
- CPA
- Finance
- Health savings account
- Health insurance
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Insurance Service Specialist - Owatonna, MN
Federated Mutual Insurance Company —Owatonna, MN
- $25.20 - $34.20 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- 401(k)
Accounts Payable Clerk
Steele Memorial Medical Center —Salmon, ID
- Overtime
- Microsoft Excel
- Microsoft Outlook
- Hospital
- Wellness program
- Disability insurance
11d
Program Officer, Lending
Local Initiatives Support Corporation —Kansas City, MO
- $79,683 - $99,604 a year
- 5 years
- Finance
- Master's degree
- Disability insurance
- Health insurance
Quick Apply
Compliance Supervisor
Confidential —Boca Raton, FL
- $80,000 - $110,000 a year
- Full-time
- Background check
- Management
- Customer service
- Health savings account
- Health insurance
Quick Apply
Commercial Analyst and Lender
Valley Credit Union —Billings, MT
- $58,700 - $88,100 a year
- 8 hour shift
- Bachelor of Science
- Writing skills
- Basic math
Business Manager
East Allegheny School District —North Versailles, PA
- $100,000 - $115,000 a year
- Full-time
- Background check
- School experience
- CPA
- Health insurance
- Dental insurance
Quick Apply
Principal – Broker/Dealer RIA
CreativeOne —Leawood, KS
- From $100,000 a year
- Full-time
- Background check
- 5 years
- Office
- Health savings account
- Relocation assistance
Quick Apply
Accounts Receivable Specialist (Corporate) – Gaffney, SC
HAMRICK'S INC —Gaffney, SC
- 8 hour shift
- Oracle
- Mid-level
- Office
- Health savings account
- Paid holidays
Finance Director
Borough of Dormont —Dormont, PA
- $60,000 - $80,000 a year
- Full-time
- Word processing
- Office
- Finance
- Paid parental leave
- Health insurance
Quick Apply
10d
Financial Analyst - Provider Compensation
SMG System Medical Group —Morgantown, WV
- Full-time
- CPA
- Research
- Mid-level
IT Managed Services Bookkeeper and Inside Sales Representative (3 years exp required)
Corporate Network Solutions —Phoenix, AZ
- $48,000 - $60,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Outlook
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Licensed Insurance Sales Representative
Lily Vasconcelos State Farm —Greenacres, FL
- $54,000 - $100,000 a year
- Full-time
- Bilingual
- Spanish
- Sales
- 401(k)
- Paid time off
Quick Apply

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Financial Service Representative jobs near

Trader

Steward Partners Global Advisory LLC -
Danville, CA

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Job Details

Full-time
$100,000 - $110,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Microsoft Excel
Microsoft Outlook
Serving clients
Multitasking
Trading
Bachelor's degree
Attention to detail
Administrative experience within finance industry
Financial services
Office management

Full Job Description

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview

The Trader executes investment transactions and portfolio management activities within an Investment Advisor Representative (IAR) only practice, working within established parameters and investment strategies. Working exclusively within the IAR framework, this role focuses on the accurate and timely execution of predetermined investment strategies, portfolio rebalancing, and routine client account activities. The Trader ensures seamless execution of established procedures while maintaining compliance with regulatory requirements and escalating complex situations as appropriate.

Key Responsibilities

· Input trades according to established investment strategies and asset allocation models

· Execute portfolio rebalancing to maintain established target allocations and address model drifts within established parameters

· Process client distribution requests following established procedures and thresholds

· Coordinate with portfolio management platforms for model execution and reconciliation

· Execute trading activities across custodial platforms based on predetermined investment guidelines, while maintaining compliance

· Process client money transfers, deposits, and withdrawals after reviewing platform data

· Monitor portfolio allocations and identify deviations from established target models

· Collaborate with senior team members on larger transactions requiring additional oversight

· Maintain accurate records of all trading activities and transactions

· Support billing processes by executing transactions based on platform reconciliation

· Escalate complex situations or significant account changes to senior team members

· Ensure all activities comply with regulatory requirements and firm policies

· Support administrative tasks related to account maintenance and client service requests

· Process routine client account changes and administrative requests

Skills, Qualification & Experience:

· Bachelor's degree in Finance, Economics, Business, or related field

· 2-3 years of experience in trading, portfolio management, or investment operations

· Knowledge of asset allocation principles and portfolio construction

· Experience with custodial platforms (Schwab, Fidelity, Pershing, etc.)

· Strong attention to detail and accuracy in trade execution

· Excellent organizational skills and ability to work within established procedures

· Professional communication skills and ability to handle confidential information

Job Type: Full-time

Pay: $100,000.00 - $110,000.00 per year

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Education:

Bachelor's (Required)

Experience:

trading, portfolio management, or investment operations: 2 years (Required)

Ability to Commute:

Danville, CA 94506 (Required)

Work Location: In person

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Refine Your Search

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Trader

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Insurance Service Specialist - Owatonna, MN

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Principal – Broker/Dealer RIA

Accounts Receivable Specialist (Corporate) – Gaffney, SC

Finance Director

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IT Managed Services Bookkeeper and Inside Sales Representative (3 years exp required)

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