Search Finance Jobs in the United States

BloombergeVestmentMorningstarMicrosoft Office

Tax Manager

Invesco Advisors Inc. • Houston, US • Hybrid

100,000 - 150,000 USD (est.)

ExcelTax research softwarePFICsTraining

Private Client Advisor

Key Investment Services, LLC • Sandusky, US • Hybrid

SalesFinancial PlanningInvestment AdvisoryClient Relationship Management

Private Client Banker

KeyBank National Association • Reynoldsburg, US • On-site

52,000 - 80,000 USD (est.)

SalesComplianceAccount openingRisk management

Service Manager

MS Smith Barney, LLC • Garden City, US • On-site

120,000 - 165,000 USD (est.)

CashieringComplianceMoney MovementRisk Management

Private Client Banker

KeyBank National Association • Pittsburgh, US • On-site

52,000 - 80,000 USD (est.)

Financial planningReferral managementRetirement planningInvestment strategies

Private Client Advisor

Key Investment Services, LLC • East Greenbush, US • Hybrid

Cross-SellingFinancial PlanningInvestment SolutionsClient Relationship Management

Private Client Advisor

Key Investment Services, LLC • Pittsburgh, US • Hybrid

50,000 - 120,000 USD (est.)

Wealth managementFinancial planningInvestment solutionsProprietary financial services systems

Private Client Advisor

Key Investment Services, LLC • East Haven, US • Hybrid

Financial planningInvestment solutionsConsultative sales processProprietary financial services systems

Private Client Advisor

Key Investment Services, LLC • Hamburg, US • Hybrid

Sales processFinancial planningInvestment solutionsRelationship management

Financial Crimes & Compliance, Securities (MUSA) - Vice President

MUFG Bank, Ltd. • New York, US • Hybrid

120,000 - 151,000 USD (est.)

KYCSARsDerivativesAML Compliance

Private Client Advisor

Key Investment Services, LLC • Cleveland, US • Hybrid

SalesFinancial PlanningInvestment SolutionsClient Relationship Management

Private Client Advisor

Key Investment Services, LLC • Lansdale, US • Hybrid

Sales ProcessFinancial PlanningInvestment SolutionsClient Relationship Management

Private Client Advisor

Key Investment Services, LLC • Niagara Falls, US • Hybrid

Sales ProcessFinancial PlanningInvestment SolutionsClient Relationship Management

CIB, Structured Finance Associate - Digital

Banco Santander S.A. • Madison Ave Corp, US • On-site

175,000 - 225,000 USD (est.)

Microsoft ExcelRisk AnalysisCredit AnalysisProject Finance

Private Banking - Banker / Sr Banker - Latin America Coverage - New York

Banco Santander International • Madison Ave Corp, US • On-site

123,750 - 225,000 USD (est.)

Private BankingRisk ManagementWealth PlanningWealth Management

IT Transformation Director_992

Allianz Insurance • Minneapolis, US • Hybrid

170,000 - 220,000 USD (est.)

Metrics and KPIsIT TransformationBacklog ManagementDelivery Governance

Private Client Advisor

Key Investment Services, LLC • Greenwood Village, US • Hybrid

Wealth managementConsultative salesFinancial planningInvestment services

Client Service Associate

MS Smith Barney, LLC • Danvers, US • On-site

31,200 - 85,010 USD (est.)

Account ManagementMoney Movement TransactionsFinancial Services KnowledgeClient Relationship Management

Senior Data Engineer - PGIM Technology (Hybrid - Newark, NJ)

PGIM, Inc. • Newark, US • Hybrid

115,000 - 155,000 USD (est.)