Investment Banking Associate executing public equity offerings and mergers & acquisitions at Baird. Collaborating with senior bankers and clients to drive financial advisory services across sectors.
About the role
- Retail Investment Associate supporting sales and client retention at Key Investment Services. Assisting Private Client Advisors with customer service and daily operations.
Responsibilities
- Provide support to the Private Client Advisors
- Perform customer service duties and assist in daily office operations
- Maintain a solid base knowledge of retirement accounts
- Create and manage the client database
- Assist with scheduling appointments and participate in sales support activities
- Coordinate marketing events, seminars, and presentations
Requirements
- High School Diploma (required)
- 1-year experience in brokerage or financial services (required)
- FINRA License S6 (required)
- FINRA License S63 (required)
- FINRA Security Industry Essentials (SIE) (required)
- FINRA Series 7 and Life Insurance (preferred)
- Working knowledge of investment products
- Excellent computer skills, including Microsoft Word, Excel, PowerPoint
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
- Professional development opportunities
- Incentive compensation
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Researcher for Executive Search at Egon Zehnder, a leadership advisory firm. Guiding teams in market research and candidate solutions with a focus on quality and strategy.
Researcher specializing in Executive Search for finance executives in Chicago. Collaborating with consultants to deliver strategic human capital solutions for multiple clients.
Financial Center Manager overseeing daily operations of a financial center and leading a team towards client goals. Instilling a client - centric culture and ensuring operational excellence while managing financial services.
Compliance Director at Wells Fargo managing compliance for Credit Sales & Trading activities. Leading a team to ensure compliance with U.S. regulations and enterprise policies.
Gas Strategic Planning Engineer at Xcel Energy leading moderate to large engineering projects and providing technical expertise in energy solutions. Responsible for project coordination, documentation, and mentoring engineers.
CIB Intern supporting Syndicated Leveraged Finance at Fifth Third Bank. Performing analytical and financial modeling tasks and collaborating with deal teams in Chicago and Charlotte.
Operations Financial Analyst responsible for shack performance reporting and financial analysis at Shake Shack. Collaborating with Ops leadership to improve visibility and decision - making on financial performance.
Director of Enterprise Investment Analysis and Reporting leading financial strategy and reporting frameworks. Engaging with key colleagues to enhance corporate investment analysis and decision - making processes.
Senior Director leading strategic transformation of workforce operations for enGen. Establishing frameworks for financial oversight and workforce planning with significant enterprise - level value.