Concurrent Investment Advisors Jobs

PCT - Pacific Cast Technologies is seeking an Investment Casting Operator to produce high quality aluminum castings for aerospace and industrial customers. In this role, you will prepare molds, pour and monitor molten metal, operate furnaces and related equipment, and perform inspections to meet strict specifications. You will follow detailed work ...

Selmet is seeking a Wax Cleaner to support our precision titanium casting operations in Springfield, OR. In this role, you will clean and prepare wax patterns and assemblies used to create aerospace and defense components. Responsibilities include removing flash and imperfections, inspecting wax for defects, following detailed work instructions, an...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how ...

Investment Accounting Associate II - Derivatives Controllers Organization of Corporate FinanceFull-Time/New York, NY and Boston, Massachusetts;OverviewFinance and Accounting is at MassMutual's core, and our team is ushering in an era of growth. We are looking for bold ideas, creative solutions, and comfort embracing change. We strive to build a div...

Provide expert investment and financial planning consultation to financial advisors and high-net-worth clients. Develop tax-efficient portfolio and asset-transition strategies, advise on alternative investments, support suitability and fund selection, and manage complex cases. Collaborate on strategic initiatives, resolve escalations, and mentor as...

Serve as a senior planning partner for high-net-worth clients, financial advisors and home-office experts. Lead client discovery and holistic financial plan development, coordinate tax, estate, investment and other specialist input, and guide implementation. Deliver customized recommendations and explain complex concepts clearly while driving team ...

Edward Jones is seeking a Tailored Licensed Support Financial Advisor to help deliver thoughtful, responsive support to clients and financial advisors. In this role, you will assist with investment account administration, process transactions, maintain accurate client records, and support financial planning conversations. You will help clients navi...

Fidelity Investments seeks a Client Support Associate to deliver exceptional service to retail and workplace investing clients. In this role, you will respond to inquiries via phone and digital channels, resolve account and transaction issues, and educate clients on Fidelity's investment, retirement, and brokerage products. You will use our technol...

Year Up United seeks an Entry Level Financial Advisor to join our Financial Planning and Advisory team within the Banking, Insurance & Investment space. In this role, you'll support client financial assessments, create basic financial plans, assist with budgeting, savings, and investment education, and help prepare presentations and reports. You wi...

Year Up United seeks an Entry Level Financial Advisor to join our Financial Planning and Advisory team within the Banking, Insurance & Investment space. In this role, you'll support client financial assessments, create basic financial plans, assist with budgeting, savings, and investment education, and help prepare presentations and reports. You wi...