Applicants are required to hold a current FINRA Series 7 and 66 (or 63 / 65) in order to be considered. The Junior Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Junior Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving...
Applicants are required to hold a current FINRA Series 7 and 66 (or 63 / 65) in order to be considered. The Junior Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Junior Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving...
Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits...
Job Description. JOB DESCRIPTION. Matches or identifies discrepancies of client’s trade economic details as compared to the client’s counterparty instruction. Prepares communication of settlement of securities in different markets to the client’s custodian. Monitors and resolves any failed trades, cash movements, collateral settlements, or corporate actions. Works closely with the client and client’s counterparty(s) to ensure transactions and/or ...
