Mutual Fund Jobs in California
1 - 15 of 23
Search Results - Mutual Fund Jobs in California
Desjardins Financial Security Independent Network - Rexdale #278-Ontario
Desjardins financial centre in Etobicoke as an Advisor/Broker for life insurance, living benefits, group insurance and a full range of mutual and/or segregated funds.
Desjardins is a team that prides ourselves on our excellent company culture, our very clean...
talentnest.com -
Benefitfocus-San Francisco
the division to achieve gross and NNCF goals within our Mutual Fund, SMA and Private / Alternative offerings. He/she will develop a high-performing team to achieve strong sales results across RIAs, Wirehouse and Independent Broker Dealers whilst also ensuring...
Kestra Financial Independent Advisor-Palo Alto (CA)
years of experience in the financial services industry allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance...
resume-library.com -
The Charles Schwab Corporation-Irvine
stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while...
Solugenix Corporation-Irvine
with SAP and Analysis for Office.
CPA or Master of Tax is preferred but not required.
General knowledge of mutual funds or experience in the investment management industry is preferred but not required.
Pay Range for CA, CO, IL, NJ, NY, WA, and DC...
resume-library.com -
Career Group-San Francisco
investment vehicles (mutual funds, separate accounts, CITs, etc.).
• Excellent writing and editing skills, with an eye for detail and accuracy.
• Ability to work under pressure, manage multiple deadlines, and prioritize effectively.
• Proficiency in Microsoft...
mindmatch.ai -
Knowhirematch-San Francisco
fund documentation.
• Draft, review, and refine disclosures, agreements, and various legal documents for investment products like mutual funds, ETFs, and other financial offerings.
• Collaborate with internal teams to ensure seamless client service...
appcast.io -
Desjardins Financial Security Independent Network - Rexdale #278-Ontario
Desjardins financial centre in Etobicoke as an Advisor/Broker for life insurance, living benefits, group insurance and a full range of mutual and/or segregated funds.
Desjardins is a team that prides ourselves on our excellent company culture, our very clean...
talentnest.com -
Risk & Insurance Management Society Inc-Newport Beach
focused on the investment management industry.
• 5+ years relevant work experience in SOX compliance, internal or external audit.
• A strong understanding of mutual fund accounting, operations, and reporting. Experience with ETFs, closed-end funds...
appcast.io -
Pernini Legal, LLC-San Francisco
and negotiate fund documentation, disclosures, and other relevant materials for mutual funds, exchange-traded funds, and other investment products.
• Collaborate with cross-functional teams to manage client engagements, contributing legal insight and strategic...
jobvertise.com -
Morgan Stanley & Co.-Menlo Park (CA)
and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
4. Additional product licenses may be required.
Knowledge/Skills:
1. Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds...
appcast.io -
Randstad-Irvine
Our client is looking to hire a Senior Tax Analyst with 7 plus years of Corporate Tax experience. Must have experience preparing federal and state corporate tax returns and general knowledge of mutual funds or experience in the investment...
randstadusa.com -
ENGINEERINGUK-San Francisco
a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares ETFs.
BlackRock's Transition Management team helps institutional clients...
appcast.io -
DUCA Financial Services Credit Union Ltd.-Ontario
investment advice and identify appropriate solutions including registered and non-registered term deposits, TFSA’s, mutual funds, and other wealth solutions. Maintain up-to-date knowledge of economic and market conditions.
• Open new Member accounts...
talentnest.com -
Dan Piedimonte - Desjardins Insurance Agent-Ontario
Full Time - Insurance Advisor
Location: Pickering, ON
Desjardins is a financial services company specializing in Property and Casualty insurance i.e. Auto and Fire (both personal and commercial), Life insurance, Living Benefits, and Mutual Funds...
talentnest.com -
3 similar jobs: Whitby, Pickering, Ajax
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