Overview. W. e are looking for a helpful and collaborative Registration and Licensing Consultant to join Compliance Department working from our Fairfield, Iowa office. . The Consultant will assist our financial professionals and home office associates with updates on systems indicating whether licenses are up to date or needed in specific states. The Consultant will also provide customer service and answer questions about the maintenance of licen...
Overview. We are looking for someone who enjoys providing customer service and learning more about the financial services industry to join our Advisory Solutions Department as a Financial Planning Consultant in our Fairfield, IA office. This position assists our financial professionals with financial planning software and support. A strong candidate for this position will have excellent communication skills, problem solving and conflict resolut...
Job Description. Job Title: Administrative Assistant. Report To: Financial Advisors. Job Status: Full-time. Job Summary. The Administrative Assistant is responsible for providing excellent service, support, follow-through and administrative tasks with the purpose of delivering an exceptional client experience. The Administrative Assistant specializes in client experience to ensure that CW Financial Strategies is an efficient and organized office ...
Overview. We are looking for someone passionate about providing excellent service to financial clients to join BridgePort as a Relationship Advisor. BridgePort Financial Solutions is a national RIA firm that supports fee-only independent advisory firms in the pursuit of building enduring businesses. BridgePort is committed to serving independent advisors with a range of customizable solutions for technology, succession and acquisition, practice m...
Overview. Begin your career in the financial services industry while answering incoming calls regarding service questions, resources, paperwork request and general customer inquiries. Our Customer Service specialist will gain hands on experience to grow their career within the industry. Essential Duties. Cambridge's Phoenix, Arizona office is located in the heart of Midtown at 2700 N Central Ave overlooking the magnificent Camelback Mountain. Sta...
Overview. Cambridge Investment Research Inc., one of the nation’s top independent financial solutions firm, is actively looking for a person who has a passion for collaborating with and assisting financial professionals to join the Compliance Department as a full time Registration and Licensing Associate Consultant working from our Fairfield, Iowa office. . At Cambridge, our purpose is to make a difference in the lives of our financial profession...
Overview. Cambridge Investment Research Inc., one of the nation’s top independent financial solutions firm, is actively looking for a person who has a dedication to supporting the unique needs and goals of the financial professionals to join the Business Strategy Department for a full time Strategic Analyst in our Fairfield, Iowa office. . At Cambridge, our purpose is to make a difference in the lives of our financial professionals, their investi...
Overview. Cambridge Investment Research Inc., one of the nation’s top independent financial solutions firm, is actively looking for a person who has a passion Security to join the Information Security Department for a full time IT Security Engineer II. . At Cambridge, our purpose is to make a difference in the lives of our financial professionals, their investing clients, and our associates. Our values of integrity, commitment, flexibility, and k...
Overview. Cambridge Investment Research Inc., one of the nation’s top independent financial solutions firm, is actively looking for a person who has a passion for assisting and coordinating with financial professionals to join the Strategic Planning and Innovation Department for a full time Financial Planning Experience Consultant in either our Fairfield, Iowa or Phoenix, Arizona office. . At Cambridge, our purpose is to make a difference in the ...
Overview. Cambridge Investment Research Inc., one of the nation’s top independent financial solutions firm, is actively looking for a person who has a passion for assisting and coordinating with financial professionals to join the Strategic Planning and Innovation Department for a full time Financial Planning Experience Consultant in either our Fairfield, Iowa or Phoenix, Arizona office. . At Cambridge, our purpose is to make a difference in the ...
Overview. Begin your career in the financial services industry by providing support to our financial professionals and associate via phones, email and service tickets. This role entails password resets and establishing acess into the systems while keeping accuracy in mind. Our Customer Service specialist will gain hand on experience to grow their career within the industry. Essential Duties. We are located 5 miles north of Fairfield on the beauti...
Overview. Cambridge has an opening on our Service Experience Customer Service Team. The ideal candidate will have previous customer service experience, data entry, or phone skills and like a fast-paced environment where you can stretch your problem-solving skills. Financial Industry experience is a plus. . Cambridge's Phoenix, Arizona office is located in the heart of Midtown at 2700 N Central Ave overlooking the magnificent Camelback Mountain. ...