Vision Financial Group Jobs

Vision Financial Group

Business Services | COLUMBIA, MD | 22 followers

Vision Financial Group Overview

WEBSITE visionfinancial.com
HEADQUARTERS COLUMBIA, MD
SIZE <25
FOUNDED 1993
CEO JASON WESZKA
REVENUE <$5M
INDUSTRY Business Services
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About Vision Financial Group

We believe that the right people, following the right process, can produce the right results. Thats why we take a team-based approach to everything we do. Our clients are supported by a team of advisors and specialists working together to produce the optimal client experience. In our firm, teamwork makes the difference. This communication is strictly intended for individuals residing in the states of AL, CA, CO, DC, DE, FL, IL, IN, LA, MA, MD, ME, MO, NC, ND, NH, NJ, NV, NY, OR, PA, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside these states due to various stat...e regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network,Member www.FINRA.org, www.SIPC.org, a Registered Investment Adviser. Vision Financial Group | 9881 Broken Land Pkwy, Suite 220 Columbia, MD 21046 | 410.910.9740 www.commonwealth.com/termsofuse.html More
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Operations Associate (Financial Advisory Services) at Vision Financial Group

Des Moines, IA | Full Time
$59k-73k (estimate)
1 Week Ago
Job Type. Full-time. Description. Vision Financial Group, a dynamic, holistic financial services company in Des Moines, is seeking a candidate to fill the role of Operations Associate. The successful candidate will have a strong attention to detail and excellent customer service skills. Experience in the financial services field is a plus. Duties include. Properly establishing new client financial accounts by preparing required documentation for ...

Financial Assistant at Vision Financial Group

Des Moines, IA | Full Time
$47k-65k (estimate)
1 Month Ago
Description. Vision Financial Group, a dynamic, holistic financial services company in Des Moines, is seeking a candidate to fill the role of Financial Assistant. The successful candidate will have a strong attention to detail and excellent customer service skills. Duties include. Properly establishing new client financial accounts by preparing required documentation for opening new accounts. Reviewing paperwork for completeness and accuracy. Pre...

Client Asset Management Associate (Financial Advisory Services) at Vision Financial Group

Des Moines, IA | Full Time
$122k-141k (estimate)
1 Month Ago
Description. Vision Financial Group, a dynamic, holistic Des Moines-based financial services company, is seeking a detail-oriented, customer service-focused individual to fill the Asset Management Associate role. This role focuses on data processing and updating, financial reporting, creating illustrations, and providing support for client relationships. Specific job duties include, but are not limited to. Monitoring account deposits and transfer...

Investment Research Analyst at Vision Financial Group

Des Moines, IA | Full Time
$82k-116k (estimate)
1 Month Ago
Description. Conduct thorough research on various individual equity investment opportunities, asset classes, and market trends to identify potential investment options. Analyze financial data, market research, and economic indicators and present a summary of the information to the investment committee. Possess a solid understanding of fixed income investments and their role in client portfolio asset allocations. Make industry and sector investmen...
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