- Raymond James Financial, Inc. (Bismarck, ND)
- …for developing, coordinating, and executing initiatives to provide high-touch, face-to-face advisor support to consistent users, dabblers, and new or non-users in ... is required to achieve departmental sales goals and increase advisor utilization. This person will be covering the Central...be applied) or ability to obtain within 90 days.* Preferred : CAIA, CFP, CFA, CIMA, or MBA **Travel Requirements**… more
- Walmart (Hoboken, NJ)
- …years' experience managing client accounts. 5 years' experience as a strategic advisor working with C-suite clients. ** Preferred Qualifications ** _Outlined ... for this position. If none are listed, there are no preferred qualifications._ Master's degree in Psychology, Advertising, Marketing, or Business. **Primary… more
- Walmart (Hoboken, NJ)
- …years' experience managing client accounts. 5 years' experience as a strategic advisor working with C-suite clients. ** Preferred Qualifications ** _Outlined ... qualifications for this position. If none are listed, there are no preferred qualifications._ **Primary Location ** 221 River St, Hoboken, NJ 07030, United States… more
- Walmart (Hoboken, NJ)
- …years' experience managing client accounts. 5 years' experience as a strategic advisor working with C-suite clients. ** Preferred Qualifications ** _Outlined ... for this position. If none are listed, there are no preferred qualifications._ Master's degree in Psychology, Advertising, Marketing, or Business. **Primary… more
- Kestra Financial (Fort Worth, TX)
- …case design, scenario building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and serves as the ... the day-to-day client management on behalf of the Lead Advisor . Essential Duties and Responsibilities * Supports Lead ...Experience * Bachelor's degree (finance, accounting or related field preferred ) * The ideal candidate will have 3+ years… more
- KeyBank (Elkhart, IN)
- …work experience (required) **Experience Qualifications** + 7+ years as financial advisor providing holistic, planning-based advice ( preferred ) and + 5+ ... + Proficiency with planning tools (software) required. MoneyGuide, Wealth Studios preferred . + Ability to coach Relationship Managers on the planning process… more
- Thrivent Financial (Dallas, TX)
- …the field training team to enable the development and execution of advisor training deliverables. Foster Growth within Existing Teams: + Support existing practices ... sales growth. + Inform and communicate with leadership team regarding financial advisor progress toward development and sales goals. + Facilitate connections with… more
- Truist (Nashville, TN)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such… more
- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor 's team. An Investment Associate works in close partnership with the Financial Advisor (s) ... in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in...Series 7 and 66 licenses required for the position: preferred upon hiring but must be obtained within 180… more
- University of Southern California (Los Angeles, CA)
- …and possibly a Graduate Residential College/Community Coordinator + Serve as primary advisor or co- advisor (with GRCC) to community council while supporting ... department Programming and Community Building + Serve as primary advisor or co- advisor (with GRCC) to community...> Strong interpersonal and oral and written communication skills. Preferred Experience in addition to the above: > Demonstrated… more