• Client Service Associate

    Raymond James Financial, Inc. (Oklahoma City, OK)
    …This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other ... + Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. + With a high level of… more
    Raymond James Financial, Inc. (12/25/25)
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  • Wealth Management, Alternative Investments Global…

    JPMorgan Chase (New York, NY)
    …value chain to achieve business goals of simplifying the client & advisor experience and scaling target operating models on modern technology solutions. **Job ... leader. + **Define Product Strategy** : Sets product vision connecting client/ advisor needs with business goals. Understands current state including product… more
    JPMorgan Chase (12/24/25)
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  • Trader - Innovative Wealth Management Firm

    Robert Half Finance & Accounting (San Ramon, CA)
    …excited about trading operations and interested in progressing toward a Financial Advisor career path. This role combines hands‑on trading responsibilities with a ... and workflow updates in portfolio management and CRM systems + Support Advisors with investment research, meeting preparation, and ongoing professional development… more
    Robert Half Finance & Accounting (12/24/25)
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  • Supervisory Public Affairs Specialist (Division…

    Bureau of Alcohol, Tobacco, Firearms, and Explosives (Washington, DC)
    …position is to serves as Chief, Public Affairs Division and serves as the advisor to the Assistant Director, and the Deputy Assistant Director for PGA on matters ... public affairs programs for the Bureau. Serving as an advisor to the Assistant Director and Deputy Assistant Director... to executives on media issues. Your resume must support your responses to the online questionnaire and the… more
    Bureau of Alcohol, Tobacco, Firearms, and Explosives (12/24/25)
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  • Tax Strategist-Small Business and Tax

    H&R Block (Everett, WA)
    …exciting time to be a part of H&R Block! What you'll do As a Client Advisor - Small Business and Tax you will apply principles of accounting to analyze financial ... statements and returns for businesses and clients. The Client Advisor - Small Business and Tax will also provide...to capitalize on changes to taxation legislation + Provide support with various internal audits and special tax related… more
    H&R Block (12/23/25)
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  • Market Supervision Manager

    Bank of America (Phoenix, AZ)
    …wide variety of delegated compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and ... objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks.… more
    Bank of America (12/22/25)
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  • Investment Advisory Specialist II

    Bank of America (Pennington, NJ)
    …to develop strategic initiatives. The Investment Advisory Specialist (IAS) will support Financial Advisors and Wealth Management Specialists on all Merrill Lynch ... practices for integrating our managed asset platform into various financial advisor business models. The Merrill Lynch Investment Advisory Program (IAP) combines… more
    Bank of America (12/22/25)
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  • Commercial Card Relationship Manager - Payments…

    JPMorgan Chase (Plano, TX)
    …Your success will be built on your ability to become a trusted advisor to your clients, developing deep, long-term relationships founded on credibility, integrity, ... efforts, you will ensure that clients receive exceptional service and support , fostering loyalty and long-term partnerships. **Job Responsibilities** + Demonstrate… more
    JPMorgan Chase (12/22/25)
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  • International Supervision Manager

    Bank of America (Houston, TX)
    …prefixed accounts of IWA/IFAs and works directly with IWA/IFA and their support staff on Non-Resident [international] client accounts. The ISM supports the company's ... and contributes to branch office profitability by influencing International Financial Advisor business practices in ways that minimize regulatory, financial and… more
    Bank of America (12/22/25)
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  • Sr. Manager of Attorney Relations

    Insight Global (New York, NY)
    …feedback. -Manage and further develop the firm's robust Career Development Advisor Program and Integration Liaison programs, through which Associates receive ... level-specific support , guidance, advice, and sponsorship that is key to...their career progression and growth. -Serve as a trusted advisor , resource, and coach for attorneys seeking guidance on… more
    Insight Global (12/19/25)
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