- Thrivent Financial (Tallahassee, FL)
- …you can learn from and leverage the diverse skill sets of experienced financial advisors to serve more clients and accelerate your career. In this role, training and ... existing client base. The position serves as a resource to established Financial Advisors and supports the daily operations of the practice, including, but not… more
- Raymond James Financial, Inc. (Denver, CO)
- …+ Monitors the sales practices, fiduciary and investment advisory activities of advisors and branch managers through the use of various reports and systems. ... them of any supervisory concerns that may arise with advisors and branch office managers and work together with...that may arise related to client accounts of the advisors and branch managers. + Monitors and keeps up… more
- Auburn University (Auburn, AL)
- …team!** In this position, you will work closely with donors, advisors , and university representatives to develop and implement personalized philanthropic plans. ... giving plans in collaboration with donors and their financial and legal advisors , ensuring these plans align with both the donors' values and financial… more
- Raymond James Financial, Inc. (Cedar Rapids, IA)
- …helps to provide high quality/high touch critical administrative support to Financial Advisors , their prospective and existing clients and other branch staff team ... team environment to provide crucial support to the financial advisors and branch office. + Onboards new clients, opens...orders and rebalances portfolios on behalf of the Financial Advisors . + Creates and maintains records and files utilizing… more
- Thrivent Financial (Fairmont, MN)
- Summary This position provides administrative support to Southern Minnesota Financial Advisors . This role is critical to our member experience and requires a ... Assistant reports to and is employed by Southern Minnesota Financial Advisors . Thrivent Financial is a faith-based, not-for-profit financial services organization… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …fostering growth and improving skill sets. * Interact with Raymond James Financial Advisors to answer questions about the operational infrastructure of funds on the ... regulatory/oversight responsibilities. * Develop and/or distribute topical reports to educate advisors on pertinent regulatory updates or industry trends related to… more
- JPMorgan Chase (Newark, DE)
- …legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors . You will also partner with Wealth Advisors for new ... tax issues + Address questions raised by beneficiaries, co-trustees and their advisors + Work in a team-based environment + Develop relationships with beneficiaries… more
- Covr Financial Technologies (Houston, TX)
- …and disability insurance products sold through financial and wealth management advisors , banks, credit unions, RIAs, consumer brands and fintech channels. There ... are over 25,000 financial advisors using our platform and over 30,000 insurance applications...and in leveraging appropriate escalation and "asks" of both advisors and carriers. + Seeks continuing education on the… more
- Thrivent Financial (Wauwatosa, WI)
- …as business development, marketing, technology, engagement, and experienced advisors -as you build your business. Desired Characteristics Our culture ... generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside… more
- World Insurance Associates, LLC. (Santa Barbara, CA)
- …+ Maternity/Paternity Leave Policy + Remote Work Opportunity About World Investment Advisors As part of World Insurance Associates, LLC World Investment Advisors ... high net worth families and employers. Stimulating Environment At World Investment Advisors , we strive to provide a challenging, stimulating environment for the best… more