- Raymond James Financial, Inc. (Land O' Lakes, FL)
- …blends financial planning support with client service excellence. You'll assist advisors in preparing financial plans, managing client communications, and ensuring ... complete + Serve as a liaison between clients and advisors for service-related inquiries + Support advisors ...and advisors for service-related inquiries + Support advisors with research, data entry, and plan implementation +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …client portfolios and make appropriate recommendations when warranted. Consult with financial advisors to build a relationship and understand their practice in order ... products, asset allocation, and comparative analysis on portfolios. + Educate advisors on portfolio management and the proprietary technology available to support… more
- US Bank (Minneapolis, MN)
- …and optimize a shelf of approved investment products for use by financial advisors to ensure alignment with client needs, market trends, and regulatory requirements. ... execute strategies to enhance product offerings, drive adoption, and support financial advisors in making informed recommendations. Serve as the key liaison between… more
- Regions Bank (Crossville, TN)
- …the Associate Financial Consultant - Regions Investment Services (RIS) assists Financial Advisors in establishing a portfolio of bank customers based on meeting the ... guidance and advice. **Primary Responsibilities** + Establishes joint appointments with Financial Advisors and customers + Works with Financial Advisors on… more
- Raymond James Financial, Inc. (Bethesda, MD)
- …through education and experience to support the business of financial advisors by developing client pipelines through prospecting, networking, community involvement, ... sourcing and developing new client relationships to enable financial advisors to meet sales goals. * Assists in developing...and other sales functions on behalf of the financial advisors . * Executes business development strategies on behalf of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …business problems. Extensive contact with internal customers at all levels and advisors is expected to identify, research, and resolve problems. **Essential Duties ... and Responsibilities** + Work hands-on with internal teams and advisors to understand business processes + Gather process information through interviews,… more
- Edward Jones (St. Louis, MO)
- …and oversight. We take on the complexity of portfolio construction so financial advisors can focus on our clients' complete wealth management needs. + PST includes ... and verbal communication of investment recommendations and other information to financial advisors and internal departments as needed + Develop SME knowledge for… more
- Antwerpen Automotive (Baltimore, MD)
- …an experienced Service Manager looking to lead an experienced team of service advisors . The successful candidate will be responsible for managing service advisors ... be able to communicate effectively with both customers and advisors , aid the team in setting and completing their...in a timely manner. Responsibilities: Set and maintain service advisors , monthly, quarterly and yearly goals. Ensure that customers… more
- CUNY (New York, NY)
- …professionals to serve as the inaugural Transfer Student Success Center (TSSC) Academic Advisors . The Academic Advisors will report to the Academic Advising ... In addition to the CUNY Title Overview, the Academic Advisors will be responsible for the following duties: +...Works closely with supervisor, faculty members, and other academic advisors and departments to ensure that transfer students are… more
- Union County College (Cranford, NJ)
- …Duties and Responsibilities: * Advises all registered Club/Organizations and their advisors . * Assists in the evaluation of Club/Organization student leaders and ... advisors . * Trains and manages advisors that work with student organizations and clubs. * Assists with and monitors the annual College Life budget. * Provides… more