- BlackRock (Chicago, IL)
- …for representing the entirety of the firm to retail Wirehouse, RIA and Independent advisors using data insights and technology to execute sales. This role may be ... the firm's relationships with US retail investors and financial advisors . Representing a full suite of strategies from Model...with the next generation of largest and fastest growing advisors + Build an efficient and thoughtful strategy to… more
- Capital One (Richmond, VA)
- …including processes, risks and associated controls, and good risk management practices. Risk Advisors have a broad level of exposure across the lines of business and ... related to further maturing risk management practices. Operational Principal Associate Risk Advisors Risk Advisors are experienced risk managers that serve as… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …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. + May solicit order from...the direction of the Financial Advisor. + Assists Financial Advisors with marketing efforts including seminars, mail and other… more
- JPMorgan Chase (New York, NY)
- …executes critical change initiatives that create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs ... The team works cross-functionally with Senior Management, Front Office Advisors , Product Specialists, Legal, Risk, Compliance, Operations, Marketing, and Technology… more
- JPMorgan Chase (Raleigh, NC)
- …to good use by leading and motivating a team of Senior Home Lending Advisors . You will adhere to all regulatory requirements while executing on the strategic ... retain, and develop a team of successful Home Lending Advisors who thrive in Chase's business environment by providing...managing, and retaining 10 or more Field Home Lending Advisors with an ability to lead, model, coach, and… more
- Akin Gump Strauss Hauer & Feld LLP (Washington, DC)
- …with a commitment to providing superior service to the firm's attorneys, advisors and staff, and maintaining an atmosphere of teamwork and continuous improvement. ... integration. + Coordinate needs assessments for new hires, including attorneys, advisors and specialists. Work with Attorney Recruiting, Attorney Development and/or… more
- H&R Block (Overland Park, KS)
- …completions, and will host customer service training sessions with new Tax Advisors and Client Service Professionals (CSPs) to establish clear understanding of ... client status, answering questions as needed, and creating partnerships between the tax advisors in the program and the wealth managers to further the client… more
- TD Bank (Greenville, SC)
- …as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, ... reviews. This role will support other team members (Relationship Managers, Trust Advisors , or Investment Advisors ) and provide consistent and accurate… more
- First National Bank of Omaha (Minneapolis, MN)
- …**Summary of the Job:** The Junior Financial Advisor supports senior advisors in delivering high-quality client service, financial planning, and investment support. ... **About This Role:** **Client Support & Service** + Assist Senior Advisors in managing client relationships, including preparation for meetings, follow-up tasks,… more
- Wells Fargo (Austin, TX)
- …WIM Diverse Segments group, including WIM referral activity. **Trust Services** Trust advisors discuss the needs of HNW and UHNW clients and provide personalized ... in accordance with sound fiduciary principles and applicable law. + Engage clients, advisors and internal partners to deliver a high-touch client experience within a… more