- Edward Jones (Tempe, AZ)
- …The Tailored Branch Support Service Specialist II partners with multiple Financial Advisors (FA) and Client Support Teams (CST) simultaneously, by executing upon and ... company where people come first. With over 9 million clients and 20,000 financial advisors across the US and Canada, we're proud to be privately-owned, placing the… more
- Robert Half Office Team (San Diego, CA)
- …the opportunity to work in a dynamic, client-driven environment, supporting both advisors and clients while contributing to the overall success of the organization. ... to inquiries via phone, email, and in person. + Support financial advisors with client onboarding, documentation, and account maintenance. + Coordinate the… more
- New York Times (New York, NY)
- …diligence findings to senior leadership + Managing relationships with outside advisors working on deals, including investment banks, legal firms, venture capital ... firms, consulting firms, accounting firms and HR and compensation advisors + Overseeing the integration of acquired businesses into the operations of The Times, and… more
- Simplot (Boise, ID)
- …the JR Simplot Company. This position will be support for the Digital Sales Advisors in the region they are placed. That support will include installation and ... the company. This position will work with and support experienced Crop Advisors and supervisors in sales and service activities **Key Responsibilities** +… more
- JPMorgan Chase (Chicago, IL)
- …goals and is comprised of the Chase wealth management business, JP Morgan Advisors and our Self-Directed online investing platform. The combined business has ~$650 ... billion in assets under management and 4,500 advisors with close to 5,000 locations. As a Talent Development Lead within JP Morgan Wealth Management, you will be… more
- JPMorgan Chase (New York, NY)
- …collaborate to deliver innovative and forward-thinking strategies, working closely with advisors to help clients make well-informed decisions and achieve their ... with client relationships) and ability to develop trust with bankers, advisors , and market leadership + Industry recognized information security certification (eg… more
- Truist (Atlanta, GA)
- …challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors . Help coordinate with other members of the Wealth team ( Advisors ... , Planners, etc.) to render an extraordinarily high level of service to our Wealth Clients. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not… more
- University of Southern California (Los Angeles, CA)
- …of an employer portfolio, alumni-in-residence, executives-in-residence, student clubs, peer advisors , and other resources, all of which facilitate MBA students, ... through one-on-one, group advising, and workshops with the full-time staff, peer advisors , alumni, technology, or other resources + Build and maintain an appropriate… more
- CrossBoundary (Washington, DC)
- …and workstreams among clients, internal teams (including E&S and KYC), external advisors , and financing partners to advance transactions to commitment, closing, and ... Prior work in investment banks, commercial banks, DFIs/MDBs, or infrastructure developers/ advisors . + Familiarity with environmental & social diligence and KYC/AML… more
- Aegon Asset Management (Cedar Rapids, IA)
- …businesses. These include 1) World Financial Group, including Transamerica Financial Advisors , 2) Protection Solutions and Savings & Investments, comprised of life ... Experience managing a book of business supporting retirement plan sponsors, advisors or third-party administrator partners + Experience with retirement pooled plans… more