- JPMorgan Chase (New York, NY)
- …strategic philanthropic programs. As a member of the Philanthropy Centre, philanthropy advisors act as thought leaders in various sectors of philanthropy, nonprofit ... areas and public policy. Advisors also provide information on emerging trends in philanthropy through publications and organized forums for peer-to-peer learning… more
- Edward Jones (St. Louis, MO)
- …designed to be the multi-segmented chassis at the center of executing on advisors ' and clients' investment management needs at the direction of each client's goal ... 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
- Wells Fargo (San Diego, CA)
- …WIM Diverse Segments group, including WIM referral activity. **Trust Services** Trust advisors discuss the needs of HNW and UHNW clients and provide personalized ... priority management. + Collaborate effectively with relationship team members, client's advisors and other colleagues. + Solutions-oriented and able to operate… more
- Bank of America (York, PA)
- …and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... a variety of specialized functions across a team of Financial Advisors , such as business management, business development, wealth planning, investment management,… more
- SCI Shared Resources, LLC (Brentwood, TN)
- Our associates celebrate lives. We celebrate our associates. Pre-Arrangement Advisors are responsible for generating sales thru company-provided leads from multiple ... the Company will provide necessary telecommunication platforms to the Pre-Arrangement Advisors . **JOB RESPONSIBILITIES** + Convert Company provided leads into sales.… more
- Aegon Asset Management (Denver, CO)
- …businesses. These include 1) World Financial Group, including Transamerica Financial Advisors , 2) Protection Solutions and Savings & Investments, comprised of life ... offerings through World Financial Group (US and Canada) or Transamerica Financial Advisors . Maintain a robust database of approved products and analyze new product… more
- Texas Veterans Commission (El Paso, TX)
- …to Disabled Veterans and Special Disabled Veterans. Our Veterans Career Advisors conduct interviews to assess Veteran client needs, disseminate information regarding ... all workforce development programs and services. In addition, Veterans Career Advisors advocate for Veterans employment and training opportunities with business,… more
- SCI Shared Resources, LLC (Kenner, LA)
- Our associates celebrate lives. We celebrate our associates. Pre-Arrangement Advisors are responsible for generating sales thru company-provided leads from multiple ... and the Company will provide necessary telecommunication platforms to the Pre-Arrangement Advisors . We are the largest sales and marketing company in pre-need sales.… more
- BlackRock (Sausalito, CA)
- …multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About the Role BlackRock SMA ... equity, and multi-asset strategies. We serve a diverse client base from wealth advisors and family offices to endowments and foundations. As we continue expanding… more
- KeyBank (Seattle, WA)
- …trust and estate tax-related issues and works with the client and external advisors to resolve. + Collaborate with external client advisors (attorneys, ... accountants, etc.) to deliver advice. + Be in close proximity to the Relationship Management Team to identify and prioritize opportunities to deepen relationships. + Identifies Investment Management and Trust Opportunities as well as any other banking, lending… more