- Robert Half Finance & Accounting (Dallas, TX)
- …Strong knowledge of tax planning and preparation processes. * Expertise in investment asset allocation and retirement planning strategies. * Proficiency in data ... discuss financial goals and progress. * Review and reconcile current investment asset allocations to ensure alignment with client objectives. * Analyze and optimize… more
- Amazon (Culver City, CA)
- …to ensure efficient asset development and delivery - Optimize creative asset budget allocation in partnership with Creative Directors and Marketing Managers ... Experience in creating and managing budgets - Experience in asset management and delivery - Experience in asset... asset management and delivery - Experience in asset management and delivery Preferred Qualifications - Experience in… more
- JPMorgan Chase (Riverside, CT)
- …clients. **Job Responsibilities:** + Advise on portfolio construction including overall asset allocation , tactical shifts and security selection and perform ... client portfolio reviews on a regular basis in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in accordance with High-Net-Worth clients' investment objectives. + Identify and develop new business… more
- Edward Jones (Tempe, AZ)
- …and achieve desired business results. + Research portfolio performance, costs/fees, and asset allocation ; recommend adjustments that optimize client outcomes. + ... Gathering information and collecting suitability information to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. + Meeting clients… more
- Edward Jones (Roxboro, NC)
- …clients' goals and circumstances. + Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and ... make recommendations to client. + Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Cultivating relationships with… more
- US Bank (Nashville, TN)
- …knowledge in financial planning, including but not limited to goals-based planning, asset allocation , retirement planning, and education funding + Extensive ... knowledge of the securities industry, including investment and insurance products and services + Knowledge of private banking products and services, including credit processes and policies + Strong presentation abilities + Strong relationship management,… more
- Edward Jones (Loveland, CO)
- …information to open new accounts + Research portfolio performance, cost/fees, asset allocation , changes to portfolio construction/investments, and make ... recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation + Execute Financial Advisor solicited buy/sell orders and confirm with clients + Answer general client questions regarding… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …+ Ensures service standards and metrics are met based on needs, segmentation, asset allocation , and risk management. + Identifies and refers opportunities ... providing for the utilization of advanced planning solutions. + Coordinates and collaborates with client third party advisors (eg, attorney, accountant) to ensure synergy of advisors' recommendations, consistent to client goals. + Partners and leverages… more
- US Bank (Minneapolis, MN)
- …risk appetite through risk limits and credit policies, portfolio construction and asset allocation strategies, as well as management of concentration, ... correlation, and specialized risks associated with the CRE and Impact Finance portfolios. Additional duties would include developing pro-active and forward-looking viewpoints regarding the industry / portfolio and creating solutions and recommendations for… more
- Foresters Financial Services (Silver Spring, MD)
- …including IRAs and 403(b)s + College funding products including ESAs and 529 plans + Asset allocation strategy + Time value of money + Prospecting and telephone ... techniques (if you become FINRA licensed) + Compliance training What you need to have: + High School diploma or equivalent + Some college preferred + FINRA licensing required (S6/S63/Life/Health) with in 12months of hire. Training will be provided. + Strong… more