- City National Bank (West Hollywood, CA)
- …colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial Advisors (FA) will work ... Bank * Responsible for revenue production goals related to advisory services and securities products. * Assist...Relationship Management * Take a lead role in managing investment services by planning, delivery, and regular… more
- Thrivent Financial (Newbury Park, CA)
- …marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed ... and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services . Visit Thrivent.com or FINRA's Broker… more
- Thrivent Financial (Perryville, MO)
- …licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory services + Collaborate with financial ... insurance related tasks, and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by Kendra Troncale of SEMO… more
- M&T Bank (Danvers, MA)
- …of the best interests of each customer. + Deliver a diversified set of brokerage , investment and insurance and advice-based solutions with amindset to meet the ... a diversified set of solutions and full scope of investment products and services to meet the...appointment activity log on a weekly basis, to substantiate advisory and referral activity; follow-up on activity levels of… more
- Friedman Management Company (Farmington Hills, MI)
- …organizations. We offer a full range of services that include: commercial brokerage , property and asset management, investment and loan sale advisory , ... at the property. + Analyze telecom (telephone/internet/cable/etc) and other service contracts and needs at the property to determine...and marketing in addition to a vast array of advisory services . Managing more than 140 commercial… more
- Friedman Management Company (Farmington Hills, MI)
- …a full range of services that include: multi-family management, commercial brokerage , property and asset management, investment and loan sale advisory ... Train and motivate on-site staff to ensure excellent customer service to residents. + Review operations at each property...and marketing in addition to a vast array of advisory services . We manage more than 140… more
- Wellington (Boston, MA)
- …+ Keep apprised of industry developments as they relate to financing, prime brokerage , custody, derivatives, risk management, and service provider oversight + ... and inquiries with other Wellington teams including Product Management, Client Service , Trading, Portfolio Management, Portfolio Services , Legal & Compliance,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …and presenting financial plans using a structured planning process. + Work closely with advisory , investment , and client services teams to gain exposure to ... firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services . With a one-team approach, all planners… more
- Bank of America (North Augusta, SC)
- …and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing ... to referral partners based on knowledge of client needs and potential product services recommended **Skills:** + Account Management + Advisory + Client… more
- Friedman Management Company (Farmington Hills, MI)
- …Friedman offers a full range of services that include: commercial brokerage , property and asset management, investment and loan sale advisory ... and marketing in addition to a vast array of advisory services . We provide our clients with...than 10,000 apartment homes throughout the United States. Friedman's brokerage team has over 800 current listings with $10… more