- Bank of America (Hartford, CT)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- City National Bank (West Hollywood, CA)
- …on CNAM models. * Review the assets in each account regularly to ensure that investments meet the client's investment objective and the executed Investment ... with PBB Bank through internal sources, from referrals, and through personal community involvement. Create opportunities to develop and promote ideas to win new… more
- Monroe Community College (Rochester, NY)
- …utilized by the College. + Commits to the philosophy of a comprehensive community college. + Commits to professional growth. which includes seeking ongoing training ... and desire to work with students and possess a sincere passion for and investment in supporting student success. + Ability to act in a professional manner and… more
- Stanford University (Stanford, CA)
- …Trust, which oversees a diversified portfolio of early-stage and growth investments , guiding long-term strategies that sustain the school's excellence and global ... administrative and organizational infrastructure that supports teaching, research, and community life, including HR operations, performance management, and staff… more
- Aflac (GA)
- …the duck. We develop and empower our people, cultivate relationships, give back to our community , and celebrate every success along the way. We do it all The Aflac ... take to be successful in this role? + Solid practical knowledge of investments and/or derivatives, fixed income and equity pricing, and portfolio valuation +… more
- JPMorgan Chase (New York, NY)
- …building, preserving and managing their wealth. You will use your knowledge of investments , financial planning, credit and banking to both advise current clients on ... both from existing client base and new client acquisition of 25M+ across investments , banking and credit. + Advise clients on their overall balance sheet, including… more
- Huntington National Bank (Clayton, MO)
- Description The Huntington Community Impact Capital (CIC) Project Manager (underwriter) will lead tax credit equity and debt underwriting and project management of ... for: + Lead underwriting and closing for debt facilities and equity investments , and coordinating successful, timely closings with all internal and external groups… more
- Thrivent Financial (Daytona Beach, FL)
- …them build, grow and protect financial well-being through purpose-based advice, investments , insurance, banking and generosity. At Thrivent, you'll receive the ... trust and understanding, with the ability to serve clients in your chosen community . + Make client appointments by leveraging your network and Thrivent's reputation,… more
- TD Bank (Burlington, VT)
- …or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage their experience ... Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as… more
- Thrivent Financial (Wauwatosa, WI)
- …them build, grow and protect financial well-being through purpose-based advice, investments , insurance, banking and generosity. At Thrivent, you'll receive the ... trust and understanding, with the ability to serve clients in your chosen community . + Make client appointments by leveraging your network and Thrivent's reputation,… more