- Raymond James Financial, Inc. (St. Petersburg, FL)
- …collaborating with team members and firm stakeholders across investment research/diligence, advisor and client education, and operational support to provide a ... financial advisors and clients who use it. + Provides best-in-class financial advisor service through inbound phone coverage and emails regarding the CAS platform.… more
- Berkshire Bank (Rutland, VT)
- …Management Department: BerkshireBanc Investment Services - RNL Reports to: VP, Financial Advisor Team Leader Status: Non-Exempt Grade: 3 Salary Range: $31,200 - ... 2026 Purpose/Objective: This position provides administrative support to the advisor , interfacing with clients and maintaining operating efficiency with paperwork… more
- Vanguard (Minneapolis, MN)
- …and key decision-making processes of several of the largest and most sophisticated wirehouse advisor teams in the Midwest area. This role is part of a senior sales ... have entrusted $9.9 trillion of their hard-earned savings to us. Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded… more
- Thrivent Financial (Willernie, MN)
- Summary This position provides administrative support to Wellspring Advisor Group. This role is critical to our member experience and requires a friendly, upbeat ... to and is employed by Nick Rasmussen of Wellspring Advisor Group. This full-time role is fully in-office out...+ Maintain client correspondence including mailing lists, card lists, compliance and marketing mailings + Document client meetings and… more
- Wells Fargo (Charlotte, NC)
- …. **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- Wells Fargo (Irvine, CA)
- …. **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- Wells Fargo (Danbury, CT)
- …. **In this role, you will:** + Assist Profit Formula (PF)Financial Advisor (s) with sales, service and operational related activities such as providing service ... telephone, direct interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information and/or quotes,… more
- Wells Fargo (Gilbert, AZ)
- …. **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- Missouri State University (Springfield, MO)
- …Assistant Director of Student Engagement for Programs serves as the primary advisor to the Traditions Council, Homecoming Student Steering committee and secondary ... advisor to Student Activities Council. The Assistant Director of...protected class, including sexual harassment and sexual assault, or compliance with federal and state laws and guidelines, should… more
- JPMorgan Chase (New York, NY)
- …focus on digitalizing product workflow tools and elevating the client and advisor experience. You will contribute to investment processes, trading execution, and the ... for DAF products, with a focus on trading, investment, and digital client/ advisor experience. + Collaborate with digital product teams to develop and enhance… more