- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with internal and external business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax ... a necessary license if needed as required by management. + Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred.… more
- Raymond James Financial, Inc. (Oil City, PA)
- …branch office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... reports and client-specific reporting as needed for review by the financial advisor . * Creates and maintains records and files utilizing Client Relationship… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …+ Works both independently and with the team to provide support to the financial advisor . + With accuracy process client transactions per client request or ... financial advisor request. + Open new client... financial advisor request. + Open new client accounts. + Ensure...reports and agenda for upcoming client meetings for the financial advisor . + Create notes and other… more
- Eastern Bank (Manchester, NH)
- …or equivalent education. + Bachelor and Law Degrees required. + Certified Trust & Financial Advisor (CTFA) and/or Trust School desirable, but not required. + ... business forward. + Strengthens and reinforces CTC's role as trusted advisor providing client-centered advice and guidance. **MAJOR RESPONSIBILITIES** **:** +… more
- Bank of America (Frisco, TX)
- …+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching ... and operational needs + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- TD Bank (Philadelphia, PA)
- …Mortgage Licensing System and Registry) + Partners regularly with the Wealth Financial Advisor , which includes driving joint pipeline review meetings to ... and to provide holistic support. + Meets and collaborates with Wealth financial Advisor and other partners to identify areas to deepen banking relationships in… more
- Bank of America (San Jose, CA)
- …focused and effective. **Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning ... or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ADV-2B… more
- Thrivent Financial (Milwaukee, WI)
- …in business, management, or a related field, or equivalent experience. + Required: prior financial advisor experience and multiple years leading a team of eight ... are met or exceeded, with a strong focus on financial advice & deepening client relationships to drive sales...market in collaboration with local leadership, integrating virtual advice advisor into their local market. + Conduct daily and… more
- KeyBank (Pittsburgh, PA)
- …by working the book of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow year-over-year ... Pittsburgh, Pennsylvania 15241 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- KeyBank (Redmond, WA)
- …by working the book of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow year-over-year ... **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more