- City National Bank (Nashville, TN)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from Financial ... Prepares customized written industry and company specific reports upon request to Financial Advisor . + Assists in development of financial models to forecast… more
- Atria Wealth Solutions (Dublin, CA)
- …24 or Series 9/10 Securities Registrations equivalent required. + Previous Financial Advisor experience preferred + Advanced Industry Designations preferred ... Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union...FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving… more
- Raymond James Financial, Inc. (Bethesda, MD)
- …are addressed. * Incorporate needs, wants and goals from different prospects for financial advisor practices into marketing and sales strategies. * Gather ... * Works independently in sourcing and developing new client relationships to enable financial advisors to meet sales goals. * Assists in developing product oriented… more
- Citigroup (New York, NY)
- … services organization + Knowledge and experience serving as a key strategic / financial advisor and partner to executive level business leaders + Extensive ... Private Bank LFO is accountable for leading the development and execution of financial objectives related to the P&L, balance sheet, expenses, capital, and risk. The… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Friday, up to 40 hours per week. **Duties and Responsibilities** + Assist in Financial Advisor point tracking for Recognition Club qualification. + Act as a ... as assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + Assist in Financial Advisor point tracking for Recognition Club qualification. + Act as a… more
- Edward Jones (Dallas, TX)
- …with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these ... clients need. The Senior Planner will serve as a conduit between the financial advisor , client and the home office stakeholders and is required to achieve the… more
- Bank of America (Red Bank, NJ)
- …Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire ... 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration +… more
- KeyBank (Solon, OH)
- …**Job Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with moderately complex needs, introducing a ... and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs; functions as… more
- Vanguard (Charlotte, NC)
- …support. Elevate your career and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth ... Are you a Certified Financial Planner (CFP(R)) with a passion for transforming...(CFP(R)) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors to… more