- Kestra Financial (Palo Alto, CA)
- …desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and developing ... client and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and establish credibility and rapport both… more
- Coldstream Wealth Management (Bellevue, WA)
- Job Descriptions: Are you a financial advisor who's looking for an opportunity to advance your career? At Coldstream, one of our Bellevue teams is looking to add ... a Wealth Manager ( advisor ) who will contribute to continued growth through business...and deep experience counselling high-net-worth families regarding their entire financial situation, including sophisticated long-term financial planning,… more
- Thrivent Financial (Minneapolis, MN)
- …ensuring that Thrivent's trust and reputation remain strong with its clients . Clients, Financial Advisors, Thrivent Advisor Group Staff , Field Leader ship , ... experience required . + 5 years working in the financial services field. + Experience directly supporting advisor practice s required . + Ability to thrive in… more
- Wells Fargo (Charlotte, NC)
- …is ideal for a strategic, results-driven professional with deep experience in financial services and advisor engagement. The Independent Solutions Growth ... leverage outbound and inbound calling to proactively engage with Financial Advisors, Channel Leadership, and internal partners to drive...Influence to drive sales results + Drive sales and Advisor participation across a wide range of Wells Fargo… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Espejo with Robert Half Financial Services is recruiting for a Lead Advisor at a Thriving Wealth Management Firm. This is a full-time permanent role based ... helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families nationwide, the firm blends… more
- Raymond James Financial, Inc. (Dallas, TX)
- …business summary reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, ... articles. * May enter orders at the direction of the Financial Advisor . * Actively engages in available training/cross-training and educational and/or… more
- Bank of America (San Antonio, TX)
- …7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE Act Registration; ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Raymond James Financial, Inc. (Troy, MI)
- …gathering on behalf of the insurance company, communicating with underwriter and financial advisor /agent as necessary throughout the process. Identifying issues ... and when cases are approved "other than as applied for" + Assist financial advisor /agent in managing offers "other than applied for" + Submission of informal… more
- Wells Fargo (Charlotte, NC)
- …strategic initiatives for the Advisor Platform Group to drive a best-in-class Financial Advisor experience. In this role you will lead initiatives starting ... this role:** Wells Fargo is seeking a Lead Software Engineer for the Advisor Platform Technology team within Wealth & Investment Management. We are seeking an… more
- Raymond James Financial, Inc. (New York, NY)
- …procedures. + Investment Company Act of 1940 and SEC regulatory environment. + Financial advisor business models and supervisory needs. **Skill in** + Strategic ... align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a...12+ years of Supervision experience, preferably in a retail financial services firm + ~or~ + Any equivalent combination… more