- Guidehouse (Mclean, VA)
- …You Will Do:** **Client Leadership & Strategy** + Serve as a trusted advisor to financial services clients, including banks, investment firms, and insurance ... **Cybersecurity Director** to drive strategic growth and operational excellence in our financial services consulting practice. This role is pivotal in shaping client… more
- Bausch + Lomb (Bridgewater, NJ)
- …allocation decisions, portfolio prioritization, and resource deployment. Serve as trusted advisor on financial performance and operational efficiency. **Team ... of eye health in the future The **Director of Financial Planning & Analysis (FP&A)** will serve as a...North America Consumer Products and senior leadership team, driving financial insight, planning, and analysis. Reporting to the Bausch… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …bonuses, schedule of payments, draw and deal level changes, terminated financial advisor balance, pre-approved discount exception accounts, and production ... as any other special arrangements. + Reviews and processes all financial advisor compensation changes and ensures they are compliant with policies procedures… more
- Wells Fargo (St. Louis, MO)
- …Wells Fargo. This role will be supporting the design and delivery of the Financial Advisor incentive plans across Wealth and Investment Management (WIM). In this ... + Familiarity with financial services industry; experience in Financial Advisor Compensation a plus. + Knowledge and understanding of regulatory compliance… more
- Bank of America (San Francisco, CA)
- …Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel + ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- M&T Bank (Paramus, NJ)
- …Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge of the Bank's retail ... as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow… more
- M&T Bank (Buffalo, NY)
- …processing paperwork sent to the home office. + Enter trades accepted by the Financial Advisor on the appropriate system. + Maintain regular sales reporting to ... specific brochures or prospectuses when requested by the client or Financial Advisor . + Accept orders for securities transactions directly from clients. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and user-friendly documentation that supports technology initiatives for a primarily financial advisor audience. This role combines hands-on writing and ... + Translate complex technical concepts into clear, concise language tailored for financial advisors and other non-technical users. + Collaborate with subject matter… more
- Amalgamated Bank (New York, NY)
- …customers or potential customers for an in-depth financial review with the dedicated Financial Advisor . This role will be called upon to work both the Teller ... to, number of accounts opened, new customer contacts, units sold, referrals to Financial Advisor , investment/insurance revenue goal and dollar value of all… more
- Bank of America (York, PA)
- …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