- Wells Fargo (Farmington, CT)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Assist Financial Advisor (s) with service and operational related activities ... education **Desired Qualifications:** + Brokerage client support experience or financial services industry experience + Administrative support experience in … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …clients regarding management fees, billing discrepancies, and account adjustments. + Calculates Financial Advisor compensation at the gross and net levels, ... researching and resolving transaction discrepancies, fee adjustments, and inquiries from Financial Advisors and clients. You'll handle a variety of non-routine tasks… more
- Bank of America (San Jose, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of...allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning… more
- Wells Fargo (Nashville, TN)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with service and operational related activities ... education **Desired Qualifications:** + Brokerage client support experience or financial services industry experience + Administrative support experience in … more
- M&T Bank (Wilmington, DE)
- …including technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **\#LI-LA1** M&T Bank ... administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience, or… more
- Bank of America (Newark, DE)
- …within Investment Products, Portfolio Construction, the Chief Investment Office, Financial Advisor Activities, Banking Product Sales, Licensed Supervision, ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Portland, OR)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- M&T Bank (Wilmington, DE)
- …technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **Physical Requirements:** ... administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience, or… more