- Neuberger Berman (New York, NY)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the ... customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis....of proven client service/support or related experience in the financial services industry. + An undergraduate degree and Series… more
- Thrivent Financial (Appleton, WI)
- We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to ... providing financial advice, investments, insurance, banking and generosity programs to...client service while fulfilling fiduciary duties. As a trusted advisor , the Senior Personal Trust Officer builds lasting relationships… more
- JPMorgan Chase (Palo Alto, CA)
- … + 5 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter with natural curiosity for individual planning and ... & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating… more
- Edward Jones (St. Louis, MO)
- …leaders. c. Develops and leads team on the analysis, strategy and development of financial advisor facing product systems, vendors, and third party tools. d. ... do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with...of hire. * Advanced degree or relevant industry designation(s) preferred . (eg: MBA, CFA, CIMA, CFP , ChFC,… more
- Equitable (Charlotte, NC)
- …and virtually + Managed account, mutual fund, and brokerage experience + Financial planning experience ** Preferred Qualifications:** + Experience working with ... Financial Professionals, or end-clients + Industry designations (including CFP (R) and ChFC(R)) or progress toward completion + Experience with investment… more
- JPMorgan Chase (Denver, CO)
- …of experience in a leadership position + Bachelor's degree required; MBA, JD, CFA, or CFP preferred + FINRA Series 7, 66, 9, 10 and Insurance licenses required ... Ten plus years of work experience; Private Banking or Financial Services industry preferred + Five plus...to attract, retain and develop a high performing Client Advisor team + Experience with and in-depth knowledge of… more
- Thrivent Financial (MN)
- …business, management, related business field, or equivalent experience. + Prior experience as a financial advisor . + Possession of a FINRA Series 7, 63/65 or 66 ... skills. + Outgoing, positive, and energetic. + Empathetic. + Strong organization skills. Preferred : + Advanced Designation ( CFP (R) or ChFC, or CLU) is desired.… more
- JPMorgan Chase (Columbus, OH)
- …+ Series 7, Series 66 required. ** Preferred Qualifications, Capabilities, and Skills** CFP (R) Chase is a leading financial services firm, helping nearly ... Wealth Management team, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools. The… more
- JPMorgan Chase (New York, NY)
- …for the research, development and delivery of retirement insights to financial professionals and plan sponsors to improve retirement outcomes and reinforce ... strategic insights and implications for defined contribution plan fiduciaries, financial professionals and their clients. + **Technical proficiency** across the… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Planner to join its team of professionals dedicated to delivering personalized, high-impact financial guidance. This role is ideal for a seasoned advisor who ... client relationships, coaching junior team members, and delivering comprehensive financial planning and investment strategies. This is a high-touch, client-facing… more
Recent Jobs
-
Product Marketing Manager, Meta Horizon
- Meta (Seattle, WA)
-
Production Worker
- International Paper (Salem, OR)