- Equitable (Kansas City, KS)
- Financial Advisor - Kansas City (5206) (...talent to grow your team * Coaching from your experience & training to develop new Financial Professionals ... but not required * Complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …Required + Bachelor's Degree Required + Minimum of 5 years of experience in a client-facing financial advisory or relationship management role. + Strong ... resources that empower you to deliver exceptional client outcomes. If you're an experienced advisor looking for a role where you can make an immediate impact and… more
- The Cigna Group (Bloomfield, CT)
- …business, analytics, or a related field ( required ). + 5+ years of experience in data analytics, financial analysis, risk management, underwriting, or related ... The _Individual & Family Plans (IFP) Financial Operational Risk Management Senior Advisor_ plays a...geographies. The ideal candidate brings strong analytical expertise, healthcare experience , and the ability to translate complex data into… more
- Bank of America (Boulder, CO)
- …excited to make a career transition and follow their passion of becoming a Financial Advisor . **Job Description:** The Wealth Management Client Associate - ... Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role...of America and Merrill to meet virtually all their financial needs. ** Required Qualifications:** + Displays confidence… more
- JPMorgan Chase (Santa Rosa, CA)
- …capable of partnering with stakeholders across the organization to deliver exceptional advisor experience . **Job Responsibilities:** + Act as key single point ... advisors and respond to daily requests, questions, and suggestions for improving the JPMA Advisor experience + Learn roles and product sets supported by various… more
- Capital One (New York, NY)
- … + At least 6 years of compliance, risk, legal or audit experience within financial services **Preferred Qualifications:** + Master's Degree or Juris ... Senior Manager, Compliance Advisor - Retail Bank The Senior Manager, Compliance... experience in compliance, risk, legal or audit experience within financial services + Experience… more
- Truist (Mclean, VA)
- …will be held accountable for relationship partnership with FAs. The Wealth Private Advisor should have working knowledge and experience in investments, banking, ... determine appropriate strategies to meet client needs by recommending financial solutions for Wealth Private Advisor segment...of demonstrated leadership ability, 8-10 years of direct sales experience in Financial Services, or 10-15 years… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …team of Business Development Consultants responsible for sourcing, engaging, and converting financial advisor prospects across Raymond James Financial ... goals into actionable plans, oversees execution, and ensures a consistent, high-quality advisor experience . The Director plays a key role in expanding… more
- Nuveen Investments (Chicago, IL)
- …and service solutions. **Key Responsibilities and Duties** + Partners with Advisor Consultant(s) to develop consultative relationships with Financial Advisors, ... **Wealth Distribution Internal Advisor Consultant** The Wealth Distribution Internal Advisor...DCIO, etc. **Educational Requirements** + University (Degree) Preferred **Work Experience ** + 2+ Years Required ; 3+ Years… more
- PNC (NJ)
- …and abilities for a role. Listed below are skills, competencies, work experience , education, and required certifications/licensures needed to be successful in ... serve. We are all united in delivering the best experience for our customers. We work together each day...and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment… more