- JPMorgan Chase (San Francisco, CA)
- …Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with ... for advisors and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients,… more
- JPMorgan Chase (Tempe, AZ)
- …Develop expertise in securities rules and regulations. + Implement account reviews for investment suitability. + Conduct Advisor book reviews to identify trends. ... JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management… more
- JPMorgan Chase (Brooklyn, NY)
- …Capital Controllers team, you will serve as a strategic thinker and trusted advisor to Corporate and Investment Bank management and Corporate partners. You ... The Commercial & Investment Bank Treasury team plays a vital role...Capabilities, and Skills:** + Minimum 3 years business and financial management experience. + BA/BS in Finance, Economics, Accounting.… more
- JPMorgan Chase (New York, NY)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... policies and procedures + Interface directly with clients and Financial Advisors to make investment recommendations, propose...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- US Bank (Oshkosh, WI)
- …empower you to mentor teammates and begin to communicate effectively with investment advisor clients. + Assisting mid-level and senior-level Fund Administrators ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...empower you to mentor teammates and communicate effectively with investment advisor clients. + Assisting senior-level Fund… more
- Bank of America (Charlotte, NC)
- …planning for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management ... basis, support office initiatives, in addition to the businesses of a particular Financial Advisor . For established clients, the Client Associate will often… more
- Neuberger Berman (Dallas, TX)
- …Overview:** NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned ... wealth and investment teams, with access to a deep breadth of...a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience… more
- BlackRock (Dallas, TX)
- …Client Management + 2+ years of experience in client management/ service as a financial consultant, auditor, investment advisor , or other financial ... structures of their investments. You will be responsible for providing post investment due diligence services through examining financial data that provides… more
- World Insurance Associates, LLC. (West Warwick, RI)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR ... World Insurance Associates ("World") is a unique financial services organization with a global network of...insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and… more
- JPMorgan Chase (Newark, DE)
- …of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors. You will ... role will be crucial in maintaining our reputation as a leading global financial services firm. **Job Responsibilities** + Analyze trust documents for legal, tax,… more