- Wells Fargo (Ann Arbor, MI)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- TXNM Energy (Albuquerque, NM)
- …cyber security training. Annual cyber security training is also required. Given the financial nature of this position, this position may be required to obtain a ... projects that are complex in nature and often functions as staff advisor and consultant by performing the following duties. ESSENTIAL DUTIES AND RESPONSIBILITIES:… more
- Edward Jones (Dallas, TX)
- …with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these ... Senior Planner will serve as a conduit between the financial advisor , client and the home office...licenses required within 6 months of hire + Insurance license required 6 months of hire. + Travel required… more
- KeyBank (Indianapolis, IN)
- …CANDIDATE SELECTED SKILL/EXPERIENCE. **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full ... moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients...to operate a motor vehicle with a valid driver's license required. Job Posting Expiration Date: 08/31/2025 KeyCorp is… more
- Citigroup (New York, NY)
- …position responsible for serving as subject matter expert and key legal advisor to business stakeholders, functional partners, and the Legal Management Committee by ... role is not a manager. **Responsibilities:** + Serve as a partner and advisor on mergers, acquisitions, divestitures (including sell downs or spin offs), strategic… more
- KeyBank (Columbus, OH)
- …SELECTED INIDIVIDUALS SKILLS/EXPERIENCE.** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core ... moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients,...to operate a motor vehicle with a valid driver's license required. Job Posting Expiration Date: 08/31/2025 KeyCorp is… more
- AON (St. Louis, MO)
- …findings and solutions. + Communicate externally on daily basis as trusted advisor with private equity firms, target companies or their representatives. + Execute ... input on insurance coverage, claims history, insurance-related collateral, insurance-related financial expense, surety bonds and insurance sections of the draft… more
- KeyBank (Canton, OH)
- …Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's... developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB… more
- KeyBank (Seattle, WA)
- …Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's... developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB… more
- Air National Guard Units (Flowood, MS)
- …operation of motor vehicles, candidates must have a valid state driver's license 9. Must complete all Financial Management Certification Requirements ... materials for, chairs, conducts, and documents the quarterly meetings of the Financial Working Group (FWG). Designs materials for, briefs, and documents the… more