- KeyBank (Naples, FL)
- …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
- Edward Jones (St. Louis, MO)
- …strategies for clients. Setting expectations with estate planning/legal service provider, client, financial advisor , and High Net Worth team to deliver timely ... 66 required within 6 months of hire + Insurance license required 6 months of hire + CFP(R) preferred...a HNW client-facing professional team required + Understanding of Financial Advisor and Branch Team Support Member(s)… 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 ... regarding compliance with employment laws + Serve as a partner and advisor on employment contracts, claims of discrimination, and employment-related arbitration +… more
- KeyBank (Denver, CO)
- …**Job Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with moderately complex needs, introducing a ... 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. COMPENSATION AND BENEFITS This position is eligible… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …gathering on behalf of the insurance company, communicating with carriers and financial advisor /agent as necessary throughout the licensing process. Identifying ... Communicate with insurance companies regarding submitted business or issues + Work with financial advisor and insurance companies on escalated cases + Monitors… more
- TXNM Energy (Alvin, TX)
- …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
- AON (Fort Washington, PA)
- …processes. This colleague assesses the needs of the client and can act as advisor or processor, depending on the request. The colleague must be licensed due to ... will need the ability to revise templates or create freeform responses. Financial Transactions + Responsible for creating financial transactions (automated and… more
- JPMorgan Chase (Houston, TX)
- …tools, and thought leadership are designed to help strengthen our client's financial health and achieve peace of mind in retirement by offering tax-advantaged ... asset growth, guaranteed income, and financial security for their families and businesses. The Life...of the product. Job Responsibilities: + Develops and manages advisor campaigns and tracks success results based on statistical… more
- JPMorgan Chase (New York, NY)
- …Supervisory Manager, you will be at the forefront of guiding our Financial Advisors, ensuring adherence to regulatory obligations and managing operational risk. This ... management services, empowering individuals, families, and foundations to achieve their financial aspirations. As a Supervisory Manager in Chase Wealth Management,… more
- Wells Fargo (Sacramento, CA)
- …to travel up to 50% of the time + Obtaining and/or maintainingappropriate Financial Industry Regulatory Authority (FINRA) license (s) is required for ongoing ... . **In this role, you will:** + Serve as an expert advisor to lead highly complex and substantial cash flow and real estate… more