- JPMorgan Chase (Jersey City, NJ)
- … calls in the promotion of annuity distribution. + Present virtually or in person at advisor or market events on timely annuity topics + Lead weekly Market ... include institutions, high-net-worth individuals, and retail investors in every major market throughout the world. The division offers investment management across… more
- Thrivent Financial (Milwaukee, WI)
- …in business, management, or a related field, or equivalent experience. + Required: prior financial advisor experience and multiple years leading a team of eight ... are met or exceeded, with a strong focus on financial advice & deepening client relationships to drive sales... in collaboration with local leadership, integrating virtual advice advisor into their local market . + Conduct… more
- ARAMARK (Philadelphia, PA)
- …. Business Plan: Responsible for business planning team to support growth, financial planning, forecasting and service excellence. . Market Intelligence & ... for shaping Aramark?s most strategic client relationships and driving transformative financial outcomes. Reporting directly to the SVP, Chief Development Officer,… more
- First National Bank of Omaha (Boulder, CO)
- …and how it fits into our organization's success.** **Summary of the Job:** The UHNW Financial Advisor serves as a trusted advisor to ultra-affluent clients ... life stage, to meet their banking, planning, and wealth preservation needs. The UHNW Financial Advisor works with a dedicated team of experts to help families… more
- Thrivent Financial (Loveland, CO)
- …is employed by Purpose Driven Wealth and will report to Clint Jasperson, Wealth Advisor , the Financial Advisor and Lotem Sella, Director of Investment ... fund manager and model portfolio research. + Respond to advisor questions related to market and economic...purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to… more
- City of Norfolk, Virginia (Norfolk, VA)
- …Collaboration & Leadership: Work closely with various City departments and the City's Financial Advisor to understand their financial needs, provide ... the bond issuance process in collaboration with the City's financial advisor , bond counsel, and City staff....+ Monitor key issues impacting the City's debt, including financial policy, market trends, credit developments, and… more
- AON (Chicago, IL)
- …end-to-end real estate transactions, and ensure alignment with Aon's business objectives and financial targets. Aon is in the business of better decisions At Aon, we ... timely execution of transactions in line with business and financial objectives. + Financial Management + Prepare...capital investments and operating costs across the portfolio. + Market Intelligence & Compliance + Monitor and analyze real… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …client-centric team. This is a fantastic opportunity for an experienced advisor to manage high-net-worth relationships, deliver holistic financial planning, ... team. Key Responsibilities Client Relationship Management + Act as lead advisor for high-net-worth clients + Provide personalized financial planning… more
- 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
- Robert Half Finance & Accounting (Mill Valley, CA)
- …client-focused team. This is an exciting opportunity for an experienced advisor to manage high-net-worth relationships, deliver comprehensive financial planning, ... dynamic team. Key Responsibilities Client Relationship Management + Serve as lead advisor for high-net-worth clients + Deliver personalized financial planning… more