- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor 's team. An Investment Associate works in close partnership with the Financial ... basis in conjunction with or by direction of the Financial Advisor + Market and implement complex...Series 7 and 66 licenses required for the position: preferred upon hiring but must be obtained within 180… more
- Thrivent Financial (Memphis, TN)
- …This includes suitable high speed internet to conduct the business of the role. Preferred : + Knowledge of the financial services industry + Experience in sales ... through: - Community engagement and activation activities in partnership with Thrivent Financial Advisors and their field leaders, and Thrivent Member Networks -… more
- JPMorgan Chase (New Orleans, LA)
- …capabilities, and skills:** + CFP preferred + previous Advisor experience preferred Chase is a leading financial services firm, helping nearly half of ... The Practice Management Consultant is responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools.… more
- Deloitte (Chicago, IL)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters of Tax, JD, ... and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent presentation and communications skills… more
- Deloitte (Chicago, IL)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, ... and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm… more
- Deloitte (Kansas City, MO)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, ... and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging technology and… more
- Truist (Raleigh, NC)
- …to sharpen their skills. During this internship, time is spent alongside a Financial Advisor and their team learning about the business, preparing materials ... keep track of upcoming client appointments, task follow-up, IRM referrals, etc. 4. Assist Financial Advisor with marketing requests and event planning. 5. Set up… more
- Thrivent Financial (Appleton, WI)
- …. + Professional designation or history of significant progress toward achievement preferred . Key Dependencies and Relationships: + Advisor Group Leadership ... his/her market by attracting high quality, diverse talent into financial professional (FP) roles * Ensures new FPs are...licensed and appointed in all states that comprise the Advisor Group. + Once FPs are assigned to this… more
- Brokers International (Urbandale, IA)
- …the day-to-day activities of the back and middle office including Financial Advisor onboarding, systems administration, billing/commissions, money desk, and ... status to appropriate leadership. + Create and supervise systems administration of the Financial Advisor systems platform including full life cycle from prospect… more
- JPMorgan Chase (Chicago, IL)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management, you ... customers want. You will lead a team of a Financial Advisors who service a wide range of clients,...capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track… more