- Kestra Financial (Avon, CT)
- Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial ... receive exceptional service and advice. Key Responsibilities: + Analyze clients' financial situations, investment portfolios, and goals to provide tailored… more
- JPMorgan Chase (Mineola, NY)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... and interacting with our clients to offer the best investment solutions to meet their financial needs....capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track… more
- Amgen (Washington, DC)
- …eligibility, comprising of health and welfare plans for staff and eligible dependents, financial plans with opportunities to save towards retirement or other ... Join us and transform the lives of patients while transforming your career. **Project Financial Execution Lead** **What you will do** Let's do this. Let's change the… more
- JPMorgan Chase (New York, NY)
- …solutions to technology, process, compensation, and practice management + Evolve Advisor retirement programs to improve the preparation and transition ... service clients through Advisor collaboration and partnership, including Advisor teaming, cross line-of-business transfers, retirement , and career… more
- Aegon Asset Management (OH)
- …life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks ... than a century ago, we were among the first financial services companies in America to serve everyday people...of customers and thousands of employees worldwide. Our insurance, retirement , and investment solutions help people make… more
- World Insurance Associates, LLC. (Waukesha, WI)
- …Meetings and other meetings as necessary + In addition to participation in the Financial Planning and Investment Committee meetings the CRA may participate in ... developing investment and financial planning strategies for the...services firm dedicated to providing the industry's premier independent retirement plan and investment advisory services to… more
- Regions Bank (Knoxville, TN)
- …Public Accountant (CPA), Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), or Accredited Investment Fiduciary (AIF) and four ... behalf of Regions Bank, and four (4) years of Trust Administration, Estate/Tax Law, Financial Planning, Investment or related experience + Or Master of Business… more
- Bank of America (San Jose, CA)
- …planning for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management ... focused and effective. **Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning… more
- Bank of America (San Francisco, CA)
- …planning for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management ... results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client… more
- JPMorgan Chase (New York, NY)
- …on financial advisors participating in the PM Program + Work with financial advisors to understand their investment strategies + Schedule and lead review ... Job Description: The role is part of the Investment & Research Team (IRT) within Wealth Management...and sharing best practices with JP Morgan Advisors (JPMA) Financial Advisors (FAs) and their discretionary strategies within the… more