- Bank of America (Louisville, KY)
- …planning for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management ... incorporation of banking into day-to-day FA practices and operations + Partners with Financial Advisor teams to educate clients on banking products and help… 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
- Manulife (Atlanta, GA)
- …accountabilities supporting end-to-end servicing including, record keeping services and trust and investment services for US Retirement plans. The PIM will ... of transformation, innovation and service excellence for our **U.S. Retirement business** . You will help to shape a...but not limited to: recordkeeping / trust, custody and investment operations. The surrounding ecosystem supporting Advisor ,… more
- JPMorgan Chase (Jersey City, NJ)
- …& FIG ( Financial Institutions Group) Sales franchise The Commercial & Investment Bank is a global leader across Investment Banking, Payments, Markets, ... Our Global Finance & Business Management team strategically drives growth, maintains financial reporting, and proactively manages risk. Join our team as a Vice… more
- Wellington (Boston, MA)
- …years of progressive experience in operational or enterprise risk management within investment management or related financial services. + Demonstrated expertise ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...the Senior Risk Officer will serve as a trusted advisor who partners closely with the business, directly engaging… more
- KeyBank (Tarrytown, NY)
- …and investment policy, and initiates portfolio construction changes consistent with investment strategy. + Maintains deep expertise in financial markets and ... - Tarrytown, New York 10591 **JOB BRIEF** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or… more
- JPMorgan Chase (New York, NY)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... policies and procedures + Interface directly with clients and Financial Advisors to make investment recommendations, propose...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Jackson National Life Insurance Company (Nashville, TN)
- …plan to achieve sales goals and producer type goals by covering a targeted advisor segment - effectively covering the opportunity gap within the EW territories. The ... responsible for engagement towards company growth initiatives, which may involve advisor populations outside their target advisor segment** **Essential… more
- Bank of America (York, PA)
- …planning for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management ... 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE Act Registration;… 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 ... and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial...Senior Planner will serve as a conduit between the financial advisor , client and the home office… more