- 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
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... will provide comprehensive and client service support to the wealth advisor 's high net worth clients. **Responsibilities** Client Reporting + Assist generating… more
- BlackRock (New York, NY)
- …world's preeminent asset management firms and a provider of global investment management, risk management and advisory services to institutional, intermediary and ... exposure to capital markets. Our clients can access our investment solutions through a variety of product structures, including...market data providers for Aladdin + Serve as an advisor to Aladdin teams in the development of data… 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
- Principal Financial Group (Des Moines, IA)
- …for domestic and international retirement products. + Act as a strategic advisor on financial risk, investment needs, product strategy, pricing, and ... finance team driving profitable growth across Workplace Savings & Retirement Solutions (WSRS). As the lead financial ...including DC, DB, NQ, ESOP, Trust & Custody, and investments . **What You'll Do:** + Lead pricing, financial… 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
- BlackRock (Princeton, NJ)
- …**Primary Responsibilities:** **Develop deep relationships across all aspects of an advisor 's business** **Deliver fiduciary and investment insights through ... Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from iShares ETFs,… 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
- US Bank (Oshkosh, WI)
- …knowledge to empower you to mentor teammates and begin to communicate effectively with investment advisor clients. + Working with a team of Mutual Fund ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...statements (eg, statement of assets and liabilities, schedule of investments , statement of operations, statement of changes in net… more
- World Insurance Associates, LLC. (Woodbury, NY)
- …/ private client, employee benefits, human capital and payroll outsourcing, and retirement financial services. Qualifications + Must have proven experience with ... World Insurance Associates ("World") is a unique financial services organization with a global network of...insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and… more