- CIBC (New York, NY)
- …value (#1 by number of transactions closed), per Inframation, and was named North American Financial Advisor of the Year in 2023 and North American ESG ... Financial Advisor of the Year in 2022...support to senior professionals in the group and will assist with the execution of transactions. The Summer Associate… 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....plans, the City's financial condition, and other financial interests. Industry Knowledge & Professional Growth:… more
- Thrivent Financial (Appleton, WI)
- …Market Director: * Grows his/her market by attracting high quality, diverse talent into financial professional (FP) roles * Ensures new FPs are given the tools, ... New FP Practices + Demonstrate mastery of the Thrivent Financial Advice Process and be able to model and...Demonstrate ability to use technology effectively with FPs to assist in coaching and training + Build a plan… more
- Raymond James Financial, Inc. (Macon, GA)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... accurate completion. + Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new...and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records… more
- TEKsystems (Braintree, MA)
- …a complex series of programs and systems simultaneously. - Prior experience in a financial advisor 's practice is preferred. - Associate or bachelor's degree in ... Description The Administrative Assistant, at this financial planning office located in a beautiful office...office - Manage calendar by coordinating appointments between client, advisor and other outside professional 's schedules -… more
- Bank of America (Phoenix, AZ)
- …incorporation of banking into day-to-day FA practices and operations + Partners with Financial Advisor teams to educate clients on banking products and help ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients...as a digital product expert, and working with the Advisor to identify client referrals to other Bank of… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from Financial ... issues. + Prepares customized written industry and company specific reports upon request to Financial Advisor . + Assists in development of financial models… more
- HUB International (New York, NY)
- …business initiatives. + 10+ years' experience as a senior SEC regulatory compliance professional for either a large financial services firm or in-house Legal ... HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will… more
- Battelle Memorial Institute (Sneads Ferry, NC)
- …the Human Performance (HP) and POTFF teams, and serves as an advisor on injury prevention, rehabilitation, and program administration, including equipment reviews, ... and identifying opportunities for improvement + Serve as an advisor to the HP program Manager and/or Coordinator in...record reviews for the HP Staff as directed + Assist the HP program Manager and/or Coordinator in developing… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …and institutional clients and prospects. * Coordinates efforts to gather data to assist Financial Advisors in preparing responses to client or prospect requests. ... * Performs research and analytics used in Investment Strategy white papers for financial advisor or client use. * Coordinates preparation of scheduled and… more