- Edward Jones (Goshen, IN)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... them coming a mile away. You and your financial advisor are essential in working together to help your...their most cherished financial goals. **Job Overview** **Position Schedule:** Full - Time Branch Address: 2020 Elkhart Rd Suite… more
- Bank of America (Portland, OR)
- …banking solutions to clients, serving as a digital product expert, and working with the Advisor to identify client referrals to other Merrill and Bank of America ... Advisor teams to find right fit solutions for client banking needs and help navigate complex client...execution of tasks and conducting follow-up routines to meet client needs + Understands and accesses the full… more
- Bank of America (Chicago, IL)
- …development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment ... asset allocations are aligned and reflected properly for each client . They deliver a full range of...and manages client portfolios to align with client goals, objectives, risk tolerance, and time … more
- Thrivent Financial (Lake Elmo, MN)
- …reward, and retain top talent. The applicable salary or hourly wage range for this full - time role is $67,080.00 - $90,756.00 per year, which factors in various ... and execution of community events and partnerships with the advisor as well as connections to other regional engagement...to other regional engagement events to grow and deepen client and community relationships. The EL builds relationships with… more
- ADP (Louisville, KY)
- …the goal of increasing client satisfaction and retention. Works directly with the client or advisor and internal teams to oversee and bring resolution to ... Responsible for driving results with clients, with the goal of increasing client experience, advisor experience, participant experience and client … more
- FirstBank PR (San Juan, PR)
- Service Representative (Teller) Our Company At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that ensure we deliver ... We are proud of our team because they are continuously surpassing our client 's expectations. Do you have a passion for helping customers, building relationships, and… more
- Truist (Richmond, VA)
- …roadmap to remediate any deficiencies or gaps. Execute in collaboration with client -facing, Digital and Platform teams 3. Enable advisor -led planning to ... is the meaningful definition of a "plan" based on client segment or complexity, delivery channel or other variables....vacation (prorated based on date of hire and by full - time or part- time status) during… more
- Wells Fargo (Woodland Hills, CA)
- …sales environments, with a deep understanding of advisor business models, client needs, and full balance sheet strategies including investment, lending, and ... skills, deep financial product knowledge, and a proven ability to influence advisor behavior and business outcomes. The Market Growth Director will work closely… more
- Bank of America (New York, NY)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to...and require the appropriate designations before taking on the full EGP Specialist role. This position operates in a… more
- Thrivent Financial (Willernie, MN)
- …The Administrative Assistant reports to and is employed by Nick Rasmussen of Wellspring Advisor Group. This full - time role is fully in-office out of ... Summary This position provides administrative support to Wellspring Advisor Group. This role is critical to our...depending upon experience. Benefits: 15 days of personal paid time off plus 10 national paid holidays. Retirement plan… more