- The Hartford (Wayne, PA)
- …to ensure satisfaction and issue resolution + Serve as a trusted advisor , understanding client business models, investment needs, and strategic priorities ... client retention and long-term partnerships by aligning client needs with the firm's investment solutions and services. This role can be based in Philadelphia, New… more
- JPMorgan Chase (Boston, MA)
- J .P. Morgan's Corporate & Investment Bank is a global leader across banking, markets and investor services. The world's most important corporations, governments and ... large-scale client relationships, managing complex 40 Act and Pension and/or Advisor client requests independently + Plan and strategize the department's post-trade… more
- KeyBank (Portland, ME)
- …**Client and Advisory Service** + Participates in relationship reviews as an Investment expert on high-net-worth teams. + Identifies and prioritizes Investment ... the KPB Value Proposition + Serves as a trusted advisor to clients and prospects relative to their concerns...issues and coordinates resolution. + Manages a book of Investment accounts and offers advice to clients on matters… more
- Deloitte (Raleigh, NC)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues and provide tax… more
- JPMorgan Chase (New York, NY)
- …Wealth Management. This dynamic role will emphasize corporate credit analysis, investment idea generation, and communication skills. The role involves forming ... fundamental investment views in corporate bond markets (including ...company views, participating in client meetings, and presenting on advisor calls. + Provide customized portfolio analysis for clients… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- …new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of both discretionary and non-discretionary products, ... setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking of Financial … more
- Raymond James Financial, Inc. (Deerfield, IL)
- …new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of both discretionary and non-discretionary products, ... setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking of Financial … more
- Raymond James Financial, Inc. (Sacramento, CA)
- …financial advisors to drive department sales objectives and to increase financial advisor utilization within a specific territory. * Works closely with other ... to large audiences. * Meets specific objectives related to in-person financial advisor interaction as communicated from management. * Maintains activity logs and/or… more
- World Insurance Associates, LLC. (West Warwick, RI)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. ... Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization… more
- Wells Fargo (New York, NY)
- **Wells Fargo Wealth & Investment Management** Wells Fargo Wealth & Investment Management (WIM) provides clients access to some of the United States' leading ... providers of financial and investment services. Through WIM's businesses, we deliver a full...but centrally managed teams + Create a more consistent advisor and client experience + Deliver best-in-class product and… more