- JPMorgan Chase (New York, NY)
- …collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm ... procedures + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund… more
- Foresters Financial Services (Silver Spring, MD)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as ... a leading provider of retail services to the investment programs of banks and credit unions. Through its...way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth… more
- Foresters Financial Services (Indianapolis, IN)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as ... a leading provider of retail services to the investment programs of banks and credit unions. Through its...way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth… more
- KeyBank (Cleveland, OH)
- …Cleveland Ohio **Job Summary** ABOUT THE JOB (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives. ... the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position… more
- Charles Schwab (Westlake, TX)
- …for a Director, Legal Counsel to support multiple retail-focused broker-dealer and investment adviser business units and work daily with managers, directors, and ... function as part of a small team supporting Schwab's broker-dealer and investment advisory products, services, and sales channels for Schwab's retail business. You… more
- Commerce Bank (Kansas City, MO)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 ... management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach… more
- JPMorgan Chase (Newark, DE)
- …of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors. You will ... Responsibilities** + Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services + Make recommendations… more
- Banco Popular Puerto Rico (San Juan, PR)
- …Financial Planner(R)), CPA (Certified Public Accountant), CIMA(R) (Certified Investment Management Analyst(R)), CPWA(R) (Certified Private Wealth Advisor ... to individual and corporate clients, assisting them in achieving their investment goals. This includes assessing financial needs, recommending suitable products and… more
- WTW (St. Louis, MO)
- …Retirement Risk Management team combines expertise in DB plan management and investment consulting to support pension plan sponsors in identifying and evaluating ... We support our clients by exploring funding, pension risk transfer and investment approaches, developing solutions that best fit their specific goals and… more
- University of Pennsylvania (Philadelphia, PA)
- …the nuanced regulatory frameworks applicable to mission-driven institutions with sophisticated investment portfolios. Serves as a senior legal advisor , delivers ... compliance with federal and state tax laws. + Provide counsel on investment tax matters, including private equity, hedge funds, joint ventures, complex partnership… more