- Equitable (New Orleans, LA)
- …include, but are not limited to: + Assess and identify the needs of advisor clients in order to promote new products. + Develop new producers while retaining ... Candidate must be able to identify, create and implement investment sales opportunities to attain stated sales goals. +...Candidate must be able to identify, create and implement investment fund and MPS model sales opportunities. + Knowledge… more
- Capital One (Bloomington, MN)
- …acquisitions, recapitalizations, and strategic advisory services. As a leading healthcare investment bank, we are dedicated to continuous improvement and growth. ... thinking, communication and leadership skills - and drive to succeed. Our Investment Banking Vice Presidents perform critical functions as leaders and active… more
- Citigroup (New York, NY)
- …life which have significant financial implications. + Serve as a trusted advisor to clients and provide strategic advice regarding financial matters. + Maintain ... articulated or clearly expressed by the client. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- M&T Bank (New York, NY)
- …Work to ensure M&T CRA needs are prioritized. + Act as a trusted advisor to both current clients and future customers. + Actively participate in Industry ... of the Bank's larger affordable housing platform that brings together equity/ investment capabilities - balance sheet, equity/ investment , and permanent loan… more
- Truist (Charlotte, NC)
- …Divisional Supervisors tasked with supervisory oversight and monitoring of the firm's Investment Advisory business. Assist with escalated items as requested from the ... training for team as needs are identified. + Supervisory responsibility for Investment Advisory accounts. Utilize multiple systems to ensure compliance with firm… more
- T. Rowe Price (Owings Mills, MD)
- …asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset ... firm. As the Senior Human Resources Consultant (Sr. HRC), you'll be a senior advisor and trusted consultant on complex people priorities, while serving as the right… more
- Raymond James Financial, Inc. (Scottsdale, AZ)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship… more
- Wells Fargo (St. Louis, MO)
- …solutions. This role will serve as a liaison between Wealth & Investment Management technology teams and financial advisors, ensuring smooth operations, resolving ... systems. + Familiarity with IAM (Identity and Access Management), SmartStation, and Advisor Gateway platforms. + Expertise in Windows operating systems, M365 mobile… more
- World Insurance Associates, LLC. (Austin, TX)
- …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 Client Advisor Position Overview World's Client Advisors bring risk management...be willing to become each client's trusted risk management advisor and bring the entire World platform to each… more
- Wells Fargo (Wayne, PA)
- …role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as… more