- JPMorgan Chase (Portland, OR)
- …within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with Financial Advisors, acting as ... and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding them and… more
- JPMorgan Chase (New York, NY)
- …emerging markets debt, corporate hybrids, and preferreds), generating security specific investment ideas, building and maintaining company financial models, ... Wealth Management. This dynamic role will emphasize corporate credit analysis, investment idea generation, and communication skills. The role involves forming… more
- Thrivent Financial (Montgomeryville, PA)
- …which the candidate will be doing support work for t he sponsoring financial advisor . Must be willing to complete appropriate state training to sell Long Term Care ... of sensitive/confidential information + Basic understanding of t he sponsoring financial advisor o ur products and services, and Thrivent Financial + Previous… more
- Bank of America (Newport Beach, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- KeyBank (Tarrytown, NY)
- …Plains Road, Tarrytown New York **JOB BRIEF** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs ... level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients'...aspirations and further position Key as the client's trusted advisor . + Interfaces with other Key Private Bank advisors… more
- BlackRock (Chicago, IL)
- **About this role** **BlackRock Overview:** BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail ... separate accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment vehicles across public and private markets. BlackRock also offers… more
- Athene (West Des Moines, IA)
- …additional internal partner groups including finance, accounting, treasury, legal, and our investment advisor They will be the derivative group's subject matter ... challenge of pursuing more, Athene is your kind of company . You will find we offer more than the...systems related to the firm's hedging practice. The Sr. Investment Analyst and Trader will be expected to work… more
- JPMorgan Chase (New York, NY)
- …+ Present executive updates on performance metrics, delivery status, and client/ advisor feedback, emphasizing investment performance and trading efficiency. + ... launches and features, with a particular emphasis on optimizing investment processes, trading execution, and enhancing the digital client...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- Deloitte (Morristown, NJ)
- …when necessary; perform a high-level of tax research and work on regulated investment company (RIC) tax work papers, financial statement provisions and related ... you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.?… more
- JPMorgan Chase (Boston, MA)
- …Our global team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by ... we've experienced breakthrough growth over the last year. Today, over 160 financial advisor firms with $46 billion in assets (and counting) are using 55ip. **Job… more