- Thrivent Financial (Crete, IL)
- …and prospects. The Associate reports to and is employed/contracted by the Financial Advisor . Thrivent Investment Management Inc. is the sponsor for FINRA ... in this position will be focused on securities and investment advisory products and services as well as fixed...their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans… more
- JPMorgan Chase (Boca Raton, FL)
- …collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm ... + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund… more
- World Insurance Associates, LLC. (Washington, PA)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. ... Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring comprehensive risk management and employee benefit… more
- JPMorgan Chase (Portland, OR)
- …JP Morgan Advisors, you will be responsible for overseeing the Advisor 's business operations, partnering with leadership, managing team workflow, mentoring team ... members, acting as a liaison between management and the Advisor 's team, and identifying new business opportunities. The role requires a strong understanding of… more
- JPMorgan Chase (New York, NY)
- …value chain to achieve business goals of simplifying the client & advisor experience and scaling target operating models on modern technology solutions. **Job ... leader. + **Define Product Strategy** : Sets product vision connecting client/ advisor needs with business goals. Understands current state including product… more
- Sanofi Group (Waltham, MA)
- …Data and AI strategic roadmap across Vaccine RD. As a key strategic advisor to senior leadership, you will shape the future direction of digital capabilities ... laboratory operations. **About Sanofi:** We're an R&D-driven, AI-powered biopharma company committed to improving people's lives and delivering compelling growth.… more
- M&T Bank (Baltimore, MD)
- …support work towards building your own portfolio of business, eventually becoming a Wealth Advisor or Investment Advisor Associate. There is the opportunity ... + Develop your knowledge of financial markets, Wilmington Trust investment process and wealth offerings, and articulate current and...laws and regulations and/or that serve to help the Company be in compliance with laws and regulations that… more
- Guardian Life (New York, NY)
- …(inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, experience at an insurance-affiliated broker/dealer ... Guided by our company Purpose of "Inspiring well-being for our colleagues,...Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,… more
- First Horizon Bank (Tampa, FL)
- …in the community. + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. ... support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner… more
- Wells Fargo (Franklin, VA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas ... this role, you will:** + Assist Profit Formula Financial Advisor (s) colleagues with service and operational related activities such...as critical to the success of our customers and company . They are accountable for execution of all applicable… more