- KeyBank (New York, NY)
- …- Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- Atria Wealth Solutions (Dublin, CA)
- …www.cusonet.com . CFS (Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving the ... for the Investment Team. + Manage member complaints/errors (with CFS Compliance ) to promote member experience and minimize credit union liability. + Ensure that… more
- Wells Fargo (Charlotte, NC)
- …+ Deliver above-benchmark returns consistently while managing risk. + Ensure compliance with investment guidelines, regulatory requirements, and fiduciary ... this role:** Wells Fargo is seeking an Equity Portfolio Manager (Wealth Investment Portfolio Manager) to lead the management of discretionary equity portfolios,… more
- Truist (Tampa, FL)
- …7 years investment experience, which should include experience as an investment advisor , portfolio manager, or other investment -related activities with ... partner in new business development and acts as a primary source for investment communication. Assists the Wealth Advisor in acquiring Reserve-level, prospective… more
- First National Bank of Omaha (Frisco, TX)
- …existing customers. + **Client Relationship Management:** Serve as a trusted advisor , offering personalized investment guidance and comprehensive financial ... for clients' needs. + **Team Collaboration:** Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency. + **Community… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and seeking both Managers and Senior Managers who ... and grow within the firm. Key Responsibilities: + Serve as a trusted advisor to high-net-worth clients. + Deliver tailored financial planning and investment … more
- Humana (Harrisburg, PA)
- …customers at the center of everything it does. The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and ... support for business segments or the company at large. The Strategy Advancement Advisor works on problems of diverse scope and complexity ranging from moderate to… more
- Wells Fargo (Minneapolis, MN)
- …seeking talent to join the 2026 Summer Internship, Early Careers - Wealth & Investment Management program. Learn more about the career areas and lines of business at ... wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) **Business Overview** Wealth & Investment Management, or WIM, is one of the United States' leading… more
- Regions Bank (Pinson, AL)
- … performance and relationship reviews + Keeps junior level staff informed about investment products and opportunities + Adheres to compliance requirements and ... the careers section of the system. **Job Description:** At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial… more
- Vanguard (Charlotte, NC)
- …impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored ... high-profile, and influential individuals and families. By communicating Vanguard's investment philosophy and making recommendations that consider client suitability,… more
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