- Raymond James Financial, Inc. (St. Petersburg, FL)
- …include collaborating with team members and firm stakeholders across investment research/diligence, advisor and client education, and operational ... overall wealth strategy, by harnessing multi-asset expertise to address complex investment objectives. The team leverages its expertise to deliver sophisticated,… more
- Neuberger Berman (New York, NY)
- …partner firms. Internally, the Specialist will collaborate with leadership, investment teams, national accounts, specialists, marketing, product management, and ... business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver a… more
- Truist (Orlando, FL)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive… 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
- HCA Healthcare (Nashville, TN)
- …Accenture, PWC) highly preferred * Prior experience at or as an advisor to Fortune 50 organization preferred * Background in Technology Business Management ... Consumer Discounts + Retirement readiness, rollover assistance services and preferred banking partnerships + Education assistance (tuition, student loan,… more
- Principal Financial Group (Phoenix, AZ)
- …and presentation skills If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be ... the Internal Wholesaler within territory for collective success in growing advisor relationships. Accountable for achieving sales targets and managing broker dealer… more
- CVS Health (Woonsocket, RI)
- …contribution plan investment administrative operations between the trustee, investment advisor (s), consultants and recordkeeper for fiduciary oversight, ... and attention to detail required. + Experience with numbers and investments ** Preferred Qualifications:** + Experience with back office investment operations or… 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 ... + Familiarity with capital markets and an understanding of finance, economics, accounting, investment , and insurance principles and practices is preferred . + The… more
- JPMorgan Chase (New York, NY)
- …to Advisors on advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary ... Advisors (JPMA) Advisory Programs, including Portfolio Manager (PM), Portfolio Advisor (PA), Customized Bond Portfolios (CBP), JPMorgan Core Advisory Portfolio… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial Advisor (s) ... clients. The ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong relationships with clients helping… more