- HUB International (Austin, TX)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. **About HUB Retirement & ... The Client Service Associate provides essential support to the Financial Advisor by ensuring seamless day-to-day operations, superior client service, and efficient… more
- KeyBank (Salt Lake City, UT)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... results (required) **Licenses and Certifications** + Certified Financial Planner (CFP) ( preferred ) + Certified Investment Management Analyst (CIMA) ( preferred… more
- Bank of America (Pepper Pike, OH)
- …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
- Bank of America (San Diego, 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
- 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 ... sponsoring financial representative. + Demonstrated customer service orientation/experience, 2+ years preferred + Ability to handle multiple tasks and maintain a… more
- Thrivent Financial (Hummelstown, PA)
- …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...Advisor . + Demonstrated customer service orientation/experience, 2+ years preferred . + Ability to handle multiple tasks and maintain… more
- KeyBank (Naples, FL)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's...65) ( preferred ) + Certified Financial Planner (CFP) ( preferred ) + Certified Investment Management Analyst (CIMA)… more
- Columbia Bank (Denver, CO)
- …+ Conduct extensive research and audit functions. + Independently administer client/ advisor authentication, analysis to approve or reject investment transactions ... be a resource to client service personnel that discuss investment transactions related to private equity, real estate and...**About You:** + HS Diploma/GED required. + Bachelor's Degree preferred . + 4+ years of related experience in alternative… more
- Commerce Bank (Columbia, MO)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 ... management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach… more
- City National Bank (Lake Mary, FL)
- …Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment goals for clients. ... and advisors - Portfolio characteristics, economic updates, and the firm's investment thesis - Specific strategies and solutions: business description and reasons… more