- Thrivent Financial (Loveland, CO)
- …Wealth and will report to Clint Jasperson, Wealth Advisor , the Financial Advisor and Lotem Sella, Director of Investment Operations This role is full-time ... in Northern Colorado and Southern Wyoming. For this role, the investment analyst's main responsibilities include answering investment -related inquiries,… more
- Citigroup (Queens, NY)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client ... a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals… more
- Southern California Edison (Pomona, CA)
- …the Clean Energy Revolution Become a Grid Modernization and Digitalization Strategy Integration Senior Advisor at Southern California Edison (SCE) and build a ... long-term grid transformation goals. As a Grid Modernization and Digitalization Strategy Integration Senior Advisor , your work will help power our planet, reduce… more
- Vanguard (Malvern, PA)
- …advisors and the home office, custodians and platforms that serve them. As the Senior Manager, Head of Operation Client Relationships for our Financial Advisor ... client experience strategy, curated to drive product distribution success for our advisor -facing teams. To execute this strategy, you will lead a large team… more
- Comerica (Dallas, TX)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall ... a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Transmission/Substation Asset Strategy Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. ... Mitigation Plan, and Risk Assessment Mitigation Phase. As a Transmission/Substation Asset Strategy Senior Advisor , your work will help power our planet, reduce… more
- Southern California Edison (Pomona, CA)
- …Pay Range: $157,800.00 -$236,700.00 Join the Clean Energy Revolution Become a Senior Advisor at Southern California Edison (SCE) on the Distribution/Vegetation ... Mitigation Plan, and Risk Assessment Mitigation Phase. As a Senior Advisor , your work will help power...benefits of proposed mitigation strategy projects in the capital investment strategy + Leads the development and management of… more
- Edward Jones (St. Louis, MO)
- …outlined in client's financial plan to portfolio strategy. **What You Will Do:** The Senior Investment Consultant is an investment specialist who partners ... concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes...products, and developing solutions to challenging portfolio problems. The Senior Investment Consultant is part of a… more
- Amentum (Alexandria, VA)
- …evolving and dynamic needs. Amentum is looking for a TOP SECRET-cleared foreign investment risk management SME to support the US Department of Defense. This SME ... investments subject to review by the Committee on Foreign Investment in the United States (CFIUS) and Team Telecom....This SME, in the role of Global Investments Strategic Advisor , will help lead a team of CFIUS and… more