- Kestra Financial (Deerfield, IL)
- …in pursuit of business objectives + Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs ... in corporate benefits and estate planning. Being a "full service " firm allows for us to better service...in a professional environment. + Previous experience in financial services a plus + Advanced computer skills (Outlook, Word,… more
- Kestra Financial (Wappingers Falls, NY)
- The Associate/ Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This ... the Lead Advisor . Essential Duties and Responsibilities + Supports Lead Advisor including managing client needs regarding service , asset allocation, case… more
- Thrivent Financial (Bellevue, WA)
- …Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable ... reports to and is employed/contracted by the Lead Advisor . Thrivent Investment Management Inc. is the...prospective and current members/customers on suitable financial products and investment advisory services + Open and complete… more
- CIBC (Newport Beach, CA)
- …trusted advisor , while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor ). + Focus on external calling and ... CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor 's primary purpose is identifying, cultivating and introducing new… more
- Thrivent Financial (Albert Lea, MN)
- …Financial for Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable ... and prospects. The Associate reports to and is employed/contracted by the Financial Advisor . Thrivent Investment Management Inc. is the sponsor for FINRA… more
- JPMorgan Chase (New York, NY)
- …the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders and senior ... manager research, and other areas to enhance our expansive investment product offering and advisor toolset. Through...of 5 years of experience in wealth management, financial services , or a related industry, with a focus on… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …to identify client goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from ... experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when… more
- JPMorgan Chase (Los Angeles, CA)
- …Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor ... the investment organizations which are prospects for our products and services and establish relationships with senior investment professionals at these… more
- JPMorgan Chase (New York, NY)
- …new business opportunities aligned with our platform and model. Identify prospective investment organizations for our products and services and establish ... + Establish collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations,… more
- PNC (Washington, DC)
- … and fiduciary administrative activities under the direction and oversight of an Investment Advisor and Fiduciary Advisor . Executes activities required by ... and compliance related issues for assigned accounts. Communicates with Investment Advisor and Fiduciary Advisor ,...team. Supports efforts to identify other bank products and services that would benefit client. PNC Employees take pride… more