- Kestra Financial (Dover, DE)
- …As our Registered Financial Advisor Assistant, you are the heartbeat of our client experience. You're often the first face clients see and the first voice they ... About Us We're a growing private wealth management firm in Dover, Delaware, on...focus will be delivering a five-star experience during every client interaction while managing day-to-day service requests with a… more
- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project ... control functions to identify and analyze current and future needs for private wealth monthly/quarterly client -facing reporting. + Represent Neuberger Berman… more
- Longenecker & Associates (Aiken, SC)
- OVERVIEW Longenecker & Associates (L&A) seeks a highly motivated Senior Advisor to contribute to the NA-23 NNSA mission supporting the Mobile Packaging Program in ... Mobile Packaging Program is seeking to create a "Senior Advisor " role to assist NA-23 Program Managers. This individual...at the executive and senior management levels. . Matches client capabilities with strategic program and project goals. .… more
- Citigroup (Arlington Heights, IL)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role....and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations… more
- Zions Bancorporation (Houston, TX)
- …which includes: + Retail Bankers + Community/Business Bankers + Private Bankers + Commercial Bankers + Investment Management Portfolio Managers/Advanced ... banking team. Your focus will be to deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implementing… more
- Nuveen Investments (MI)
- …Alternative Strategies primarily within the Wealth Channels, including Wirehouses, Private Bank, Independent & Regional Broker-Dealer, RIA and Family Office. ... for an assigned region. + Develops relationships with prospect firms within the private wealth channels in an effort to expand Alternative Strategies client … more
- Regions Bank (Coral Gables, FL)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... 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
- City of New York (New York, NY)
- …a healthier community. The Bureau of Public Health Clinics seeks to hire eight Public Health Advisor , L2. The Public Health Advisor , LII will work in one of the ... relationships with staff and management to meet employee and client needs and objectives. Why you should work for...- you could enjoy more job security compared to private sector employment and be able to contribute to… more
- AON (New York, NY)
- … equity sector, especially building strong and sustainable relationships with C-Suite client executives + Successfully grow our private equity and insurance ... equity sector, especially building strong and sustainable relationships with C-Suite client executives + Successfully grow our private equity and insurance… more
- BMO Financial Group (New York, NY)
- …Responsibilities:** + Revenue generation through delivery of FX and/or IR solutions to BMO's Private Equity Fund client base + Track and analyze key sales ... dynamic team with a proven track record in servicing ** private equity funds** level hedging needs. In this role,...and seek to expand our offering to a broader client base. This role is client facing… more