- Robert Half Finance & Accounting (Mill Valley, CA)
- …Manager / Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to join its dynamic ... Key Responsibilities Client Relationship Management + Serve as a trusted advisor to high-net-worth clients, delivering personalized financial planning and investment… more
- Robert Half Finance & Accounting (CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Wealth Advisor at a RIA. This is a full-time permanent role based in Marin County ... competitive perks. Responsibilities: + Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …location: St. Petersburg, FL or Denver, CO. **Job Summary:** As part of the Advisor Technology group, the Sr Product Manager will focus on delivering tools and ... applications that support the advisor and support staff's day-to-day branch operations, specifically focused on Client Onboarding and Maintenance. The associate will… more
- Jacobs (Dallas, TX)
- We are seeking a Sr AI Advisor , a leader to build and grow Jacobs' AI Advisory practice, helping our clients navigate the rapidly evolving AI landscape with trusted, ... and non-technical stakeholders. * Lead and oversee AI maturity assessments, roadmaps, risk evaluations, and use case prioritization efforts. * Provide subject matter… more
- PNC (Louisville, KY)
- …an opportunity to contribute to the company's success. As a Retirement Plan Advisor within PNC's Institutional Asset Management organization, you will be based in ... 3(21) investment advice or 3(38) investment management, fiduciary education and compliance support, and vendor fee and service benchmarking. Responsibilities include… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …clients of the company by combining the traditional roles of the Financial Advisor , Service Associate and Branch Manager. Fosters and assists in the development of ... processes and procedures are integrated and aligned with business practices to mitigate risk to the business. * Provides escalated support and guidance in dealing… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to clients of the company by combining the traditional roles of the Financial Advisor and Service Associate. The ideal candidate will have a passion for providing ... processes and procedures are integrated and aligned with business practices to mitigate risk to the business. * Provides escalated support and guidance in dealing… more
- CIBC (Chicago, IL)
- …and market trends to inform and engage clients and prospects. + **Champion Compliance and Risk Management:** Uphold the highest standards by implementing robust ... CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a **Wealth Advisor ** in CIBC Wealth Management's Chicago office, you will...operational and compliance controls in alignment with CIBC's requirements. + **Collaborate… more
- Sedgwick (Salem, OR)
- …Work(R) Fortune Best Workplaces in Financial Services & Insurance Program Implementation Advisor **PRIMARY PURPOSE** **OF THE ROLE** To serve as the subject matter ... business for new or existing clients ensuring product quality and regulatory standards compliance . **ESSENTIAL RESPONSIBILITIES MAY INCLUDE** + Acts as the SME of a… more
- Raymond James Financial, Inc. (Denver, CO)
- …transactions for Branch Managers as well as Financial Advisors based on certain risk criteria. The team also conducts certain back-end exception reviews, as well as ... to ensure adherence to securities industry regulations and limit firm liability. The advisor of the Annuity and Insurance Products review team will use knowledge of… more