- M&T Bank (Wilmington, DE)
- …participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two ... to clients and prospects + Prepare and review with Investment Advisor as needed, portfolio recommendation letters for advisory and co-trustee accounts,… more
- Vanguard (Washington, DC)
- …have entrusted $9.9 trillion of their hard-earned savings to us. Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded ... funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers, asset managers, bank trust departments, registered investment… more
- Edward Jones (Columbus, WI)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...find yourself looking for a fulfilling career** , the Senior Branch Office Administrator (Sr. BOA) role may be… more
- Robert Half Finance & Accounting (Fairfax, VA)
- Description Paraplanner Financial Advisor ~ Washington, DC area Financial Services $90k, plus great benefits, growing company! My client is well established ... DC area. with a need for a Paraplanner Financial Advisor to join their experienced team! The Paraplanner will...business and have the following duties: . Assisting the Senior Financial Planner with daily operations . Building customer… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description Job Posting: Wealth Manager & Senior Wealth Manager A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team ... and is seeking both Wealth Managers and Senior Wealth Managers who are passionate about delivering exceptional...the firm. Key Responsibilities: + Serve as a trusted advisor to high-net-worth clients + Deliver customized financial planning… more
- City of New York (New York, NY)
- …inequities. As DOHMH scales NFHV to reach more families, the Public Health Advisor II role is essential to the successful delivery of services. Position Summary: ... Reporting to the Supervising Public Health Advisor , the Public Health Advisor II will...at community events, conduct neighborhood health assessments, and support senior management with additional tasks. - Represent the NFHV… more
- White Cap (Atlanta, GA)
- …public relations, and crisis communications support. Serve as a trusted advisor and thought partner to the communications director, leadership and functional ... needs of business, functions, and projects. + Serve as a strategic advisor to various internal client groups, providing counsel on effective communication strategies… more
- M&T Bank (Naples, FL)
- …and Trust advisement for prospects and clients. Assists Wealth Advisors and Senior Wealth Associates to provide support in the identification and expansion of ... for direct client interaction. **Primary Responsibilities:** + Assist the Wealth Advisor with operational support, inclusive of reporting that supports planning and… more
- UNUM (Portland, ME)
- …internal recruiting team. In this pivotal role, you'll partner closely with senior leadership to lead the end-to-end recruitment of executive and mission-critical ... roles across the enterprise. As a trusted advisor , you'll bring deep expertise in executive search, a...By working in person, you'll have direct access to senior executives and gain deeper insight into our business.… more
- University of Miami (Coral Gables, FL)
- …and Graduate School teams and has direct reporting responsibility to the Senior Director of Student Activities and Student Organizations, with additional reporting ... Duties and Responsibilities: Advising, Advocacy, and Student Governance + Serves as co- advisor for the Graduate Student Association, acting as a liaison between the… more