- JPMorgan Chase (Chicago, IL)
- The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates practice and WM Banking teams by coordinating and ... completing various domestic and foreign fiduciary tax reporting obligations. The team is responsible for ensuring all federal, state and foreign filings are completed timely and accurately by the firm's third-party tax vendor. The incumbent will be a key… more
- Thrivent Financial (Anchorage, AK)
- …book of business with the ultimate goal of joining the Summit & Sound Wealth Advisors in the traditional financial advisor role within three months to three years. ... During this period, typical activities include: + Meeting with potential clients to build genuine, long-term relationships based on shared values and goals. + Educating and empowering clients to make knowledgeable financial decisions about investments,… more
- Citigroup (Chicago, IL)
- …**Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage ... relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7, Series 66 required (or obtained within 120 days) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job… more
- PNC (Pittsburgh, PA)
- …to contribute to the company's success. As a Business Analysis Advisor within PNC Wealth Management, you will be based in Pittsburgh, PA. The position will primarily ... be based at the Tower at PNC Plaza location. May consider other locations within PNC's footprint. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Directs the research, discovery,… more
- PNC (Pittsburgh, PA)
- …to the company's success. As a Sales and Client Experience Supervisor within PNC Wealth Management, you will be based in Pittsburgh, PA. The position will primarily ... be based at the Tower at PNC Plaza. May consider other locations within PNC's footprint. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Licensing requirements: FINRA Series 7/66… more
- Citigroup (Jacksonville, FL)
- …+ Fully accountable for servicing and supporting Citi's Investment and/or Banking clients. + Able to clearly articulate business value proposition, matching clients ... with the correct set of products and services. + Directly responsible for providing timely responses to client service requests, received via telephone or email. + Provides exceptional support and issue resolution- all client issues will be owned end to end by… more
- Truist (Richmond, VA)
- …Purpose: Mitigate risk for the firm from financial, reputation and regulatory items by ensuring that the advisors, OSJs and/or branch offices are in compliance with ... industry rules, regulations as well as internal policies and procedures. Responsibility: Perform supervisory functions that are routinely associated with those of a retail broker/dealer. **Essential Duties and Responsibilities** Following is a summary of the… more
- US Bank (Seattle, WA)
- …**This role is hybrid.** Team members who are in a hybrid role typically spend three days a week at a US Bank location, while having flexibility on their work ... At US Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition… more
- Edward Jones (St. Louis, MO)
- …Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned ... toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. **Job Overview** **Position Schedule:** Full-Time This job posting is… more
- US Bank (St. Paul, MN)
- …Responsible for providing support services to relieve Personal Trust administration of cash related activities. Activities include cash disbursements, receipts, ... At US Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition… more
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