- TD Bank (New York, NY)
- …Responsible for time and staffing budgets for upcoming audits + Responsible for planning of audits + Responsible for contact with management regarding audit scope, ... status, and findings + Works at direction of Audit Manager + May perform testing procedures for more critical areas of audits + Provides on-the-job training for staff + Supervises findings follow up tasks with management and audit staff + Is a subject matter… more
- US Bank (Gresham, OR)
- …Consultant will have access to a full product suite and a light Financial Planning tool, while it works with existing clients within a defined service model and ... with internal partners to make prospect introductions to uncover investment opportunities. The Investment Consultant works by appointment and handles the financial discovery process for internal team partners and makes referrals when appropriate, which is a… more
- JPMorgan Chase (Plano, TX)
- …,you will work in a team based office environment to offer annuities planning and advice to clients by helping to identify appropriate products/services that meet ... all of their financial needs. You are responsible for providing an exceptional client experience through remote channels by understanding client needs and helping them achieve their financial goals. You have a passion for educating clients on Annuity products,… more
- Citigroup (Coral Springs, FL)
- …preferred **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time **Primary Location:** Coral Springs ... Florida United States **Primary Location Full Time Salary Range:** $70,000.00 - $70,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive… more
- JPMorgan Chase (New York, NY)
- …Mortgage Product is responsible for comprehensive product management, including strategic planning , creation, design, launch, and lifecycle management of all US ... mortgage and HELOC products and features offered in the US Private Bank. This role also oversees the end-to-end platforms/products, from client-facing applications to point-of-sale (POS) and loan origination (LOS) products, that enable the mortgage offering.… more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …financial professionals that provides comprehensive investment consulting and financial planning services. We offer personalized attention, dedicated and focused ... service with integrity, and advocacy to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ideal candidate is a good communicator, empathetic, professional, and… more
- Thrivent Financial (Quincy, IL)
- …bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. + Medical, dental, vision, disability ... and accidental death and dismemberment insurance. + Pension, 401(k) and retiree medical plans. + Ongoing support, training and opportunity for professional growth as you build your business. + Well-being programs to help you manage your physical, emotional and… more
- First National Bank of Omaha (Boulder, CO)
- …demonstrate to the team good one on one skills to help customers build their wealth , perform financial planning light at a high level, and partner exceptionally ... of all branch staff, coordination of community development activities, budget planning , and change management related to assigned branch. **About this Role:**… more
- Robert Half Finance & Accounting (Houston, TX)
- …clients in tax planning and minimizing tax liabilities. + Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of ... We are offering an exciting opportunity for a Financial Planning Analyst in Houston, Texas. You will be instrumental...short- and long-term goals. + Advise clients on retirement planning , including 401(k), IRA, pension plans, and other retirement… more
- First National Bank of Omaha (Sugar Grove, IL)
- …small business customer base & referring to business partners + Experience making wealth management/ investments & planning referrals + Networking & business ... partner development experience + Proven success in sales role + Demonstrated customer service skills + This position requires SAFE Act registration with the Nationwide Mortgage Licensing System (NMLS). Qualification requirements include meeting applicable… more