- Kestra Financial (Dover, DE)
- …at home here. About the Role As our Registered Financial Advisor Assistant , you are the heartbeat of our client experience. You're often the first face ... on a mission to help people feel confident and excited about their financial future. Our team believes in building real relationships, simplifying complex … more
- Kelly Services (San Juan, PR)
- …Team Lead **Overview:** Seeking a highly organized and detail-oriented Administrative Assistant to support an investment advisory team and deliver outstanding ... liaison between clients, advisors, and internal teams, helping ensure smooth client experiences and efficient operations. **Key Responsibilities:** + Serve as… more
- JPMorgan Chase (Chicago, IL)
- …collaboration. Elevate your career with us and make a significant impact in the financial industry. As an Attorney in the JPMorgan Asset Management legal team, you ... can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work. If these values resonate with you, we… more
- H&R Block (Nutley, NJ)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. It would be even… more
- Columbia Bank (Los Angeles, CA)
- …asset management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth ... your success. Advisors will have access to a shared financial services assistant . Advisors will be eligible...+ 5+ years of experience as an investment executive, financial advisor , certified financial planner,… more
- Columbia Bank (Greenwood Village, CO)
- …more Financial Advisor (s) and serve as a liaison between Financial Advisor (s) and their clients. A sales assistant has a large influence on client ... Financial Service Sales Assistant Wealth Management...forms to clients as requested and required. + Assist Financial Advisor with client support… more
- Binghamton University (Binghamton, NY)
- …Posted On: Thu Oct 16 2025 Job Description: Budget Title: Senior Staff Assistant (SL-3) Salary: $59,000 - $61,000 The Southern Tier Small Business Development Center ... many satellite offices with a staff of an Administrative Assistant , Business Advisors, Interns, and a Regional Director. This..., Business Advisors, Interns, and a Regional Director. This Advisor will be located in Ithaca, New York. Reporting… more
- Comerica (El Segundo, CA)
- …professional trust administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The ... Trust Client Assistant Sr. in Comerica's Strategic Alliance...Sr., you will work directly with your assigned Trust Advisor , our partnered Financial Advisors, and other… more
- The Child Center of NY (Flushing, NY)
- … Advisor Department: Youth Development Reports To: Program Coordinator, Assistant Director, Program Director, Senior Program Director Effective Date: 7/1/21 FLSA: ... -Exempt Summary College and Career Advisor is responsible for working with students to develop...maintain and share information on colleges, college guides, scholarships, financial aid, and paying for college. * Publicize information… more
- Hantz Group (Midland, MI)
- Financial Planning Assistant Hantz Group is a...their licenses to grow their career or become a Financial Advisor . Essential Job Functions: + Assist in ... is why we offer a holistic approach to our client 's financial planning. Financial Planning...is the core of our holistic approach. As a Financial Planning Assistant , you will work as… more
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