- Charles Schwab (Westlake, TX)
- …creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab Advisor Services, the leading provider of ... supported by leading technology and experienced people to our advisor clients to help them profitably grow, compete, and...work-related experience + A valid and active Series 7 license + A valid and active Series 66 (63/65)… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …analyzing portfolio analytics, asset allocation and investment holdings with advisor managed portfolios and make appropriate recommendations when warranted. Consult ... order to tailor solutions related to the investment management of their advisor managed portfolios, including education and adoption of firm technology. Develops… more
- Truist (Dallas, TX)
- …the following job description:** The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment including PEPs, ... a portfolio of approximately 25-50 clients. A IWM Wealth Advisor 3 develops and maintains a portfolio of important...development of the IWM platform. 11. Satisfy all regulatory license requirements. The list includes Firm Element CE, AML… more
- Thrivent Financial (Bismarck, ND)
- …billion in assets under management/advisement (as of 12/31/23). Position Summary The Service Advisor meets the needs of clients as determined by the Lead Advisor ... and other decisions that affect client relationships, consulting with the Lead Advisor on complex decisions as needed. + Grows existing client relationships by… more
- Santander US (Staten Island, NY)
- Financial Advisor - Centralized, Staten Island, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... exploring the possibilities **We Want to Talk to You!** The Financial Advisor - Centralized is responsible for identifying needs, understanding client objectives,… more
- Santander US (Freehold, NJ)
- Financial Advisor - Centralized, Freehold, NJ Freehold, United States of America The Financial Advisor - Centralized is responsible for identifying needs, ... standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a centralized market with the expectation of… more
- Commerce Bank (Wichita, KS)
- …Manager Award (Over $5 Billion) by Private Asset Management and 2021 Global Finance 's Best Private Banking Award for the Midwest Region. Commerce Trust administers ... $57 billion in total client assets. The Private Client Advisor "PCA" is accountable for the delivery of comprehensive...timely completion + Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing… more
- Kestra Financial (Cypress, TX)
- …growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person. This person will report ... to the Lead Advisor and be the primary contact for customer relationship...direct control Education and/or Experience + Bachelor's degree in finance , accounting or a related field preferred + The… more
- Equinox, Inc (Albany, NY)
- Sr. Recovery Advisor (LMSW/LMHC) - PROS Albany, NY (http://maps.google.com/maps?q=Albany+NY+USA) Job Type Full-time Description Equinox is a non-profit human ... is strongly linked to positive mental health. Position Summary:The Senior Recovery Advisor provides leadership within the multidisciplinary PROS team along with a… more
- Atria Wealth Solutions (King, NC)
- …with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ABOUT ALLEGACY: Do you ... others. Minimum completion of a 4- year degree in Finance , Business or related field, required. EXPERIENCE - Minimum...required. + North Carolina Life, Accident and Health Insurance License required. + CFP, ChFC, JD, CPA or similar… more