- Fisher Investments (Woodland, WA)
- …on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial ... Advisor . Now is your opportunity to use your finance...partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give… more
- Fisher Investments (Clearwater, FL)
- …on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial ... You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the… more
- JPMorgan Chase (Atlanta, GA)
- …market solutions to individual investors through financial intermediaries. As a Private Wealth Alternatives Client Advisor in our Sales team, you will ... alternative space, including experience in variousstructures of private alternatives , non-traded REITs, business development companies,Interval Funds, and closed… more
- Neuberger Berman (Chicago, IL)
- …about Alternative offerings to advocate, educate and sell Neuberger's Alternatives suite of products. The role will involve one-on-one and group presentations, ... **Summary** The Alternative Investment Product Specialist will work with Neuberger's...products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives… more
- World Insurance Associates, LLC. (Virginia Beach, VA)
- …and human capital management solutions. Help clients experience a modern alternative to employee benefits Together, our Employee Benefits team helps clients ... leaders. To learn more about us, please visit https://eb.worldinsurance.com/ Our Client Advisors + Are responsible for identifying, soliciting, and closing new… more
- JPMorgan Chase (Columbus, OH)
- …a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer ... Skills - identify risks, opportunities and appropriately evaluate and prioritize + Client Focus - understand the unique needs of retirement clients + Innovation… more
- M&T Bank (Wilmington, DE)
- …as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of… more
- Morgan Stanley (New York, NY)
- …Morgan Stanley's Fund Services infrastructure, an outsourced Wealth Management OCIO, the client 's MS Financial Advisor , and WM Operations. IIS specifically ... supports all client service model execution processes including Client Onboarding and Maintenance, Money Movement, Asset Aggregation and Accounting, Billing, and… more
- BlackRock (New York, NY)
- …investment vehicles, and the industry-leading iShares(R) ETFs. About this role: The Alternatives Client Engagement (ACE) group manages the partnerships formed ... with each BlackRock Solutions client and is the trusted advisor , problem solver and business partner to eFront clients. They are the key point of contact and are… more
- Kestra Financial (Westport, MA)
- …and time management skills. Essential Duties and Responsibilities * Supports Financial Advisor /Senior Client Service Associate of a large book of business ... Financial Planning Alternatives is an independent financial consulting service, owned...of clients and help accomplish their goals. Summary The Client Service Coordinator is critical to providing superior … more
