- TEKsystems (Southfield, MI)
- …knowledge and skills obtained through experience and/or formal training to assist branch offices and Financial Advisors (FA) with their client needs by researching ... moderately complex problems that arise with the FA's, their clients, branch administration, and/or other departments including AML, Supervision, and Risk Management.… more
- Raymond James Financial, Inc. (Memphis, TN)
- **Responsibilities** : + Provide advanced product/ service information and respond to complex customer questions about the product/ service . + Record and process ... making detailed notes to collect client requirements. + Provide exceptional service to customers to encourage continued use of the organization's products/services.… more
- Huntington National Bank (New Philadelphia, OH)
- Description Summary:The HFA Financial Advisor - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial ... Duties & Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. + Utilize… more
- Huntington National Bank (Columbus, OH)
- Description Summary:The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial ... Duties & Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. + Utilize… more
- Huntington National Bank (Arvada, CO)
- Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial ... goals.Duties & Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. +… more
- JPMorgan Chase (Newnan, GA)
- **Summary** As a Community Home Lending Advisor , you will have the opportunity to use your passion for homeownership and your knowledge to build deep relationships ... homeownership. Your excellent interpersonal skills and dedication to exceptional customer service will enable you to build long-term relationships with customers… more
- JPMorgan Chase (Westerville, OH)
- …sets the standard for extraordinary service and results.. As a Personal Advisor in JP Morgan's Wealth Management's National Branch Personal Advising group, ... you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment… more
- JPMorgan Chase (New York, NY)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- Deloitte (Honolulu, HI)
- …specialized operational support and final training evaluations to ensure combat advisor teams meet Mission Essential Tasks and theater/ service -level ... activities, ensuring alignment with I MEF's operational needs and compliance with service and command requirements. + Develop, review, and improve Exercise Planning… more
- Edward Jones (Charlottesville, VA)
- …our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client ... Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone -… more
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