- Raymond James Financial, Inc. (Memphis, TN)
- …from **8am-5pm CST.** Serve as a key point of contact within the Branch & Concierge Services team, providing high-touch support by processing FA requests, resolving ... inquiries, and addressing service needs with professionalism and efficiency. Maintain strong, ongoing...within six (6) months._ **Responsibilities** : + Provide advanced product/ service information and respond to complex customer questions about… more
- Raymond James Financial, Inc. (Memphis, TN)
- …or manager for any exceptions from mandatory procedure. + Provide advanced product/ service information and respond to complex customer questions about the product/ ... service . + Respond to more advanced issue escalations promptly...provide managerial approvals as required. + Provide a quality service to clients. Responsibilities may include processing cases, dealing… more
- Huntington National Bank (Kent, 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 (Canfield, OH)
- Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate ... financial solutions for their short-term and long-term goals.Duties &...Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of… more
- Huntington National Bank (Park Ridge, IL)
- Description Summary: The HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate ... financial solutions for their short-term and long-term goals.Duties &...Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of… more
- JPMorgan Chase (New York, NY)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...to offer the best investment solutions to meet their financial needs. As a Private Client Advisor … more
- Truist (Cookeville, TN)
- …Business Banking branches, regional and internal support departments regarding branch /compliance/system policies by providing comprehensive service and internal ... call, ensuring that clients receive the highest level of service and support. Serve as the primary point of...ensure timely follow up and resolution. Premier Client and Branch Advisors serve as client advocates, tracking client complaints… more
- Charles Schwab (Phoenix, AZ)
- …helping us "challenge the status quo" and transform the finance industry together._ The Financial Solutions Branch (FSB) is part of the Specialized Teams for ... and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving...solutions to help them stay on track with their financial goals. + **Be a Trusted Advisor :**… more
- Edward Jones (St. Louis, MO)
- …such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working ... with clients, Branch Teams, products or service . This is...to 5:00pm locally. **Key Responsibilities:** + Act as the Financial Advisor for our smaller clients including… more
- Atria Wealth Solutions (Lunenburg, MA)
- …with CUSO Financial Services, LP (CFS) Workers Credit Union is seeking a Financial Advisor to join their team in the Lunenburg, MA area. About Workers ... efforts to outreach to additional members to offer our financial planning services. (In- Branch ) + Actively and...Adheres to all applicable laws, regulations, policies, and guidelines. (In- Branch ) + Manage, service and grow an… more
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