- Navy Federal Credit Union (Waldorf, MD)
- …appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy ... Overview To provide financial consulting services to assist members and non-members...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more
- Raymond James Financial, Inc. (Honolulu, HI)
- …through education, experience or certification to develop affiliations with advisor and/or financial planning professionals/organizations to recruit advisors ... securities industry. + Principles of finance and securities industry operations. + Financial markets and...network of business contacts. + Maintain currency in investment advisor and/or financial planner services and products.… more
- US Bank (Scottsdale, AZ)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's… more
- M&T Bank (Wilmington, DE)
- …Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ... financial planning process. Prioritize short term and long term...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- US Bank (Sacramento, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products… more
- M&T Bank (Wilmington, DE)
- …Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ... financial planning process. Prioritize short term and long term...of implementing wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree… more
- Thrivent Financial (Crete, IL)
- …projects and the administration of various programs, assisting with drafting financial plans and reports; accepting and/or entering securities trade orders ... Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well...and their families. Responsibilities may include working with a Financial Advisor to develop and implement business… more
- Athene (West Des Moines, IA)
- …regulatory filings. + Strong understanding of state insurance regulations and federal securities laws relating to annuity and registered financial products. + ... to do more. More for our customers and the financial professionals who offer our products. If you are...group annuity offerings from concept through launch and ongoing administration . The successful candidate will serve as a trusted… more
- Metro Nashville Government (Nashville, TN)
- …of the Metro Pension Plan's authorized investments and will serve as a key advisor on financial matters to the Investment Committee and Metro's Pension Plan ... Experience, Knowledge, Skills, and Abilities + Master's Degree preferred in Business Administration , Economics, Finance or another financial related field +… more
- Office of the Comptroller of the Currency (Washington, DC)
- …Deputy Comptroller for Human Capital, you will report and function as the key advisor to the Senior Deputy Comptroller for the Office of Management on the ... management functions. Serve as the key human resources policy advisor within and outside the agency. Represent the human...for Federal employment. Have your salary sent to a financial institution of your choice by Direct Deposit/Electronic Funds… more
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