- Citigroup (Jacksonville, FL)
- … and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently ... with transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments)… more
- HUB International (New York, NY)
- …growth, dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited ... providing a boundaryless array of business insurance, employee benefits, risk services , personal insurance, retirement, and private wealth management products… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …abilities. * Creativity in developing financial strategies and solutions. * Knowledge of registered investment practices and wealth management. * Ability to ... with a strong background in financial planning and client services , who is detail-oriented and creative in their approach....client needs and goals. * Provide expert guidance on wealth management strategies and investment solutions. *… more
- Zions Bancorporation (Salt Lake City, UT)
- …division, Bank Dealer, Broker/Dealer, Trust Divisions, Municipal Advisors and Finance, Wealth Management Activities, Registered Investment Advisors, ... Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in… more
- Wells Fargo (Mclean, VA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... . **In this role, you will:** + Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients… more
- Wells Fargo (Danbury, CT)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... this role, you will:** + Assist Profit Formula (PF)Financial Advisor(s) with sales, service and operational related activities such as providing service to… more
- Bank of America (Lake Mary, FL)
- …is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill ... Registered Wealth Management Client Associate Lake...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life… more
- JPMorgan Chase (Lima, OH)
- …needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative ... RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through...are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of… more
- Bank of America (Wayne, NJ)
- …is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill ... Registered Wealth Management Client Associate Wayne,...investment advice and guidance._ _Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life… more
- Charles Schwab (Westlake, TX)
- … to independent advisory firms. We provide access to sophisticated wealth services that help Registered Investment Advisors (RIAs) attract and retain ... in their business efforts. As part of the Advisor Experience & Platform Services organization, the Advisor Services Investment Product Experience team… more