- 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
- PNC (TX)
- …valued and have an opportunity to contribute to the company's success. As a Licensed Investment Services Consultant within PNC Wealth Management, you can be ... located throughout the PNC Footprint. The Investment Services Consultant (ISC) role within PNC Wealth ...Wealth Management acts as a phone-based sales and service financial advisor within our fast-paced Investment … more
- Wells Fargo (New York, NY)
- …this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... staff and assist in research of performance data for investment options + Proactively provide feedback, and present ideas...+ Work with internal departments and clients to solve service and operational issues + Process processing client … more
- JPMorgan Chase (Yorktown Heights, NY)
- …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
- Wells Fargo (Mclean, VA)
- …this role:** Wells Fargo is seeking a Senior 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 (Wilkes Barre, PA)
- **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
- PNC (Pittsburgh, PA)
- …select third party investment strategies used in these advisory programs. As an Investment Analyst Senior within PNC Wealth Management, you may be based in a ... opportunity to contribute to the company's success. The PNC Wealth Management Research & Due Diligence team is seeking...is seeking a qualified individual who has a strong investment acumen (particularly one with experience with advisory products… more
- JPMorgan Chase (Westerville, OH)
- …and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management. As a Private Client Investment Associate within JPMorgan ... handle operational requests, nurture client relationships, and contribute to ongoing wealth planning. Your responsibilities will also include risk management and… more