- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with advisor managed portfolios and make appropriate ... practice in order to tailor solutions related to the investment management of their advisor managed portfolios,...related to the investment management of their advisor managed portfolios, including education and adoption of firm… more
- University of Colorado (Boulder, CO)
- **International Sponsored Student Assistant Advisor / Advisor / Sr . Advisor ** **Requisition Number:** 63650 **Location:** Boulder Colorado **Employment ... Student Assistant Advisor : $27,000 - $28,500; + International Sponsored Student Advisor : $28,500 - $32,000; + Senior International Sponsored Student … more
- M&T Bank (Clanton, AL)
- …OFAC and regulatory reporting. **Scope of Responsibilities:** The Senior Compliance Advisor works under general supervision of the respective Senior ... activities throughout the enterprise for their assigned area of responsibility. The Senior Compliance Advisor will help develop, implement, and execute strategy… more
- Santander US (Miami, FL)
- …AIS accounts as well as the growth of new accounts. The Senior Advisor AIS proactively provides tactical investment ideas to professional clients based on ... business development opportunities and acts as primary resource for investment communication. The Senior Advisor ...in accordance with client orders. * Manage under appropriate supervision the selected portfolios of clients. * Generate new… more
- Wells Fargo (Atlanta, GA)
- … investment policy construction, strategic and tactical asset allocation, supervision of investment implementation, and discretionary portfolio rebalancing + ... financial services and advice, as well as collaborate with investment leaders to expand and refine the investment...and solutions available to clients + Act as an advisor to senior leadership to develop or… more
- Citigroup (Tampa, FL)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As ... us. We'll enable growth and progress together. The Applications Development Senior Programmer Analyst is an intermediate level position responsible for participation… more
- Citigroup (Tampa, FL)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As ... the past. **Overview of the Role:** The IT Business Senior Analyst is an intermediate-level position responsible for liaising...technology to the current business environment + Act as advisor or coach to new or lower level analysts… more
- Raymond James Financial, Inc. (CO)
- **Job Description** Under limited supervision , uses specialized knowledge and skills in securities and/or banking industry compliance obtained through experience, ... Leads projects of moderate scope and complexity and serves as a technical advisor to various business lines. Resolves or recommends solutions to complex problems.… more
- Janus Henderson Investors (Denver, CO)
- …in an effort to develop business (45%) + Answer inbound calls to our advisor line to respond to inquiries, provide answers, support needs and identify selling ... degree of self-motivation; able to work with little direct supervision + Intermediate computer skills including MS Word, Excel,...be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities… more
- Truist (Asheville, NC)
- …**Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. ... in the community * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex relationships *… more