- Novo Nordisk Inc. (Plainsboro, NJ)
- …works closely across the organization to guide enterprise-wide resource allocations, investment choices, drive core operations and develop insights to drive growth ... levels of leadership within Novo Nordisk US Operations, serving as a key advisor to the cross-functional teams on AI development, consumption, and governance. This… more
- Novo Nordisk Inc. (Plainsboro, NJ)
- …works closely across the organization to guide enterprise-wide resource allocations, investment choices, drive core operations and develop insights to drive growth ... of IT security strategy and serving as a security advisor to ensure IT systems are implemented and maintained...may be substituted for degree when appropriate. Advanced degree preferred A minimum of 6 years of progressively responsible… more
- Millennium Management LLC (New York, NY)
- …to participate and help others Experience in a compliance position at a registered investment advisor preferred Broad product and financial services industry ... as part of the Firm's overall compliance program as required under the Investment Advisers Act Rule 206(4)-7 Organize and administer the Firm's committee governance… more
- Masterworks (New York, NY)
- …Team engages with and onboards several hundred prospective investors. As an Investment Advisor for Masterworks Advisers (a subsidiary of Masterworks), you ... on how art can improve the performance of their investment portfolio. On a daily basis, you will have...backgrounds with wide ranging levels of experience Requirements and Preferred Skill Sets: 8+ years experience working in financial… more
- JPMorgan Chase & Co. (Voorhees, NJ)
- …qualifications, capabilities, and skills Certified Financial Planning (CFP(R)) certification is preferred Bachelor's degree preferred INVESTMENT AND ... through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available through… more
- The Cape Cod Five Cents Savings Bank (Hyannis, MA)
- SUMMARY: Assist Osaic Investment Executives in the operation and development of the Investment Services program in conformance with established Bank and Osaic ... ACAT transfer status regularly; provide follow up. Act as primary liaison between advisor (s) and Osaic back office. Utilize the Advisor Office communication… more
- JPMorgan Chase & Co. (Woodridge, IL)
- …qualifications, capabilities, and skills Certified Financial Planning (CFP(R)) certification is preferred Bachelor's degree preferred INVESTMENT AND ... through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available through… more
- Citigroup, Inc. (Paramus, NJ)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...Outlook, and Word) and experience in financial planning software preferred Basic understanding of investment and financial… more
- US Bank (Buffalo Grove, IL)
- …you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products ... positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team… more
- Edward Jones (Hermosa Beach, CA)
- … advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial… more
- PNC Financial Services Group, Inc. (Mount Laurel, NJ)
- …and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Mount Laurel, NJ. Financial ... values and helping our advisors build their future. Job Description Consults on investment and insurance strategies, as well as the development of financial plans… more
- Citigroup, Inc. (Arlington Heights, IL)
- …Office (Excel, Outlook, and Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role....profiling and suitability assessments Make securities recommendations and provide investment advice to clients through a select number of… more
- JPMorgan Chase & Co. (Westerville, OH)
- Job Description As a Annuity Advisor ,you will work in a team based office environment to offer annuities planning and advice to clients by helping to identify ... a diverse client base Possess and continue building on a broad range of investment products, with a primary focus on annuity products and account types, to provide… more
- Robert W Baird & Co (Nashville, TN)
- …areas of emphasis include financial planning, portfolio management and analysis and/or investment analysis. As an Associate Financial Advisor , you will: Operate ... The Associate Financial Advisor provides specialized services to an individual Financial...experts. Take the planning results and identify the best investment solutions to implement the plan in partnership with… more
- Focus Partners Wealth (Menlo Park, CA)
- …Wealth seeks a motivated and qualified individual for the position of Associate Wealth Advisor . The Associate Wealth Advisor is an integral member of the ... firm todeliver exceptional advice and service to clients. The associate wealth advisor will support thefirm's Wealth Advisors and Lead Wealth Advisors by providing… more
- Choreo (Charlotte, NC)
- …what is expected. Our Charlotte, North Carolina office is seeking an Associate Advisor to assist clients, wealth advisors, and other team members in various roles ... with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business… more
- Wealth Enhancement Group (Tarrytown, NY)
- …far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - ... please visit www.wealthenhancement.com. We have an exciting opportunity for an Associate Financial Advisor . As an AFA, you will work as part of an advisory… more
- Howden Group Holdings (New York, NY)
- Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. About ... the start. You will work on some of the biggest deals in insurance investment banking, interact with clients almost immediately, travel for the firm and handle… more
- Citigroup, Inc. (Chicago, IL)
- …asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net ... and Ultra High Net Worth professionals in these fields. Responsibilities: Investment counselors joining Citi Wealth will be distinguished and highly accomplished… more
- Korn Ferry Executive Search (Kansas City, MO)
- …of an internal investment team and the management of an external investment advisor . The primary responsibility of the VP/CIO is to develop, recommend ... Lead and develop the investment team and manage the external investment advisor , ensuring alignment with objectives and fostering a high-performance and… more
