- Raymond James Financial, Inc. (St. Petersburg, FL)
- …analyzing portfolio analytics, asset allocation and investment holdings with advisor managed portfolios and make appropriate recommendations when warranted. Consult ... order to tailor solutions related to the investment management of their advisor managed portfolios, including education and adoption of firm technology. Develops… more
- Truist (Dallas, TX)
- …the following job description:** The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment including PEPs, ... a portfolio of approximately 25-50 clients. A IWM Wealth Advisor 3 develops and maintains a portfolio of important...development of the IWM platform. 11. Satisfy all regulatory license requirements. The list includes Firm Element CE, AML… more
- Thrivent Financial (Bismarck, ND)
- …billion in assets under management/advisement (as of 12/31/23). Position Summary The Service Advisor meets the needs of clients as determined by the Lead Advisor ... and other decisions that affect client relationships, consulting with the Lead Advisor on complex decisions as needed. + Grows existing client relationships by… more
- Santander US (Staten Island, NY)
- Financial Advisor - Centralized, Staten Island, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... exploring the possibilities **We Want to Talk to You!** The Financial Advisor - Centralized is responsible for identifying needs, understanding client objectives,… more
- Santander US (Freehold, NJ)
- Financial Advisor - Centralized, Freehold, NJ Freehold, United States of America The Financial Advisor - Centralized is responsible for identifying needs, ... standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a centralized market with the expectation of… more
- Commerce Bank (Wichita, KS)
- …Manager Award (Over $5 Billion) by Private Asset Management and 2021 Global Finance 's Best Private Banking Award for the Midwest Region. Commerce Trust administers ... $57 billion in total client assets. The Private Client Advisor "PCA" is accountable for the delivery of comprehensive...timely completion + Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing… more
- Kestra Financial (Cypress, TX)
- …growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person. This person will report ... to the Lead Advisor and be the primary contact for customer relationship...direct control Education and/or Experience + Bachelor's degree in finance , accounting or a related field preferred + The… more
- Equinox, Inc (Albany, NY)
- Sr. Recovery Advisor (LMSW/LMHC) - PROS Albany, NY (http://maps.google.com/maps?q=Albany+NY+USA) Job Type Full-time Description Equinox is a non-profit human ... is strongly linked to positive mental health. Position Summary:The Senior Recovery Advisor provides leadership within the multidisciplinary PROS team along with a… more
- Atria Wealth Solutions (King, NC)
- …with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ABOUT ALLEGACY: Do you ... others. Minimum completion of a 4- year degree in Finance , Business or related field, required. EXPERIENCE - Minimum...required. + North Carolina Life, Accident and Health Insurance License required. + CFP, ChFC, JD, CPA or similar… more
- Charles Schwab (Irvine, CA)
- …and transform the finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... Bachelor's degree + Active and valid FINRA Series 7 license + May be obtained with a 120-day condition...you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances… more
- Navy Federal Credit Union (Reston, VA)
- …services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business...63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90… more
- Airport Marina Honda (Los Angeles, CA)
- …Manager before being promoted again. Another example was one of our current Finance Managers started in Sales. We advocate "Promote Within" as much as possible. ... High school diploma or equivalent * Valid commercial driver's license & clean driving record * Accredited training in...& clean driving record * Accredited training in service advisor skills, customer satisfaction and quality control * Automotive… more
- PNC (Charlotte, NC)
- …to the company's success. As a Business Experience Planning & Administrator Advisor within PNC's Retail Lending organization, you will be based in Pittsburgh ... the manager's discretion. As Business Experience Planning & Administration Advisor you will work closely with Line of Business,... you will work closely with Line of Business, Finance , and Technology Partners to manage the Capital planning… more
- Southern California Edison (Rosemead, CA)
- **Join the Clean Energy Revolution** Become a **Senior Advisor , Sustainability** at Southern California Edison (SCE) and build a better tomorrow. In this incredible ... growth and make positive impacts across the organizations. As a **Senior Advisor , Sustainability** , your work will help power our planet, reduce carbon… more
- Houston Methodist (The Woodlands, TX)
- At Houston Methodist, the Physician Advisor is responsible for teaching, consulting, and advising the case management department, clinical documentation specialists, ... high levels of healthcare quality and acceptable levels of cost. The Physician Advisor will conduct clinical reviews on cases referred by case management and/or… more
- City of New York (New York, NY)
- …Building, the Bureau of Equitable Health Systems and the Bureau of Finance , Administration, and Services. The Communications Advisor will report directly ... Chief Equity Officer, including CHECW's health equity agenda. The Advisor will also: - Advise the CMO, Chief Equity...Valid US Passport, Permanent Resident Card/Green Card, or Driver's license . - Proof of Education according to the education… more
- Navy Federal Credit Union (Sandy Springs, GA)
- …services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent ... combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …reviewing registered persons prior to affiliating with/joining Raymond James. The Senior Advisor of this team will work in partnership with Regional Management and ... other compliance issues involved with retail activity. * Principles of banking, finance , and securities industry operations * Rules and regulations of the Securities… more
- Navy Federal Credit Union (Winchester, VA)
- …services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) +… more
- PNC (Vero Beach, FL)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor II within the PNC Private Bank organization, you will be based in our ... **Preferred Skills** Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management **Competencies**… more