- Raymond James Financial, Inc. (Memphis, TN)
- …or Southfield, MI Corporate Office. **Responsibilities** : + Provide advanced product/ service information and respond to complex customer questions about the ... product/ service . + Record and process custom/special orders that may...3 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent… more
- Truist (Cookeville, TN)
- …Business Banking branches, regional and internal support departments regarding branch /compliance/system policies by providing comprehensive service and internal ... call, ensuring that clients receive the highest level of service and support. Serve as the primary point of...ensure timely follow up and resolution. Premier Client and Branch Advisors serve as client advocates, tracking client complaints… more
- Bank of America (Memphis, TN)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...66) licenses** + Two years' experience working in the financial service industry and/or a sales environment… more
- Edward Jones (Smyrna, TN)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... see them coming a mile away. You and your financial advisor are essential in working together...together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Part-Time Branch… more
- Edward Jones (Hixson, TN)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... see them coming a mile away. You and your financial advisor are essential in working together...together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Full-Time Branch… more
- Raymond James Financial, Inc. (Franklin, TN)
- …for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an ... and Responsibilities** + Become trained and skilled to effectively and efficiently perform the Financial Advisor role: + If hired as a team candidate, the team… more
- Raymond James Financial, Inc. (Memphis, TN)
- …**Our ideal contributor will:** + Serve as a trusted business partner to our Financial Advisor teams by providing expertise with financial services related ... **Job Description** **Job Summary:** Raymond James is hiring a Supervision Advisor to review and analyze various communication reviews and content to ensure… more
- Raymond James Financial, Inc. (Memphis, TN)
- …hard copy correspondence review, social media and e-mail review teams. The advisor for this team will administer and analyze various communication reviews and ... leadership to inform them of any supervisory concerns that may arise with branch office managers/FAs and works together with them to address these concerns as… more
- Raymond James Financial, Inc. (Memphis, TN)
- …changes to organizational policies and procedures. * Consults independently with branch managers and recommends actions to ensure compliance with existing rules ... * Rules and regulations of the Securities Exchange Commission (SEC); Financial Industry Regulatory Authority (FINRA); and state securities regulatory agencies;… more
- Raymond James Financial, Inc. (Memphis, TN)
- …high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + ... than 60 years of rich history and recognition for service and excellence in the Financial Services...and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records… more
- Truist (Brentwood, TN)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to...and RMDs not met. 13. May assist with physical branch location needs, such as opening, closing, general requests… more
- Raymond James Financial, Inc. (Memphis, TN)
- …deadline-driven environment. + Strong interpersonal and communication skills to deal with financial advisors, branch support staff, home office personnel, and ... of Electronic Communications. This Senior Manager will lead the Home Office branch Electronic Communications team. Under limited direction, directs and leads a team… more
- Wells Fargo (Knoxville, TN)
- …wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with service and operational ... the FA(s) + Execute functions for the FA(s) and Branch Management including, but not limited to, tracking referrals,...filing and record keeping necessary to support efforts to service and grow client relationships + Often acts as… more
- Anywhere Real Estate (Memphis, TN)
- …an **experienced Title Examiner** . Anywhere Integrated Services is a full- service title, settlement, underwriting and vendor management services company serving ... real estate companies, affinity groups, corporations and financial institutions in support of residential and commercial real estate transactions. **Must be able to… more