- Citigroup, Inc. (Flushing, NY)
- …in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills Respond to referrals ... detail Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred Basic understanding of investment and … more
- First Horizon (Knoxville, TN)
- …of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning , asset management and prudent investment ... wealth management client relationships and delivers high quality fiduciary services. Officer assumes primary responsibility for overall client satisfaction as the… more
- Truist (Greenville, SC)
- …JOB SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and grow ... revenue. Provide leadership to the Financial Advisor team and contribute to the short- and...and contribute to the short- and long term strategic planning and overall training of the team. ESSENTIAL DUTIES… more
- City National Bank (Los Angeles, CA)
- *INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... and FINRA rules and regulations. * Knowledge of National Financial Systems for brokerage accounts preferred. *...sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and… more
- Berkshire Bank (Boston, MA)
- …Berkshire Wealth Management Reports to: Managing Director & Chief Investment Officer , Wealth Management Status: Exempt/ Officer Grade: 12 Salary Range: ... Hybrid - Boston, MA - 60 State St Purpose/Objective: The VP, Compliance Officer Asset Management will develop, strengthen, and maintain the compliance and regulatory… more
- City National Bank (Los Angeles, CA)
- *LEAD CLIENT SERVICES OFFICER * WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers ... supporting the Financial Advisors and licensed representatives of City National Securities....Officers and client requests across a broad range of brokerage activities for retirement and non-retirement accounts including establishing… more
- JPMorgan Chase (New York, NY)
- …individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and ... deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates,...by remaindermen, co-trustees, trust counsel, counsel for remaindermen, and financial advisors for remaindermen. + Work with remaindermen on… more
- First Horizon Bank (Houston, TX)
- …at a time. **Summary:** The Specialized Lending ACCOUNT MANAGER I (Loan Closing Officer - LCO) partners with the Relationship Officers, Portfolio Managers and the ... external business partners. + Take a systematic approach to daily work and planning . **Skills:** + Impeccable customer service and customer centric focus. + Strong… more
- First Horizon Bank (Memphis, TN)
- …for the support of operational tasks required within the Chief Accounting Officer 's Division, with special emphasis on supporting both the cost allocation and ... Maintain and run the end-to-end allocation process monthly and as needed to support planning activities * Support the planning team by coordinating updates and… more
- First Horizon Bank (Knoxville, TN)
- …+ Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning , investments, insurance, credit, market trends) ... associates + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout the… more
- First Horizon Bank (Winston Salem, NC)
- …+ Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning , investments, insurance, credit, market trends) ... team meetings between Relationship Manager, Market President, Senior Credit Officer , and Underwriter + Finalize term sheets to meet...based on customer profile and financial plan, and matching customer needs with appropriate products… more
- First Horizon Bank (Key Largo, FL)
- …Assistants. + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout the ... deal team meetings between Relationship Managers, Market Presidents, Senior Credit Officer and Underwriter.as required. + Review Commercial Underwriting Package for… more
- Access Dubuque (Dubuque, IA)
- …development budgets and property operating budgets under the direction of the Chief Financial Officer + Assist in preparing financing applications and proposals, ... experience in the full life cycle of development projects, from initial planning to completion. The Project Finance Associate will support project leadership in… more
- Citigroup (New York, NY)
- …clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills + Respond to ... + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred + Basic understanding of investment and … more
- Citigroup (Downey, CA)
- …clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills . Respond to ... . Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred . Basic understanding of investment and … more
- JPMorgan Chase (Chicago, IL)
- … financial services or brokerage experience strongly preferred with focus on financial planning * Bachelor's degree preferred * CFP preferred Chase is a ... group, you will partner with clients to create custom financial plans based on their goals. You will meet...are designed and managed by JP Morgan's Chief Investment Officer . You will also provide advice to existing clients… more
- JPMorgan Chase (Atlanta, GA)
- … financial services or brokerage experience strongly preferred with focus on financial planning + Bachelor's degree preferred + CFP preferred Chase is a ... group, you will partner with clients to create custom financial plans based on their goals. You will meet...are designed and managed by JP Morgan's Chief Investment Officer . You will also provide advice to existing clients… more
- JPMorgan Chase (Irvine, CA)
- … financial services or brokerage experience strongly preferred with focus on financial planning + * Bachelor's degree preferred + * CFP preferred FEDERAL ... group, you will partner with clients to create custom financial plans based on their goals. You will meet...are designed and managed by JP Morgan's Chief Investment Officer . You will also provide advice to existing clients… more
- First Horizon Bank (Brentwood, TN)
- …of general bank operations, proficient understanding of the components of financial planning , deposit products, small business products, investment and ... and either recommend a decision to a senior credit officer or use their own authority to decision the...prepared by the Credit Analyst, conduct in-depth analyses of financial information to form a recommendation of approval or… more
- Citigroup (Boca Raton, FL)
- …relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills + Respond to ... + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred + Basic understanding of investment and … more
