- Fidelity TalentSource LLC (Villanova, PA)
- …a key player on the Wealth Management team as you directly support the Advisor s efforts to increase and develop their business. The Skills You BringExtraordinary ... customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning,… more
- WSFS Bank (Berwyn, PA)
- …Mawr Trust Company of Delaware, Cash Connect(R), NewLane Finance(R), Powdermill(R) Financial Solutions , WSFS Institutional Services(R), WSFS Mortgage(R), and ... centers of influence for wealth management services including investment management, financial planning, Trust and brokerage servicesCall on prospective clients,… more
- Bank of America (Pennington, NJ)
- Registered National Financial Solutions Advisor I (Pennington, NJ) (Series 7 & 66 or equivalent Required) Pennington, New Jersey **Job Description:** At Bank ... review financial and investment goals, building a financial plan, and recommending brokerage products. Job...all of their financial needs. **As a Financial Solutions Advisor , you can… more
- Morgan Stanley (Philadelphia, PA)
- …in partnership with the Financial Advisor / Private Wealth Advisor to deliver solutions . *DUTIES and RESPONSIBILITIES:* *_Client Support:_* * Establishes ... comprehensive financial strategy in conjunction with the Financial Advisor / Private Wealth Advisor...Works with clients on the execution of orders in Brokerage and Advisory accounts * Assists clients with market… more
- Wells Fargo (Doylestown, PA)
- …of business at wellsfargojobs.com . **In this role, you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- PNC (Philadelphia, PA)
- …well as working closely with other members of the Investment Advisor Research group. Preferences/Skills: *Experience in investment firm operational research, prime ... brokerage experience, trade execution /operations, investment accounting, or investment products audit. *Understanding of financial markets and operational… more
