- Kestra Financial (Dover, DE)
- …at home here. About the Role As our Registered Financial Advisor Assistant , you are the heartbeat of our client experience. You're often the first face ... on a mission to help people feel confident and excited about their financial future. Our team believes in building real relationships, simplifying complex … more
- JPMorgan Chase (Chicago, IL)
- …collaboration. Elevate your career with us and make a significant impact in the financial industry. As an Attorney in the JPMorgan Asset Management legal team, you ... can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work. If these values resonate with you, we… more
- Columbia Bank (Los Angeles, CA)
- …asset management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth ... your success. Advisors will have access to a shared financial services assistant . Advisors will be eligible...+ 5+ years of experience as an investment executive, financial advisor , certified financial planner,… more
- Columbia Bank (Greenwood Village, CO)
- …more Financial Advisor (s) and serve as a liaison between Financial Advisor (s) and their clients. A sales assistant has a large influence on client ... Financial Service Sales Assistant Wealth Management...forms to clients as requested and required. + Assist Financial Advisor with client support… more
- Binghamton University (Binghamton, NY)
- …Posted On: Thu Oct 16 2025 Job Description: Budget Title: Senior Staff Assistant (SL-3) Salary: $59,000 - $61,000 The Southern Tier Small Business Development Center ... many satellite offices with a staff of an Administrative Assistant , Business Advisors, Interns, and a Regional Director. This..., Business Advisors, Interns, and a Regional Director. This Advisor will be located in Ithaca, New York. Reporting… more
- The Child Center of NY (Flushing, NY)
- … Advisor Department: Youth Development Reports To: Program Coordinator, Assistant Director, Program Director, Senior Program Director Effective Date: 7/1/21 FLSA: ... -Exempt Summary College and Career Advisor is responsible for working with students to develop...maintain and share information on colleges, college guides, scholarships, financial aid, and paying for college. * Publicize information… more
- Hantz Group (Midland, MI)
- Financial Planning Assistant Hantz Group is a...their licenses to grow their career or become a Financial Advisor . Essential Job Functions: + Assist in ... is why we offer a holistic approach to our client 's financial planning. Financial Planning...is the core of our holistic approach. As a Financial Planning Assistant , you will work as… more
- Citigroup (New York, NY)
- **The Financial Planning group provides our clients with comprehensive financial planning services to meet our client 's goals and future financial ... senior financial planners by preparing, maintaining and evaluating comprehensive financial plans** **Work closely with the client advisory team (Private… more
- Thrivent Financial (Hendersonville, NC)
- Summary Michael Jay Raymond is an independent Wealth Advisor of Thrivent Financial . We take a broad-based approach to helping our clients achieve multiple ... develop in-depth financial programs, and help them implement an integrated financial strategy. The Executive Assistant will provide comprehensive support to… more
- Thrivent Financial (Willernie, MN)
- …Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Administrative Assistant ... Summary This position provides administrative support to Wellspring Advisor Group. This role is critical to our member experience and requires a friendly, upbeat… more
- Cognizant (Teaneck, NJ)
- ** Assistant Vice President, AI Training Data Services SME** **Leading at Cognizant** This is a Leadership role at Cognizant. We believe how you lead is as important ... uphold our values, and foster an inclusive culture. **About the role** As a Assistant Vice President, SME for Cognizant's AI Training Data Services group, you will… more
- Kemper (Chicago, IL)
- …experience to our stakeholders that delivers on our promises._ **POSITION SUMMARY** The Assistant Vice President and P&C Assistant Controller serves as a pivotal ... post is designed for a trusted business leader who is insight-driven and quality-focused. Financial strength is a primary objective for the company, and the P&C … more
- JPMorgan Chase (Columbus, OH)
- …and stakeholders across lines of business. + Ability to foster and maintain strong client relationships and act as a trusted advisor by seeing past the ... consumers. As a Consumer Banking Attorney - Vice President, Assistant General Counsel in the Consumer Banking Legal team,...you will spend your time serving as a trusted advisor to the business that is responsible for consumer… more
- MUFG (New York, NY)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...With a vision to be the world's most trusted financial group, it's part of our culture to put… more
- Atria Wealth Solutions (Williston, VT)
- …, you become part of the credit union environment providing support to the Financial Advisor and helping to build member relationships. This position is ... Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial ...for support and coordination of all activities related to client service, processing of paperwork, coordination of business development… more
- MUFG (Tampa, FL)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...With a vision to be the world's most trusted financial group, it's part of our culture to put… more
- Citizens (Johnston, RI)
- …Johnston, RI, Westwood, MA or California. Limited travel. Primary Responsibilities: + Trusted advisor on Private Bank client -facing products with a focus on ... Description Assistant General Counsel - Private Bank Citizens Bank,...financial products and services. + Serve as trusted advisor to business, Risk, Compliance and other functional partners… more
- Truist (Houston, TX)
- …support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ... maintenance of client records. 5. Manage the financial advisor 's calendar to maximize the appointments'...2. Experience in the securities industry and/or a sales assistant role. 3. Knowledge of securities markets and brokerage… more
- Citigroup (Tampa, FL)
- … within Citi. **Key responsibilities:** + Create collaborative relationships with the client (s) and act as trusted advisor on service-related matters and ... primary contact for operational service-related escalations and in conjunction with the Client Executive (CE), will be responsible for ensuring that Citi is… more
- MUFG (Tampa, FL)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...With a vision to be the world's most trusted financial group, it's part of our culture to put… more
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