- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in accordance with SEC regulations and guidelines as well as firm policies governing advisory accounts. A Senior Advisor, general investment advisory is ... of the discretion platform Monitors the sales practices, fiduciary and investment advisory activities of advisors and branch managers through the use… more
- Wells Fargo (Palo Alto, CA)
- …your career" in the US Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part ... (https://www.wellsfargojobs.com/career-areas/) . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) non-exempt employee… more
- Huntington National Bank (Morgantown, WV)
- …impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors group seeks ... long-lasting relationships with both existing and new clients. Our Financial Advisors partner closely with branch staff...clients. Our Financial Advisors partner closely with branch staff to uncover client needs and offer most… more
- Charles Schwab (Orlando, FL)
- **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory , Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab ... Wealth Advisory is a premier,...meet income generation, risk mitigation, and liquidity needs. As a ** Senior Regional Manager** you will coach and counsel a team… more
- Raymond James Financial, Inc. (Savannah, GA)
- **Job Summary:** Under branch manager direction manage the overall operational efficiency of the branch office. Directs day to day operational functions, ... workloads and absences. + Works directly with home office personnel to coordinate branch -home office workflow. + Completes self-audit of branch procedures. +… more
- Access Dubuque (Dubuque, IA)
- …as Mortgage Loans, Business Loans, Business Services, Dupaco Insurance Services, Dupaco Financial Services, etc. + Assist with branch operations, including ... Branch Service Representative (Dyersville) **Dupaco Community Credit Union**...role is crucial in enhancing member relationships and promoting financial services. There's a lot to love about working… more
- Citigroup (Tampa, FL)
- The Lead Counsel II is a senior level position responsible for providing legal guidance and thought leadership to the business. The overall objective of this role is ... their lifecycle. The role requires an attorney with experience with consumer financial protection laws with a strong preference for experience with the Electronic… more
- M&T Bank (Bear, DE)
- **Overview:** Provides advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance ... + Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios,… more
- City National Bank (New York, NY)
- * FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- Guardian Life (Annapolis, MD)
- … Senior Compliance Analyst, Park Avenue Securities, and Park Avenue Investment Advisory , you will conduct branch office inspections using risk-based testing ... is responsible for developing a risk-based plan for the branch office inspection, executing the plan, and delivering the...and initiatives. **You have** + Broad knowledge of the financial services industry and FINRA, SEC and State rules… more
- Citigroup (New York, NY)
- …new recruits **Qualifications and Skills:** + 5-8 years of experience serving in a financial advisory capacity + Experience in a proactive, successful sales and ... the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ...other compliance norms + Partner with all roles on branch team to ensure all clients have a positive… more
- Citigroup (Downey, CA)
- …new recruits **Qualifications and Skills:** . 5-8 years of experience serving in a financial advisory capacity . Experience in a proactive, successful sales and ... the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ...other compliance norms . Partner with all roles on branch team to ensure all clients have a positive… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Department Overview:** Raymond James Financial is a Florida-based diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides ... financial services to individuals, corporations and municipalities through its...options. **Job Summary:** Raymond James is hiring a Supervision Senior Advisor to review and analyze account disclosures and… more
- Citigroup (New York, NY)
- Citibank, NA seeks a Product Management Senior Lead Analyst for its New York, NY location. Duties: Drive efforts to dramatically improve our customers' experiences, ... US Personal Banking for the following Retail Banking teams: Deposits & Segments, Branch Network, Business Banking, and Operations. Interact at high levels and build… more
- Raymond James Financial, Inc. (Southfield, MI)
- …conduct needs analysis, create education plans and develop education solutions for branch associates, management, advisory teams, and other audiences. + Create ... Office locations: Southfield, MI or St. Petersburg, FL. **Job Summary:** This Senior Technology Trainer will work collaboratively to develop and deliver (both… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. + May solicit order from clients at ... history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic... Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. + May solicit order from clients at ... history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic... Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have… more
- Zions Bancorporation (El Segundo, CA)
- …for financial modeling and analysis, identifying key risks, assisting senior bankers with loan structuring and pricing, preparing extensive written credit ... employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families,...for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped… more
- BOOZ, ALLEN & HAMILTON, INC. (Arlington, VA)
- …+ Experience preparing and coordinating corresp ond ence requests directed to senior department leadership, legislative branch offices, foreign governments or ... Munitions Acquisition Portfolio Analyst, Senior The Opportunity: As an expert in defense...others don't. We need your extensive industry knowledge and advisory skills to solve some of our clients' most… more
- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary : The Senior Client Relationship Specialist plays a critical role in supporting the bank's relationship management efforts by processing a variety of ... client's financial transactions, ensuring accurate documentation, maintaining client records, and...exchange, all types of deposit booked in New York Branch + Collect, retrieve, verify, and update client profile… more