- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Description** **Job Summary:** The Wealth Solutions team provides consultative financial planning strategies to financial advisors who are dedicated to ... goals. As a Wealth Solutions team member, you will consult with financial advisors and their clients regarding overall wealth management products and… more
- City National Bank (Dallas, TX)
- …knowledge in the following areas: asset management, banking/credit, personal trust, and brokerage services. + Excellent analytical and financial analysis skills. ... one or more Senior Investment Consultants through the identification of qualified independent Financial Advisors and CPAs who are in the business of providing … more
- Charles Schwab (Phoenix, AZ)
- …satisfaction as you position yourself to be a key resource in helping clients in finding financial success. As a Financial Consultant in the Financial ... with a team of internal specialists to help clients fulfill their financial goals. You will confidently provide wealth management recommendations, advisory… more
- Morgan Stanley (Dallas, TX)
- …provides comprehensive financial advice and services to its clients including brokerage , investment advisory, financial and wealth planning, credit & ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Vice President Regional Mortgage Consultant… more
- HUB International (Wilmington, MA)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... regional culture. We currently have an opportunity for a **Senior Underwriting Consultant ** . The Senior Underwriting Consultant identifies, reviews, evaluates… more
- S&P Global (NY)
- …information to downstream applications. **Responsibilities and Impact:** A Senior Implementation Consultant is responsible for providing a range of services to ... career solving the data management issues of global top tier financial institutions. + Provides product implementation consulting services to customers including… more
- M&T Bank (Timonium, MD)
- … Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant ) designation M&T Bank is committed to fair, competitive, ... of each customer. + Deliver a diversified set of brokerage , investment and insurance and advice-based solutions to meet...solutions and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals. + Provide financial … more
- M&T Bank (Fairfax, VA)
- … Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant ) designation M&T Bank is committed to fair, competitive, ... **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing… more
- Morgan Stanley (Alpharetta, GA)
- …*Required Qualifications*:** * Bachelor's degree or equivalent * 1-3 years ofrelevant financial services or brokerage sales experience preferred * Securities ... SIE; Trade specialist; Wealth Management; wealth planning **Job:** ** Wealth Management* **Title:** *Virtual Client Financial Advisor - Alpharetta, GA*… more
- City National Bank (New York, NY)
- …individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit, asset ... management, trust and estate planning, and brokerage . Manages overall relationship profitability and portfolio risk and...a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments… more
- Atria Wealth Solutions (Raleigh, NC)
- …is excited to meet new people, develop genuine relationships, and act as their personal consultant to assist them with their financial needs and goals. + An ... Through its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit...employee of Coastal and a dual employee/agent of CUSO Brokerage Services, Inc. (CFS) and/or Members Trust Company (MTC).… more
- HUB International (Chicago, IL)
- …as products and plans offered for Benefits, risk services, and wealth / financial management services + Advanced experience designing, developing, troubleshooting, ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 17,000 employees in more… more
- HUB International (St. Paul, MN)
- …Specialist** , you will provide professional, courteous account management and brokerage services to assigned clients, having the primary responsibility for account ... a Client Account Specialist:** + Serve as the primary consultant to the client working with Producers who have...future that combines a diverse, challenging work environment with financial security and career satisfaction. When you join the… more