- Thrivent Financial (Faribault, MN)
- This position provides licensed financial and non- financial support to Legacy Wealth Advisors and will serve as a resource to Thrivent Financial for ... of sensitive/confidential information. + Basic understanding of Legacy Wealth Advisors , our products and services, and Thrivent Financial . Competencies +… more
- Bank of America (Bloomington, MN)
- …legacy , and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise… more
- Wells Fargo (Minneapolis, MN)
- …WIM Diverse Segments group, including WIM referral activity. **Trust Services** Trust advisors discuss the needs of HNW and UHNW clients and provide personalized ... asset management. * Oil, gas and mineral management. * Legacy trust services. * Special needs trust services. *...this role:** Wells Fargo is seeking a Senior Trust Associate Working at Wells Fargo | Jobs and Careers… more