- Wells Fargo (Sarasota, FL)
- **About this role:** Wells Fargo is seeking a Financial Advisory Senior Branch Manager - Non-Producing in Wealth and Investment Management as part of ... with moderate complexity and risk in Financial Advisory functional area + Manage the branch ...senior managers + Manage allocation of people and financial resources to ensure commitments are met and align… more
- Wells Fargo (San Jose, CA)
- …"to grow your career" in the 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
- Charles Schwab (Los Angeles, CA)
- **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
- Huntington National Bank (Detroit, MI)
- Description The Senior Managing Director - Captive Insurance Banking is responsible for the oversight and growth of the business, emphasizing the sale of letters of ... candidate will provide strategic leadership, foster client relationships, manage financial performance, mitigate risks, and develop a high-performing team. Duties… more
- Wells Fargo (Naperville, IL)
- …outlined in the job expectations below **Required Qualifications:** + 8+ years of Financial Advisory experience, or equivalent demonstrated through one or a ... growth by building, maintaining, and hiring a robust cross channel pipeline of Financial Advisors. The Branch Complex Director will build trust and relationships… more
- Raymond James Financial, Inc. (Memphis, TN)
- **Job Description** **Sr. Associate, Advisory & Managed New Accounts (SMA/UMA Team)** This position follows our hybrid-friendly schedule, so you get the best of both ... convey requests, provide instructions, or obtain information on behalf of a senior colleague. + Receive and screen visitors, answering routine questions, providing… more
- M&T Bank (Williamsport, PA)
- **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 (Walnut Creek, CA)
- * 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
- Raymond James Financial, Inc. (NY)
- …changes to organizational policies and procedures. * May consult independently with branch managers and financial advisors to recommend actions to ensure ... **Job Description** **Job Summary:** Under limited supervision, the Senior Advisor uses extensive knowledge and skills obtained through education, experience,… 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
- The County of Los Angeles (Los Angeles, CA)
- SENIOR STAFF ANALYST, HEALTH / EMERGENCY APPOINTMENT HOMELESSNESS Print (https://www.governmentjobs.com/careers/lacounty/jobs/newprint/4541923) Apply SENIOR ... Department of Public Health is seeking qualified candidates to fill emergency Senior Staff Analyst, Health vacancies related to the homelessness crisis. Under the… more
- Raymond James Financial, Inc. (Dallas, TX)
- …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. (Westlake, OH)
- …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
- KBR (Washington, DC)
- Title: Senior Program Analyst (Requirements Officer) KBR is seeking a Senior Program Analyst (Requirements Officer) to join our Team. In this role you will ... N980L contract. OPNAV N980L is the Logistics and Readiness Branch of the Office of the Chief of Naval...(NARG), Enabler NARG (ENARG), TYCOM Priority Panel (TPP), Operational Advisory Group (OAG), Users Conference, NAVAIR Program Managers (PMs),… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …national/regional conferences, financial advisor and business owner events, branch presentations, advisory councils, and other firm recruiting functions. ... Summary** Under general direction with a high level of autonomy, the Senior Manager, Conference & Engagement Strategy will coordinate the development and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in reviewing registered persons prior to affiliating with/joining Raymond James. The Senior Advisor of this team will work in partnership with Regional Management ... resolve these concerns. * Monitors and keeps up to date with securities/ advisory regulations and applies them accordingly. * Interprets, applies and recommends… more
- Raymond James Financial, Inc. (FL)
- …Experience Requirements** * Associate's degree and five (5) years of licensed financial services industry service experience. * Branch experience preferred * ... through training and experience to provide proactive, virtual support to financial advisors. Provide efficient, high quality client service, account maintenance, and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of client accounts and documents submitted by the branch . * Educates branch staff associates. * Escalates concerns to senior management and may propose ... **Job Description** Department Overview: Raymond James Financial is a Florida-based diversified holding company, headquartered in St. Petersburg, FL. Raymond James… more
- Raymond James Financial, Inc. (CA)
- …**Knowledge, Skills, and Abilities** **Knowledge of** * Wealth management and financial advisory business models, particularly independent contractor and hybrid ... **Job Description** **JOB SUMMARY** As a senior leader within the Independent Contractor Division, this...growth, productivity, and long-term success of our West Division branch owners and financial advisors. In addition… more