- Citigroup (Los Angeles, CA)
- …asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving ... entire continuum of wealth clients. Citi Global Wealth at Work is a partner to...**Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:** Full time **Primary… more
- Citigroup (New York, NY)
- …degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:** Full time **Primary Location:** New ... The Invst Counselor Sr Principal is an internally and externally...and approaches in own field to directly impact the work of others and the results of the organization.… more
- Citigroup (Costa Mesa, CA)
- The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and ... degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:** Full time **Primary Location:** Costa… more
- University of Pennsylvania (Philadelphia, PA)
- …generous retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness ... Philadelphia is the perfect place to call home for work and play. The University offers a competitive benefits...resources, and much more. Posted Job Title One Stop Counselor - Student Services Center, Division of Finance Job… more
- Citigroup (New York, NY)
- …approvals. In addition, this role will be responsible for helping to educate Citi Wealth 's global banker, investment counselor and financial advisor base on ... private equity and real estate opportunities for distribution to Citi Wealth 's client base. The position will involve the analysis, diligence, structuring,… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- …and work experience required + Specialized financial advisory and/or investment education and training. + Life Accident & Health Insurance License, FINRA ... Financial/ Wealth Advisor Canandaigua National Bank Location: Syracuse, NY...individuals and families pursue their financial goals. You will work one-on-one with clients to develop individually tailored financial… more
- Bank of America (Nashville, TN)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life...we empower you to bring your whole self to work . We value diversity in our thoughts, business, and… more
- Truist (College Park, MD)
- …conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for ... a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) ** Work Shift:** 1st shift (United States of America) **Please review the… more