- 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 (Beverly Hills, CA)
- The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and ... preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:** Full time **Primary Location:** Beverly… 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 (San Francisco, 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:** San… more
- Wellington (New York, NY)
- …Serve as a lead spokesperson and primary media contact for journalists covering wealth management, investment strategy, and market trends. complex issues, market ... media contacts, especially with top-tier financial, business, and trade media covering wealth management and investment strategy. + Exceptional written and… 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
- Bank of America (Buffalo, NY)
- …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
- Charles Schwab (Westlake, TX)
- …for a Director, Legal Counsel to support multiple retail-focused broker-dealer and investment adviser business units and work daily with managers, directors, ... and managing director-level business clients as a trusted counselor . This critical role will identify, analyze, document, and give advice on legal issues and risks… more
- Citigroup (New York, NY)
- …**closely with all the members of the trusted advisor team including the Banker, Investment Counselor , Wealth Planner and Highland Capital representative to ... plans** ** Work closely with the client advisory team (Private Bankers, Investment Counselors, and Wealth Planners) to develop integrated solutions for… more
- Truist (Arlington, VA)
- …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
- 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 ... variety of atmospheres, Philadelphia is the perfect place to call home for work and play. The University offers a competitive benefits package that includes… more
- Wells Fargo (Charlotte, NC)
- …Strategy Associate) in the National Sales Client Relationship Group as part of Wealth and Investment Management (WIM). In this role, consultants support ... equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + Successfully completed FINRA… more