- Fidelity TalentSource LLC (Boston, MA)
- …issuing collateralized loan obligations (\u201CCLOs\u201D), supporting FMR s Ballyrock Investment Advisor and additional exposure to real estate investments and ... bank loan trading.\u00A0 As a key member of a dedicated HI&A legal team, you will be a critical advisor to the CLO team, involved in each aspect of the creation,… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:The RoleStrategic Advisers Advisor Oversight Team partners closely with Fidelity s investment management teams and key stakeholders to identify and ... with the engagement of external advisers within Fidelity investment products. The Advisor Oversight Program covers a breadth of asset classes and product structures.… more
- Fidelity TalentSource LLC (Westlake, TX)
- …will interact with many different groups in Fidelity and throughout the Financial Services industry.\u00A0 These accounts may include mutual fund and brokerage ... as retirement and non-retirement accounts for Retail, Correspondent, and Advisor Clients. \u00A0Responsibilities include:Delivering highly efficient transaction processingEstablishing relationships… more
- Wells Fargo (Beverly Hills, CA)
- **About this role:** Wells Fargo is seeking a Next Gen Financial Advisor - Wealth Brokerage Services, as part of Wealth and Investment Management. Learn more ... and organizational client service and financial goals within the Financial Advisory - Bank function + Review basic or tactical client goals and risk… more
- US Bank (Spokane Valley, WA)
- At US Bank , we're on a journey to do our best....Description** This position is designed to be a developmental Financial Advisor at the Associate level. ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities… more
- First National Bank of Omaha (Overland Park, KS)
- …judgment and identify innovative solutions. Fully utilize and work in collaboration with Financial Advisor Associate to maximize the client experience and ... on business needs. **Summary of the Job:** The Senior Financial Advisor is a trusted advisor...positive and collaborative working relationships. **Understand and comply with bank policy, laws, and FINRA / SEC regulations, and… more
- TD Bank (Greenville, SC)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Support Specialist acts as a point of client contact ... Financial Advisors (FAs) and their clients. The Financial Advisor Support Specialist supports the FA...Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank… more
- US Bank (Washington, DC)
- …law firm supporting financial institutions, or in-house experience at a financial institution - Demonstrated experience with bank regulatory law including ... At US Bank , we're on a journey to do our...and businesses we serve to make better and smarter financial decisions and enabling the communities we support to… more
- Regions Bank (Ocala, FL)
- …the careers section of the system. **Job Description:** At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the ... candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience. **Primary Responsibilities** + Provides a broad… more
- Bank of America (Charlotte, NC)
- …their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance ... Wealth Strategies Advisor Charlotte, North Carolina;Raleigh, North Carolina **Job Description:**...tools *Keeps current with major developments in estate and financial planning *Mentors Associate Strategists and Analysts… more
- UMB Bank (Kansas City, MO)
- …clients on the investment plan that makes the most sense for their personal financial goals. The Wealth Management department is important to the company because it ... company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship...in account status, direct sales and referrals for other bank products and services. You will provide solution-oriented planning… more
- UMB Bank (Dallas, TX)
- …the client's priorities are at the center of every action. The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, ... manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We...your story is our focus. As the **Sr. Wealth Advisor ** , you will lead a highly integrated team-based… more
- UMB Bank (Leawood, KS)
- …team** serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and ... personalized financial plans that turn goals into reality and provides...Management, your story is our focus. As the **Trust Advisor II** , you will build long-term client relationships… more
- Regions Bank (Birmingham, AL)
- …Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… more
- Regions Bank (Knoxville, TN)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities**… more
- Regions Bank (Knoxville, TN)
- …the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate and Investment ... and participating in sales presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory services and support to… more
- Regions Bank (Atlanta, GA)
- …of the system. **Job Description:** At Regions, the Philanthropic Solutions Advisor advises individuals, families and institutions to achieve their charitable ... mission. The PS Advisor acquires clients, retains and develops relationships and associated...opportunities, and participating in sales presentations + Determines the financial viability and associated risks of client business +… more
- JPMorgan Chase (New York, NY)
- … Advisor (s) by building and maintaining client relationships and assisting the Advisor (s) with ongoing financial planning for clients and referral source ... with our clients to offer the best investment solutions to meet their financial needs. As part of Consumer Banking, you will provide client service, operational… more
- Citigroup (New York, NY)
- Citi is seeking a highly motivated attorney to join its Legal Department as an Associate General Counsel - C15 in its Bank Regulatory Legal ("BRL") Group. In ... with other functions by acting as a trusted legal advisor on strategic US bank regulatory issues,...the way things are done within Citi and/or the legal/ financial services industry, their area of responsibility. + Collaborate… more
- Adelphi University (Garden City, NY)
- Student Services Center Advisor ( Financial Aid, Registration, Student Accounts) Job Department/School One-Stop Student Services Center FT/PT/Temp Full time ... Location Garden City, NY Student Services Center Advisor ( Financial Aid, Registration, Student Accounts) One-Stop Student Services Center J OB SUMMARY: In… more
