- JPMorgan Chase (New York, NY)
- …meet their financial needs. As part of Consumer Banking, you will provide client service , operational marketing and administrative support to primarily Private ... Client Advisor (s) within JP Morgan Wealth Management...Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing… more
- PNC (Baltimore, MD)
- …and have an opportunity to contribute to the company's success. As an Investment Advisor III within PNC's Institutional Asset Management organization, you will ... investment objectives that have been developed with the client . Depending on line of business, may provide specialized...Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to… more
- PNC (College Station, TX)
- …retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or executing ... valued and have an opportunity to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based in College Station,… more
- NBT Bank (Peoria, IL)
- The Retirement Plan Investment Advisor is responsible for delivering the advice and guidance of the Investment Committee of Navigate Retirement Solutions to ... relationship with these designees and the plan sponsor client . In addition, the advisor will coordinate...of ERISA fiduciary requirements, especially those related to the Investment Management and investment advisory roles and… more
- Navy Federal Credit Union (San Antonio, TX)
- …of insurance/ investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal Financial ... and related quotes, document preparation and required regulatory filings + Provide basic investment industry expertise to client investment consultations and… more
- Navy Federal Credit Union (San Diego, CA)
- …of insurance/ investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal ... planning needs to NFIS Financial Advisors when needed. Responsibilities + Provide investment industry expertise to client investment consultations and… more
- Truist (Winston Salem, NC)
- …the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, ... goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and...other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment… more
- HUB International (Scottsdale, AZ)
- As a Financial Advisor on the Wealth Management Services team, you will spend your day talking to clients about their financial objectives and risk tolerance and ... of all the latest financial products on the market. ** Advisor duties:** + Talking to clients to determine their...information needed to develop a financial plan. + Answering client questions about financial plans and strategies and giving… more
- Charles Schwab (Lone Tree, CO)
- **Your opportunity** **Director, Investment Advisory Compliance** At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets ... partners achieve their strategic priorities by promoting principles and practices building client trust and safeguard the integrity of the Firm. Reporting the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …ensure adherence to securities industry regulations and limit firm liability. Reviews advisor and account level advisory day-to-day activity. May be responsible for ... to liaison between functional areas. Serves as a Technical Advisor to teams. Some guidance is provided to perform...to resolve any conflicts that may arise related to client accounts. * Monitors and keeps up to date… more
- Morgan Stanley (Alpharetta, GA)
- …Focus on improving client satisfaction by emphasizing world-class individualized client service , 100% accuracy, responsiveness, and follow-through * Focus on ... to obtain licenses within company policy guidelines * Excellent communicator with strong client service skills *Why Morgan Stanley*: Morgan Stanley is a leading… more
- Commerce Bank (Kansas City, MO)
- …Banking Award for the Midwest Region. Commerce Trust administers over $57 billion in total client assets. The Private Client Advisor "PCA" is accountable for ... required + 15+ years of experience providing high level client service in a similar role with...roles. This compensation range is for the Senior Private Client Advisor job and contemplates a wide… more
- Commerce Bank (St. Louis, MO)
- …over $57 billion in total client assets. About This Job The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice and ... required + 5+ years of experience providing high level client service in a similar role with...some roles. This compensation range is for the Private Client Advisor II, III & Senior job… more
- Commerce Bank (Leawood, KS)
- …goals. Commerce Trust is a division of Commerce Bank. About This Job The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice and ... required + 15+ years of experience providing high level client service in a similar role with...some roles. This compensation range is for the Private Client Advisor I, II, III & Senior… more
- JPMorgan Chase (Michigan City, IN)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available… more
- JPMorgan Chase (Columbus, OH)
- … investment solutions to meet their financial needs. As a Community Private Client Advisor in JP Morgan Wealth Management, you offer comprehensive financial ... are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …O'Brien and shoot me a message! Our client is an independent registered investment advisor (RIA) based in San Francisco. Their expertise lies in delivering ... investment advisory services to clients. + The Financial Advisor will be responsible for developing personalized investment...Schwab's Advisor Center + Proven ability to service private client advisory relationships + Retain… more
- Citizens (Mineola, NY)
- …Wealth Management segment -Always focus on doing the right thing for clients CLIENT SERVICE -Extensive and meaningful activity and communication with clients and ... Description The Private Client Senior Wealth Advisor thrives in...staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office… more
- Citizens (Newark, NJ)
- …Wealth Management segment -Always focus on doing the right thing for clients CLIENT SERVICE -Extensive and meaningful activity and communication with clients and ... Description The Private Client Senior Wealth Advisor thrives in...staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office… more
- Bankers Trust (Phoenix, AZ)
- …proficiency in the utilization of consultative and advice driven sales; manages execution of client service standards to develop and retain lasting client ... Private Client Wealth Advisor III Location Phoenix,...with a customized team of specialists to deliver high-quality client service . Ensures service standards… more