- Citigroup (Washington, DC)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education:**… more
- US Bank (Seattle, WA)
- …gender identity, disability or veteran status, among other factors. **Job Description** Private Wealth Management (PWM)) Private Wealth Advisor Partner have ... managing, and retaining client relationships for PWM. Partners with Senior Advisor to drive business development, client...Licensing System (NMLS) registration under the terms of the SAFE Act of 2008 and Regulation Z. You will… more
- Wells Fargo (Atlanta, GA)
- …talent. It all begins with you. Wells Fargo is seeking an **Ultra High Net Worth Senior Lead Wealth Portfolio Manager (LO)** . **In this role, you will:** + Act ... as an advisor to senior leadership to develop or...to others + Provide vision, direction, and expertise within Wealth Investment Strategy Products functional area to senior… more
- Citigroup (Irving, TX)
- …and cyberattacks. The ISO Senior Lead Analyst works as a trusted security advisor to the Global Wealth division within Citi to ensure solutions are developed ... foundations of everything we do. We keep the bank safe and provide the technical tools our workers need...We'll enable growth and progress together. **Information Security Tech Senior Analyst - Citi Global Wealth ** The… more
- Wells Fargo (Red Bank, NJ)
- …begins with you. **About this role:** Wells Fargo is seeking a Senior Trust Advisor (LO) as part of Wealth and Investment Management. Learn more about the ... customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without...May serve as Relationship Manager or partner with a Wealth Advisor (or other Relationship Manager) in… more
- M&T Bank (Syracuse, NY)
- **Overview:** Serves as comprehensive banking advisor to Affluent clients. Utilizes expansive knowledge of products and services across all lines of business to ... to targeted client segment. + Follow industry trends and developments in Wealth Management, including traditional bank competitors and Fintech space. + Understand… more
- BMO Financial Group (San Francisco, CA)
- …G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will require a Federal registration with the Nationwide Mortgage ... worth clients with an objective of becoming their trusted advisor . + Leads a deal team to meet client...review the client's banking needs. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- Wells Fargo (Salt Lake City, UT)
- …benefits packages in the industry. **What You'll Do:** + Assist Financial Advisor (s) with sales, service and operational related activities such as providing service ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- Wells Fargo (Austin, TX)
- **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist (LO) to act as the primary contact for coordination for Investment & ... Fiduciary Services in Wealth Management (WM) and serves as subject matter expert...customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Financial Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. Working as ... Financial Advisor in the affluent partnership, you will be working...state registration and licensing requirements, specific product licenses or SAFE licensing may apply + Additional requirements include meeting… more
- Citigroup (Irving, TX)
- …breaches and cyberattacks. The ISO Tech Lead Analyst works as a trusted security advisor to the Global Wealth division within Citi to ensure solutions are ... foundations of everything we do. We keep the bank safe and provide the technical tools our workers need...together. \#CISO **Info Sec Tech Lead Analyst- Citi Global Wealth ** The Information Security Officer (ISO) Tech Lead Analyst… more
- Wells Fargo (Westlake Village, CA)
- …will:** + Lead complex initiatives in trust and estate matters, investment management, wealth transition, and financial planning + Act as key participant in large ... referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application… more
- University of Colorado (Denver, CO)
- …fully independently. As a part of the Financial Aid & Scholarships team, the Senior Financial Aid Advisor has a primary responsibility to independently counsel ... educational funding and process matters through two-way conversations and presentations. The Senior Financial Aid Advisor manages a caseload of students with… more
- Compass Minerals America Inc. (Ogden, UT)
- …for customers and communities. The company's salt products help keep roadways safe during winter weather and are used in numerous other consumer, industrial, ... part of an innovative and creative team. The successful candidate has a wealth of prior experience in the specialty chemical industry, specifically lithium, and can… more
- US Bank (Boise, ID)
- …skills and discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM)) Private Wealth Advisor Partner have the shared ... managing, and retaining client relationships for PWM. Partners with Senior Advisor to drive business development, client...Licensing System (NMLS) registration under the terms of the SAFE Act of 2008 and Regulation Z. You will… more
- Shalom Austin (Austin, TX)
- Foundation Director & Philanthropic Advisor Shalom Austin is the hub of Jewish life in Central Texas. We are a 501(c)3 nonprofit organization comprised of the Jewish ... every day. + Professional development opportunities As a Foundation Director & Philanthropic Advisor on the development team, you will be responsible for growing the… more
- DHS Headquarters (Washington, DC)
- …legal interpretation and Department-wide policies. Responsibilities As an Attorney Advisor (General), GS-0905-13/14/15, your typical work assignments may include: ... and consultation to provide litigation support and legal counsel to the Department's senior leadership on the full spectrum of Federal sector labor and employment… more
- DHS Headquarters (Washington, DC)
- …financial disclosures, and conducting training. Responsibilities As an Attorney Advisor (General), GS-0905-13/14/15, your typical work assignments may include: ... questions. Draft and present ethics training to Headquarters officials, to include senior leadership and political appointees; Assist with administration of the DHS… more
- DHS Headquarters (Washington, DC)
- …privacy, biometrics, screening and vetting issues. Responsibilities As an Attorney Advisor (General), GS-0905-14/15, your typical work assignments may include: DHS ... in an inter-agency environment. This includes providing legal advice to senior leadership on operational law issues, strategy, and interpreting complex statutes,… more
- DHS Headquarters (Washington, DC)
- …role within agencies across the government. Responsibilities As an Attorney Advisor (General), GS-0905-14/15, your typical work assignments may include: Provide the ... General Counsel, other senior DHS executives and attorneys, as well as Department...Corps, VISTA volunteers, and persons with disabilities possess a wealth of unique talents, experiences, and competencies that can… more