- Bank of America (Los Angeles, CA)
- Brokerage Services Financial Advisor Los Angeles, California **Job Description:** Merrill Lynch Wealth Management is a leading provider of comprehensive ... of Bank of America. The Merrill Advisory Group (MAG) Financial Advisor (FA) is a fully licensed,...part of a centralized coverage team that provides dedicated brokerage services to UHNW Private Bank clients.… more
- Truist (Charlotte, NC)
- … support via phone to self-directed brokerage clients as well as Financial Advisor assigned account holders with assistance from senior staff or management ... the service support team for Self-Directed, Centralized Advisor Center (CAC) assigned and Signature Advantage brokerage...to internal Client Advisory Center when aligns with clients' financial needs. 8. Serve as an advocate of the… more
- Citigroup (Tampa, FL)
- …platforms, clients and businesses are maintained. **Job Purpose - Global Head of Brokerage Services , Futures and Derivatives Clearing Operations** , The global ... Head of Brokerage Services , Futures and Derivatives Clearing Operations,...as is the detailed understanding of the impact that brokerage has on financial ledgers. In current… more
- Truist (Miami, FL)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... client trades and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market… more
- Truist (Charlottesville, VA)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible for the general servicing ... and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is… more
- HSBC (New York, NY)
- …our investors, our communities and the planet we all share. As our Prime Brokerage - Client Transition Manager you will: + Manage the end-to-end onboarding of hedge ... is expected to contribute to the profitability and growth of the Prime Brokerage client base by delivering an excellent client experience and cross selling the… more
- Truist (Alpharetta, GA)
- …current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic ... in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2....and risk tolerance to determine which investment products and services best meet the client's needs and to implement… more
- Truist (High Point, NC)
- …JOB SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain ... and grow revenue. Provide leadership to the Financial Advisor team and contribute to the...experience 2. Five years of marketing experience in a brokerage firm with significant supervisory responsibility 3. Demonstrated ability… more
- Access Dubuque (Dubuque, IA)
- Brokerage Experienced Sales Executive **Cottingham & Butler/ SISCO** 1 Positions ID: 4021517008 Posted On 12/17/2024 **Job Overview** **Sales Executive - Entry-Level ... or individuals with 1-3 years of sales experience who are motivated by financial rewards. **What You'll Get:** At Cottingham & Butler, we offer an exceptional… more
- Bank of America (Pennington, NJ)
- Participant Services Financial Solutions Advisor (Series 7 Required) Chandler, Arizona;Pennington, New Jersey; Hunt Valley, Maryland **Job Description:** At ... to learn more about markets, and investments, the **Participant Services Financial Solutions Advisor ** is...review financial and investment goals, building a financial plan, and recommending brokerage products. Job… more