- Neuberger Berman (New York, NY)
- The RIA Client Advisor is...2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is ... development initiatives with the top 100 US-based RIAs. The RIA Client Advisor must possess...profile clients, developing a deep understanding of their specific investment goals, objectives, and processes + Provide insightful commentary… more
- JPMorgan Chase (Columbus, OH)
- …advisors across multiple channels, including Independent Broker Dealer, Wealth Management, and Registered Investment Advisor . + Develop and maintain strong ... JPMorgan Asset Management is a global leader in investment management, dedicated to delivering exceptional client...in investment management, dedicated to delivering exceptional client service and innovative investment solutions. Our… more
- Jackson National Life Insurance Company (Nashville, TN)
- …National Asset Management, LLC (JNAM) located in Chicago, Illinois, is an SEC- registered investment adviser and Jackson subsidiary. Annuities are distributed by ... External Consultants, utilizing the opportunity to further Jackson's relationship with the advisor and uncover additional client opportunities. + Develop and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity. Our client is a respected wealth management firm based in the Bay Area. Enjoy a ... management + Evaluate scenarios and provide recommendations + Present plans during client meetings and quarterly reviews + Oversee new account onboarding and resolve… more
- T. Rowe Price (Baltimore, MD)
- …across multiple vehicles (ie, mutual funds, ETFs, and separately managed accounts) through registered investment advisors (RIAs) and regional banks. This is done ... world class service to build customer loyalty and satisfaction. + Develops a "trusted advisor " relationship as a client consultant and influences firms to adopt… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …supportive and forward-thinking team. What You'll Do: + Serve as a trusted advisor , providing personalized financial planning and investment guidance. + Manage ... fulfillment, well-being, and long-term security. The firm fosters a collaborative, client -focused environment where advisors can build strong relationships and make… more
- Robert Half Finance & Accounting (Marin County, CA)
- …to exceptional wealth management and financial planning. With a holistic, client -first approach, the firm helps individuals and families achieve financial success ... while fostering personal well-being. This is a great opportunity to lead client relationships while growing your career in a collaborative and innovative… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Creek; 5 days on site Salary: $80-120k + bonus A well-established Wealth Management ( RIA ) firm is seeking a full-time experienced Client Service Associate to ... Client Service Associate works alongside a Senior Financial Advisor to provide top-tier support to both current and...meetings under the guidance and supervision of a financial advisor . + Handling client service tasks such… more
- Atria Wealth Solutions (King, NC)
- …Services, LP ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor . Products offered through CFS: are not ... + Periodically meet with clients to review and update client needs ensuring investment objectives and goals... investment risk including possible loss of principal. Investment Representatives are registered through CFS. Allegacy… more
- Atria Wealth Solutions (Marion, IN)
- … through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record of serving ... member's specific needs. + Conduct annual reviews with each client . + Develop, submit to Credit Union Service Organization...visit www.cusonet.com. CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a… more