- Vanguard (Dallas, TX)
- About the Role: Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and ... asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance. Key Responsibilities: + Client… more
- Edward Jones (Dallas, TX)
- …are part of the durable, client-facing team that works closely with the Financial Advisor , Senior and Associate Planners and other members of a diverse ... planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If...**What You Will Do:** The Edward Jones Generations - Senior Portfolio Strategist is an investment specialist who brings… more
- Santander US (Boston, MA)
- Consumer Regulatory Compliance Advisor - Senior Associate Boston, United States of America Multiple opportunities available in our Compliance department, ... needed across other SLOD risk domains (beyond compliance). The Senior Advisor will provide key Compliance support...preferred. + 9+ Years in Compliance, Legal, Regulatory, or Financial Services. Skills and Abilities: + Advanced knowledge of… more
- Thrivent Financial (Germantown, WI)
- …- 4:00 pm,F 9:00 am - 12:00 pm As part of the sponsoring financial advisor recruiting/hiring/contracting process, a verification of a candidate's background will ... About Gateway Associates: Gateway Associates - Thrivent provides comprehensive financial planning to individuals and small business owners who...and live their ideal life." Job description: The Support Advisor works as a part of the advisory team… more
- M&T Bank (Los Angeles, CA)
- …Services integrated delivery of products and services consistent with the financial goals of clients and IST recommendations. **Primary Responsibilities:** + Support ... assigned Investment Advisor (s) in preparing for client meetings and providing support....stage of the sales process, including Private Client Advisors, Financial Advisors, Relationship Managers and other partners. + Develop… more
- Raymond James Financial, Inc. (Clarence, NY)
- …customer service for our clients. As such, we are thrilled to be adding a Junior Financial Advisor to our team. The Advisor will begin by providing ... clients while representing the Scheff and Liddell brand. From there, the Advisor will learn to develop and foster new relationships. Responsibilities: Manage and… more
- Umpqua Bank (Portland, OR)
- …Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team ... Senior Wealth Advisor Wealth Management Vancouver,...+ 5+ years of experience as an investment executive, financial advisor , certified financial planner,… more
- Regions Bank (Knoxville, TN)
- …careers section of the system. **Job Description:** At Regions, the Associate Wealth Advisor , through the mentorship of a senior advisor , will build ... and expertise needed to further their advancement to an advisor role. The Associate Wealth Advisor... role. **Primary Responsibilities** + Under the guidance of senior Wealth Advisors, serves as a relationship management point… more
- CUNY (Bronx, NY)
- …year at BCC. Reporting to the Associate Director of FYP, the Senior Academic Advisor is essential in fostering student engagement, retention, and success ... Senior Academic Advisor - First Year... Senior Academic Advisor - First Year Program (HEa) - Reposted...planning aligned with our student success pillars: Academic Success, Financial Literacy, Mindset for Success, and Career & Transfer… more
- Southern California Edison (Pomona, CA)
- …Become an **ERP Modernization - Information Technology, Process and Data Intelligence, Senior Advisor ** at Southern California Edison (SCE) and build a ... motivation. As an **ERP Modernization - Information Technology, Process and Data Intelligence, Senior Advisor ** , your work will help power our planet, reduce… more