- Randstad US (Watkinsville, GA)
- financial advisor assistant - wealth management. + watkinsville , georgia + posted april 24, 2024 **job details** summary + $50,000 - $60,000 per year + ... Wealth Management company is looking for an Executive Assistant to support their team of Financial ...of tasks to provide pro-active support to a lead financial advisor to ensure our clients receive… more
- University of Southern California (Los Angeles, CA)
- …lead its new wealth accumulation/management team. . This is an experienced financial advisor 's dream, as it's an open canvas upon which a leader ... base. + The opportunity to create client solutions without proprietary products. As a Financial Advisor affiliated with Priority Financial Group, you enjoy… more
- Atria Wealth Solutions (Traverse City, MI)
- …FINRA/SIPC). EOE Relevant Word Search: Sales Assistant , Registered Representative, Advisor , Adviser, Certified Financial Planner, CFP, Financial ... LP. (CFS) through its partnership with 4Front Credit Union is seeking a Licensed Financial Advisor to provide retirement and investment services in the Traverse… more
- Immigration and Customs Enforcement (Washington, DC)
- Summary The US Immigration and Customs Enforcement (ICE), Office of the Principal Legal Advisor (OPLA) is seeking an attorney to serve as Attorney Advisor to ... telework-eligible, in conformance with agency policy. Responsibilities The Attorney Advisor will be an employee of OPLA but will...and counsel in support of ODCR and advise ODCR's Assistant Director and the Assistant Director's designees… more
- Thrivent Financial (Ann Arbor, MI)
- …Position Title: Assistant Director of AdministrationReports to Title: David Granner - Wealth Advisor | Molly Berner - Associate Positions that Report to this ... Organization/Business Overview: COR Financial Group, an established financial services...in Ann Arbor, Michigan is looking for a full-time Assistant Director of Administration. Are you a self-motivated individual… more
- Morgan Stanley (New York, NY)
- …investors and small to medium-sized businesses and institutions covering: financial advisor -led brokerage and investment advisory services; self-directed ... Securities provides a variety of products and services to corporations, governments, financial institutions, and ultra-high net worth clients. Wealth Management… more
- Citizens (Johnston, RI)
- …66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... Description If you're passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for...responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify… more
- JPMorgan Chase (Chicago, IL)
- Become the trusted advisor that our Lending Specialists and Credit Risk executives need to keep our Private Bank Lending Solutions business on the cutting edge while ... As a Private Bank Lending Attorney - Vice President, Assistant General Counsel in our Private Bank Credit Legal...and loan operations partners, with respect to commercial and wealth management lending transactions. You will leverage your legal… more
- Western Washington University (Bellingham, WA)
- …(URISE), a residential curriculum grounded in Dr. Tara Yosso's Community Cultural Wealth Theory. Position Responsibilities: The Assistant Resident Director is ... Assistant Resident Director Apply now (https://secure.dc4.pageuppeople.com/apply/793/gateway/default.aspx?c=apply&lJobID=501485&lJobSourceTypeID=796&sLanguage=en-us) Work type:… more
- Atria Wealth Solutions (Los Angeles, CA)
- …, you become part of the credit union environment providing support to the Financial Advisor (s) and help to build member relationships. The position is ... Through its relationship with CUSO Financial Services, L. P. (CFS) Los Angeles Federal...Los Angeles Federal Credit Union is seeking a Sales Assistant to join the team in the Los Angeles,… more
- Atria Wealth Solutions (Williston, VT)
- …, you become part of the credit union environment providing support to the Financial Advisor and helping to build member relationships. This position is ... Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial ...We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and… more
- Atria Wealth Solutions (Dublin, CA)
- …planning, and tracking of attendees for seminars and workshops. + Assists Financial Advisor with travel arrangements and other travel-related items. + ... P. (CFS) Patelco Credit Union is seeking a Sales Assistant in the Dublin, CA area. About Patelco Credit...relationships with clients. + Listens effectively and empathetically to Financial Advisor , prospects, and clients, gathering facts,… more
- JPMorgan Chase (San Francisco, CA)
- …the financial services industry as a sales practice leader and/or assistant branch/regional manager Chase is a leading financial services firm, helping ... the ultra-high net worth division of J. P. Morgan Wealth Management, offers US based clients and their advisors...resources of one of the largest and most respected financial firms in the world. Our small size and… more
- City National Bank (Newark, DE)
- …OPPORTUNITY?** Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers supporting the Financial Advisors and ... licensed representatives of City National Securities. Provide training for Financial Advisors, Investment Relationship Officers, Assistant Investment Officers,… more
- Kestra Financial (Deerfield, IL)
- …A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In ... to compliance standards + Build relationships with the personal wealth and retirement plan clients by acting as the...+ Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to… more
- The American College of Financial Services (PA)
- …will work in partnership with the Alumni Relations Manager and Assistant Vice President, Advancement Operations to improve constituent records, data integrity, ... annual donors for the major gift pipeline. + Establish annual performance and financial goals for major giving in collaboration with the front-line Advancement team… more