- Wells Fargo (Wauwatosa, WI)
- **About this role:** Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. ... and organizational client service and financial goals within the Financial Advisory - Bank function + Review basic or tactical client goals and risk… more
- PNC (Hartland, WI)
- … within PNC Investments, you will be based in East Brighton, Howell and Harland, MI. Financial Advisors are based within a bank branch and work within a highly ... helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of… more
- UMB Bank (Milwaukee, WI)
- …this role, you can start handling more complex funds such as Advanced Derivates, Bank Loans, and Private Credit. Handling these fund types can lead into becoming a ... discrepancies by collaborating with the custodian, prime brokers, transfer agency, advisor , and/or portfolio managers/traders + Review and resolve trade detail… more
- UMB Bank (Milwaukee, WI)
- …discrepancies by collaborating with the custodian, prime brokers, transfer agency, advisor , and/or portfolio managers/traders + Review and resolve trade detail ... to ensure transactions are accurately reflected by collaborating with the advisor /portfolio manager or trader. + Analyze security pricing exceptions to ensure… more