- Wells Fargo (New Berlin, 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
- Bank of America (Milwaukee, WI)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Registered Wealth Management Client Associate Milwaukee, Wisconsin **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth… more
- US Bank (Milwaukee, WI)
- …and closed-end registered products. Individuals calculate net asset value(s) and disseminate financial and performance information to the investment advisor and ... At US Bank , we're on a journey to do our...and businesses we serve to make better and smarter financial decisions and enabling the communities we support to… 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
- 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
- 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