- Edward Jones (Johnstown, PA)
- …Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... we are very intentional in calling our field associates branch teams. Most of our teams are two or...them coming a mile away. You and your financial advisor are essential in working together to help your… more
- Edward Jones (Carlisle, PA)
- …Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... we are very intentional in calling our field associates branch teams. Most of our teams are two or...them coming a mile away. You and your financial advisor are essential in working together to help your… more
- Atria Wealth Solutions (Philadelphia, PA)
- …with CUSO Financial Services, L. P. (CFS) Ardent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in ... over 34,000 members, and is looking for a Financial Advisor to join an established investment program. As a...initiatives with credit union and/or assigned bank program (includes branch personnel training). Actively engages assigned branch … more
- Bank of America (Philadelphia, PA)
- …strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on ... leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service ...procedures, while preparing to effectively manage any type of branch audit + Oversees the client service … more
- Bank of America (Pittsburgh, PA)
- …strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on ... leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service ...procedures, while preparing to effectively manage any type of branch audit + Oversees the client service … more
- Morgan Stanley (West Conshohocken, PA)
- …Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a daily basis. ... and financial planning *DUTIES and RESPONSIBILITIES:* *Client Support:* * As a senior member of the service team, provide coverage for an FA/PWA/team including:… more