- Raymond James Financial, Inc. (Memphis, TN)
- **Responsibilities** : + Provide advanced product/ service information and respond to complex customer questions about the product/ service . + Record and process ... making detailed notes to collect client requirements. + Provide exceptional service to customers to encourage continued use of the organization's products/services.… more
- Raymond James Financial, Inc. (Memphis, TN)
- …or manager for any exceptions from mandatory procedure. + Provide advanced product/ service information and respond to complex customer questions about the product/ ... service . + Respond to more advanced issue escalations promptly...provide managerial approvals as required. + Provide a quality service to clients. Responsibilities may include processing cases, dealing… more
- Huntington National Bank (Columbus, OH)
- Description Summary:The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate ... financial solutions for their short-term and long-term goals. Duties...Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of… more
- Huntington National Bank (Kent, OH)
- Description Summary:The HFA Financial Advisor - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial ... Duties & Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. + Utilize… more
- Huntington National Bank (Arvada, CO)
- Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate ... financial solutions for their short-term and long-term goals.Duties &...Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of… more
- JPMorgan Chase (Westerville, OH)
- …sets the standard for extraordinary service and results.. As a Personal Advisor in JP Morgan's Wealth Management's National Branch Personal Advising group, ... you will partner with clients to create custom financial plans based on their goals. You will meet...scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with… more
- JPMorgan Chase (Newnan, GA)
- **Summary** As a Community Home Lending Advisor , you will have the opportunity to use your passion for homeownership and your knowledge to build deep relationships ... homeownership. Your excellent interpersonal skills and dedication to exceptional customer service will enable you to build long-term relationships with customers… more
- JPMorgan Chase (Edina, MN)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...to offer the best investment solutions to meet their financial needs. As a Private Client Advisor … more
- Edward Jones (Tempe, AZ)
- …such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working ... with clients, Branch Teams, products or service . This is...to 5:00pm locally. **Key Responsibilities:** + Act as the Financial Advisor for our smaller clients including… more
- PNC (Parma, OH)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC's Wealth Management, you will be based in Parmatown ... Branch . Financial Advisors are based within a...business. Owns the client experience, efficiently handling sales and service , identifying sales and/or executing opportunities and making referrals… more
- Citizens (Detroit, MI)
- …and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and ... financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of...a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial… more
- Edward Jones (Arlington, WA)
- …Support Team 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 ... see them coming a mile away. You and your financial advisor are essential in working together...together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Part-Time Branch… more
- Edward Jones (Kalispell, MT)
- …Support Team 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 ... see them coming a mile away. You and your financial advisor are essential in working together...together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Part-Time Branch… more
- JPMorgan Chase (Tempe, AZ)
- …OH **About Our Track** **Line of Business:** Consumer & Community Banking (CCB) **Track:** Financial Advisor Development Program Track (FADP) The mission of the ... Financial Advisor Development Program Track (FADP) Program...skills. Our curriculum will provide a deep understanding of Service & Administration and National Branch , with… more
- Thrivent Financial (Spokane, WA)
- …Career Progression May become Lead Advisor or Associate on the team or branch off to as solo Financial Associate. Compensation and Benefits Compensation is ... learning and development while serving clients with mentorship through joint field work. The Team-Based Financial Advisor is a Financial Advisor that is… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …along it highly successful growth trajectory, SFFedCU is seeking a Financial Advisor for our Golden Gate Branch in San Francisco. About the Opportunity ... is your chance to make an impact! As a Financial Advisor with San Francisco Federal Credit...insurance solutions within our branches-helping members make confident, values-based financial decisions. You'll partner closely with branch … more
- KeyBank (Copake, NY)
- … financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals. The Branch Manager is accountable ... on financial data + Tackling unexpected challenges and improving branch operations + Setting long-term goals and identifying opportunities for growth **Core… more
- Bank of America (New York, NY)
- Direct Markets Coverage Brokerage Services Financial Advisor New York, New York **To proceed with your application, you must be at least 18 years of age.** ... and effective. **Role Specifics** The Direct Markets Coverage Group, Brokerage Services Financial Advisor is a fully licensed, non-commission based, advisor… more
- Edward Jones (St. Louis, MO)
- …electronic records utilizing data analytics, reports, and tailored discussions to test the Financial Advisor and branch team's compliance with industry ... regulations and firm policies + Partner with Financial Advisors and branch teams through a...month) to conduct inspections and tailored compliance discussions + Financial service experience is preferred + Bachelor's… more
- Santander US (Mashpee, MA)
- Financial Advisor , Falmouth, MA Country: United States of America **It Starts Here:** Santander is a global leader and innovator in the financial services ... to Talk to You!** **The Difference You Make:** The Financial Advisor is responsible for identifying needs,...client satisfaction. + Achieve and exceed both individual and branch related sales and revenue goals as defined on… more