- Santander US (Staten Island, NY)
- Financial Advisor - Centralized , Staten Island, NY Staten Island, United States of America The Financial Advisor - Centralized is responsible for ... compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a centralized market with the… more
- Santander US (Peabody, MA)
- Financial Advisor - Centralized , Peabody, MA Peabody, United States of America USA Job Family Description: Identifies and pursues new sales prospects within ... by both excellent verbal and written communication Superior knowledge of financial analysis, risk evaluation, loan documentation Strong relationship management and… more
- Bank of America (Honolulu, HI)
- Advisor Development Program - Financial Solutions Advisor Trainee ( Centralized ) - Honolulu, Merrill Office Honolulu, Hawaii **Job Description:** At Bank ... to succeed in your role and throughout your career journey. As a ** Financial Solutions Advisor within centralized segment of the Advisor Development… more
- TD Bank (Greenville, SC)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Personal Financial Advisor (PFA) I works from a centralized hub with clients in the Mass ... PFA I meets remotely with prospects and clients to understand their long-term financial goals, objectives and risk tolerance by analyzing their financial … more
- Truist (Charlotte, NC)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... Responsible for the general servicing and support of the Financial Advisors within our Centralized Group. This...transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to… more
- Charles Schwab (Westlake, TX)
- …and advisor . Participate in joint sales calls regarding Schwab's financial planning capabilities. **What you have** Required Qualifications: + CFP(R) designation ... **Your opportunity** The Financial Planning Group is part of the broader...primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate… more
- TD Bank (Scotch Plains, NJ)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... for financial advisors or planners who will be selling investment...analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and… more
- PNC (Dayton, OH)
- …passionate about our values and helping our advisors build their future. As a Senior Financial Advisor within PNC Investments, you will be based in Dayton, OH. ... an opportunity to contribute to the company's success. Senior Financial Advisors are based in a centralized location and manage an assigned book of business. PNC… more
- CUNY (Brooklyn, NY)
- Onboarding Academic Advisor (aHEO) - STAR Center **POSITION DETAILS** New York City College of Technology (City Tech) of the City University of New York (CUNY) is a ... City Tech welcomes applications for the position of Onboarding Advisor to join our team. The STAR Center is...STAR Center at City Tech provides academic information and centralized advising services to all undergraduate students, clarifying degree… more
- Truist (Charlotte, NC)
- …review the following job description:** The Sports & Entertainment Group (SEG) Wealth Advisor Associate is responsible for partnering with the SEG Wealth Advisors in ... and provides additional opportunity to grow the business and become a trusted advisor to clients in all aspects of life. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- Truist (Jupiter, FL)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- US Bank (Goodyear, AZ)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's… more
- Citigroup (Jacksonville, FL)
- The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the ... the needs of the client, which may include digital platforms, centralized team-based advice, or in-market, dedicated advice. **Responsibilities:** + Identify, build,… more
- Truist (Atlanta, GA)
- …summary of the advisor activities, trends and issues identified by the Centralized Supervision Group for each Region. + Other activities and special projects, as ... a focus on mitigating risk for the firm from financial , reputation and regulatory items by ensuring that the...of BURM Leadership. + Serve as Principal reviewer of Advisor created marketing material and retail communications for use… more
- University of Florida (Gainesville, FL)
- … Advisor Apply now (https://secure.dc4.pageuppeople.com/apply/674/gateway/default.aspx?c=apply&lJobID=532437&lJobSourceTypeID=796&sLanguage=en-us) Job no: 532437 Work ... service-oriented individual to join our team as a OneStop Advisor . This unique role plays an important part in...between the offices of the University Registrar, Admissions, Student Financial Aid and Scholarships, and the University Bursar. The… more
- Equitable (Troy, MI)
- Advisor Support (Onsite) ( 240000IF ) **Primary Location** : UNITED STATES-MI-Troy **Organization** : Equitable **Schedule** : Full-time **Description** At ... in the lives of clients. Across the US, 4,330 financial professionals operating under the Equitable Advisors brand engage...+ Sourcing and recruiting support, assisting our Head of Centralized Recruiting + Calendar Management + Mail sorting and… more
- PulteGroup (Cary, NC)
- …to Pulte communities). ** Monthly Auto Allowance offered ** Mortgage Financing Advisor PRIMARY RESPONSIBILITIES + Meet with buyer prospects to provide financial ... and training with PulteGroup sales consultants + Develop partnership with centralized operations teammates + Provide accurate loan backlog status visibility during… more
- PulteGroup (Greenville, SC)
- …in Greenville, SC). ** Monthly Auto Allowance offered ** Mortgage Financing Advisor PRIMARY RESPONSIBILITIES + Meet with buyer prospects to provide financial ... and training with PulteGroup sales consultants + Develop partnership with centralized operations teammates + Provide accurate loan backlog status visibility during… more
- PulteGroup (Pleasanton, CA)
- …however, will support loans that have already been originated through centralized mortgage operations center. Business and production relationship manager and ... Operations team. PRIMARY RESPONSIBILITIES + Meet with buyer prospects to provide financial guidance, expertise and preapproval services. + Sell the value of Pulte… more
- Unity Technologies (Austin, TX)
- …across the organization. As you grow in this role, you'll become a trusted advisor , helping to shape the financial direction of Unity and contributing to ... **Austin, TX, USA** ** Financial Analyst - Central Finance Team** Location Austin,...be doing** + Support Centralization Efforts: Collaborate with the centralized team to streamline non-labor expense management processes, ensuring… more