- Truist (Mclean, VA)
- …issues and trends most important to the legal community. ESSENTIAL DUTIES AND RESPONSIBILITIES ( Legal Wealth Advisor II ) Following is a summary of ... (United States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management… more
- Truist (Tampa, FL)
- …volunteer at committee level within non-profits in local market. 10. Support Wealth Advisor teammates through collaborative relationship strategies and teamwork. ... book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within Legal ...of credit experience 4. Successful experience as a client advisor with proven results **General Description of Available Benefits… more
- Truist (Miami, FL)
- …job description:** Provides client and advisor support to a team of Wealth , Legal Specialty or Medical Specialty Group advisors managing a portfolio of ... high net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...serve as the local point of contact for the Wealth Region Support Leader and/or Wealth Division… more
- Citizens (Westwood, MA)
- …support to successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue ... Description If you're passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for...Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality investment… more
- Truist (Fort Washington, MD)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... allocation objectives and policies. 3. Keep abreast of changing economic, legal , financial planning, investment trends and general market and business issues… more
- First Horizon Bank (Boca Raton, FL)
- …other departments and fulfills cross-sell opportunities. + Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning, ... and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and… more
- BankFinancial (Downers Grove, IL)
- …and trust beneficiaries to discuss their needs and the benefits of using our Wealth Management Services. + Maintains knowledge of the Onesource Trust Tax system and ... and estates including general understanding of fiduciary products including grasp of legal , tax and investment concepts. + High degree of accuracy with attention… more
- S&P Global (Washington, DC)
- …lead and partner for these functions, this individual will serve as a communications advisor to Finance, Legal and Risk executives, ensuring that these leaders ... programs for key corporate/enterprise functions and stakeholders in Finance, Legal , Government Affairs, Security, Risk & Compliance, Digital Solutions (Technology),… more