- Wells Fargo (Wayne, PA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. ... to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to… more
- Vanguard (Malvern, PA)
- …investment guidance. + Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers. + Deliver high-quality, ... efficient service while anticipating client needs and offering proactive solutions. + Collaborate across...period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving… more
- The Hartford (Wayne, PA)
- …Hartford Funds Management Group, Inc. and its subsidiaries, which include two registered investment advisers, a broker-dealer, and a transfer agent. Hartford Funds ... independent auditors, and colleagues throughout the Hartford Funds organization and its senior leadership team. In addition, the attorney will have opportunities to… more