financial advisor Jobs - Page 4

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Client Service Assoc International-Reg

Stifel - Miami, FL

The Client Services Associate-International Registered assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provide...

Registered Client Service Associate

Stifel - Columbia, SC

Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall custo...

Investment Strategist

Stifel - New York, NY

The Investment Strategist is a contributor to the development and implementation of the Investment Strategy offering within Stifel's Investment Products & Services (IP&S). In this capacity, the Investment Strategist interacts with both Financial Advisors and their clients with a high level of accountability to multiple constituencies. The position requires meaningful knowledge of equity and ...

Operations Analyst

City National Bank - New York, NY

OPERATIONS ANALYST WHAT IS THE OPPORTUNITY? Provides operational support to the Portfolio Manager Team and Advisors on all asset movement activities. Review, process, and follow up on all inquiries regarding transfer of assets and account maintenance of electronic transfers & check writing. Assist in questions regarding withdraws, contributions, and RMDs on retirement accounts....

Director Finance

AMD - San Jose, CA

WHAT YOU DO AT AMD CHANGES EVERYTHING We care deeply about transforming lives with AMD technology to enrich our industry, our communities, and the world. Our mission is to build great products that accelerate next-generation computing experiences – the building blocks for the data center, artificial intelligence, PCs, gaming and embedded. Underpinning our miss...

Settlement and Termination Officer

City National Bank - New York, NY

SETTLEMENT AND TERMINATION OFFICER Hybrid Schedule, 3 Days in Office: Los Angeles, CA. or NYC, NY. WHAT IS THE OPPORTUNITY? Perform estate administration and manage and settle administrative trusts, which are includible in a decedent's estate for estate tax purposes. Operate as main point of contact for all aspects of probate and non-probate estate an...

Settlement and Termination Officer

City National Bank - Los Angeles, CA

SETTLEMENT AND TERMINATION OFFICER Hybrid Schedule, 3 Days in Office: Los Angeles, CA. or NYC, NY. WHAT IS THE OPPORTUNITY? Perform estate administration and manage and settle administrative trusts, which are includible in a decedent's estate for estate tax purposes. Operate as main point of contact for all aspects of probate and non-probate estate an...

Financial Aid Representative

Kelly Services - Mooresville, NC

Are you ready to make a meaningful impact in the lives of students? Join our dynamic team as a Financial Aid Advisor, where you will play a crucial role in guiding students through their financial journey. This is an exciting opportunity to empower individuals as they navigate their educational pathways, helping them overcome financial barriers and achieve their dreams. If you have a passion...