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44+ Job Results
6 Days Ago
Champaign, IL, USA
Hybrid
76K-98K Annually
Junior
76K-98K Annually
Junior
Fintech • Financial Services
The Education Savings Consultant educates clients about 529 College Savings Plans, develops outreach strategies, consults with financial professionals, analyzes college tuition financing, and strengthens relationships with clients and stakeholders to enhance services.
Top Benefits:
401-K
Adoption Assistance
Commuter Benefits
+19 More
7 Days Ago
Sydney, New South Wales, AUS
Hybrid
Mid level
Mid level
Fintech • Financial Services
The AVP will develop and maintain relationships with Australian clients, support institutional sales by overseeing client requests, plan roadshows, drive pipeline generation, coordinate client meetings, collaborate with various teams, and utilize tools like Salesforce and Hearsay for client engagement and data management.
Top Benefits:
401-K
Adoption Assistance
Commuter Benefits
+19 More
7 Days Ago
Īnd, Chamba, Himāchal Pradesh, IND
Senior level
Senior level
Fintech • Financial Services
The Senior Associate - Wealth Management oversees operations and ensures efficient transaction processing and compliance. They lead teams, optimize workflows, conduct risk management, and maintain stakeholder collaboration to enhance operational performance and client service.
Top Benefits:
401-K
Adoption Assistance
Commuter Benefits
+19 More
9 Days Ago
Īnd, Chamba, Himāchal Pradesh, IND
Senior level
Senior level
Fintech • Financial Services
The role involves leading application development, focusing on software enhancement, debugging, maintenance, and API design. The specialist will develop scalable cloud applications using AWS, implement CI/CD pipelines, and utilize containerization with Docker, while ensuring code quality and performance.
Top Benefits:
401-K
Adoption Assistance
Commuter Benefits
+19 More
9 Days Ago
Minneapolis, MN, USA
Hybrid
75K-95K Annually
Mid level
75K-95K Annually
Mid level
Fintech • Financial Services
The Senior Analyst, Portfolio Operations oversees portfolio accounting system integrity, manages client account reconciliations, serves as custodian contact for trade issues, and prepares GIPS reports. Responsibilities include cash flow tracking, monthly reconciliations, and cross-training for operational backup duties.
Top Benefits:
401-K
Adoption Assistance
Commuter Benefits
+19 More
9 Days Ago
Sherman Oaks, AL, USA
92K-110K Annually
Senior level
92K-110K Annually
Senior level
Fintech • Financial Services
Wealth Management Advisors partner with affluent clients to identify financial goals and develop personalized strategies. They communicate complex financial solutions, build lasting client relationships, and manage a book of business with accountability. Advisors are supported with resources to drive performance and client satisfaction.
Top Benefits:
401-K
Adoption Assistance
Commuter Benefits
+19 More
9 Days Ago
Pasadena, CA, USA
75K-105K Annually
Mid level
75K-105K Annually
Mid level
Fintech • Financial Services
The Wealth Management Advisory Consultant II evaluates clients' financial goals and landscapes to create customized investment strategies. They manage a book of business, enhance client relationships, and stay updated on market trends to meet financial objectives and sales targets.
Top Benefits:
401-K
Adoption Assistance
Commuter Benefits
+19 More
9 Days Ago
Knoxville, TN, USA
92K-110K Annually
Senior level
92K-110K Annually
Senior level
Fintech • Financial Services
The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape, and develop tailored recommendations. This role requires communication of complex solutions, building long-lasting client relationships, and obtaining necessary financial licenses within a specified timeframe.
Top Benefits:
401-K
Adoption Assistance
Commuter Benefits
+19 More
9 Days Ago
Pasadena, CA, USA
92K-110K Annually
Senior level
92K-110K Annually
Senior level
Fintech • Financial Services
The Wealth Management Advisor partners with affluent clients to identify their financial goals and develop tailored financial solutions. Responsibilities include analyzing clients' financial landscapes, building long-lasting relationships, and communicating complex financial strategies effectively. Advisors must obtain necessary licenses within 120 days of start.
Top Benefits:
401-K
Adoption Assistance
Commuter Benefits
+19 More
9 Days Ago
Sherman Oaks, AL, USA
Senior level
Senior level
Fintech • Financial Services
Wealth Management Advisors at TIAA work with affluent clients to identify financial goals, analyze their financial landscape, and develop tailored recommendations. They must communicate complex financial solutions effectively and build long-lasting client relationships, while managing their book of business. The role requires a strong focus on service and a proven track record in business development and relationship management.
Top Benefits:
401-K
Adoption Assistance
Commuter Benefits
+19 More
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