Financial Advisor

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Lenox Advisors: Financial Planning Associate – New York, NY

This position will be responsible for assisting Financial Planners with all aspects of managing a book of financial planning clients. The ideal candidate is extremely detailed and proactive, as well as highly organized. Lenox Advisors is a full-service, multi-faceted financial services firm. Our clients hire us for our commitment to help them achieve long-term financial

Wells Fargo: Senior Wealth Planner – Minneapolis, MN

Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It provides retail, commercial and corporate banking services through banking stores located in 23 states. It provides other financial services through subsidiaries engaged in various businesses, principally wholesale banking, mortgage banking, consumer finance, equipment

JPMorgan Chase: Private Bank – Wealth Advisor in Washington, DC

Primary Function As part of our team of specialists, the Wealth Advisor ensures our most complex clients’ planning needs are identified and met through a comprehensive approach to their total wealth and overall objectives. Serve as advisor for complex clients to identify where there are opportunities for complex estate planning which lead to current trust,

USAA: Wealth Manager in Atlanta, GA

Did you know USAA has numerous career opportunities that don’t require corporate experience? If you’re ready to embark in a new career field, your valuable military experience may qualify you for many careers at USAA. We can help you capitalize on the skills developed while in uniform. Look for the phrase, “OR Military Experience” in

Union Bank: WEALTH PLANNER – Los Angeles, CA

The Wealth Planner prepares analysis to support wealth plans for core affluent business owners, corporate executives, families and individuals. Provides wealth planning support to the core affluent relationship managers in the $250,000+ of investable assets space. Qualifications 2-5 years of wealth planning experience required.Bachelor’s Degree in Finance or related field and CFP designation required. Work

JPMorgan Chase: Private Bank Analyst – Alternative Investments Group – New York, NY

JPMorgan Chase was born with a silver spoon in its mouth but that hasn’t stopped it from wanting more. With more than $2 trillion in assets, the largest bank holding company in the US has more than 5,500 branches in a couple dozen states and is among the nation’s top mortgage lenders and credit card

Robert W. Baird: Financial Advisor Paid Training Opportunity – Lynchburg, VA

Employee-owned Robert W. Baird & Co. brings midwestern sensibility to the high-flying world of investment banking. The company offers brokerage, asset management, and investment banking services to middle-market corporations, institutional clients, and wealthy individuals and families. Its investment banking activities include underwriting and distributing corporate securities, mergers and acquisition advisory, and institutional sales and trading.

Jones Lang LaSalle: Senior Manager, Property (Data Center) – Richmond, VA

One major trend Jones Lang LaSalle intends to direct its business toward is the increase in demand for global real estate services. The company is looking to serve more clients that outsource jobs overseas in order to cut costs. The Senior Property Manager (SPM) functions as the professional-in-charge of the asset under management and is

JPMorgan Chase: Financial Advisor in Chicago, IL

Meanwhile, the bank’s custody and fund services unit bought the private equity administration services of Schroders. That deal added more than $6 billion in committed capital. J.P. Morgan Worldwide Securities Services already had some $15.3 trillion in assets under custody. In 2011 the company sold its 41% stake in mutual fund company American Century to

Edward Jones: Certified Financial Advisor in Hanford, CA

We believe that building long-term relationships with our clients and placing individual branch offices in the neighborhoods where investors live and work are key to serving our clients’ needs. In a world increasingly dominated by impersonal, cost-cutting initiatives – we believe that conducting business on a personal, one-to-one basis is the best approach. How to
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