Investment Advisor
3 weeks ago
Key Responsibilities:
- To review and triage online requests from sellers
- Capture all attributes of case and DD360 case creation
- Query support (use of tools, process query etc) using email account
- Maintain process documentation, work instructions and SOPs.
- Gathering financial details of the deal
- Populating data in OneAsk for analysis and documentation
- Controls and compliance vetting for investments approved by the Worldwide Deal Desk, and reviews ECIF requests and related documentation for accuracy (including related SOWs, Work Orders, or Work Scope documents).
- Calculating, and validating the financial results (ROI validation process)
- Ensuring all details needed for the Global ECIF and ACO to be approved is available for DM review (SOW, FastTrack review, Compliance review, etc.
- Preparing and sending a Financial Summary to DM for an approval decision
- Coaching the AT and DM on Financials results and ECIF Funding Policy
- Attaching appropriate documentation in OneAsk and DD360
- Operationalize and manage the Award Letter extension process and track actions and status
- IO creation & maintenance, MS Approvals validation (these are done during MS FTE holiday support)
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Investment Advisor
3 weeks ago
Bellevue, United States B.O.S.S. Retirement Solutions Full timeJob Description:Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team! The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients. The ideal candidate for this role will be someone who enjoys building...
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Investment Advisor
1 month ago
Bellevue, United States B.O.S.S. Retirement Solutions Full timeJob Description: Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team! The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients. The ideal candidate for this role will be someone who enjoys...
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Investment Advisor
2 months ago
Bellevue, United States B.O.S.S. Retirement Solutions Full timeJob Description:Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team! The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients. The ideal candidate for this role will be someone who enjoys building...
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Investment Advisor
2 months ago
Bellevue, United States B.O.S.S. Retirement Solutions Full timeJob Description:Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team! The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients. The ideal candidate for this role will be someone who enjoys building...
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Investment Advisor
2 days ago
Bellevue, United States B.O.S.S. Retirement Solutions Full timeJob Description:Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team! The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients. The ideal candidate for this role will be someone who enjoys building...
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Investment Advisor
2 days ago
Bellevue, United States B.O.S.S. Retirement Solutions Full timeJob Description: Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team! The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients. The ideal candidate for this role will be someone who enjoys...
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Investment Advisor
1 day ago
Bellevue, United States B.O.S.S. Retirement Solutions Full timeJob Description:Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team! The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients. The ideal candidate for this role will be someone who enjoys building...
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Investment Advisor
3 weeks ago
Bellevue, United States Tata Consultancy Services Full timeKey Responsibilities: - To review and triage online requests from sellers- Capture all attributes of case and DD360 case creation- Query support (use of tools, process query etc) using email account- Maintain process documentation, work instructions and SOPs.- Gathering financial details of the deal- Populating data in OneAsk for analysis and documentation-...
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Investment Advisor
3 weeks ago
Bellevue, United States Tata Consultancy Services Full timeKey Responsibilities: - To review and triage online requests from sellers- Capture all attributes of case and DD360 case creation- Query support (use of tools, process query etc) using email account- Maintain process documentation, work instructions and SOPs.- Gathering financial details of the deal- Populating data in OneAsk for analysis and documentation-...
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Investment Advisor
1 day ago
Bellevue, United States Tata Consultancy Services Full timeKey Responsibilities: - To review and triage online requests from sellers- Capture all attributes of case and DD360 case creation- Query support (use of tools, process query etc) using email account- Maintain process documentation, work instructions and SOPs.- Gathering financial details of the deal- Populating data in OneAsk for analysis and documentation-...
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Registered Investment Advisor
2 weeks ago
Bellevue, United States Moser Wealth Advisors Full timeCompany Description Growing Bellevue Washington Wealth Management Firm delivering a unique set of comprehensive planning solutions that incorporate sophisticated tax strategies and fiduciary level investment advice to high-net-worth individuals, families and business owners seeks motivated team member. Our firm enjoys a high level of client trust...
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Registered Investment Advisor
2 days ago
Bellevue, United States Moser Wealth Advisors Full timeCompany Description Growing Bellevue Washington Wealth Management Firm delivering a unique set of comprehensive planning solutions that incorporate sophisticated tax strategies and fiduciary level investment advice to high-net-worth individuals, families and business owners seeks motivated team member. Our firm enjoys a high level of client trust...
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Financial Advisor
2 weeks ago
Bellevue, Washington, United States LPL Financial Full timeYour career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Northwest Bank in Bellevue, PA would allow you to join the Investment Program at Northwest Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...
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Financial Advisor
2 days ago
Bellevue, Washington, United States LPL Financial Full timeYour career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Northwest Bank in Bellevue, PA would allow you to join the Investment Program at Northwest Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...
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Associate Financial Advisor
4 weeks ago
Bellevue, United States TalentWealth Full timeAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client located in Bellevue, WA is a well-established independent practice in need of an Associate Financial Advisor to join their team. This is a unique fully remote opportunity that will focus on financial...
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Associate Financial Advisor
3 weeks ago
Bellevue, United States TalentWealth Full timeAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client located in Bellevue, WA is a well-established independent practice in need of an Associate Financial Advisor to join their team.This is a unique fully remote opportunity that will focus on financial...
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Associate Financial Advisor
2 months ago
Bellevue, United States TalentWealth Full timeAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client located in Bellevue, WA is a well-established independent practice in need of an Associate Financial Advisor to join their team.This is a unique fully remote opportunity that will focus on financial...
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Associate Financial Advisor
1 day ago
Bellevue, United States TalentWealth Full timeAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client located in Bellevue, WA is a well-established independent practice in need of an Associate Financial Advisor to join their team.This is a unique fully remote opportunity that will focus on financial...
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Associate Financial Advisor
1 week ago
Bellevue, United States Northwest Bancorp, Inc. Full timeThe Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists with new business, managing client relationships, reviewing portfolio performance...
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Associate Financial Advisor
4 weeks ago
Bellevue, United States Northwest Bancorp, Inc. Full timeThe Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists with new business, managing client relationships, reviewing portfolio performance...