Wealth Specialist
2 weeks ago
Job Description Job Description GENERAL JOB DESCRIPTIONThe Wealth Specialist, Senior Associate will be a member of a dynamic family office team that supports high net worth client relationships. We help our clients by developing individualized plans for everything from retirement goals to business succession planning to family legacy intentions. Tax planning for individuals and closely held business owners is central to this role.MAJOR DUTIES AND RESPONSIBILITIESWork closely with the Wealth Manager to support high net worth clients and prospects in advanced financial planning, income tax minimization, insurance strategies and risk mitigation, investment allocation, manager selection, implementation, monitoring and other related mattersIdentify growth opportunities in existing client base.Serve as a key liaison to other areas supporting the client needs and solutions.Plan and manage new account on-boarding process.In coordination with the Wealth Manager, meets with clients to fulfill requests, gather documents and general follow up.Maintain and manage a comprehensive list of financial planning and investment action items.Consistently and proactively follow up with clients to ensure timely execution of all open items.Develop strong product knowledge and client relationship management skills.Prepare preliminary client correspondence and professional client presentation materials.Work with the Wealth Manager to monitor client accounts for excess cash, reallocation ideas and out of tolerance IPS.Manage Alternative Investment on-boarding process for clients.EXPERIENCE/CREDENTIALSThe successful candidate should possess a minimum of 2- 5 years experience in the income tax preparation and planning field or Financial Services marketplace.Bachelors Degree.Certified Financial Planner (CFP) preferred. Certified Public Accountant a plus.Ability to work in an entrepreneurial, fast paced and team based environmentExcellent critical thinking, problem solving and communication skills.Proficient with Microsoft Office Suite.Maintain absolute confidentiality of client information.COMPETENCIESExcellent verbal and written communication and interpersonal skills.Experience working on interdepartmental teams.Excellent analytical skills.Excellent organizational skills.Initiative, ability to overcome hurdles, solve problems and make decisions independently.#J-18808-Ljbffr
by Jobble
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Wealth Specialist
3 weeks ago
Saint Louis, United States MAI Wealth Management, Inc. Full timeJob DescriptionJob DescriptionGENERAL JOB DESCRIPTIONThe Wealth Specialist, Senior Associate will be a member of a dynamic family office team that supports high net worth client relationships. We help our clients by developing individualized plans for everything from retirement goals to business succession planning to family legacy intentions. Tax planning...
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Wealth Specialist
2 days ago
Saint Louis, United States MAI Wealth Management, Inc. Full timeJob DescriptionJob DescriptionGENERAL JOB DESCRIPTIONThe Wealth Specialist, Senior Associate will be a member of a dynamic family office team that supports high net worth client relationships. We help our clients by developing individualized plans for everything from retirement goals to business succession planning to family legacy intentions. Tax planning...
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Client Reporting Services Specialist
Found in: Talent US C2 - 2 weeks ago
St. Louis, United States Stifel Full timeSummary The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and...
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Custody Operations Specialist
1 week ago
St Paul, United States U.S. Bancorp Full timeThe Asset Data Services Set Up team is hiring a Custody Operations Specialist 2 responsible for the operational support and processing of Wealth, Corporate, Commercial and Institutional Banking (WCIB) client accounts and products of various types and Operations Specialist, Operations, Specialist, Data Services, Manufacturing, Banking
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Retirement Services Platform Specialist
2 days ago
Saint Louis, United States Stifel Full timeSummary The Retirement Services Platform Specialist assists with the day-to-day support and ongoing development of Retirement Services platforms. The Specialist will perform daily tasks related to maintaining the systems while providing frontline support and consultation to Stifel advisors as they navigate the offering. The Specialist will also assist in...
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Deputy General Counsel
Found in: Talent US C2 - 2 weeks ago
St. Louis, United States Stifel Full timeSummaryThe Deputy General Counsel will provide legal advice and service primarily to Stifel Financial Corp.'s subsidiary banks and trust companies (collectively, the “Banks”). In cooperation with management of the Banks and their parent company, the candidate will have responsibility for advising business partners on various issues, such as deposit and...
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Compliance Analyst-Eqty Sales-Trding
1 week ago
St Louis, United States CareerBuilder Full timeSummary The Compliance Analyst supports the Firm's Equity Sales and Trading Compliance Department, focusing on equity market making, options, and electronic trading desks. Essential Duties & Responsibilities Assist in maintaining an effective trading compliance program through monitoring and surveillance of sales and trading activities (reviews consist of...
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Business Banking Relationship Manager/Senior Relationship Manager
Found in: beBee jobs US - 2 weeks ago
St Louis, Missouri, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
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IT Security Governance Analyst II
1 week ago
St Louis, United States Stifel Full timeUnder general supervision, the IT Security Governance Analyst II is a front-line member of the IT Security Program team responsible for the overall management of the IT Security Program. The IT Security Governance Analyst is responsible for supporting internal, external, and client audits, managing security risks within a GRC solution, and assessing...
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QA Analyst I
1 week ago
St Louis, United States Stifel Financial Full timeSummary The Business Integration Quality Assurance (QA) Analyst I is responsible for assisting in the QA effort to maintain the integrity of a web-based workflow application by working with Business and Technical Analysts to thoroughly understand project goals, new features, as well as existing system functionality. The QA Analyst will be responsible for...
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Release Train Engineer
2 weeks ago
St Louis, United States CareerBuilder Full timeSummary The Release Train Engineer (RTE) is a servant leader and coach for the Agile Release Train (ART). The RTE's major responsibilities are to facilitate the ART events and processes and assist the teams in delivering value. RTEs communicate with stakeholders, escalate impediments, help manage risk, and drive relentless improvement. Essential Duties &...
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Data Engineer
Found in: beBee S US - 2 weeks ago
St. Louis, United States tapwage Full timeSummary The Data Engineer is responsible for designing, developing, and maintaining data pipelines and infrastructure on the AWS platform. The Data Engineer works with large volumes of data, ensuring its quality, reliability, and accessibility. Tasks may include data ingestion, transformation, storage, data sharing and consumption, and implementing data...
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Security Engineer
1 day ago
St Louis, United States Stifel Full timeSecurity Engineer - Threat and Vulnerability Management Stifel Stifel is a full service brokerage and investment banking firm. The Company provides securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers,... View company page The IT Security Threat Engineer I...
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Business Analyst II
1 week ago
St Louis, United States Stifel Financial Full timeSummary The Business Integration Business Analyst II will coordinate the development of small to large scale projects from conception to implementation. This position will analyze, design, and document system requirements with business area(s) sponsoring the project. Acts as the liaison between business owners, technical analyst, IT and application vendors...
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Data Engineer
Found in: beBee jobs US - 2 weeks ago
St Louis, Missouri, United States tapwage Full timeSummaryThe Data Engineer is responsible for designing, developing, and maintaining data pipelines and infrastructure on the AWS platform. The Data Engineer works with large volumes of data, ensuring its quality, reliability, and accessibility. Tasks may include data ingestion, transformation, storage, data sharing and consumption, and implementing data...
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IT Project Manager II
Found in: Talent US C2 - 2 weeks ago
St. Louis, United States Stifel Full timeSummaryThe IT Project Manager II (PM) directs the design and development of new application programs for specified projects. The Project Manager II is responsible for the planning, implementing, and tracking of projects for a specific Operations area(s). This role must communicate with internal departments and third-party vendors to manage the department's...
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VP, Financial Consultant
5 days ago
St Johns, United States Charles Schwab Full timePosition Type: RegularYour opportunity Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV.At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry...
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VP, Financial Consultant
1 day ago
St Johns, United States Charles Schwab Full timePosition Type: RegularYour opportunity Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry...
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Business Banking Sr. Relationship Manager
1 week ago
St. Petersburg, United States Disability Solutions Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
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Staff Software Engineer
1 week ago
St Albans, United States Infoblox Full timeThis individual must be located in Atlanta, GA It’s an exciting time to be at Infoblox. Named a Top 25 Cyber Security Company by The Software Report and one of Inc. magazine’s Best Workplaces for 2020, Infoblox is the leader in cloud-first networking and security services. Our solutions empower organizations to take full advantage of the cloud to deliver...