Financial Advisor

At Blue Ocean Wealth Solutions, LLC, we are dedicated to assisting individuals in achieving their significant financial aspirations through a client-focused methodology that encompasses Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty Planning. As a Client Financial Advisor, you will collaborate closely with clients to comprehend...

About the RoleWe are seeking a highly skilled and experienced Financial Planning Expert to join our team at Financial Architects, Inc. As a Financial Planning Expert, you will play a critical role in helping our clients achieve their long-term financial goals.Key ResponsibilitiesProvide comprehensive financial planning support to clients, including creating...

Position Summary:Investment ConsultantFidelity TalentSource LLC is seeking a dedicated Investment Consultant to enhance client relationships and foster professional development within our financial services sector. In this role, you will concentrate on crafting customized financial strategies for our mass affluent clientele. By actively engaging with current...

Position Summary:Investment ConsultantFidelity TalentSource LLC is seeking a dedicated Investment Consultant to enhance our financial services offerings. In this role, you will be instrumental in delivering customized financial strategies to our mass affluent clientele. Your primary focus will be on nurturing existing client relationships while presenting a...

Position Summary:Investment ConsultantAs a key member of a prominent financial services organization, you will be instrumental in fostering client relationships and advancing your professional journey. In the role of Investment Consultant at our Investor Center, your primary focus will be on delivering customized financial strategies to affluent clients. By...

Position Summary:Investment ConsultantAs a pivotal member of a prominent financial services organization, you will play a key role in nurturing client relationships and fostering professional advancement. In the capacity of an Investment Consultant at our Investor Center, your primary focus will be on delivering customized financial strategies to affluent...

Position Summary:Investment ConsultantFidelity TalentSource LLC is seeking a dedicated Investment Consultant to enhance our financial advisory services. In this role, you will be responsible for crafting customized financial strategies for a diverse clientele, particularly those in the mass affluent segment. Your primary focus will be on nurturing existing...

Position Summary:Investment ConsultantAs a key member of a prominent financial services organization, you will play a vital role in nurturing client relationships and fostering professional development. In the capacity of an Investment Consultant at our Investor Center, your primary responsibility will be to deliver customized financial strategies to a...

Job SummaryThe Trust Accounting and Reporting Specialist is a critical role within Comerica Bank, responsible for the creation, assessment, and distribution of financial and regulatory reports. This position oversees and executes critical reconciliation activities related to Comerica Trust's outsourced Trust Operations.Key Responsibilities:Perform a variety...

Job OverviewThe Life Insurance New Business Operations Coordinator plays a crucial role in the success of Financial Architects, Inc. by providing exceptional support to our clients and advisors. This position is essential for managing the life, disability, and fixed annuity insurance applications through the new business and underwriting process, ensuring a...

Job OverviewObjectiveThe main objective of this role is to support Community Choice Credit Union in fulfilling its mission of assisting our community members in achieving their desired lifestyle. A crucial aspect of this mission is to deliver exceptional service to both our members and our colleagues.Role SummaryThe Member Solutions Specialist plays a vital...

WelcomeWe invite you to discover the exceptional culture, dedicated team, and rewarding opportunities that define CFA Institute. Make your next career decision a well-informed one.QualificationsPosition QualificationsBachelor's Degree from an accredited institution8 years of experience in account management within a specialized field, including trust...

Position Overview: Our esteemed client in the healthcare sector is seeking a Senior Accounting Consultant. In this pivotal role, you will oversee the execution of bank and account reconciliations, manage the general ledger, and ensure the accurate creation and posting of journal entries and accruals.Key Responsibilities:Upload credit card statements into the...

Job SummaryThe Trust Accounting and Reporting Specialist is a critical role within Comerica Bank, responsible for ensuring the accuracy and timeliness of financial and regulatory reports. This position requires a high degree of technical expertise, attention to detail, and strong analytical skills.Key Responsibilities:Prepare and distribute financial reports...

Industry Sector: Financial ServicesWhy Explore this Career Opportunity:Attractive compensation package up to $[amount]Potential for professional growth and development within the organizationComprehensive benefits package focusing on health, wellness, and career advancementCollaborative and encouraging workplace cultureOpportunity to influence operational...

About the RoleCitizens, a leading financial institution, is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Core Banking Division, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesClient Acquisition and RetentionAcquire new, high-net-worth...

About the RoleThe Chief Operating Officer (COO) will play a critical role in driving the strategic direction and operational excellence of The Zekelman Holocaust Center. Reporting directly to the CEO, the COO will serve as a key advisor, providing critical insights and recommendations to ensure the organization's mission and goals are achieved.Key...

Job Description:Job Title: Wealth Management Specialist - Elite Growth PracticeJob Summary:We are seeking a highly skilled and experienced Wealth Management Specialist to join our Elite Growth Practice team at Bank of America. As a key member of our team, you will be responsible for supporting our Financial Advisors in developing and enhancing existing...

Join Our Team as a Wealth Management AdvisorAt TalentWealth Recruiting, we specialize in connecting independent wealth management firms with exceptional talent. We are currently seeking a dedicated and detail-oriented Wealth Management Advisor to support a prominent independent financial advisory team.This role involves managing a portfolio of established...

Job SummaryWe are seeking a highly skilled and experienced Financial Services Professional to join our team at Bank of America. As a Wealth Management Specialist, you will play a critical role in supporting our Financial Advisors in developing and enhancing existing client relationships.Key ResponsibilitiesClient Relationship Management: Serve as a key point...