Financial Solutions Advisor

Job Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.Key Responsibilities:Provide comprehensive financial planning and investment advice to clientsDevelop and implement customized investment strategies to meet clients' financial...

Job Summary:At Raymond James, we offer a comprehensive education program for the next generation of financial advisors. The Advisor Mastery Program (AMP) provides a holistic approach to training, incorporating technical and sales skills to position new advisors for success. As a Financial Advisor Trainee, you will learn to build an individual practice,...

Job SummaryAt Raymond James Financial Services, we offer a comprehensive education program for the next generation of financial advisors. Our Advisor Mastery Program (AMP) provides a holistic approach to training, incorporating technical and sales skills to fully position new advisors for success.Key ResponsibilitiesBecome trained and skilled to effectively...

Job Summary:The Raymond James Financial Advisor Trainee Program is a comprehensive education and training program designed to equip the next generation of financial advisors with the skills and knowledge needed to succeed in the industry. Through a combination of distance learning, apprenticeship, and training at the firm's international headquarters,...

About Claire Myers ConsultingClaire Myers Consulting is a boutique wealth management firm dedicated to empowering individuals and families to achieve their financial goals. Our mission is to provide comprehensive financial planning, investment advisory solutions, and education funding strategies to help our clients navigate their financial journey and...

Join Our Team as a Service AdvisorWe are seeking a highly motivated and detail-oriented Service Advisor to join our team at Claire Myers Consulting in Westport, CT. As a Service Advisor, you will play a critical role in supporting our senior advisors and clients in achieving their financial goals.Responsibilities:Assist senior advisors in client meetings to...

Relationship ManagerWe are seeking a highly motivated and detail-oriented Relationship Manager to join our team at Claire Myers Consulting in Westport, CT. As a key member of our wealth management firm, you will play a critical role in supporting our senior advisor and clients in achieving their financial goals.ResponsibilitiesAssist the senior advisor in...

Relationship ManagerWe are seeking a highly motivated and detail-oriented Relationship Manager to join our team at Claire Myers Consulting. As a key member of our wealth management firm, you will play a critical role in supporting our senior advisor in client meetings, building relationships with clients, and understanding our financial planning...

Senior Wealth Advisor OpportunityJudson Group is seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for building and maintaining relationships with high net worth individuals and their families.Key Responsibilities:Develop and implement comprehensive wealth management plans...

Relationship Manager OpportunityClaire Myers Consulting is seeking a skilled Relationship Manager to support our dynamic boutique wealth management firm in Westport, CT. As a key member of our team, you will play a crucial role in educating clients on financial matters and empowering them to live their best lives.ResponsibilitiesCollaborate with senior...

{"title": "Relationship Manager", "content": "Dynamic Wealth Management Firm Seeks Relationship ManagerClaire Myers Consulting is a boutique wealth management firm in Westport, CT, dedicated to educating the community on financial matters and empowering individuals to live their best lives. We design personalized plans and help clients navigate their...

Job OpportunityWe are a leading investment banking firm with a strong presence in the New York City market, offering a range of services to both retail and institutional clients. Our team is seeking experienced Financial Advisors, Sales Assistants, and Trainees to join our Westport, Connecticut office. As a Financial Advisor, you will be responsible for...

About the RoleThis position is responsible for providing exceptional client service support to Financial Advisors (FAs) at Bank of America. Key responsibilities include:Supporting enterprise strategic objectives and operational excellence goals within the FA's businessCustomizing solutions based on the specific needs of the FA and their clientsServing as the...

Senior Accountant Job DescriptionWe are seeking a highly skilled and experienced Senior Accountant to oversee the financial operations of our company. The ideal candidate will have a strong background in accounting, financial analysis, and leadership.Key Responsibilities:Financial Reporting: Prepare and analyze monthly, quarterly, and annual financial...

About Claire Myers ConsultingClaire Myers Consulting is a boutique wealth management firm dedicated to empowering individuals and families to achieve their financial goals. Our mission is to provide comprehensive financial planning, investment advisory solutions, and education funding strategies to help our clients navigate their financial journey and...

About the RoleThis position is responsible for providing exceptional client service support to Financial Advisors, ensuring timely and accurate delivery of client materials, and maintaining strong relationships with clients. Key responsibilities include:Providing personalized client service and support to meet the needs of clients and Financial...

About BridgewaterBridgewater Associates is a leading asset management firm, renowned for delivering unparalleled insight and partnership to the world's most sophisticated institutional investors.Our investment process is driven by a relentless pursuit of understanding how global markets and economies function, leveraging cutting-edge technology to validate...

Job Title: Senior Client Service AssociateVigilant Wealth Management is seeking a highly skilled Senior Client Service Associate to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our high-net-worth clients, their trusted advisors, and internal stakeholders.Key Responsibilities:Provide...

{"title": "Investment Sales Specialist", "description": "About NEOS InvestmentsNEOS Investments, LLC is a pioneering ETF asset manager based in the United States. Our team utilizes quantitative approaches to deliver yield enhancement and risk mitigation investment solutions. Built on decades of research and experience, NEOS aims to empower investors of all...

Job Summary:This role is responsible for providing exceptional client service support to Financial Advisors (FAs) at Bank of America. The ideal candidate will be a detail-oriented and self-motivated individual with excellent communication skills.Key Responsibilities:Provide timely and accurate client materials, ensuring seamless communication with FAs and...