Client Development Financial Services VP

Are you a financial professional who enjoys building new and expanding current client relationships? As a ClientDevelopment Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.The...

Are you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The...

Are you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.   The...

Company Overview:CCS is redefining chronic care management by combining products and supplies with clinical education, monitoring, and coaching, making it easier for those living with diabetes to manage their condition. This position marks an important evolution in the company’s transformation from distributor of medical supplies to a care management...

Are you a financial professional who enjoys building new and expanding current client relationships? As a Canadian Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment...

Are you a financial professional who enjoys building new and expanding current client relationships? As a Canadian Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. ...

Are you a financial professional who enjoys building new and expanding current client relationships? As a Canadian Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment...

Clearwater Financial Services Job Opportunity:PrideStaff is recruiting for a trust administrator position with a financial services company in Clearwater. As an administrative assistant, you will work closely with clients to manage financial transactions, maintain accurate records, and ensure compliance with trust agreements.This is a temporary-to-permanent...

We are seeking a skilled Financial Services Relationship Manager to join our team at Fisher Investments. As a Vice President, you will be responsible for developing and maintaining strong relationships with existing clients while also identifying new business opportunities.Key Responsibilities:Evaluate client needs and provide personalized financial planning...

TradePMR (Member FINRA/SIPC)Advisor Services Manager (RIA Client Services)The Advisor Services Manager is responsible for overseeing a team that maintains business relationships with Registered Investment Advisors (RIAs) that provide white-glove service to ensure all advisors are treated like VIPs. This role requires exceptional relationship management...

TradePMR (Member FINRA/SIPC)Advisor Services Manager (RIA Client Services)The Advisor Services Manager is responsible for overseeing a team that maintains business relationships with Registered Investment Advisors (RIAs) that provide white-glove service to ensure all advisors are treated like VIPs. This role requires exceptional relationship management...

Role DescriptionWe are seeking a highly skilled Financial Services Advisor to join our team. As an advisor, you will be responsible for recruiting agents/advisors, providing product support, and promoting our marketing programs.You will work closely with our service department to deliver exceptional results and ensure that our clients receive the best...

Job DescriptionWe are seeking an experienced Part-Time Bookkeeper Accountant to join our team at Premier Outdoor Living and Design. This role involves managing financial records, analyzing data, and developing strategies to improve financial efficiency.Salary: $32-$45 per hour (estimated 15-20 hours/week)Key ResponsibilitiesManage financial records,...

About UsFisher Investments is a global investment management firm that provides comprehensive portfolio management services to high-net-worth individuals and institutional clients.Job OverviewWe are seeking an experienced Financial Services Specialist to join our team in Tampa, FL. This is a unique opportunity to work with a roster of high-net-worth clients...

PNC Financial Services Group is seeking a Customer Service Representative to join our team. As a Teller, you will be responsible for delivering exceptional customer service and ensuring that all customers receive the highest level of service in a timely and efficient manner.Key Responsibilities:Respond to customer inquiries promptly and professionally.Solve...

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.   The Opportunity:  ...

Accounting SupervisorAbout the Role:Leadership and Guidance: Oversee a team of accounting professionals to ensure accurate financial reporting and compliance.Transaction Management: Verify, allocate, and post business transactions to subsidiary accounts and the general ledger with precision.Financial Closings: Assist with month-end and year-end closings,...

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.   The Opportunity:  ...

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...