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Areas of Interest: Investment Management; Finance; Portfolio Management; Wealth Management. BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.
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Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.
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The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
$92,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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WellBridge Wealth, a premier boutique financial advisory firm located in Colchester, VT, is inviting a talented Financial Advisor to join our esteemed team. As a Financial Advisor at WellBridge Wealth, you’ll be at the forefront of client relationships, utilizing your expertise to create unique and impactful financial plans.
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Specialist will be well-versed in eMoney software, providing hands-on assistance to clients with onboarding to the software, via phone or in person Ensure that all data in eMoney is accurate, including asset allocation, and new accounts/transitions are incorporated in tandem with Albridge (data aggregation and performance reporting tool) Contribute to the development of comprehensive financial plans by interpretation of information from client meetings, financial and other statements.
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Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
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At least 8 years of experience in financial services, or AML/KYC functions, or compliance risk management, or KYC project management. The Know Your Customer (KYC) Compliance Manager, performs a key risk management role (second line of defense) by ensuring that business lines deliver KYC strategies compliant with applicable anti-money laundering laws and regulations.
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Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? As a Financial Advisor specializing in Annuity sales, you'll experience a career transformation like no other.
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If you're a talented Financial Advisor with a passion for Annuity sales, we want to hear from you. You'll have a dedicated appointment scheduler, a comprehensive product portfolio, and a full back-office support team.
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As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.
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Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs.
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Support Divisional Leadership Teams, Private Wealth Advisor Teams (Private Wealth Management & Global Family Office)Support Product Groups in the home office through the oversight of advice, guidance, inquiry, and interactions.
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Certified Anti-money laundering Compliance Specialist (CAMS) The KYC Compliance Manager is responsible for delivering quality results, providing compliance advice to business lines as a KYC subject matter expert, and executing or participating in corporate risk management processes.
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Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.
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The Portfolio Manager III for Linscomb Wealth collaborates with the Investment Team, Trading Team, and our Wealth Advisor Team to manage client investment portfolios. The responsibilities include managing our portfolio management software system, identifying, and initiating rebalancing for new accounts and those that have drifted outside of the parameters set by the Investment Committee, and providing guidance and working with wealth advisors to migrate client portfolios closer to firm models.
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wealth management financial advisor portfolio product specialist jobs Title: specialist
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