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Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
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Additional desirable skills would include experience working with Census & Population Data, ACS Variables/Tables and Forecasting; familiarity with Cadastral Mapping, Coordinate Geometry mapping (COGO) and PLSS System; Experience with Asset Management System (Central Square or comparable); and familiarity with Tableau as a data visualization tool.
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Financial Representative/Financial Advisor – When the time is right, expand your career into wealth management. Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP.
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Strong knowledge of Wealth Management products, Treasury Services, deposit offerings, and the other bank services. You’ll compile reporting to monitor asset, credit quality, and compliance with policy/regulation and determine appropriate action for wire transfers.
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Resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
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Responsible for asset management including collections, cost control, progress billings and payables. Eight or more years of comprehensive, technical and operational knowledge of the service business, particularly related to smaller fast track retrofit, remodel and tenant improvement types of projects.
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Basic asset inventory and stock room tasks - scanning delivered hardware into inventory; arranging warranty repair and replacement of broken items; imaging new machines; cleaning and maintaining stock rooms; doing physical asset counts.
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Experience in relevant infrastructure (BIM) applications an asset. Solid understanding of M&E life safety system integration (commissioning). Experience using JD Edwards and Aconex. Proven experience with Building Management Systems (BMS) and understanding of electrical, HVAC, mechanical aspects of a building and how they integrate into the overall design plan.
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Under general supervision, responsible for the overall execution and performance of mechanical retrofit projects. Oversees the mechanical retrofit process to ensure that it is performed in accordance with Johnson Controls standard practices.
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The primary focus of the position is to provide outstanding service to internal and external clients and to aid in the management and administration of our complex loan servicing portfolio through the superior execution of several core functions including but not limited monthly reporting requirements, interacting with Asset Management, Originations, Closing Coordinators, Investor Reporting and Accounting.
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Learning & Development: Our lifelong learning philosophy means you’ll have access to a wealth of state-of-the-art learning resources, including our Lean Academy and online university (where you can get certificates and specializations from renowned colleges and universities.
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Review each asset setup (held at the DTC, FED, or Globally) to Bloomberg for correctness. Pre-load principal factors for mortgage and asset backed securities. Maintains understanding of unique attributes of each asset, how it ultimately will appear on client’s statements, links each asset to the correct pricing service and coordinates income posting to correct client and suspense accounts.
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You will function in a lead role in the delivery of Enterprise Asset Management projects and manage the client engagement while developing, documenting, and implementing new offerings and solutions.
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Experience in one or more of the following areas is an asset: audit/accounting ; corporate and social responsibility ; corporate finance ; event planning ; We encourage people with lived experiences as members of Indigenous, Black, or equity-seeking groups to apply.
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An Ophthalmic Technician is a valuable asset to an Ophthalmologist as they assist in providing excellent patient care to the patients during their visit. Certified Ophthalmic Assistant (COA) or Certified Ophthalmic Technician (COT) is preferred.
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wealth asset jobs in Leawood, KS
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