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Required to obtain and maintain certification as a Certified Transplant Financial Advisor on an annual basis. Required Licensure and CertificationTransplant Financial Advisor Certification within 6 months of employment.
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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.
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For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking, and trust administration services.
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The Specialty Beauty Advisor Lancme (SBA Lancme) is responsible for maximizing sales in the Lancme brand (including color cosmetics, skincare, and fragrance) by engaging guests to determine their individual needs, assisting guests in the selection and purchase of merchandise, and maintaining overall store standards, including cleanliness and replenishment.
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The Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting cashier tasks, keeping fixtures stocked with merchandise, maintaining overall store cleanliness and completing tasks as assigned.
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The IT Support Analyst provides day-to-day technical assistance and support to Chinquapin Trust Company team members and clients. Chinquapin Trust Company operates a private trust company that manages a sophisticated investment portfolio, financial reporting, tax compliance and other services for its clients.
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Prevail Innovative Wealth Strategies is Hiring: Wealth Advisor Opportunity! Prevail Innovative Wealth Strategies invites you to join us as a Wealth Advisor! Ideally looking for someone who already holds a Life and Health Insurance License and the FINRA Series 65 License, or is willing to obtain them.
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GENERAL SUMMARY & SCOPEThe Prestige Beauty Advisor (PBA) is responsible for maximizing sales in the prestige category (color cosmetics, skincare, and fragrance) by engaging guests to determine their individual needs and assisting guests in the selection and purchase of prestige merchandise, while following all company policies and procedures.
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We’re looking for a Software Engineer Advisor that is interested in leading software evolution and innovation within an Investment Technology team. Outline solutions with Product Owners and Team Architect to support building Distribution Digitization capabilities/features.
$205,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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They are looking for you, an Automotive Service Advisor who has previous service department experience. The Service Advisor will greet customers coming in for maintenance or repairs, assess and identify customer maintenance and repair needs, and generate corresponding repair orders for the service technicians.
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Investment research for new products and provide summary to Advisor. Key duties for this role including deepening relationships with clients, meeting with prospects/clients typically transitions from Lead Advisor, portfolio risk analysis, and providing investment recommendations based on research.
$70,000 a yearFull-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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As Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience.
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Responsible for balancing of all investment income received from our Master Custodian to the client’s accounts on the Trust Accounting System. LHH Recruitment Solutions is partnering with a client in the Kansas City Metro, looking to fill their Income Trust coordinator.
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We are a diverse team comprising coaches, personal trainers, educators, tradespeople, corporate sales experts, HR executives, healthcare professionals, and stay-at-home parents.
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The Financial Advisor will be responsible for providing strategic financial solutions and helping clients with financial planning, retirement planning, investments, and financial advisory. This is a full-time on-site role for a Financial Advisor.
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Title: trust advisor Company: Plante Moran in Westwood, KS
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