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Minimum 8-10 years' work experience in immigration legal services. Leveraging IRC's role as a leader in the sphere of international refugee protection and relief, the Senior Technical Advisor also serves as a liaison with colleagues inside and outside the IRC on matters of immigration and refugee law, policy, advocacy and client and community outreach and education.
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At Private Wealth Management, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.
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Minimum of 3-5 years of experience as a Financial Advisor- Proven track record of success in building and managing client relationships, achieving sales targets, and delivering exceptional service.
Starting at $200,000 - $500,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment.
$159,570.19 - $265,950.31 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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3+ years of experience working in Professional Services/Consulting, Internal Audit, Risk Management, IT Operations, Cyber- or Information Security, or a related field, either in professional services or industry.
Full-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Collaborate closely with other advisors and support staff to deliver an exceptional client experience. Financial advisory experience preferred, especially with client-facing roles.
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Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients.
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Provide capital markets consulting services, advising on Broker-Dealer Operations, Client Onboarding, Target Operating Models, and relevant regulatory reform. Requires domestic and international travel up to 80%, in order to meet client needs Employer will accept any suitable combination of education, training or experience.
Full-timeExpandApply NowActive JobUpdated 27 days ago - UpvoteDownvoteShare Job
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The ideal candidate has previous financial services experience in an operations role, strong client service experience, and familiarity with CRM, portfolio accounting and reporting systems.
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1-2 years experience in the financial industry or as a Financial Advisor. Be proficient in MS Office Suite and Investment Advisory software solutions – CRM, client reporting, custodial, and carrier applications.
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CG Financial Services is seeking a motivated Managing Financial Advisor to join our team in Williamston, MI. As the Managing Financial Advisor, you will provide ongoing client advice to deepen client engagement and maintain proactive, professional communication with clients to ensure an excellent client experience.
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We provide customized client services in the areas Investment Management, Retirement Planning, Estate & Legacy Planning, Health & Legacy Planning, Special Needs Planning, LGBT Financial Planning, New Business Venture, Growing Clients Business, Executive Benefits, Employee Benefits and Transitioning Your Business.
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Work with Client Guarantee Management, Information Technology, and other Finance departments to identify opportunities for model enhancements to improve the accuracy of Express Scripts’ guarantee liability forecasting and user experience.
$117,800 - $196,300 a yearFull-timeExpandApply NowActive JobUpdated 27 days ago - UpvoteDownvoteShare Job
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7+ years of professional work experience in wealth management, financial services, and estate planning from a reputable financial services or wealth management firm. Our client is seeking an experienced, driven, senior-level Financial Advisor to join their rapidly growing wealth management and tax (RIA) firm in several key locations across the U.S.
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4+ years in experience at an RIA or similar organization with direct experience planning and interfacing with high net worth private clients. Our client is a planning first RIA with offices across the United States.
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client services experience jobs Title: advisor in New York, Papillion, Nebraska
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