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Assist Financial Advisors in productively assisting clients with investment products, estate planning, estate distribution and similar activities. Responsible for management of Financial Advisors' schedules, contact management and order flow. Contribute to the overall firm profitability while meeting the needs of the client. Shift 1st shift Regular/Temporary Regular Scheduled Weekly Hours 40 L
Posted Today
Work directly with the BB&T Foreign Exchange (FX) Senior Sales Traders to manage assigned currency portfolios to account for trading activity in each currency. Manage risk and limit positions in the currencies, make excellent prices with or to other Sales Traders, and work with BB&T corporate clients while generating incremental revenue for the Bank and interfacing with FX Operations to resolve tr
Posted Today
Develops and maintains client relationships to meet branch and individual sales and asset goals. This is achieved by assessing client needs, identifying the products available that meet the clients' needs, and convincing the client to obtain the identified products through the assistance of the Financial Advisor. Shift 1st shift Regular/Temporary Regular Scheduled Weekly Hours 40 Language Flue
Posted Today
City Raleigh Address 8081 Arco Corporate Drive Work Hours/Week 40 Work Environment Office Employment Type Regular U.S. Career Level Experienced Hire/Professional Pay Type Salaried Required Travel (%) 0 Exempt/Non Exempt Exempt People Manager No Application Deadline 2017 08 25 Req ID 143168 Posting Notes [[mfield1]]
Posted 2 days ago
CUNA Mutual
- Madison, WI / Omaha, NE / Remote, OR / 9 more...
Lead and facilitate the Business & data transformation strategy panning process for AdvantEdge Analytics. Help in defining and leading on the overall vision and objectives of the strategy. Develop and implement processes to measure and monitor value capture. Defines end to end credit union data transformation strategy. Ensure consistent strategy /execution to drive value for our credit unions Shar
Posted Today
Wealth Planner Use your LinkedIn Profile to help you apply faster! Apply with LinkedIn Job ID # 28427 Location NC Raleigh Functional Area Wealth Management Sales Employment Type Full Time Exempt Education Required Bachelors Degree Experience Required 10 or more years Days and Hours M F 8 5 Physical Address 4300 Six Forks Road, Raleigh, NC 27609 Department Name Wealth Management Position Descriptio
Posted Today
INCLUDE Building, developing and managing teams to meet the strategic goals of the local team and the regional as well as national practice. He/she will work closely with a regional and national leadership teams to accomplish these goals He/she is responsible for contributing to the execution of the risk advisory services strategy and growth plan He/ she will interact at professional events and be
Posted Today
Assist Financial Advisors in productively assisting clients with investment products, estate planning, estate distribution and similar activities. Responsible for management of Financial Advisors' schedules, contact management and order flow. Contribute to the overall firm profitability while meeting the needs of the client. Shift 1st shift Regular/Temporary Regular Scheduled Weekly Hours 40 L
Posted Today
Actively engage in the production of fee based client financial plans that are delivered by Financial Planning Strategists (FPSs) and other Wealth Division personnel across BB&T's footprint. Shift 1st shift Regular/Temporary Regular Scheduled Weekly Hours 40 Language Fluency English Job Description Essential Duties and Responsibilities Following is a summary of the essential functions for th
Posted Today
Assist Financial Advisors in productively assisting clients with investment products, estate planning, estate distribution and similar activities. Responsible for management of Financial Advisors' schedules, contact management and order flow. Contribute to the overall firm profitability while meeting the needs of the client. Shift 1st shift Regular/Temporary Regular Scheduled Weekly Hours 40 L
Posted Today
Develops and maintains client relationships to meet branch and individual sales and asset goals. This is achieved by assessing client needs, identifying the products available that meet the clients' needs, and convincing the client to obtain the identified products through the assistance of the Financial Advisor. Shift 1st shift Regular/Temporary Regular Scheduled Weekly Hours 40 Language Flue
Posted Today
Manage a diversity of investment banking projects on a growing platform. Manage and organize project teams, provide relevant performance feedback and mentor junior bankers. Plan, target and assess new business opportunities, as well as follow up and periodic contact with key industry participants. Be active in working with firm professionals to identify mutual calling opportunities among investmen
Posted Today
Provide operational support for the brokerage department including opening new accounts, initiating transfers, processing stock certificates, establishing online trading and other various operational duties. Shift 1st shift Regular/Temporary Temporary Scheduled Weekly Hours 39 Language Fluency English Job Description Essential Duties and Responsibilities Following is a summary of the essenti
Posted Today
Perform complex operating functions in a high volume environment within Trust Operations in accordance with prescribed policies and procedures, including securities operations, mutual fund processing, systems management, trust accounting and fee processing. Provide quality service to the internal clients of Trust Operations Retirement & Institutional Services, Wealth Division and Sterling Capital
Posted Today
Provide sales support to the Retirement & Institutional Services (RIS) Business Development Officers (BDOs) by assuming a wide range of administrative functions to increase productivity and maximize sales in all areas of RIS. Shift 1st shift Regular/Temporary Regular Scheduled Weekly Hours 40 Language Fluency English Job Description Essential Duties and Responsibilities Following is a summar
Posted Today
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