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Financial Advisor - San Francisco, California

City National Bank - San Francisco, CA

Job Details: This position will work in tandem with the Senior Financial Analyst to provide sales and client service support coverage. The Senior Financial Analyst maintains overall responsibility for the assigned territory and the team's "book of business", with the Financial Analyst focused on sales and client service responsibilities for smaller wealth management opportuniti...

Financial Advisor Senior - Los Angeles, California

City National Bank - Los Angeles, CA

Job Details: The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market. Interact with clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brok...

CLIENT RELATIONSHIP MANAGER

Stifel - New York, NY

Under general supervision The Client Relationship Manager acts as a key liaison between Stifel clients and their Financial Advisor, ensuring that such clients are able to avail themselves of the full range of investment solutions available to them through Stifel. ESSENTIAL DUTIES AND RESPONSIBILITIES Develops in-depth knowledge ...

Financial Forecasting Advisor – Rebates and Underwriting

CVS Health - Scottsdale, AZ

Job Description CVS Health has a dynamic opportunity within the PBM Financial Forecasting team team to be an individual contributor responsible for forecasting, underwriting rebates, and being overall subject matter rebate experts. In this high impact role, you will collaborate closely with internal partners to ensure CVS Health is providing market competitive rebate offers, in...

Internships

WestPoint Financial - United States of America

Why wait for graduation to begin your career? With our internship, you can get a jump-start on your future. Be a part of a program where your local community is your classroom and financial success is your grade. Is it for me? That depends. If you are interested in a clerically geared program that includes getting coffee, filing and making photocopies—t...

CASHIER/WIRE OPERATOR I

Stifel - La Crosse, WI

SUMMARY Under moderate supervision, processes checks and securities coming into and going out of the branch. Processes Financial Advisor-directed orders for customer accounts. This position will perform administrative duties for the office. ESSENTIAL DUTIES AND RESPONSIBILITIES Books in checks, issues ...

OFFICE ADMINISTRATIVE SUPPORT/ RECEPTIONIST

Stifel - Westlake, OH

SUMMARY Under moderate supervision, processes deposits and disbursements to client accounts. Maintains compliance mandated filing system. Generates and Processes daily activity reporting. Processes Financial Advisor/Client Services Associate-directed orders for customer accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES

GRAPHIC DESIGN SPECIALIST

Stifel - St. Louis, MO

SUMMARY The Graphic Design Specialist is responsible for creative design and coordinating the printing of marketing materials with an emphasis on higher-level graphic design projects. ESSENTIAL DUTIES AND RESPONSIBILITIES Responsible for layout of custom Creation requests in both print and digital format, as well as, responsible for d...

CLIENT SERVICE ASSOCIATE - REGISTERED

Stifel - Conshohocken, PA

POSITION SUMMARY This position will sit in Stifel's new office in the Haddonfield/Audubon, NJ market.Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to,...

CLIENT SERVICE ASSOCIATE - REGISTERED

Stifel - Clayton, MO

POSITION SUMMARY Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtain...

Financial Services Professional

WestPoint Financial - United States of America

WestPoint Financial Group, is a comprehensive financial services firm committed to helping our clients improve their long term financial success. At WestPoint Financial Group, our product is our people. We focus our attention on training and developing the best Financial Advisors so that they can be successful in the marketplace. We have been named one of the “Best Places to Work” in Indiana...

TRADE REVIEW ANALYST SR

Stifel - St. Louis, MO

SUMMARY Under general direction, the Sr. Trade Review Analyst ensures conformance to Stifel Policy and Procedures through activities such as, but not limited to, reviewing suitability of insurance transactions, working closely with Financial Advisors and Branch Managers to correct annuity trade details/descriptions for transactions, and executing authority to cancel t...

COMPLIANCE ANALYST II - SURVEILLANCE

Stifel - St. Louis, MO

SUMMARY Under general direction, the Retail Surveillance - Compliance Analyst II analyzes risk through various exception-based monitoring reports, supervision tools and client account database software for potential sales practice issues and to ensure compliance with regulatory and Firm policies and procedures. The Analyst II acts in an ove...

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