2,010 IT Advisory Services Associate Jobs Nationwide

Client Interaction: o Interact daily with prospective and existing clients via phone and in-person, handling inquiries and providing quotes...

At Regions, the Financial Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market...

Client Support * Act as a dedicated resource for a financial advisory team, nurturing both new and longstanding client relationships * Facilitate...

* Prepare recommendations based on individualized needs analysis to meet the needs of customers, while keeping their best interests in mind....

Financial Planning: * Assist in developing thorough financial plans tailored to individual client objectives, including retirement, tax strategies...

Business Development & Investor Relations * Manage and update the CRM system (Salesforce, Juniper, Sharpspring) with investor pipeline data...

Client Interaction: o Interact daily with prospective and existing clients via phone and in-person, handling inquiries and providing quotes...

* Job Type: Full-Time (5 days per week in office). * Compensation Structure: Base Salary + Bonus. * Location: Greenwich, CT…...

* Prepare recommendations based on individualized needs analysis to meet the needs of customers, while keeping their best interests in mind....

* Process account openings, transfers, maintenance, and closures for brokerage, advisory, and trust accounts. * Facilitate client cash movements...

· Conduct client meetings alongside Senior Advisors, capturing action items and follow-ups · Serve as the main point of contact for Senior Advisors’...

* Greet and welcome clients in a friendly and professional manner in person and over the phone * Answer, screen, and route phone calls, assisting...

Gatewood Capital Partners (“Gatewood” or the “Firm”) is a New York-based private equity firm focused on seeding and anchoring emerging managers in...

Jefferies Global Healthcare Group provides a full suite of advisory and capital markets capabilities to clients across several sectors, including...

· 3-5 years of experience working in an investment advisory, asset management or financial services company · Familiarity with equities and bonds...

Our client is actively expanding their Credit business - expected to surpass $2bn this year. They work with a $2.7bn equity fund in which they joint...

* Execute trades and assist in rebalancing client portfolios using Orion Eclipse and Schwab Institutional platforms * Monitor portfolios to...

* Support the structuring and execution of financing transactions across the firm's investment strategies. * Assist with a variety of financing...

The position of Associate Advisor for The Coury Firm’s Private Wealth division (the “Firm”) will be responsible for directly supporting the Firm’s...

•Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities...