Associate Bank Financial Advisor Job at Wells Fargo (CHANTILLY)

Analyst / Associate (Energy, Power, Chemicals and Infrastructure), Investment Banking

The Investment Banking Analyst / Associate is an intermediate level position res...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years of experience
Experience in the Financial Services industry, specifically within Banking
Degree in Finance or closely related areas of Business Administration
Previous experience in the broader natural resources or infrastructure space is highly preferred but not mandatory
Consistently demonstrates clear and concise written and verbal communication skills
Experience with large corporate clients, capital markets products, derivatives, credit, and securities products is preferred

Job Responsibility

Work with clients, team members and outside professional advisors on M&A and special situation transactions as the primary day-to-day client point of contact
Work closely with clients on financing transactions and guide them through the capital raising process, including performing due diligence and drafting sessions and preparing them for an equity or debt offering
Overall responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations

Fulltime

Alternative Investments Consultant

Contacts assigned customer accounts or prospects to sell company products within...

Location

United States , Saint Petersburg

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s Degree in business, finance or a related discipline and a minimum of five (5) years' experience in the financial services industry
Existing (or an ability to quickly acquire) knowledge required to appropriately educate on the complex products and strategies offered on the Alternative Investments platform
SIE required provided that an exemption or grandfathering cannot be applied
Required: Series 7
Preferred: CAIA, CFP, CFA, or MBA
Advanced knowledge of complex products and strategies offered on the Alternative Investment platform including but not limited to Hedge Funds, Private Equity, Non-Traded REIT’s and BDC’s, Interval Funds, concentrated equity strategies
Knowledge of competitive landscape (i.e., Alternative Investment platforms of other wealth management firms)
Principles of banking and finance and securities industry operations
Micro and Macro economics and their impact on investment strategies
Financial markets, products, financial advisory function, and investment process

Job Responsibility

Represent the Raymond James Private Market and Alternatives platform to financial advisors and clients
Drive departmental sales and increase overall penetration of the advisors in the firm that are employing products and strategies offered on the AI platform
Provide reactive and proactive phone support, as well as in person meetings with financial advisors and/or clients
Represent AI and facilitate educational sessions at firm or department conferences
Maintain the product knowledge required to appropriately educate advisors and clients on the various complex products and strategies available on the AI platform
Provide balanced education on the complex products and strategies on the AI platform in a manner designed to drive sales but also consistent with the conservative nature of the firm
Assists financial advisors in educating clients on the benefits and risks associated with the various complex products and strategies on the AI platform
Serve as a primary point of contact for financial advisors contacting AI for product and strategy related support
Work with External Consultants, Directors, and others to identify, schedule, and ultimately conduct face to face meetings with financial advisors to discuss opportunities available on the Alternative Investments platform
Deliver effective presentations to large audiences that may include financial advisors, clients and other professionals

Fulltime

Client Service Associate

Advise clients about a range of banking products (including savings products, in...

Location

United States , Sarasota

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred
Knowledge of company’s working structure, policies, mission, and strategies
Knowledge of general office practices, procedures, and methods
Knowledge of investment concepts, practices and procedures used in the securities industry
Knowledge of financial markets, products and industry regulations
Skill in Client Relationship Management (CRM) software, or similar contact management software
Skill in Excel, including developing spreadsheets as needed and for ongoing reporting
Skill in effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
Ability to operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
Ability to analyze and research account information

Job Responsibility

Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports
Opens new client accounts and researches client and security information using internal databases and other technologies
For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion
Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients
Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor
Creates and maintains records and files utilizing Client Relationship Management (CRM) software
Assists Financial Advisors with marketing efforts including seminars and other client-facing events
May enter orders at the direction of the Financial Advisor

Fulltime

Chief Financial Officer

Our client is rapidly growing within their sector and as their reputation contin...

Location

United Kingdom , Manchester

Salary:

95000.00 - 120000.00 GBP / Year

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Proven experience as a Chief Financial Officer, Finance Director or equivalent senior finance leadership role
Strong experience in high-growth or scaling organisations
Demonstrated experience supporting mergers, acquisitions or major strategic transactions
Strong commercial finance expertise with advanced financial modelling capability
Experience managing debt facilities, banking relationships and financial covenants
Excellent analytical, forecasting and strategic planning skills
Strong leadership and people management capabilities
Exceptional communication and stakeholder management skills
Bachelor’s degree in Finance, Accounting, Economics or a related field
Professional financial qualification (ACA, ACCA, CIMA or equivalent) is highly desirable

Job Responsibility

Develop and deliver the organisation’s long-term financial strategy in line with business growth objectives
Act as a trusted strategic advisor to the CEO and Executive Team on all financial matters
Support the organisation in preparing for future investment and exit opportunities
Provide financial insight and modelling to guide key strategic decisions
Oversee financial planning, budgeting, forecasting and performance monitoring
Analyse financial performance, identifying opportunities to improve profitability and efficiency
Produce accurate and timely financial reports for the executive team and board
Manage the organisation’s cash flow in a high-growth environment, ensuring sufficient liquidity to support expansion
Oversee funding arrangements, including management of debt facilities and banking covenants
Develop robust financial forecasting models to support rapid operational growth

What we offer

Equity Option
executive-level flexibility in working arrangements

Fulltime

Manager, Annuity Product Specialist Team

This role leads the annuity product specialist team and coordinates with other f...

Location

United States , Saint Petersburg

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor's degree in finance or a related field
Minimum of six (6) years' experience in the financial services industry
Existing knowledge on the strategies and products offered on the insurance solutions annuity platform
SIE required
Series 7 required
Life & Variable Annuities License required
Advanced knowledge to lead associates that educate financial advisors on multiple investment products
Knowledge of packaged insurance, annuity and investment products and securities markets
Knowledge of concepts, practices, and procedures of product development and management in a financial services/broker-dealer environment
Knowledge of principles of banking and finance and securities industry operations

Job Responsibility

Manage a team of product specialists to define and/or adapt financial product offers to meet the needs of a market segment or customer
Lead the annuity product specialist team and coordinate with other functional teams to provide clients with a platform of packaged product investment solutions
Acquire and maintain product & strategy knowledge to inform advisors and clients on products and services
Participate in various product related initiatives including marketing, product development, and service initiatives
Represent the Raymond James platform in meetings with advisors, clients, and product partners
Demonstrate a commitment to creating an environment consistent with the firm's core values
Lead the internal product support teams responsible for educating advisors and clients
Assist the Director, Internal Institutional Annuity Distribution in the management of the Internal Annuity Consultant team
Transfer product knowledge and expertise by communicating with and educating other teams
Represent Insurance Solutions in recruiting "home office visits" and client visits

Fulltime

New

Associate Financial Advisor

Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and In...

Location

United States , San Francisco

Salary:

Not provided

Wells Fargo

Expiration Date

June 02, 2026

Requirements

6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Successfully completed Securities Industry Essentials (SIE) exam or equivalent

Job Responsibility

Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function
Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member
This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Financial Advisor

At PNC, our people are our greatest differentiator and competitive advantage in ...

Location

United States of America , Pewaukee

Salary:

Not provided

PNC Financial Services

Expiration Date

Until further notice

Requirements

Client Prospecting
Client Relationship Building
Credit Risk Analysis
Customer Engagement
Financial Analysis
Financial Modeling
Investment Banking
Public Speaking
Relationship Building
Relationship Management

Job Responsibility

Consults on investment and insurance strategies, as well as the development of financial plans for clients
Grows and retains an investment and insurance book of business
Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate
Acquires, expands and maintains client relationships through business development and client networking
Grows client loyalty and share of wallet through an exceptional client experience
Applies product and procedural knowledge to solve client problems appropriately and efficiently
Develops and implements investment and insurance strategies for clients
Determines the best products to support such strategies
Presents sound financial recommendations and guidance to clients
Establishes individual financial plans based on client financial needs and objectives

What we offer

Medical/prescription drug coverage (with a Health Savings Account feature)
Dental and vision options
Employee and spouse/child life insurance
Short and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid

Fulltime

Svp, Controller

The SVP, Controller is responsible for overseeing all accounting operations and ...

Location

United States , Remote; Kansas City; Denver; New York; Chicago; Austin

Salary:

Not provided

BarkleyOKRP

Expiration Date

Until further notice

Requirements

Excellent verbal, and written communications skills
Ability to work in a fast pace, high energy environment to support our growing business
Experience scaling finance operations in a growing organization
Possesses a strong work ethic and initiative with a mindset of accountability and ownership
Ability to solve problems and handle complex details
Independent judgment and takes initiative in absence of specific directions
Proficient in various accounting, financial and MRP/ERP software use
Familiarity with media buying platforms such as Mediaocean and Strata
Bachelor's degree in accounting or business administration
Master’s or MBA preferred

Job Responsibility

Oversee day-to-day accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and month-end close
Prepare and review monthly, quarterly, and annual financial statements in accordance with GAAP
Partner with Legal and Client Finance to review client contractual terms and scopes of work to ensure appropriate accounting of revenue recognition methodology
Ensure timely and accurate revenue recognition, including client retainers, project-based fees, and media commissions
Responsible for managing the month-end closing activities, including variance analysis and monthly reconciliation of balance sheet accounts
Ensure accruals/reserves are sufficient and review of spend for correctness and appropriateness of classification
Oversee and manage the balance sheet, including account reconciliations
Monitor risks associated with ageing balances for A/R, A/P, unbilled media and other key accounts
Advise of provision requirements as necessary
Oversee client billing processes, including media billing, pass-through costs, and reconciliations

Fulltime

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Associate Bank Financial Advisor

Job Responsibility

Requirements

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