Financial Advisor Wachovia Bank jobs

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Financial Advisor Candidate Wachovia Bank Evansville, IN Nov 24
Job Requisition Number : 286677 Hrs/Wk : 40 Job Description : RESPONSIBILITIES: Learn all aspects of being a Financial Advisor in the financial services ... and monitor clients and their assets. Willingness to learn all aspects of being a Financial Advisor, industry and firm products, proper asset allocation and operation... more
Trust Advisor III,Broker Trust Wachovia Bank Wilmington, DE Nov 18
problem resolution and fiduciary administration. Act as the personal trust advisor to the Financial Advisors of Wells Fargo Advisors and their clients on ... Director. Foster strong communication and teambuilding to support Financial Advisor Trust initiative. Participate in strategic projects and other... more
CRM CIB Sr. Assoc./Advisor Wachovia Bank Charlotte, NC Nov 23
dealer consolidation agreements are accurately reflected in Adaptiv prior to the bank consolidation. The Derivative and FX Netting Specialist will also be ... certifications would be an advantage. 5+ years of experience in banking or financial services. Experience negotiating Master Netting and Collateral Agreements... more
CRM Ent Func. Sr Assoc/Advisor Wachovia Bank Mclean, VA Nov 23
cash flow models, enterprise valuations, and comparable projects requiring financial analysis. Analyze a company's financial and operational strengths and ... Be a resource for the department to ensure the portfolio/credits conform to the bank and group credit policies... more
Client Associate Wachovia Bank Chesterton, IN Nov 22
The Client Associate provides assistance to the Financial Advisor by providing account information and quotes, setting up new accounts and securities, ... assist with marketing campaigns. Originates own correspondence on accounts with Financial Advisor approval. The Client Associate establishes and maintains files to... more
Registered Client Associate Wachovia Bank Buffalo, NY Nov 22
The Account Administrator provides assistance to the Financial Advisor by providing account information and quotes, setting up new accounts and ... assist with marketing campaigns. Originates own correspondence on accounts with Financial Advisor approval. The Account Administrator establishes and maintains... more
Trust Assoc III, Broker Trust Wachovia Bank Wilmington, DE Nov 18
to any client or financial advisor issues, try to resolve client and financial advisor requests under the direction of the Trust Advisor. Keep the Trust Advisor ... financial advisors and other fiduciaries. Prepare correspondence to clients and financial advisors for Trust Advisor, as well as perform other limited clerical... more
Senior Registered Client Assoc Wachovia Bank New York, NY Nov 18
Registered Account Administrator provides sales practice support to the Financial Advisor. May solicit orders from clients and cold call potential clients under the ... new accounts, entering order tickets after being approved by the Financial Advisor and processing deliveries and or payments. Performs various administrative... more
Temporary, FS Wachovia Bank Woodland Hills, CA Nov 18
problems, create and produce reports and spreadsheets for Financial Advisor. Assist Financial Advisor or Branch Manager with special projects, as ... accurately with detailed account information to administratively assist Financial Advisor with sales efforts. Must possess strong analytical skills, attention to... more
Temporary Wachovia Bank New Orleans, LA Nov 18
problems, create and produce reports and spreadsheets for Financial Advisor. Assist Financial Advisor or Branch Manager with special projects, as ... accurately with detailed account information to administratively assist Financial Advisor with sales efforts. Must possess strong analytical skills, attention to... more
Corp Mktg Consultant Wachovia Bank St Louis, MO Nov 18
and sales campaigns; support for internal client departments such as Financial Advisor recruiting; tracking, analysis and reporting on trends and program effectiveness/Profit and Loss impact, ensuring programs adhere to compliance/privacy regulations and policies. Presents findings to management. Manages production of materials and... more
WF Non-Eval Other Exempt Wachovia Bank St Louis, MO Nov 18
focus activities on event management to include both client/investor events and Financial Advisor events supporting acquisition strategies. Responsibilities include event creation, management and results reporting. Partnering with other enterprise support groups is critical. MINIMUM REQUIREMENTS: 5-10 years of marketing experience... more
WF Non-Eval Sales Exempt Wachovia Bank Naples, FL Nov 18
of an investment portfolio. Consults with the Relationship Manager, Financial Advisor, Private Banker, Account Administrator (if applicable) and client to develop ... portfolios of at least $2 million or greater. Four year college degree in a related financial discipline (i.e. finance, economics, business mgmt)or equivalent... more
Intern, FS Wachovia Bank Bowling Green, KY Nov 14
through basic telemarketing and mentoring from a highly successful Financial Advisor. The position entails all facets of the brokerage business, including ... responsibilities. Candidate will work closely with an experienced Financial Advisor to complete general administrative duties and special projects, as required. more
Branch Manager Wachovia Bank Naperville, IL Nov 14
to grow the branch. Recruits, coaches, mentors and assists in training Financial Advisors in the branch. Primary point of contact for all compliance, ... associates. Responsible for promoting the firms image in the community. Serves as a Financial Advisor for personal clients. All other duties as assigned. Series 7, 9,... more
Branch Manager (R) Wachovia Bank Las Cruces, NM Nov 14
to grow the branch. Recruits, coaches, mentors and assists in training Financial Advisors in the branch. Primary point of contact for all compliance, ... associates. Responsible for promoting the firms image in the community. Serves as a Financial Advisor for personal clients. All other duties as assigned. Series 7, 9,... more
Registered AcctAdministrator Wachovia Bank Miami, FL Nov 10
Registered Account Administrator provides sales practice support to the Financial Advisor. May solicit orders from clients and cold call potential clients ... building and account maintenance to assist the business activities of the Financial Advisor. The Registered Account Administrator provides knowledge and... more
Registered Sales Asst Wachovia Bank Greenville, SC Nov 10
and new account opening. Help drive revenue generating tasks for Financial Advisor such as inputting financials for client, appointment preparation and administrative tasks. REQUIREMENTS: Series 7, 63, 65 or 66. SC insurance license must be obtained within 90 days of hire. Mon - Fri, 8:00am -... more
Branch Manager, NP Wachovia Bank Oklahoma City, OK Nov 10
to grow the branch. Also recruits, coaches, mentors and assists in training Financial Advisors in the branch. The non producing Branch Manager is the primary ... for promoting the firms image in the community. This person may also serve as a Financial Advisor for a limited number of personal clients, depending on his or her... more
Senior Client Associate Wachovia Bank Chesterfield, MO Nov 24
RESPONSIBILITIES: The Senior Account Administrator provides assistance to the Financial Advisor by providing account information and quotes, sets up new accounts, ... campaigns and may originate their own correspondence on accounts with Financial Advisor approval. This person handles telephone calls, requests for research... more
WF Non-Eval Sales Management Wachovia Bank Charlotte, NC Nov 07
Wealth Management Consultants, PCAs, Private Bankers, Investment Managers, Financial Consultants, Financial Planners and Insurance Specialists as wealth ... and manager in fiduciary, investment and/or planning disciplines; excellent financial and general management acumen * Expertise in oversight of estate planning... more
Trust Associate III, Broker Trust Wachovia Bank Wilmington, DE Nov 17
to any client or financial advisor issues, try to resolve client and financial advisor requests under the direction of the Trust Advisor. Keep the Trust Advisor ... financial advisors and other fiduciaries. Prepare correspondence to clients and financial advisors for Trust Advisor, as well as perform other limited clerical... more
WMG INVESTMENT MANAGER III Wachovia Bank Pittsburgh, PA Oct 19
of an investment portfolio. Consults with the Relationship Manager, Financial Advisor, Private Banker, Account Administrator (if applicable) and client to develop ... portfolios of at least $2 million or greater. Four year college degree in a related financial discipline (ie finance, economics, business mgmt) or equivalent experience... more