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Financial Advisor
City National Bank - Walnut Creek, CA
FINANCIAL ADVISOR WHAT IS THE OPPORTUNITY? Less experienced Financial Advisors (FA) will work in tandem with an assigned Senior Financial Advisor (SFA) to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client servic...
Financial Advisor
City National Bank - SF, CA
FINANCIAL ADVISOR WHAT IS THE OPPORTUNITY? Less experienced Financial Advisors (FA) will work in tandem with an assigned Senior Financial Advisor (SFA) to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client servic...
Financial Advisor Senior
City National Bank - Los Angeles, CA
FINANCIAL ADVISOR SENIOR WHAT IS THE OPPORTUNITY? 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 provi...
Financial Advisor Senior
City National Bank - Beverly Hills, CA
FINANCIAL ADVISOR SENIOR WHAT IS THE OPPORTUNITY? 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 provi...
Financial Advisor Associate
Stifel - Sarasota, FL
The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will assist in prospecting new clients to grow the business and should remain current on industry trends. What We're Looking For Engage with clients and prospects to identify their financia...
Financial Advisor Senior
City National Bank - Beverly Hills, CA
FINANCIAL ADVISOR SENIOR WHAT IS THE OPPORTUNITY? 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 provi...
Financial Advisor Associate-Investments & Portfolio Analyst
Stifel - Denver, CO
The Financial Advisor Associate – Investments & Portfolio Analyst works closely with a Financial Advisor (FA) to deliver comprehensive, client-centric investment solutions while providing analytical support in portfolio construction, monitoring, and financial planning. This role blends relationship management, business development, and execution responsibilities with research-driven analysis...
Branch Manager
Stifel - Spokane, WA
The Branch Manager (BM) supervises the individual Financial Advisor (FA) businesses within their branch and manages all support staff daily. This position is responsible for growing the branch through recruitment, finding new business, and cultivating existing business. This position also performs the duties of a Financial Advisor providing investment services to their clients. ...
Branch Manager
Stifel - Great Falls, MT
The Branch Manager (BM) supervises the individual Financial Advisor (FA) businesses within their branch and manages all support staff daily. This position is responsible for growing the branch through recruitment, finding new business, and cultivating existing business. This position also performs the duties of a Financial Advisor providing investment services to their clients. ...
Investment Consultant (External Wholesaler)
City National Bank - Sacramento, CA
ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly...
Investment Consultant (External Wholesaler)
City National Bank - Austin, TX
ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly...
Investment Consultant (External Wholesaler)
City National Bank - Denver, CO
ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly...
RBC Relationship Manager Sr
City National Bank - Jersey City, NJ
RELATIONSHIP MANAGER SR_RBC Jersey City, NJ WHAT IS THE OPPORTUNITY? Responsible for acquiring and managing small business and personal relationships within an assigned geography, working collaboratively with RBC USWM Financial Advisors, to deliver the full capabilities of City National Bank. This is an in-market role, requiring regular in-...
Securities Lending Trader
Stifel - IVGID, NV
The Securities Lending Trader assists multiple clients, internal and external, including PCG Financial Advisor(s), various internal trading desks, Hedge Funds and Counterparties. The Securities Lending Trader is responsible for the opening, management, and closing of both long and short positions of all types of securities via Reg T margin financing, Repo financing, Securities Lending, Fully...
Trust Operations Associate
Stifel - Greenville, DE
The Trust Operations Associate will process a wide variety of transactions. The Associate must be aware of impacts on customer statements while processing. This role will work with the Trust Company outsourcing partners to initiate requests and resolve issues. What We're Looking For Coordinate and track corporate action elections. Monitoring DDA a...
