Financial Advisor Salary at Bits And Pieces BETA

POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile * Confirm authorization and authenticate client when proc

What You'll Be Doing The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. What We're Looking For * Support the daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities, maintaining current and accurate client information. * If registered with FINRA, accept, enter and confirm all types of solicited and unsolicited trade orders from clients or as directed by a Financial Advisor or other registered employee * Develop and preserve client relationships by responding to all client inquiries and anticipating client needs; pro

Job Description Job Description Uptown Rental Properties is a leading real estate development and property management company that specializes in creating exceptional residential, commercial, and mixed-use properties. We are currently seeking a detail-oriented and motivated Financial Analyst to join our team. In this role, you will provide critical financial insights and analysis to support strategic decision-making across our real estate portfolio. This is an exciting opportunity for a results-driven professional looking to contribute to the success of a thriving company in the real estate sector. Benefits: Paid Training Complimentary parking Employee Appreciation Events Paid Holidays Paid Time Off & Sick Days Profit Sharing Employee Resource Program Company sponsored teams: bowling, golf, volleyball 401(k) w/ company match Medical, vision, dental, disability and life insurance Fun at work! Key Responsibilities: Financial Analysis: Conduct in-depth financial modeling, forecasting, and

The Administrative Assistant I performs a variety of administrative functions in support of the Financial Advisor and Associate and works to facilitate the smooth operation of the day-to-day department activities. What We're Looking For Greet visitor Administrative Assistant, Administrative, Assistant

Client Care Specialist Retirement Corporation of America - Cincinnati, OH Retirement Corporation of America has always had one objective - to provide complete financial care for the individual investor throughout their lifetime. To fulfill this objective, RCA has organized itself around four cornerstones which form the foundation of our relationship with each client. We are looking for an enthusiastic individual passionate about client service to join our Cincinnati, OH team as a Client Care Specialist. Day-to-day responsibilities include managing client service inquiries and supporting firm-wide operational tasks to provide an elevated experience and high level of service to our clients. We are searching for someone with a positive, upbeat attitude with strong interpersonal, communication and organizational skills, who can help us exceed our clients' expectations. Responsibilities: 1. Account Opening & Servicing Oversee the account opening process for new clients, including preparatio

About the job Financial Analyst Financial Analyst needs 2+ years of experience in Finance, Accounting or related field Financial Analyst requires: 2+ years of experience in Finance, Accounting or related field Strong analytical and problem-solving skills Advanced knowledge of Microsoft Word and Excel Ability to work in both team and individual environments Strong customer service and communication skills, both oral and written Understand and adheres to a high level of confidentiality and integrity Ability to quickly grasp and retain information and concepts Ability to multitask and prioritize handling of issues Ability to identify problems and take initiative to recommend solutions to Manager and implement changes Experience in customer service or insurance related role/processes Preferred; Knowledge of vision and /or insurance benefits Understands third party benefits and administration Ability to promote integrity and a strong work ethic Knowledgeable in continuous improvement method

Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. Th

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. Job Overview Position Schedule: Branch Support - BOA Branch Address: 4680 Parkway Dr Suite 425, Mason, OH If you find yourself looking for a fulfilling career, the Branch Office