- Truist (Atlanta, GA)
- …1st shift (United States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going ... the development and retention of long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to… more
- BMO Financial Group (Minneapolis, MN)
- …issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions ... Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. + Focus is primarily on...is preferred. + Broad knowledge of all facets of wealth management. + In-depth knowledge of Bank products, services… more
- Truist (Mclean, VA)
- …job description:** Provides client and advisor support to a team of Wealth , Legal Specialty or Medical Specialty Group advisors managing a portfolio of ... high net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...serve as the local point of contact for the Wealth Region Support Leader and/or Wealth Division… more
- S&P Global (New York, NY)
- …use):** 12 **Director, Global Sanctions & Financial Crimes Compliance Program Advisor ** **About the Role:** **Responsibilities and Impact:** **The Impact:** + The ... Director, Global Sanctions & Financial Crimes Compliance Program Advisor will report to and work directly with the...and regulations. + This role requires a combination of legal and technical knowledge, analysis, knowledge of businesses, project… more