UNKNOWN

FEED

Strong domain understanding across one of more of WM and Financial Advisor Value chain process such as- Client onboarding, Relationship 360-degree summary view, Goal based planning, Goal monitoring, Trade order management, Trade execution, Post Trade processing, Accounting, Reconciliation, Corporate actions processing, Performance measurement and Client reporting. Additional specialization in areas such as equities, fixed income, derivatives, mutual funds, private banking, hedge funds, private equity fund accounting, SMA's, pension funds etc.

Zensar Technologies is a technology partner of choice for global organizations looking to strategically transform, grow, and lead in today’s challenging business environment.

Backed by a strong track-record of innovation, over 8000 associates and footprint in 29 global locations, Zensar’s comprehensive range of software services and solutions enable its 400+ forward-looking customers to cross new thresholds of business performance.

The Company owing to its growth in recent times has moved up the NASSCOM listing of Software Service Companies in India to #13 this year. This is reiterated in the Porter’s Prize for Best Strategic Management in the Information, Media and Telecom Industries that has been bestowed upon the Company. A noted publication, Dataquest in its Top 200 listing has rated Zensar 20 notches higher this year, given its performance.

Zensar operates in the US, Europe, Africa, Middle East, Singapore and Australia regions and has delivery centers in India (Pune, Hyderabad and Bangalore), China,UK, Amsterdam and US (Westborough).

Zensar is the world's first enterprise-wide SEI CMM Level 5 Company.

The Company has a services portfolio that ranges from the traditional to the transformational - across service lines of Management Consulting, Business Application Services, Enterprise Solutions, Enterprise Collaboration Services, Testing and Assurance Services, BPM and Infrastructure Management Services. Zensar’s experience across industries of Retail, Manufacturing, Insurance, Banking, Healthcare and others translate into a differentiated value proposition and faster time-to-market for clients. Our capability in infrastructure-oriented services ranges from remote infrastructure management to end user computing to data centre services and security and compliance. Zensar is now leading the way in powering next-generation enterprises with its cloud, mobility and social media solutions.

The Company has been recognized for its exceptional service capabilities and industry-leading solutions, and has bagged prestigious awards in areas such as R&D, people practices, CSR programs and sustainability initiatives. Zensar's Corporate Social Responsibility programs focus on creating sustainable development and livelihood for local communities.

At Zensar, we see Innovation as a clear differentiator. Innovation, along with focus on deep, long-lasting client relationships and strong domain expertise, drives every facet of our day-to-day operation. For our clients, it translates into strategic business value and for us, into consistent financial performance – Zensar clocked 25.3 percent average revenue growth over the last five years.

We believe in leveraging the power of innovation to seize new opportunities. So, employees are encouraged to challenge opinions and ideas, and to push the boundaries of what is possible. Different perspectives that arise out of Zensar’s world culture - entailing diversity of gender, region, nationality, background, or education - blend to transform every vision into reality. Our Global Delivery Model, defined by robust service capabilities and the ability to source best talent from across the world, is backed by 24X7X365 support. The result: Superior value for clients.

Zensar Technologies

Wealth Management Architect

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Basic Qualifications - Bachelor's degree, or equivalent work experience, OR - Five or more years of relevant experience Preferred Skills/Experience - Excellent verbal, written and interpersonal communication skills - Proven customer service and problem resolution skills - Proficient computer navigation skills using a variety of software packages including Microsoft Office applications - Considerable knowledge of departmental and bank products and services - Sufficient understanding of departmental procedures and systems to operate with very limited supervision. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

HOUR

U.S. Bank

Private Wealth Management Associate

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. Bernstein Private Wealth Summer Interns are client service-minded individuals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, support the growth of our Private Wealth Management Platform.

AllianceBernstein LP

Private Wealth Summer Intern

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Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Bank of America

Merrill Advisor Development Program- Financial Advisor: Volunteer State Market

This role is within the Financial Wellness business and will focus on providing education and guidance to employees of corporate clients in 1:1 and group settings across a broad range of financial topics, including but not limited to; budgeting, near and long term savings strategies, retirement plan contributions, creating financial roadmaps and building portfolios to align with specific client needs. To be successful in this role, candidates must have a strong understanding of various financial topics with the ability to engage participants virtually, strong presentation skills, dive deep into specific areas and deliver clear and concise guidance to employees.

UBS Group AG

Global Wealth Management

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This role partners with executive leadership, business stakeholders, product management, engineering teams, and risk organizations to optimize technology investments, reduce complexity and technical debt, improve technology resiliency, and enable scalable business growth. This role is accountable for translating business strategy into technology capabilities, architecture roadmaps, investment priorities, and modernization initiatives that support growth, client experience, regulatory compliance, operational resiliency, and long-term business value.

Synovus Bank

Wealth Management & Trust Domain Enterprise Architect

Administers assigned accounts and works with portfolio managers to ensure that asset allocations and the frequency of review meetings are appropriate for major client relationships. Works with other bankers and professionals, in the legal and accounting fields, to develop new trust and investment management clients.

Simmons Bank

Senior Private Wealth Strategist

YEAR

The ideal candidate will have good understanding of broker/dealer operations and financial services products, including but not limited to equities, bonds, mutual funds, annuities, insurance, and managed accounts. This successful candidate will have excellent customer service and problem solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Kestra Financial Independent Advisor

Client Services Associate (CSA), Highland Rim Wealth Management

Workable

Client Services Associate (Csa), Highland RIM Wealth Management

In this role, you'll take on a broader leadership footprint by training, mentoring, and supervising Tax Consultants and Tax Seniors; serving as a key client contact on engagements; and contributing to billing, profitability, and engagement management activities. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

Deloitte

Tax Manager - Private Wealth

Responsibilities:Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategiesUnderstands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutionsShadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growthLeverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracyParticipates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisorBuilds relationships with internal service providers based on client needs and asset thresholdsManages risk proactively in every aspect of business, product, and service transaction leveraging available toolsThe Advisor Development Program (ADP) Journey:During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank.

Bank of America Corp

Merrill Financial Solutions Advisor (Partially Licensed) - Blue Ridge Market

Preferred Skills/Experience - Thorough knowledge of securities industry - Proficient leadership and interpersonal skills - Strong organizational, analytical, decision-making and problem-solving skills - Effective presentation, verbal and written communication skills. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Associate Wealth Market Leader: TN

Through our partnership with Raymond James Financial Services , our Financial Advisors have access to a respected wealth management platform, sophisticated investment solutions, advanced technology, and the support of a community-focused bank. For nearly two decades, SmartBank has been helping clients achieve their financial goals across Tennessee, Alabama, and Florida by living our core values: Act with Integrity, Be Enthusiastic, Create Positivity, Demonstrate Accountability, and Embrace Change.

SmartBank

Financial Advisor

Whether partnering with local schools to teach the next generation hands-on financial life lessons through School Bank, exploring diverse career paths through our Banker Academy Program, or investing in yourself through our Employee Stock Purchase program, you’ll find opportunities tailored to your interests and ambitions while working for WBT. In this role, you’ll build relationships that begin in our offices and deepen over decades, partnering with our Retail and Lending teams to identify needs and seamlessly facilitate their referrals when customers require investment solutions beyond a bank’s traditional capabilities.

Wilson Bank & Trust

FULL_TIME

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

<h1>Who We Are</h1>
 What we believe. 
 We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities. 
 These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
 
 
 We’re known for our financial strength. 
 That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities. 
 
 We care.
 We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about. 
 

<h1>Why Work Here</h1>
 We’re strong and growing. 
 In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
 
 
 We invest in our people. 
 We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
 
 Be part of building our future.
 We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee. 
 
 Enjoy Milwaukee. 
 Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots. 
 
 <h1>Our Culture</h1>
 We are always evolving. 
 At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
 
 
 We do what’s right. 
 Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work. 
 
 We recognize and develop possibilities in our people.
 Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective. 
 
 Diversity makes us better. 
 We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Northwestern Mutual

[AW]-iCims

We are actively seeking motivated, relationship-driven individuals for a variety of Financial Advisor roles ranging from entry-level advisor development programs to experienced advisor and wealth management positions. Executive Scouting is partnering with multiple financial firms across the Memphis area and beyond to connect top talent with the right opportunities.

Executive Scouting

Through our partnership with Raymond James Financial Services, our Financial Advisors have access to a respected wealth management platform, sophisticated investment solutions, advanced technology, and the support of a community-focused bank. For nearly two decades, SmartBank has been helping clients achieve their financial goals across Tennessee, Alabama, and Florida by living our core values: Act with Integrity, Be Enthusiastic, Create Positivity, Demonstrate Accountability, and Embrace Change.

Smartfinancial Inc

You will help individuals and families understand their options, plan for retirement, and build long-term wealth, working alongside experienced senior advisors who are invested in your success. If you have about 2 years of experience working with clients and want a direct hire role with mentorship, support, and room to grow, this position is built for you.

FourPoint People

Job Purpose: This position is responsible for scheduling appointments for members, Associate Financial Professional, Financial Service Representatives, and/or Lead Financial Professional, marketing the Wealth Management Solutions program to Credit Union employees and members, as well as performing administrative functions in support of the Wealth Management Solutions program. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when "life happens," you can focus on what's most important.

TruStage Financial Group Inc

Financial Advisor Coordinator - Southeast Financial (On-Site)

15+ Years of fiduciary experience with a focus on business development and relationship management General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Proactively engage with clients to deliver all non-investment and banking aspects to meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, risk solutions, and family governance solutions.3.

Wealth Advisor Jobs in Tennessee

Wealth Management Architect Zensar Technologies

Private Wealth Management Associate U.S. Bank

Private Wealth Summer Intern AllianceBernstein LP

Merrill Advisor Development Program- Financial Advisor: Volunteer State Market Bank of America

Global Wealth Management UBS Group AG

Wealth Management & Trust Domain Enterprise Architect Synovus Bank

Senior Private Wealth Strategist Simmons Bank

Client Services Associate (CSA), Highland Rim Wealth Management Kestra Financial Independent Advisor

Client Services Associate (Csa), Highland RIM Wealth Management Kestra Financial Independent Advisor

Tax Manager - Private Wealth Deloitte

Merrill Financial Solutions Advisor (Partially Licensed) - Blue Ridge Market Bank of America Corp

Associate Wealth Market Leader: TN U.S. Bank

Financial Advisor SmartBank

Financial Advisor Wilson Bank & Trust

Financial Advisor Northwestern Mutual

Financial Advisor Executive Scouting

Financial Advisor Smartfinancial Inc

Financial Advisor FourPoint People

Financial Advisor Coordinator - Southeast Financial (On-Site) TruStage Financial Group Inc

Senior Trust Advisor Truist Bank

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