- Fidelity Investments (Merrimack, NH)
- …field (finance, general business or economics) preferred5-10+ years experience in financial services industry, with relevant compliance, regulatory or other related ... skills and the ability to collaborate and present with more senior compliance and investment personnelExperience working with analysis/reporting tools such as… more
- Merck & Co. (Rahway, NJ)
- …producers, pet owners and society.Our Finance team acts as a trusted advisor and consultant to business management on strategies and operational decisions providing ... financial perspectives into overall strategic and tactical decision making.... forecasts for both spend and savings realization to senior leadership Review and report monthly actuals for restructuring… more
- Daiichi Sankyo, Inc. (Bernards, NJ)
- …areas centered around rare diseases and immune disorders.Responsibilities Acts as legal advisor for at least one key and/or a combination of Global Corporate ... of the role. Global Human Resources (including Benefits) Acts as the legal advisor for Human Resources groups within DSI and global legal entities, managing other… more
- Daiichi Sankyo, Inc. (Bernards, NJ)
- …for developing and continually growing strong relationships with DS internal senior stakeholders to assess, develop, implement and drive execution of Strategic ... procurement technology and knowledge management tools. Closely partners with senior Business stakeholders to design optimal processes and sourcing solutions… more
- Huntington National Bank (Elm Grove, WI)
- …drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely ... Description Summary: The Huntington Financial Advisors group seeks professionals with the passion...staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.Duties &… more
- Huntington National Bank (Toledo, OH)
- …drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely ... Description Summary: The Huntington Financial Advisors group seeks professionals with the passion...staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.Duties &… more
- CIBC (Dundas, MN)
- …creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll ... have, or are willing to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute… more
- Citizens (Rochester Hills, MI)
- …income, debts and other liabilities, cash flow and tax status. The Private Client Senior Financial Advisor will establish links with mortgage loan officers ... bankers but will work independently of branch referrals. The Private Client Senior Financial Advisor compares and evaluates possible investment options and… more
- T. Rowe Price (Owings Mills, MD)
- …join us and grow your career with us. Role Summary As aT Rowe Price Senior Financial Advisor , you will develop relationships with our high-net-worth clients ... detailed guidance and advice to help them achieve their financial goals. You will perform a thorough analysis of...You will perform a thorough analysis of each client's financial situation using a consultative approach specifically aimed at… more
- CIBC (Country Club, MO)
- …creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll ... and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to… more
- First Horizon Bank (Dallas, TX)
- …culture, then you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and ... valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial...the tools and proven methods that will lead to Advisor and Client success. If you are ready to… more
- Vanguard (Dallas, TX)
- About the Role: Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and ... asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance. Key Responsibilities: + Client… more
- Censeo Consulting Group (Washington, DC)
- Senior Financial Management Advisor - Department of State The Position: We are looking for eager, driven candidates with experience in people management, ... solutions for our Federal clients at the Department of State. The Senior Financial Management Advisor will provide comprehensive financial management… more
- SAP (Newtown Square, PA)
- …and a variety of benefit options for you to choose from. **Solution Advisor Senior Specialist, Financial Services** **Location: Open to candidates ... technologies. That's where YOU come in. As the Solution Advisor (SA), you will be the go-to person for...the solution component of the **finance** sales cycles in financial services and/or regulated industries. + Conduct discovery sessions… more
- SAP (Newport Beach, CA)
- …and a variety of benefit options for you to choose from. **Solution Advisor Senior Specialist, Financial Business Processes (West)** **Location: Los ... Angeles, CA** **What you'll do:** As the Solution Advisor (SA), you will be the go-to person for any solution or product questions within the sales team. You will… more
- Edward Jones (St. Louis, MO)
- …such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working ... am to 5:00pm locally. **Key Responsibilities:** + Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants while preserving… more
- Vanguard (Dallas, TX)
- Vanguard Personal Advisor Select(R) advisors are responsible for establishing , growing, and maintaining trusting, long-term advised relationships. They partner with ... investors who need help planning their financial goals and are seeking disciplined investing approaches, tax...organization, and everyone shares accountability for our progress-from our senior leaders who lay the foundation and set the… more
- Broadview FCU (Albany, NY)
- …you have come to the right place! Summary of Role: To provide financial services to members of affiliated credit unions and/or outside clientele. Responsible for ... Management group for Broadview. Essential Job Functions/Responsibilities: + Provide financial planning and related products/services to members/clients from the… more
- M&T Bank (Williamsport, PA)
- **Overview:** Provides advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance ... + Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios,… more
- Edward Jones (Dallas, TX)
- …Strategist are part of the durable, client-facing team that works closely with the Financial Advisor , Senior and Associate Planners and other members of ... planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If...**What You Will Do:** The Edward Jones Generations - Senior Portfolio Strategist is an investment specialist who brings… more
