- PNC (Cincinnati, OH)
- …respected, valued and have an opportunity to contribute to the company's success. As an Investment Advisor Sr . within PNC's Planned Giving group of the ... organization, you will be based within the PNC footprint. The Planned Giving Investment Advisor (PGIA) will manage a book of business comprised of a broad… more
- PNC (Charlotte, NC)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor Sr . within PNC's Asset Management Private Bank organization, ... STEM OPT for this position. Job Description Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of… more
- Columbia Bank (Eugene, OR)
- …required. 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor Representative, or wealth ... Senior Wealth Advisor Wealth Management Irvine,...level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and… more
- HUB International (Eugene, OR)
- …the senior leader of that function Solid familiarity with investment advisor business activities Experience developing, monitoring, and enforcing appropriate ... is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief… more
- BASF (Durham, NC)
- Now hiring! Sr . Agronomic Solutions Advisor I - Central Nebraska (Field) We are looking for an Agronomic Sales Advisor to join our Agricultural Solutions ... on seed, crop protection, seed treatments with assigned retailers on seed. As a Sr . Agronomic Solutions Advisor I - Central Nebraska (Field), you create… more
- PNC (Cleveland, OH)
- …have an opportunity to contribute to the company's success. As an Estate Settlement Advisor Senior within the PNC Private Bank organization, you will be based ... Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition , Risk Assessments Competencies Account Management, Accuracy and Attention to… more
- Principal Financial Group (Charlotte, NC)
- …and presentation skills. If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) Investment Code of Ethics For Principal Asset… more
- Guardian Life (St. Paul, MN)
- …laws (inclusive of NAIC). 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...part of a collaborative Compliance Legal Team? As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue… more
- Guardian Life (Bethlehem, PA)
- …laws (inclusive of NAIC). 3-5 years of broker-dealer and registered investment advisor compliance experience, experience at an insurance-affiliated broker/dealer ... supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.… more
- Bank of America (Columbus, OH)
- Sr . Relationship Manager - Global Commercial Banking - Healthcare, Education, Not-for-Profit - Chicago/Cleveland/Columbus/Cincinnati/Pittsburgh/Indianapolis Chicago, ... must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/ Sr -Relationship-Manager Global-Commercial-Banking Healthcare--Education--Not-for-Profit Chicago-_24049347-1) Job Description: At Bank of… more
- Bank of America (Boston, MA)
- Sr . Relationship Manager - Global Commercial Banking - Restaurant Group (Boston/Dallas/Chicago/Los Angeles/Richmond/Scottsdale) Boston, Massachusetts;Chicago, ... least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/ Sr -Relationship-Manager Global-Commercial-Banking Restaurant-Group--Boston-Dallas-Chicago-Los-Angeles-Richmond-Scottsdale-_25045277-1) Job Description: At… more
- Oracle (Harrisburg, PA)
- …interpretation of the financial results for Oracle's Lines of Business, acting as a trusted advisor to the LOB senior management team What's needed to be a part ... Job Description Sr . Assistant Controller, North America Revenue Controller When...internal controls, and audits Strong knowledge of ASC606 revenue recognition Experience in reviewing ordering documents/contracts. Advanced MS Excel… more
- Charles Schwab (Phoenix, AZ)
- …candidate for this role to work on site in the specified location. As a Sr . Specialist, Service Associate in our Centralized Service & Operations group, you will be ... set you on the path to becoming a Wealth Advisor , this could be the opportunity for you. We...the ability to contribute to the Schwab Wealth Advisory Investment strategy. What you have Required Qualifications: Undergraduate degree… more
- BD (Becton, Dickinson and Company) (Durham, NC)
- …enabling innovation across our global portfolio. You will serve as a trusted advisor to senior R&D leaders and cross-functional teams, delivering insightful ... us. We are seeking a dynamic and strategically minded Senior Finance Manager, R&D and Innovation to support our...financial performance. By supporting robust business cases and guiding investment decisions, you will play a pivotal role in… more
- Oracle (Boston, MA)
- …and incremental revenue growth within the assigned customer account portfolio. The senior Customer Success Manager portfolio includes clients with varying needs and ... ensure they remain successful by realizing the full value of their investment with us to ensure customers continue/replenish/renews contract with Oracle. Responsible… more
- Oracle (St. Paul, MN)
- …and helping build a culture where high-performing teams thrive. Reporting to the Senior HR Director, this role will have the opportunity to influence the future ... HR within one of Oracle's fastest-growing businesses. As a Senior HR Business Partner in OCI, you will drive...#LI-VC7 Responsibilities P RESPONSIBILITIES: Serve as a trusted strategic advisor to the executive leadership team by developing strong,… more
- Oracle (Boston, MA)
- …Consultants and Sales Leadership. This individual contributor role, as a Customer Success (CS) Senior Advisor , brings 10+ years of experience as a successful ... an IC3 that has developed equivalent expertise. A CS Senior Advisor leverages their experience to support...Accounts Pre-tax commuter and parking benefits 401(k) Savings and Investment Plan with company match Paid time off: Flexible… more
- Huntington National Bank (Byron Center, MI)
- Description Summary The HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial ... objectives for all assigned branches and/or book of business. Provide investment /insurance solutions to customers based on a comprehensive financial planning… more
- US Bank (Scottsdale, AZ)
- …high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a ... talent for driving business Extensive knowledge of US Bancorp Banking, Trust, and Investment products and services Ability to partner with colleagues to identify and… more
- Huntington National Bank (Temperance, MI)
- …incorporates all assets, goals, time horizon and risk tolerance. Provide investment /insurance solutions to customers based on a comprehensive financial planning ... as assigned. Basic Qualifications: High School Diploma Minimum of 1 year of investment sales experience Series 7, 63, 65/66 and Life and Health Licenses Preferred… more
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