- City National Bank (Chatsworth, CA)
- ** FINANCIAL ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- Huntington National Bank (Fenton, MI)
- …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
- Geisinger (Danville, PA)
- Job Summary The Financial Improvement Advisor Senior will provide strategic and operational financial support for assigned business cases and/or ... This includes elements of project management, finance system proficiency, and financial modeling. This role provides financial management leadership to… 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
- Wells Fargo (Steamboat Springs, CO)
- **About this role:** Wells Fargo is seeking a Senior Financial Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. Working as a ... Financial Advisor in the affluent partnership, you...Financial Advisor in the affluent partnership, you will be working...experience, training, military experience, education + 2+ years of financial advisor experience or 1+ year of… more
- Vanguard (Dallas, TX)
- …into a world of opportunity At Vanguard, clients are our most important asset. As a Senior Financial Advisor , you will be tasked with looking out for our ... given a chance to succeed - and that starts with you. As a Senior CFP Financial Advisor , you'll develop tailored strategies that will help our clients… more
- Southern California Edison (Rosemead, CA)
- Job Description Join the Clean Energy Revolution! Become a Financial IT Operations, Senior Advisor at Southern California Edison (SCE) and build a better ... realization and present results to organization regularly and to senior management. + Responsible for developing, maintaining, and enforcing governance… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …**Description** The Office of Financial Aid is in search of a Senior Financial Aid Advisor to join their team. JOB DESCRIPTION: + Awards federal, ... state, institutional and private sources of financial aid to students within appropriate guidelines and regulations....reviews cases for all schools. + Serves as a senior file review specialist and processes quality assurance reviews.… more
- New York State Civil Service (New York, NY)
- NY HELP No Agency Empire State Development, NYS Title Senior Advisor Financial Strategies Occupational Category Other Professional Careers Salary Grade NS ... principles related to economics and finance, expertise in municipal debt and financial derivatives. Duties Description *Applicants MUST submit a cover letter with… more
- Environmental Protection Agency (Washington, DC)
- …performing continual analysis on the OIG's financial position and serving as a senior advisor to the OIG leadership on tactical and strategic budget matters. ... will perform the following duties: Plan and manage the financial resources of the OIG; Lead the development of...of all allocated federal funds. Serve as an expert advisor and is responsible for the proper and economic… more
- M&T Bank (York, 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
- Kestra Financial (Avon, CT)
- Working within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the ... financial planning continuum. -ability to lead certain firm client relationships -no production requirements or expectations -strong work ethic required and the… more
- Camping World (Lincolnshire, IL)
- …partners for forecast, reporting, and variance deliverables. . Be a business and financial advisor to senior management team with frequent interaction. ... Camping World is hiring a Senior Analyst, FP&A to be based out of our Chicago/ Lincolnshire offices. This is a unique opportunity to be a have an impact and support… more
- BlueCross BlueShield of North Carolina (NC)
- …analytical, and hardworking professional to join its Corporate Development team as a Senior Strategic Advisor , Financial Monitoring and Analysis. In this ... on the key drivers of performance and to identify optimization opportunities. The Senior Strategic Advisor will collaborate with multiple teams across the… more
- SAP (Lake Mary, FL)
- …of benefit options for you to choose from. **What Youll Do** The Industry Advisor is a critical role supporting our North America Financial Services (Banking ... and engage with our customers to secure revenue. The Industry Executive Advisor provides industry perspective, strategic solution advice, and thought leadership to… more
- Prime Therapeutics (Columbus, OH)
- …a liaison between senior leadership and Finance. This position acts as a key financial advisor to senior leaders, and is also responsible for ensuring ... software + Excellent communication skills with experience presenting detailed financial information to senior leaders + Ability to adapt to a dynamic, growing… more
- Federal Reserve System (Chicago, IL)
- …system. As part of a multidisciplinary and collaborative team of professionals, the Senior Policy Advisor will conduct applied research on policy issues ... Bank of Chicago The Federal Reserve Bank of Chicago's Financial Markets Group is focused on advancing financial...financial stability. + Advise Reserve Bank President, other senior Bank leaders, and other policymakers on matters related… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …The collective team includes over 300 employees operating from multiple offices. As the Senior Advisor Associate, you will provide support for Lead and Service ... Advisors, including financial modeling, analysis, and research, as well as client...follow-up actions. + Gather and input data into clients' financial plans. + Prepare recommendations, analyses, and reports for… more
- Bank of America (Atlanta, GA)
- …to support the coordination of all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, ... time sensitive updates + Execute on team service model + Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the… more
- Bank of America (Southampton, NY)
- …client relationship process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in ... (EGP) Relationship Manager** role is a position on the Financial Advisor Team which operates in a...position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and… more