- UMB Bank (Raleigh, NC)
- ** RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a ... unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully… more
- JPMorgan Chase (Raleigh, NC)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Edward Jones (Raleigh, NC)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... relationships. It's our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide every possible resource to help you succeed. A… more
- Bank of America (Raleigh, NC)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- Bank of America (Raleigh, NC)
- Financial Solutions Advisor II - Raleigh/Durham Market Raleigh, North Carolina;Chapel Hill, North Carolina; Raleigh, North Carolina; Holly Springs, North Carolina; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Raleigh/Financial-Solutions- Advisor -II Raleigh-Durham-Market\_25045053-1) **Job Description:** At Bank of America, we… more
- Oracle (Raleigh, NC)
- …as C or C+Bonus: Experience in a Chief Architect or Technical Advisor role in a fast-paced, matrixed organizations **Responsibilities** 1. Technical Expertise ... prioritization, project planning, and follow-through. 4. Leadership & Soft Skills Trusted advisor to senior tech leaders. Able to mentor engineers and drive… more
- UNUM (Raleigh, NC)
- …provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring ... Minimum starting hourly rate is $22.00 The Customer Benefit Advisor (CBA) I is the entry level in a...performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5%… more
- H&R Block (Raleigh, NC)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and… more
- Oracle (Raleigh, NC)
- …Solution Architects, Delivery teams, and Sales Leadership. The Customer Success Advisor leverages their consulting and implementation experience to support a wide ... to 25%. **Responsibilities** Please see above. Disclaimer: Certain US customer or client -facing roles may be required to comply with applicable requirements, such as… more
- Oracle (Raleigh, NC)
- …Responsibilities: . Customer Advocacy & Executive Engagement o Serve as a trusted advisor to CISOs and other security executives in all industry sectors across ... strategic leadership with technical depth Disclaimer: **Certain US customer or client -facing roles may be required to comply with applicable requirements, such… more
- H&R Block (Raleigh, NC)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
- H&R Block (Cary, NC)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... you'll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. You'll… more
- Oracle (Raleigh, NC)
- …and specialist knowledge in applying the technology/application to client business. Facilitation of customer product/application understanding through presentations ... Develop and manage reference sites through high quality technical, professional client relationships. Disclaimer: **Certain US customer or client -facing roles… more
- Oracle (Raleigh, NC)
- …identify new stakeholders and expansion opportunities. + Act as a strategic advisor , addressing client needs, resolving issues, and identifying opportunities to ... for identifying, developing, and closing complex, large-scale engagements by aligning client needs with integrated research, consulting, and data solutions. The… more
- Oracle (Raleigh, NC)
- **Job Description** **Sr. SaaS Consulting Client Partner, Manufacturing** **Location, Remote/US Nationwide/Travel** Oracle's mission is to help people see data in ... their unique skills, energy, and creativity to help us continuously deliver extraordinary client experiences. As a Sr. Client Partner, you will be responsible… more
- Kestra Financial (Raleigh, NC)
- …customer service, attention to detail, and time management skills * Supports Financial Advisor /Senior Client Service Associate of a large book of business ... The Client Service Coordinator is critical to providing superior...environment is not fast paced, but steady and pleasant. We offer competitive pay, time off, and a retirement … more
- Edward Jones (Raleigh, NC)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... them coming a mile away. You and your financial advisor are essential in working together to help your...clients. Our BOAs are a valued part of the client support team, and we credit much of our… more
- Bank of America (Raleigh, NC)
- …must determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance ... in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and… more
- Concentrix (Raleigh, NC)
- …build new client relationships of trust and become a trusted advisor . - Excellent problem-solving and conflict-resolution abilities. - Ability to analyze data ... as a result. - Proactively generates and builds new client relationships from qualification to close. - Demonstrates a...practices and disciplines of the company. Acts as an advisor and coach internally to develop win strategy through… more
- Oracle (Raleigh, NC)
- … client , at their location, serving as trusted technical advisor .high quality, integrated solutions within constraints of time and budget. **Responsibilities** ... to help us continuously innovate how we deliver world-class client experiences on cloud applications projects. _At Oracle Consulting,...The tech lead is expected to perform as an advisor to the customer, provide guidance and direction, and… more