- UMB Bank (Frankfort, KY)
- ** 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
- ADP (Louisville, KY)
- …types of investments in each retirement plan and be a conduit for advisor and client questions. + Proactively discuss products and services, and plan design ... ADP's value proposition within a continuous learning environment; The Advisor Client Service Specialist is responsible for...and advisors and is the direct service contact for retirement plan services. The Advisor Service Representative… more
- JPMorgan Chase (Louisville, KY)
- …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
- Bank of America (Louisville, KY)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Advisor Development Program - Financial Solutions Advisor...world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment… more
- PNC (Louisville, KY)
- …and have an opportunity to contribute to the company's success. As a Retirement Plan Advisor within PNC's Institutional Asset Management organization, you will ... in accordance with investment objectives that have been developed with the client . + Responsible for delivering the PNC investment experience to clients, providing… more
- Edward Jones (Elizabethtown, KY)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...clients to help them achieve their long-term financial goals: retirement , building wealth, estate strategies, funding education and more.… more
- Bank of America (Louisville, KY)
- 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
- US Bank (Louisville, KY)
- …capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening ... client relationships. The PWA uses familiarity with ...A passion for problem-solving and acting as a strategic advisor - Ability to make critical decisions independently and… more
- Bank of America (Louisville, KY)
- Financial Solutions Advisor - Louisville Market New Albany, Indiana;Jeffersonville, Indiana; Louisville, Kentucky; Louisville, Kentucky; Louisville, Kentucky **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-Albany/Financial-Solutions- Advisor Louisville-Market\_25046042) **Job Description:** At Bank of America, we… more
- PNC (Louisville, KY)
- …and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating ... helping our advisors build their future. As a Financial Advisor within PNC Wealth Management, you will be based...an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales… more
- Oracle (Frankfort, KY)
- …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 Group (Frankfort, KY)
- …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
- Oracle (Frankfort, KY)
- …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
- Oracle (Frankfort, KY)
- …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
- Bank of America (Louisville, KY)
- …strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on ... develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial… more
- ADP (Louisville, KY)
- …for developing and maintaining effective relationships with ADP clients and is the direct client contact for retirement plan services. The Client Service ... client retention.. Act as the primary contact for retirement plans regarding day to day record keeping matters...Alerts management and other appropriate parties (ie. legal, financial advisor , alliance manger, other ADP business units, etc.) of… more
- Oracle (Frankfort, KY)
- **Job Description** Are you motivated by building strong client relationships and solving complex challenges? Join Oracle Health as an Oracle Health Senior Support ... Do: + Serve as the primary contact and trusted advisor for all change and incident management at a...for all change and incident management at a key client site, building relationships grounded in transparency and trust.… more
- Oracle (Frankfort, KY)
- **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
- Oracle (Frankfort, KY)
- …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
- ADP (Louisville, KY)
- …strengthens the connection with clients through service and consultation. Acts as the Retirement Services subject matter expert for the client and provides ... client satisfaction and retention. Works directly with the client or advisor and internal teams to...client relationships at all levels to ensure ADP Retirement Services is successfully helping clients achieve their business… more