- HUB International (Wilmington, MA)
- …the United States, Canada and Puerto Rico. We currently have an opportunity for a ** Commercial Insurance Client Advisor - Management Liability ... insurance company underwriters at the direction of Director. **Specific Responsibilities** ** Client / Prospect** Identifies and advises insurance buyers and /… more
- World Insurance Associates, LLC. (Califon, NJ)
- …retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client ... any client solve any challenge, including traditional commercial lines insurance , high net worth /... "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation… more
- First National Bank of Omaha (Omaha, NE)
- …to change based on business needs. **Summary of the Job:** The Director, Commercial Payments is a senior advisor multi-faceted role responsible for providing ... benefits of a comprehensive solution set, including Treasury Services, Commercial Card/Virtual Card/Integrated Payables, Global Banking and Merchant Services. This… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …as requested + Recommend commercial insurance program designs to the Client Advisor and/or Account Executive after review with senior staff + Assist with ... in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and… more
- HUB International (Columbia, SC)
- …Conducting sales, service, and solicitation of all forms of commercial insurance business + Maximizing growth and client retention through superior customer ... HUB INTERNATIONAL:** HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits broker, providing a broad array of property,… more
- The Cigna Group (Morris Plains, NJ)
- **JOB PROFILE SUMMARY** The Clinical Advisor , Formulary Solutions is responsible for assisting with the strategic formulary development and maintenance of our ... Express Scripts Standard Commercial Formularies as well as Marketplace Formulary consultation. An...and external presentations for account team trainings, consultant and client meetings as needed + Serve as subject matter… more
- KeyBank (Olympia, WA)
- …Olympia, Washington 98506-5099 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors ... + Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery...Hire (required) + FINRA License S66 and Resident State Insurance License Upon Hire (required) or + FINRA License… more
- JPMorgan Chase (Champaign, IL)
- …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
- KeyBank (Brooklyn, OH)
- …- Brooklyn, Ohio 44144-2302 As a Key Investment Services (KIS) professional, the KIS Virtual Client Advisor will be responsible for a book of business of Key ... reviews, offering financial advice, and selling investment products. Additionally, the KIS Virtual Client Advisor will be a valuable partner to KeyBank branch… more
- Umpqua Bank (Portland, OR)
- Private Client Advisor Wealth Management Portland, Oregon Lake Oswego, Oregon **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest ... Heart, Enjoyment, and Relationships. **About the Role:** Our Private Client Advisor will work with the high...a collaborative, team approach. + Working with branch and commercial partners to identify existing clients and new prospects… more
- Umpqua Bank (Walnut Creek, CA)
- Private Client Advisor Wealth Management Walnut Creek, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique ... business. Together for better. **About the Role:** Our Private Client Advisor will work with the high...a collaborative, team approach. + Working with branch and commercial partners to identify existing clients and new prospects… more
- JPMorgan Chase (New York, NY)
- …large annuity manufacturers and mutual fund companies. JPMAM seeks a National Accounts Client Advisor (CA) to provide sales coverage to asset management firms, ... insurance companies and recordkeepers. JPMAM's Subadvisory client ...and distribution support programs. As a National Accounts Subadvisory Client Advisor within JPMAM, you will be… more
- PNC (Tysons Corner, VA)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Advisor within PNC's Commercial Banking organization, you will ... the implementation and provide ongoing relationship management. May maintain client -specific procedures. Provides sales or consultative support to prospects or… more
- Truist (Paramus, NJ)
- …and 65 in lieu of 66) licenses. 3. Applicable state health and life insurance licenses. 4. Securities sales and client relationship management experience 5. ... the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering… more
- Hartford Steam Boiler Inspection and Insurance Company (Houston, TX)
- …Solutions Delivery team focused on Solomon's global advisory business. The Senior Advisor will be responsible for client engagement, project management, ... In this role, the candidate will work as a client -facing advisor , an advisor to...clients with a good balance of technical understanding and commercial savvy; knows when and where to draw the… more
- JPMorgan Chase (New York, NY)
- … Insurance Companies, Asset Managers, and Hedge Funds. As an Institutional ETF Client Advisor within the Institutional ETFs team, you will be reporting ... and address their complex challenges and needs. This includes educating JP Morgan Client Advisors and end clients about the developments in the ETF industry,… more
- Umpqua Bank (Vancouver, WA)
- Senior Wealth Advisor Wealth Management Vancouver, Washington Boise, Idaho Bellevue, Washington Sacramento, California Henderson, Nevada Seattle, Washington Phoenix, ... Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure… more
- Truist (Dallas, TX)
- …the following job description:** The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment including ... financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer/ commercial credit, residential… more
- Truist (Atlanta, GA)
- …States of America) **Please review the following job description:** The Lending Advisor is a geographically (or segment) based, client -facing role, partnering ... and ultra-high net worth clients and prospects. The Lending Advisor is an active member of the client...overall financial plan. + Must be familiar with complex client entity structures, commercial lending products and/or… more
- GAF (Columbus, OH)
- …into a wide range of construction projects. **Job Summary** The Specified Solutions Advisor will support GAF Commercial and Siplast sales teams. As a ... turn each opportunity into a win. You will build relationships as a trusted advisor within the design and commercial real estate community through focused… more