- H&R Block (Abilene, TX)
- **516999BR** **Title:** Senior Client Advisor -Small Business and Tax **What you'll do ** **:** Apply principles of accounting to analyze financial ... Work Experience: + 5 years Minimum related work experience **Posting Title:** Senior Client Advisor , Small Business and Tax **Sponsored Job:** \#hrbjob… more
- MUFG (San Francisco, CA)
- …and New York. Alternate locations are Seattle, Atlanta and Boston** **_Job Summary:_** The Senior Client Relationship Advisor manages a portfolio of both ... solutioning. As a key member of the client 's relationship team, the Senior Client Relationship Advisor serves as the client 's dedicated point of… more
- M&T Bank (Wilmington, DE)
- …credit, planning, fiduciary, family office services, etc. + Participate in Wealth Advisor -led new client prospecting activities to support further growth of ... **Overview:** Partners with Wealth Advisors and other internal client team members to serve the unique needs of Wilmington Trust's ultra-high net worth (UHNW)… more
- University of Massachusetts Amherst (Amherst, MA)
- …work independently and collaboratively with various university personnel. + Able to manage varied client needs. Senior Academic Advisor + Three (3) years ... Academic Advisor / Senior Academic Advisor (Hybrid...Academic Advisor / Senior Academic Advisor (Hybrid Opportunity) Apply...to manage a high volume of complex and varied client needs. + Able to recognize at-risk individuals and… more
- Truist (Charlotte, NC)
- …Business Unit. Present risk aggregation, key risks and emerging risks to senior Business Unit Leadership. Identify and opine on remediation to address weaknesses ... Committee. + Guide risk-taking behavior. Provide counsel and advice to BU and senior BU leaders. + Monitor risk exposures, concentrations and limits. Ensure risk… more
- The Cigna Group (Nashville, TN)
- The Sales Senior Advisor role creates client and revenue growth for Evernorth Home-Based Care Solutions to the open market. Furthermore, the Sales Senior ... overall growth approach for integrated Care Delivery. The Sales Senior Advisor will produce results that support...assessing business opportunities that result in measurable revenue and client growth. Through a variety of primary and secondary… more
- HUB International (Des Moines, IA)
- …insurance, tax and estate planning needs. They are responsible for business development and client retention. The Senior Wealth Advisor is the point person ... clients with the best and most competent professional team. **Job Description** The Senior Wealth Advisor works directly with clients to develop and implement… more
- Kestra Financial (Hartford, CT)
- Summary The Client Service Associate reports to the Senior Client Service Associate, Lead Advisor , or Principal Advisor and is critical to ... in pursuit of business objectives. + Other responsibilities as assigned by the Senior Client Service Associate, Lead Advisor , or Principal Advisor .… more
- Commerce Bank (St. Louis, MO)
- …estimate of the compensation range for some roles. This compensation range is for the Private Client Advisor II, III & Senior job and contemplates a wide ... billion in total client assets. About This Job The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice and customized wealth… more
- CIBC (Dundas, MN)
- …comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll expertly deliver ... hours which may include evenings and weekends. To help deliver a great client experience, you're flexible to work at multiple banking centres within a reasonable… more
- Kestra Financial (Westport, MA)
- …to detail, and time management skills. Essential Duties and Responsibilities * Supports Financial Advisor / Senior Client Service Associate of a large book of ... help solve the needs of clients and help accomplish their goals. Summary The Client Service Coordinator is critical to providing superior client experience. This… more
- Kestra Financial (Raleigh, NC)
- …excellent customer service, attention to detail, and time management skills * Supports Financial Advisor / Senior Client Service Associate of a large book of ... The Client Service Coordinator is critical to providing superior...functions for Financial Advisors and the firm * Regular client interaction including appointment scheduling and correspondence; answer all… more
- Axtria, Inc. (Berkeley Heights, NJ)
- …CXO / VP/Director across data, analytics, operations and IT and become the trusted advisor to senior client executives. + Development of account strategy ... you be next? Job Description: We are looking for Client Partner with a knack for helping life sciences...plans across different divisions and buying centers of the client . + Single point accountability for growing the account… more
- M&T Bank (Boston, MA)
- …a team of Wealth Advisors to meet established objectives. + Oversee Wealth Advisor pipelines, sales and activities, inclusive of client , prospect, COI (center ... hires, coaches and develops assigned team. Works closely with senior management in managing the team. **Primary Responsibilities:** +...programs to ensure goals are met. + Oversee Wealth Advisor management of the client team to… more
- Pinkerton (Wittenberg, WI)
- Senior Advisor Physical Security Karlsruhe, Baden-Wrttemberg - Germany We are as invested in your career as you are. As you navigate through these uncertain ... of the several exciting career opportunities that are currently available. Job Summary: The Senior Advisor - Physical Security is an embedded role with one of… more
- Concentrix (Farmington Hills, MI)
- Job Title: Senior Advisor , Sales Job Description The Senior Advisor , Sales interfaces with customers via inbound/outbound calls and provides account ... management and resolution of routine problems and questions regarding client products and services. **REIMAGINE YOUR CAREER** Are you...just the right place for you! As a sales advisor , you'll join an organically diverse team from 40… 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 will be working...conduct the needed discovery, assess investment needs and evaluate client 's overall financial needs + Determine which financial products… more
- Vanguard (Dallas, TX)
- …should be 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 ... As Financial Planners, Advisors provide planning expertise based on client needs. + As Behavioral Coaches Advisors shape ...Vanguard, clients are our most important asset. As a Senior Financial Advisor , you will be tasked… more
- Commerce Bank (Leawood, KS)
- …compensation range for some roles. This compensation range is for the Private Client Advisor I, II, III & Senior job and contemplates a wide range of factors ... Trust is a division of Commerce Bank. About This Job The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice and customized… more
- Citigroup (New York, NY)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more