- American Family Insurance - Corporate (Chandler, AZ)
- Are you ready to take your sales expertise into the community? As a Senior Family Risk Advisor , you will be instrumental in expanding our market reach and ... offer comprehensive solutions. You will report directly to the Senior Manager, Branch Sales . Base pay is...maintain accurate prospect/customer information. *Meets sales and sales quality goals. *Sells available insurance products… more
- The Cigna Group (Bloomfield, CT)
- Job Summary: The Clinical Program Senior Advisor position is an exciting opportunity for a pharmacist who is looking to leverage their pharmacy and healthcare ... and financial outcomes for their membership. In this role the Clinical Program Senior Advisor will use their deep understanding of the pharmacy/healthcare… more
- James Perse Los Angeles (NY)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR TRIBECA LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is ... company with a focus on client development and client sales . They will set the example in areas of...operational standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing… more
- Citizens (Rochester Hills, MI)
- …conditions and the client's circumstances. The Private Client Senior Financial Advisor strives to meet and exceed identified sales goals. Primary ... identify and sell a broad array of Investment and Insurance products to customers. The successful candidate will work...liabilities, cash flow and tax status. The Private Client Senior Financial Advisor will establish links with… more
- Comerica (San Francisco, CA)
- Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of the ... Plan * Paid Holidays, Floating Cultural Holiday * Medical, Dental, Vision, Life Insurance * Flexible Schedules * Parental Leave and Adoption Assistance programs *… more
- HUB International (New Orleans, LA)
- …clients with the best and most competent professional team. **Job Description** The Senior Wealth Advisor works directly with clients to develop and implement ... **About Us:** HUB is the 5th largest global insurance and employee benefits broker, providing a broad...are responsible for business development and client retention. The Senior Wealth Advisor is the point person… more
- HUB International (Albuquerque, NM)
- …part due to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor , you will work directly with referral partners, and prospective ... **About Us:** HUB is the 5th largest global insurance and employee benefits broker, providing a broad...that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced… more
- JPMorgan Chase (Salt Lake City, UT)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending ... making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home...skills** + Bachelor's degree or equivalent work experience in sales and/or real estate + 3+ years of mortgage… more
- Citigroup (Burbank, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job… 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 ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi… more
- SAP (Newtown Square, PA)
- …and a variety of benefit options for you to choose from. **Solution Advisor Senior Specialist, Financial Services** **Location: Open to candidates in NE ... technologies. That's where YOU come in. As the Solution Advisor (SA), you will be the go-to person for...deep expertise in specific solutions to support the entire sales cycle, from identifying opportunities to post-sale customer support.… more
- Citigroup (Boca Raton, FL)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home...years of experience + Experience in a proactive, successful sales and service role in the financial services industry… more
- UMB Bank (Kansas City, MO)
- …another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is available to ... our high net worth clients. The Trust Advisor team serves as subject matter expert on probate...referrals for new business, upgrades in account status, direct sales and referrals for other bank products and services.… more
- The Cigna Group (Bloomfield, CT)
- The Client Solutions Sr. Advisor is responsible for providing subject matter expertise throughout the end-to-end sales process. They will be tasked with ... based upon those needs. In this role, the Client Solutions Sr. Advisor will collaborate with all Forsyth cross-functional teams, including Data, Product and… more
- Huntington National Bank (Elm Grove, WI)
- …build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely with branch staff ... for all assigned branches and/or book of business. + Provide investment/ insurance solutions to customers based on a comprehensive financial planning approach… more
- Huntington National Bank (Toledo, OH)
- …build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely with branch staff ... for all assigned branches and/or book of business. + Provide investment/ insurance solutions to customers based on a comprehensive financial planning approach… more
- PNC (Los Angeles, CA)
- …valued and have an opportunity to contribute to the company's success. As a Senior Banking Advisor within the PNC Private Bank organization, you will be ... book of business to ensure client satisfaction, client retention and expansion of sales revenue. PNC Employees take pride in our reputation and to continue building… more
- First Horizon Bank (Dallas, TX)
- …you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and partnerships with ... the tools and proven methods that will lead to Advisor and Client success. If you are ready to...clients with our team, including Financial Planning, Brokerage, Trust, Insurance , and the Family Office as appropriate. * Conduct… more
- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be ... and growing assets under management. Additionally supports and may lead the sales efforts of the business through the introduction and expansion of financial… more
- PNC (Houston, TX)
- …and have an opportunity to contribute to the company's success. As a Senior Retirement Plan Advisor within PNC's Institutional Asset Management organization, you ... and growing assets under management. Additionally supports and may lead the sales efforts of the business through the introduction and expansion of financial… more