• Client Advising Consultant

    Highmark Health (Harrisburg, PA)
    …benefits, clinical platform, health advocate, etc). The incumbent plans and delivers client presentations in conjunction with sales, works with marketing and product ... key accounts may take responsibility for development and implementation of client -specific marketing plans. **ESSENTIAL RESPONSIBILITIES** + Manage a book of… more
    Highmark Health (10/24/24)
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  • Sr. Retirement Sales Executive, Large…

    T. Rowe Price (Owings Mills, MD)
    …efficient problem resolution, contract and operational compliance, and risk mitigation. Serves as consultant to the client on how T. Rowe Price products and ... performance. Leverages expertise to interpret and apply key metrics in advising clients. Applies significant influence, guiding client decision-making on… more
    T. Rowe Price (08/29/24)
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  • Affluent Market Senior Financial Advisor (Draw…

    M&T Bank (York, PA)
    …catered to the individualized needs of each customer and with the client 's best interest in mind. Mentors less experienced Advisors. **Primary Responsibilities:** + ... and services catered to the needs of the individual client to meet fiduciary standards. + Increase assets under...to increase referrals. + Provide financial planning services by advising the customer on the advantages and disadvantages of… more
    M&T Bank (08/16/24)
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