- Raymond James Financial, Inc. (Oil City, PA)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. * Opens new client ... reports and client-specific reporting as needed for review by the financial advisor . * Creates and maintains records and files utilizing Client Relationship… more
- World Insurance Associates, LLC. (Berwyn, PA)
- …/ Take case notes for follow up/CRM + Debrief action items with Lead Advisor + Prepare post appointment summary letter for client Client maintenance + Contact client ... Profiles + Produce financial plans under direction of Lead Advisor + Make adjustments and changes to plan Retirement...Minutes- complete and post to Fiduciary Briefcase + Participant Education - tailor Power Points to each client + Deliver… more
- Bank of America (Sewickley, PA)
- …world specializing in goals-based wealth management, including planning for retirement, education , legacy, and other life goals through investment advice and ... **Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key… more
- Bank of America (Pittsburgh, PA)
- …world specializing in goals-based wealth management, including planning for retirement, education , legacy, and other life goals through investment advice and ... through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions… more
- TD Bank (Philadelphia, PA)
- …Licensing System and Registry) + Partners regularly with the Wealth Financial Advisor , which includes driving joint pipeline review meetings to prepare for future ... holistic support. + Meets and collaborates with Wealth financial Advisor and other partners to identify areas to deepen...Requirements as outlined in the Business Unit AML procedures ** Education & Experience:** + HS Diploma or GED (required)… more
- Anywhere Real Estate (Philadelphia, PA)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... enablement and growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales process independently with… more
- Deloitte (Pittsburgh, PA)
- …and mitigating risk during engagement execution, and serving as a trusted risk advisor to senior client service executives. Recruiting for this role ends on ... finance, and delivery - to act as a strategic advisor to help manage deal flow and to optimize...(even when this leads to tough business discussions). + Education : BBA/BA/BS in related field, Master's Degree is desirable… more
- KeyBank (Plymouth Meeting, PA)
- …Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with moderately complex needs, introducing a full range of ... and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs; functions as the… more
- Wells Fargo (Pittsburgh, PA)
- …proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as ... an advisor to senior leadership to develop, influence, or lead...combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Comprehensive knowledge and understanding of… more
- Air National Guard Units (Horsham, PA)
- …and a variety of reports relative to the local IH/BEE program. Serve as advisor to state occupational safety and health councils, member/ advisor on management ... in the history or teaching of chemistry are not acceptable. OR Combination of education and experience -- at least 12 semester hours of course work in chemistry,… more