- MyEyeDr. (West Chester, PA)
- …of product lines and options to educate patients on best fit Consistently deliver sales plan and office goals through cultivating a patient experience that is built ... office duties as assigned About You Experience in a customer facing or sales related position (Retail, Hospitality or Optical field preferred, but not required) A… more
- TalenTrust (Pittsburgh, PA)
- Title: Senior Wealth Advisor Client: Grant Street Asset Management Location: Pittsburgh, PA, Charlotte, NC About Us: Grant Street Asset Management (GSAM) is a ... second-generation, employee-owned, independent investment advisor with a legacy of 30 years of dedicated...in all client interactions. Create and implement a personal sales and marketing plan to generate new client relationships… more
- Northwestern Mutual (Pittsburgh, PA)
- Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through ... financial planning. On your path to becoming a financial advisor , you start as a financial representative focused on...has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to… more
- Guardian Life Insurance Company (Bethlehem, PA)
- …for the fiend and internal partners on the following functions Advisor as PM: model creation, management, trading Multi-Account/Strategy proposals and implementation ... daily cash analysis, burn cash, raise cash, and rebalancing methodologies Tax efficiency options for managers/models Overlay and account shopping features Account… more
- Lincoln Financial (Broomall, PA)
- …laws relevant to Group Protection's products and services Key contributor & advisor in cross-functional team environments & interact with business partners to ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. About The Company Lincoln… more
- Wolters Kluwer (Harrisburg, PA)
- …drive qualified sales leads to be sold by the Wolters Kluwer Corporate Indirect Tax sales team + Executes overall go to market strategy for assigned Channel ... schedule, and amazing benefits. **What You'll be Doing:** The ** Sales Channel & Affiliates Manager for Indirect Tax...financial targets and critical milestones + Serves as trusted advisor to Channel Partners for Wolters Kluwer lines of… more
- ADP (PA)
- ADP is hiring a ** Sales Representative for R&D Tax Credits.** + _As a sales professional, are you ready to help businesses capture significant financial ... units. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal...of successfully selling into the business community, preferably in Tax Credit sales + 30-40% travel; in-person… more
- Citizens (Conshohocken, PA)
- …information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible ... market conditions and the client's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales... Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will… more
- Edward Jones (Oxford, PA)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported… more
- Truist (Philadelphia, PA)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...met where needed * 8 or more years of sales and client management experience in Wealth Management and… more
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