- Raymond James Financial, Inc. (Doylestown, PA)
- …office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... client -specific reporting as needed for review by the financial advisor . + Creates and maintains records...and for ongoing reporting. + Effective communication across multiple client interactive platforms (in-person, virtual , phone and… more
- Raymond James Financial, Inc. (Altoona, PA)
- …summary reports and client -specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client ... support to the financial advisors and branch office + Open new client accounts, process money movement, and research information as needed + Ensure client… more
- Vanguard (Malvern, PA)
- …through managed consultation. + Conducts advanced needs analysis of client 's financial situation, identifies comparable Vanguard products/services, positions ... We have an exciting opportunity for a Financial Consultant who will manage a sales Book...wallet propensity. You will drive business growth and add client value by implementing an effective client … more
- Thrivent Financial (Philadelphia, PA)
- …events and generosity activities. This position helps prepare you for a financial advisor opportunity through case analysis, exposure to industry-specific ... training. + Participate in a robust orientation and training program. + Shadow financial advisors during client meetings, workshops, community events and daily… more
- Vanguard (Malvern, PA)
- …conferences. Client and prospect interaction is a combination of virtual and in-person contact. + Generates new relationships and broadens existing relationships ... and understands the philosophy, preferences, and dynamics of the intermediary and their client base. Acts as a trusted advisor /consultant in matching client… more
- Sharecare (Harrisburg, PA)
- …and manage all their health in one place. Our comprehensive and data-driven virtual health platform is designed to help people, providers, employers, health plans, ... as growing and expanding Provider Solutions inside the existing client base. Additionally, and primarily, the individual will be...The Provider Sales Executive will serve as a trusted advisor and subject matter expert on Provider Solutions related… more
- ADP (Allentown, PA)
- …** + Are you ready for your next best job where you can control your financial future -- and achieve that perfect work-life balance you've been searching for? + Does ... and Labor solutions to new and existing clients over the phone using virtual technology. You will serve as a consultative business partner introducing ADP's leading… more
- Deloitte (Pittsburgh, PA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities will include: + Support renewable energy … more
- Deloitte (Pittsburgh, PA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and...Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology… more
- CoStar Realty Information, Inc. (Pittsburgh, PA)
- …and expertise in the Commercial Real Estate industry to build your client portfolio by prospecting, studying industry trends and news, and conducting effective ... build relationships with clients to drive advertising revenue and become a trusted advisor on all matters related to their strategic marketing plan. + **Business… more
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