- Deloitte (New York, NY)
- …reporting and planning, while also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax and legal and can effectively ... Management Certification) + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner… more
- Bank of America (San Francisco, CA)
- …and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He ... the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the… more
- JPMorgan Chase (San Francisco, CA)
- …within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with Financial Advisors, acting as ... and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding them and… more
- Truist (Nashville, TN)
- …financial planning tools and concepts into the overall service model of a Financial Advisor team, as well as client engagement. Provides leadership to the Financial ... Advisor team, contributing to the short and long-term strategic...applications such as Microsoft Office products Preferred Qualifications: + Certified Financial Planner Designation (CFP); CFA **General Description of… more
- Veterans Affairs, Veterans Health Administration (Fayetteville, NC)
- …to their specific needs and desires. Serves as a primary resource, spiritual advisor and point of contact for the spiritual needs of patients, caregivers, and ... in termination of employment. (e) Board Certification: Applicants must be a Board- Certified Chaplain certified by BCCI (R) or a US certifying body that has a… more
- NTT America, Inc. (Southfield, MI)
- …can grow, belong and thrive. As a Client Architect, you are the technical advisor for key NTT clients. Client Architects are technology leaders who can demonstrate ... Defender for Cloud. **Client Relationship Management** + Act as a trusted technical advisor to and advocate for the clients, aligning technical solutions to their… more
- Sunrise Senior Living (Mclean, VA)
- …meaningful ways to serve, grow, and shine together.** **Sunrise Senior Living was again certified as a Great Place to Work(R) by Activated Insights. This is the 9th ... The Senior Director Human Resources Business Partner (HRBP) serves as a strategic advisor and thought partner to the Executive Leadership Team (ELT) and senior… more
- MUFG (Tampa, FL)
- …strategic decisions + Is flexible, decisive, and serves as a trusted advisor to senior leaders within the organization + Demonstrates effective negotiation and ... continuous learning, continuous transformation, managing multiple priorities + Trusted Advisor ; partnering for clients' success, business orientation, emotional intelligence,… more
- KeyBank (Albany, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that...7 and 66 (or 63 & 65) (required) + Certified Financial Planner (CFP) (preferred) + Certified … more
- KeyBank (Canton, OH)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that...7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified … more