- Bank of America (New York, NY)
- Wealth Management Client Associate - Bilingual Portuguese Preferred NEW YORK, New York **To proceed with your application, you must be at least 18 years of age.** ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Wealth-Management-Client-Associate Bilingual-Portuguese- Preferred \_25030966) **Job Description:** Merrill Wealth Management is a leading… more
- Edward Jones (Harrisonville, MO)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your… more
- KeyBank (Mahopac, NY)
- …6 - Mahopac, New York 10541 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. Personal ... , GED or equivalent business experience (required) or + Bachelor's Degree ( preferred ) **Work Experience** + Minimum of 1 year experience in developing current… more
- Rapid Finance (Bethesda, MD)
- …Finance is expanding our sales team and we are now recruiting for Business Advisor training classes. A Business Advisor is responsible for building relationships ... grow a thriving career in B2B sales. Build Trust : Become a trusted advisor to your clients through the delivery of world-class client service. Understand their… more
- Aegon Asset Management (Denver, CO)
- …and requests for information. Analyze customer product needs based upon advisor value proposition, plan sponsor requirements, and employee necessities. + Profile ... and thousands of investment options, to be presented to the plan sponsor, advisor , and TPA community. + Develop Retirement plan pricing, with responsibility for… more
- JPMorgan Chase (Boston, MA)
- …a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition services, all delivered through an intuitive experience and ... over the last two years. Today, over 390 financial advisor firms have trusted over $60 billion in assets...multiple hats and support the buildup of new functions ** Preferred qualifications, capabilities, and skills:** + 2-5 years of… more
- M&L Chrysler Dodge Jeep Ram (Lexington, NC)
- …steering, suspension, brakes, air conditioning * Communicates directly with the Service Advisor so that customers can be informed if any additional service is ... needed. Provide an estimate of time needed for additional repairs * Executes repairs under warranty to manufacturer specifications Qualifications * High School diploma * Must have at least 2 years of experience as an auto technician * Ability to read and… more
- M&L Chrysler Dodge Jeep Ram (Winston Salem, NC)
- …steering, suspension, brakes, air conditioning * Communicates directly with the Service Advisor so that customers can be informed if any additional service is ... needed. Provide an estimate of time needed for additional repairs * Executes repairs under warranty to manufacturer specifications Qualifications * High School diploma * Must have at least 2 years of experience as an auto technician * Ability to read and… more
- Thrivent Financial (Nashville, TN)
- The Market Director is a key area leader to help drive growth through advisor teams and future team leaders to serve Thrivent's clients. The Market Director should ... the market capacity growth and total sales objectives through advisor referrals and community relationships. + Collaborate with all...& SKILLS: Required: + Four -year college degree strongly preferred . + 5+ Years in the financial service industry… more
- Thrivent Financial (Lake Elmo, MN)
- …This includes development and execution of community events and partnerships with the advisor as well as connections to other regional engagement events to grow and ... deliver integrated strategic plans tailored to growth markets and individual advisor growth priorities. + Develop centers of influence relationships in communities… more