- Vanguard (Minneapolis, MN)
- …our clients have entrusted $9.9 trillion of their hard-earned savings to us. Financial Advisor Services (FAS) provides services and investment products, such ... of several of the largest and most sophisticated wirehouse advisor teams in the Midwest area. This role is...and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the… more
- HUB International (Fort Myers, FL)
- …complements advisor responsibilities for new business development and existing client perpetuation, and is expected to maintain a book of accounts based ... follow-up for resolution with insurance companies and insureds on problems with policy services , claims or coverage concerns. + Assist advisor in insurance… more
- Bank of America (Beverly Hills, CA)
- …and coordination of team assignments, projects and key initiatives, and overall team client service strategy. Requires a thorough knowledge of the Merrill Lynch ... junior team members as needed + Oversee execution of client service strategy and client ...must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support… more
- Truist (Richmond, VA)
- …and delivery of training curriculum, serving as an inbound resource to support client -facing teammates (FAs, FCs, WAs, PBs) regarding planning questions ... knowledge of change management, adult learning theories and facilitation techniques. 7. Client service techniques and sales concepts sufficient to inspire more… more
- Citizens (Westwood, MA)
- …for the Portfolio Management and Trading Platform, focused on delivering exceptional advisor and client experiences, enabling scalable investment management, and ... lead the implementation of product roadmaps and capabilities to support business and customer needs. The EO2 will use...reviews. + Partner with peers delivering content on the advisor desktop and the client portal. Required… more
- Truist (Tampa, FL)
- …review the following job description:** Lead, develop and coach a team of wealth support specialists and oversee the daily service , sales and operations ... sales leadership and advisors to assist in sales and client acquisition activities through ongoing support , coaching... leadership and regional leadership to understand and manage support to advisor gearing ratios and provide… more
- Family Dollar (Chesapeake, VA)
- …creativity with the expected degree of confidentiality, integrity, responsibility, and excellence in client service . + Perform such other tasks and duties as may ... strategy development, negotiation, drafting of settlement documents and providing ongoing support in litigated matters. Advisor on supplier bankruptcy matters.… more
- Charles Schwab (Austin, TX)
- …+ Minimum of 3 to 5 years' financial services experience in a client facing role operations ideally with investment advisor firm or employee benefit plans ... up retirement plans on the Trust Bank platform. This individual will schedule client meetings, assist recordkeeper and investment advisor clients with in-kind… more
- Veralto (TX)
- …benefits + 401(k) Reporting to the **Technical Sales Manager** , the **Technical Services Consultant** is responsible for providing application support to sales ... multiple industries. This position is part of the **Technical Services Department** in North America. **We are looking for...of the sales process, acting as a key technical advisor and product advocate. + Conduct client … more
- World Insurance Associates, LLC. (Washington, PA)
- …, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring comprehensive ... World Insurance Associates ("World") is a unique financial services organization with a global network of brokers..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more