- USIC (New York, NY)
- …are comfortable in a fast-paced, exciting work environment. Our Damage Prevention Advisors are responsible for sites in which excavations are being performed. This ... knowledgeable in the construction and utility industries. Damage Prevention Advisors will ensure that NY 811 is called for...with CR753 while excavation is being performed. Damage Prevention Advisors will work with contractors on CR 753 daily,… more
- Tompkins Community Bank (Rochester, NY)
- Overview Responsible for the management and business development of Tompkins Financial Advisors (TFA) in an assigned market. Expected to ensure an exceptional client ... (COIs) such as accountants and attorneys. Mentor and support Wealth Advisors to strengthen the team's business development capabilities. + Ensure Compliance… more
- Citigroup (Washington, DC)
- …Wealth Group Executives (Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions ... the growth strategy for the market with key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across… more
- Neuberger Berman (PA)
- …is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and Raymond James. The goal ... targeting wirehouses and broker dealers by actively developing relationships with advisors to promote business building ideas and services; maintain and grow… more
- Covr Financial Technologies (Houston, TX)
- …to protect what matters most. Through partnerships with financial institutions and advisors , Covr's innovative digital platform provides a simpler way to research, ... and in leveraging appropriate escalation and "asks" of both advisors and carriers. + Seeks continuing education on the...product offerings and industry developments and, in turn, educates advisors on those subjects to help create new business… more
- Thrivent Financial (Van Wert, OH)
- …support to Endeavor. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their ... by scheduling meetings with customer/members on behalf of the practice's Financial Advisors + Updates the contact management system with customer/member contact and… more
- State of Colorado (Pueblo, CO)
- …tracking and reporting data of students who engage with transfer centers, CCCS advisors , CSU Pueblo staff, or otherwise who demonstrate interest in the transfer ... referred and connected effectively with timely information to appropriate staff advisors , faculty advisors , and other key CSU Pueblo contacts. Advising and Case… more
- Hantz Group (Saginaw, MI)
- …Planning Assistant, you will work as part of a team with Financial Advisors and other Specialist within the organization. The role includes meeting prep, ... Essential Job Functions: + Assist in booking appointments for advisors + Prepare declaration page quote sheet for meetings,...with clients as well as staff members + Assist advisors with client services + Coordinate business and meetings… more
- Thrivent Financial (Albert Lea, MN)
- …Valley Associates and will serve as a resource to Thrivent Financial for Advisors . Individuals in this position will be focused on securities and investment advisory ... variable life, health, and annuities products and together with the Financial Advisors , will serve the financial and non-financial needs of Thrivent members,… more
- Edward Jones (Goshen, IN)
- …role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the ... a financial advisor or a team of multiple financial advisors . We're proud to serve over nine million clients....first. With over 9 million clients and 20,000 financial advisors across the US and Canada, we're proud to… more