- Edward Jones (Tempe, AZ)
- …use conflict management, effective communication and problem-solving skills with financial advisors , branch staff, leaders, peers, and others in the firm. A ... company where people come first. With over 9 million clients and 20,000 financial advisors across the US and Canada, we're proud to be privately-owned, placing the… more
- Aegon Asset Management (Denver, CO)
- …businesses. These include 1) World Financial Group, including Transamerica Financial Advisors , 2) Protection Solutions and Savings & Investments, comprised of life ... and product implementation for World Financial Group (WFG) and Transamerica Financial Advisors (TFA). Works closely with the VP Director of Strategic Partnerships to… more
- Raymond James Financial, Inc. (Troy, MI)
- …team is focused on providing dynamic digital/creative content in support of connecting advisors to our Product, Sales, and Operations team for the purpose of taking ... track media content experiences designed to increase relationship connections with Financial Advisors in support of growing their client base and increasing their… more
- Athene (West Des Moines, IA)
- …Internal Wholesaler in the Independent Broker Dealer channel will educate Financial Advisors on Athene annuity products, services and resources via proactive & ... to increase overall sales through frequent touch points with assigned Financial Advisors . + Initiates outbound sales calls to current and prospective clients to… more
- University of Michigan (Ann Arbor, MI)
- …and evaluate up to 41 students in a collaborative team. + Resident Advisors in a residence hall or apartment community housing 200? 1,300 residents. Coordinate ... Direct Reports: + The Hall Director may supervise up to 45 Resident Advisors This position is included in the bargaining unit represented by the University… more
- Equitable (OR)
- …for driving growth of 401(k) and governmental 457(b) sales through both Equitable Advisors (retail), 3rd party financial advisors in the Pacific Northwest ... territory focused on Northern California, Washington, Oregon, Hawaii, and Alaska. **Key Job Responsibilities** Primary responsibilities include: * Developing sales pipeline, generating activities to drive proposal development and point of sale meetings to… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …the remittance of tax payments, corresponding with internal and external tax advisors , and ensuring tax reporting complies with federal and state laws. This ... build prospect client pipeline . Build strong relationships with outside wealth advisors Requirements The ideal Trust Tax Manager will preferably have a Bachelors… more
- Thrivent Financial (Agawam, MA)
- …initiation to completion, ensuring timely execution + Manage all advisors continuing education, computer based trainings, licensing requirements, including renewals ... client satisfaction and retention + Coordinate and manage all aspects of Advisors ' "Quarterly call" activities including scheduling, content and follow-up + Plan,… more
- Iowa State University (Ames, IA)
- …Summary The College of Liberal Arts and Sciences assigns academic advisors to five curriculum-based advising units: Biological & Physical Sciences, Computer ... and Mathematical Sciences, Social Sciences, Communication and Humanities, and Open Option. Advisors serve as integral members of their unit's team and may advise… more
- JPMorgan Chase (Atlanta, GA)
- …or provide suggestions for alternative courses of action + Assist other Travel Advisors with questions on a real-time basis related to traveler policies and ... different booking applications, coaching Advisors on best practices to service all customers; monitor and manage agent errors, escalations, and customer exceptions,… more