- Santander US (Miami, FL)
- …service their clients effectively. + Provides infrastructure support to several Financial Advisors (FAs) + Driven to provide superior service for both internal and ... requests, inquiries and service needs + Manages the Financial Advisors ' calendars, including scheduling appointments + Provides administrative support including… more
- Robert Half Finance & Accounting (Chicago, IL)
- …leaders from various business units and functions within the company and outside advisors in order to understand both current and proposed activities to ensure they ... domestic, state and international tax planning initiatives. + Work closely with outside advisors to ensure sharing of information to enable timely filing of federal… more
- Thrivent Financial (Birmingham, AL)
- …country. This internship will provide the opportunity to shadow seasoned financial advisors , participate in a robust training program with other interns, and support ... + Participate in a robust orientation and training program. + Shadow financial advisors during client meetings, workshops, community events and daily work. + Learn… more
- Vanguard (Malvern, PA)
- …of our distribution strategies, ensuring Vanguard remains a trusted partner for advisors nationwide. This newly created role reports to the Head of Distribution ... + A strong belief in clarity, collaboration, and building strategies that empower advisors and investors . Special Factors Sponsorship Vanguard is not offering visa… more
- Equitable (Charlotte, NC)
- …and IR service team to help handle service and new business cases for top financial advisors . + This person will deliver white glove service to our top advisors ... to help provide a better sales and service experience. + And will help alleviate pressure from service center and allow our sales team to focus on new opportunities. The base salary for this position is $50,000. This role is eligible for variable compensation.… more
- Simplot (Baker City, OR)
- …related to agriculture. **Summary** This role will partner with experienced Salespeople/Crop Advisors to support the sales effort and service activities and learn ... field scouting in production agriculture areas. + Assisting experienced salespeople/crop advisors with crop care/turf care activities to also include computer input… more
- Qualtrics (Provo, UT)
- …Qmobility **Things You'll Do** + You sell the Qualtrics platform and become trusted advisors to C-Suite, Director, and VP level leaders + You engage with clients at ... Account Executives have a track record of exceeding quota, acting as trusted advisors to clients, and being passionate teammates. The challenge? Qualtrics XM is a… more
- University of Colorado (Colorado Springs, CO)
- …during the academic year. + Regularly meet and communicate with club advisors by providing operational updates and training opportunities, in addition to recruiting ... new advisors for clubs. + Identify and advance club and organization outreach opportunities to increase student participation in clubs and organizations, partnering… more
- City National Bank (Houston, TX)
- …Senior Investment Consultants (SIC) through the identification of qualified independent Financial Advisors (FA" and CPAs who are in the business of providing ... financial investment advice to high net worth clients. Introduce these professional advisors to the Royal Bank of Canada (RBC) Rochdale Private Investment Counseling… more
- Electric Power Research Institute (Palo Alto, CA)
- …assigned technical areas. **Additional Requirements:** + Has developed relationships with primary advisors to a research area. + Provides assistance to the EPRI ... and in writing, to subject matter experts, program members and advisors through guidelines, reports, meetings, webcasts, workshops and conferences. + Regularly… more