- H&R Block (Overland Park, KS)
- …white glove service, keen assessment skills to ensure proper selection of Tax Advisor match with new client, primary lead on reporting and tracking of Return ... Previous experience in a financial services or Registered Investment Advisor (RIA) business. + Familiar with H&R Block's tax...building a Connected Culture - one in which trust, care , and connections are how we work together as… more
- JPMorgan Chase (Chicago, IL)
- …to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a ... management behaviors. As the Practice Management Consultant (PMC) for the Select Advisor Group you are responsible for supporting the development of experienced JP… more
- T. Rowe Price (Owings Mills, MD)
- …firm. As the Senior Human Resources Consultant (Sr. HRC), you'll be a senior advisor and trusted consultant on complex people priorities, while serving as the right ... the senior-most HR consultant supporting the HRBP, acting as their delegate and advisor within assigned business units. + Partner closely with business units and the… more
- Molson Coors Beverage Company (Bentonville, AR)
- …merchants. + Champion a fact-based Category First approach within our Category Advisor and Walmart Merchandising Team. + Deliver thought leadership for the total ... planning process for the modular relay cycle to enable advisor team to provide store level category assortment. +...Coors Beverage Company's core values. **Beverage Bonuses:** + We care about our People and Planetand have challenged ourselves… more
- Palo Alto Networks (Santa Clara, CA)
- …design through execution. He or she will serve as a key confidante and trusted advisor to the Senior Director of Revenue Operations and VP of Revenue Operations on ... Finance Leader & Thought Partner: Serves as a trusted advisor to the Senior Director and VP, and other...without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital… more
- JPMorgan Chase (Boca Raton, FL)
- …diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, ... Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients regarding money… more
- Vistra (Irving, TX)
- …opportunities that are currently available and apply online. **Job Summary** Legal tax advisor for broad range of Company state and local income and non-income ... type of taxes. SALT tax audit, appeals and litigation advisor for multistate income tax, multistate transaction taxes, state...as a team, we compete to win, and we care about our stakeholders, including our customers, our communities… more
- JPMorgan Chase (Irvine, CA)
- In National Branch as a Personal Advisor Team Lead, you will lead a team of Personal Advisors who work in a team based environment to offer comprehensive financial ... preferred + Current and Active Series 9/10 + At least 5 years of Advisor management experience or relevant industry experience required, coupled with a proven track… more
- JPMorgan Chase (New York, NY)
- …Advisors (JPMA) Advisory Programs, including Portfolio Manager (PM), Portfolio Advisor (PA), Customized Bond Portfolios (CBP), JPMorgan Core Advisory Portfolio ... to Advisors on advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary services. +… more
- Thrivent Financial (Montgomeryville, PA)
- …in which the candidate will be doing support work for t he sponsoring financial advisor . Must be willing to complete appropriate state training to sell Long Term ... Care if this is determined to be a part...information + Basic understanding of t he sponsoring financial advisor o ur products and services, and Thrivent Financial… more