- Jet Aviation (Teterboro, NJ)
- …dynamic, business-minded Client Aviation Director to serve as the trusted advisor for our most discerning clients. Located at our flagship FBO, this ... role, you will: + Lead: Take ownership of the client relationship, acting as the principal advisor ...the client relationship, acting as the principal advisor and advocate for high-net-worth individuals and their aviation… more
- H&R Block (Overland Park, KS)
- …providing white glove service, keen assessment skills to ensure proper selection of Tax Advisor match with new client , primary lead on reporting and tracking of ... transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we… more
- Hantz Group (Romeo, MI)
- Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a ... offer a multitude of services tailored to each individual client . We deliver a team of professionals that are...you are just starting your career or an experienced advisor , Hantz Group offers ongoing support for you to… more
- Nuveen Investments (Washington, DC)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...a demonstrated ability to uncover the needs of the client . * Giving and receiving constructive feedback are hallmarks… more
- Kestra Financial (Pittsburgh, PA)
- Fellow Advisor , Do you feel unappreciated? Are your ideas not taken seriously? Are tired of making your bosses rich instead of yourself? Do you feel like you are a ... book of business via value added solutions and services + Strengthen client relationships though proactive communication + Perform market research and product… more
- PNC (Erie, PA)
- …the Investment Advisor job family and will progress towards direct client interactions PNC will not provide sponsorship for employment visas or participate in ... to contribute to the company's success. As an Investment Advisor I within PNC's Private Bank organization, you will...with investment objectives that have been developed with the client . + Supports the delivery of the PNC investment… more
- Principal Financial Group (Denver, CO)
- …meetings with financial advisors, existing and prospective Plan Sponsor meetings, Advisor and Client events, conference calls, and electronic communications. ... to the successful placement of Principal-branded investments in retirement client 's plan investment lineups. Lead a regional team of...WSRS Sales team as well as customer care and advisor care teams. These interactions will consist of one-on-one… more
- Raymond James Financial, Inc. (Troy, MI)
- Under general supervision, the Policy Care Specialist supports branch operations, advisor transitions, and client service for the One Insurance Solution Team. ... advisors by execute trades and process account activity. + Respond to advisor and client inquiries via phone and email, ensuring timely and accurate follow-up. +… more
- Regions Bank (Orlando, FL)
- …the system. **Job Description:** At Regions, the Philanthropic Solutions (PS) Advisor advises individuals, families and institutions to achieve their charitable ... mission. The PS Advisor acquires clients, retains and develops relationships and associated...+ Administers and oversees the most complex transactions and client relationships, demonstrating a thorough understanding of client… more
- JPMorgan Chase (Boston, MA)
- …large-scale client relationships, managing complex 40 Act and Pension and/or Advisor client requests independently + Plan and strategize the department's ... guidance and regulatory expertise to large clients by reviewing and interpreting client mandates + Present product capabilities and regulatory impacts to clients and… more