- Edward Jones (Tempe, AZ)
- …work requires a broad and deep understanding of the firm's A&G, systems and tools, financial planning principles, and the branch and client experience - in order ... other relevant designation + Advanced knowledge of Edward Jones client and branch team tools, including Financial ...Jones client and branch team tools, including Financial Foundation, Portfolio, Proposal Tool, JonesLink and other related… more
- Robert Half Finance & Accounting (Albany, NY)
- …management. The ideal candidate will provide expert guidance while fostering strong client relationships to help individuals achieve their financial goals. ... Responsibilities: * Develop detailed financial plans tailored to client needs, including retirement strategies, tax optimization, and estate planning. * Conduct… more
- Cushman & Wakefield (Houston, TX)
- …Houston Brokerage Teams with office, industrial and retail assets for their financial analysis needs for client business. **Job Description** This position ... **Job Title** Senior Financial Analyst **Job Description Summary** The Senior ...explain the basis of the analyses for use in client presentations, proposals and/or reports + Participates with C&W… more
- Thrivent Financial (Marietta, GA)
- …Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Marketing Specialist reports ... information + Monitoring and tracking of various aspects within the client management system + Assist Financial Advisors in the preparation and follow up for the… more
- Citigroup (New York, NY)
- …+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- PNC (Chicago, IL)
- …by providing ideas and insights based on an in-depth understanding of the client 's needs and their financial well-being. Focuses on increasing client ... and directs relationship management activities with existing clients to ensure client retention, risk management and revenue growth. Typically works with clients… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …and share more about the opportunity! About the Role We're seeking a Financial Planner to strengthen client relationships and deliver comprehensive, high‑quality ... This role blends technical planning expertise with leadership and exceptional client service. You'll collaborate closely with senior advisors, support and guide… more
- Sodexo (Los Angeles, CA)
- …of daily food operations and deliver a high-quality product; + achieve company and client financial targets and goals; + develop and maintain client ... and customer relationships; + motivate, coach, mentor and develop frontline (hourly) staff; and/or + ensure Sodexo standards are met to include compliance with company food and physical safety programs. + Fully versed in Profit and Loss, inventory and fiscal… more
- Sodexo (Brooklyn, NY)
- …including retail, catering and patient meal management operations + achieve company and client financial targets and goals + develop and maintain client ... and customer relationships (ie, comfortable in c-suite settings where communication skills are imperative when serving as top level site management) + develop strategic plans + ensure HACCP, regulatory and standards compliance + have daily interaction with… more
- Sodexo (Jamaica, NY)
- …of daily food operations and deliver a high-quality product; + achieve company and client financial targets and goals; + develop and maintain client ... and customer relationships; + motivate, coach, mentor and develop frontline (hourly) staff; and/or + ensure Sodexo standards are met to include compliance with company food and physical safety programs. **What We Offer** Compensation is fair and equitable,… more