- Thrivent Financial (Milwaukee, WI)
- …complex cases. Identify sales opportunities and seamlessly transition conversations from service -oriented to sales-oriented. + Resolve client inquiries and ... The Virtual Advisor plays a crucial role in delivering exceptional...company interests through confidentiality. Act as a steward of client assets, striving for exceptional service to… more
- US Bank (Minneapolis, MN)
- … Partner have the shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM. Partners with Senior Advisor to drive ... the technical aspects of a given product specialty area and developing the superior client facing skills needed to become an Advisor . Incumbents need to possess… more
- World Insurance Associates, LLC. (Barrington, IL)
- …clients in completing application, enrollment and other forms as needed + Client service , including planning updates, portfolio changes and reviews, information ... + Consistently review accounts for compliance requirements + Schedule client meetings with appropriate advisor + Coordinate...+ Coordinate the pick-up and delivery of express mail services (UPS, Fed Ex) + Scanning, filing, faxing and… more
- Foundation Partners Group (St. Petersburg, FL)
- …funeral industry across the nation. We currently have an opening for a Family Service Advisor at Sunnyside Cemetery in St. Petersburg, FL. This position sells ... other documents as required to provide sales and customer service in accordance with company policies + Develops personal...to sell prearrangements + Attends visitations, funerals, and interment services of client families + Attends sales… more
- JPMorgan Chase (New York, NY)
- …a diverse suite of products and applications including, but not limited to; Advisor Services , Wealth Planning & Advice, Goal Based planning, liabilities ... asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction...strategy and builds presentations on behalf of the Financial Advisor (s) + Ad Hoc service requests as… more
- Deloitte (Austin, TX)
- …of cost * Your summer will conclude with a presentation outlining your networking and client service experience in front of a panel of EFA Senior Leadership The ... and financial processes, both to individual projects and to client accounts. Work You'll Do As a Summer 2026...and developing creative solutions The Team Our Engagement Financial Advisor team, part of Deloitte Services LP,… more
- The Cigna Group (Bloomfield, CT)
- …behavioral health products and services , collaborating with Behavioral Health service operations and decision-makers to address client needs efficiently. ... Join us in shaping the future of emotional well-being. As a Behavioral Consultative Advisor (EAP Consultative Advisor ), you will play a pivotal role in guiding… more
- Edward Jones (Topeka, KS)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...administrator to help you run your branch. World-class products, services and support. And the stability of a firm… more
- City National Bank (West Hollywood, CA)
- …territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal ... *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior...tandem with an assigned SFA to provide sales and client and colleague service support coverage. The… more
- Thrivent Financial (Dallas, TX)
- …of career backgrounds, including outside sales, account executives, real estate, client services , hospitality or event managers, business development, admissions ... with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center...book of business. With access to a large existing client base and supported by Thrivent's unique focus on… more