- Wells Fargo (Dallas, TX)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist ... outlined in the job expectations below + This Philanthropic Senior Advisory Specialist is a specialty fiduciary expert with...with complex planning needs. May partner with a Relationship Manager or act as Relationship Manager in… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and continuing education options. **Job Summary:** Raymond James is hiring a Supervision Senior Advisor to review and analyze account disclosures and transaction ... Serve as a trusted business partner to our Financial Advisor teams by providing expertise with financial services related...procedures, and methods. + Conflicts of Interest and other compliance issues involved with branch manager /FA trading… more
- NPL Construction (Columbus, OH)
- …influence and audit all aspects of the organizational EHSQ programs. You will serve as a lead/most senior Advisor of the local EHSQ Advisor team and act as a ... Senior Safety Advisor Date: Aug 6,...a part of something bigger. Reporting to the EHSQ Manager /Regional Manager EHSQ, you will partner with… more
- AC Disaster Consulting (Denver, CO)
- …current Professional Engineer (PE) certification is required for this role. + Job Title: Senior Advisor , Civil & Environmental Engineering + Full Time or Part ... off to Volunteer + Cell Phone Allowance Mission of Role/Position Summary: The Senior Advisor , Civil & Environmental Engineering will oversee technical staff… more
- Citigroup (New York, NY)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance… more
- Citigroup (Downey, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance… more
- Southern California Edison (Irwindale, CA)
- Join the Clean Energy Revolution Become an Employee Benefits Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this influential ... lasting impact on the well-being of the company's workforce. As an Employee Benefits Senior Advisor , your work will help power our planet, reduce carbon… more
- UMB Bank (Rust, MI)
- …another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is available to ... our high net worth clients. The Trust Advisor team serves as subject matter expert on probate...referrals for other bank products and services. + Ensures compliance with the Bank's fiduciary duties in the administration… more
- Cardinal Health (Carson City, NV)
- …as a subject matter expert in data management and governance. While not a formal people manager , the Senior Advisor will act as a team lead, providing ... of trusted data and statistical models to support regulatory and business goals. The Senior Advisor , Data Management and Governance plays a key role in advancing… more
- Vanguard (Charlotte, NC)
- …and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will ... the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a book...services. They also manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in… more
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