- SCI Shared Resources, LLC (Houston, TX)
- …alignment with the company's business objectives. The Manager partners closely with senior HR, Finance , and Legal stakeholders, and serves as a key advisor on ... **MINIMUM** **Requirements** **Education** + Bachelor's degree in Human Resources, Business, Finance , or a related field or an equivalent combination of education… more
- AeroVironment (Simi Valley, CA)
- …key control requirements including Sarbanes Oxley. + Act as an active financial advisor to the Operations management team. Support Operations staff in developing and ... Qualifications (Required Skills & Experience):** + Bachelor's degree in Finance or related field is required or equivalent combination...or a person to be approved for an export license by the governing agency whose technology comes under… more
- GROWMARK, Inc. (Arlington, WI)
- …approximately 50,000 customers. The cooperative does business in agronomy, agri- finance , precision agriculture, nutrient management, energy, feed, grain, and turf. ... sales contracts. Promotes the use of FS credit / Agri- Finance as a sales tool. Communicates marketing programs and...law, must possess or obtain a selling or solicitor's license . Must be able to obtain and maintain a… more
- KeyBank (Naples, FL)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- JPMorgan Chase (Pittsford, NY)
- …team, you will lead a team responsible for conducting thorough active account and Advisor book reviews. You will play a crucial role in ensuring high-quality work ... team to escalate potential issues to the Disciplinary Action Forum. + Conduct Advisor book reviews to identify trends or patterns that may impact multiple customers.… more
- HUB International (Providence, RI)
- …annuity distribution space. We believe that acting as a fiduciary to the Advisor and policy holder, providing service excellence and being passionate about what we ... producers and centers of influence as a consultative, trusted advisor instead of a product vendor. + Superior customer...a four-year college or university with a concentration in finance , business or an equivalency of education and experience.… more
- Houston Methodist (Houston, TX)
- …by analyzing clinical protocols. + Escalates appropriate cases to the Physician Advisor (or services) for appropriate second level review, peer-peer discussions, and ... payer denial- appeal needs. Consults with physician advisor as necessary to resolve progression-of-care barriers through appropriate administrative and medical… more
- The Salvation Army (Hartford, CT)
- …messages, and building relationships. + Schedule donor, prospect, and professional advisor appointments and meetings. + Assist and provide donors, prospects, ... Department. + Manage and update all confidential donor and professional advisor files, including maintaining accurate and detailed documentation of all interactions.… more
- Edward Jones (St. Louis, MO)
- …for clients. Setting expectations with estate planning/legal service provider, client, financial advisor , and High Net Worth team to deliver timely advice and ... **What Experience You Need:** + Bachelor's degree in Business, Finance , Accounting or Law required + Advanced degree (such...66 required within 6 months of hire + Insurance license required 6 months of hire + CFP(R) preferred… more
- JPMorgan Chase (New York, NY)
- …account reviews to ensure investment suitability and compliance. + Conduct comprehensive Advisor book reviews to identify trends and areas for improvement. + ... focus on compliance and supervision. + Bachelor's Degree in Finance , Business, or a related field. + Proven experience...9/10 (4,24,53). + Appropriate State Life & Health Insurance license . Additional licensing requirements must be met within 120… more
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