- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the financial advisors and clients who use it. + Provides best-in-class financial advisor service through inbound phone coverage and emails regarding RJ SI ... for structured investments and provides timely execution reports to financial advisors. Guides financial advisors and Management...with the conservative nature of the firm, and escalates advisor or client questions to other team members or… more
- Edward Jones (Tempe, AZ)
- …presentation and communication skills + Exceptional organizational skills + Understanding of Financial Advisor and Branch Team Support Member(s) structure + ... situations and developing tailored solutions. + Ability to support a financial advisor in evaluating solutions-based strategies for client needs + Advanced… more
- Liberty Latin America (PR)
- …strong relationships with executives and functional leaders, serving as a trusted financial advisor to influence commercial strategy. + Ensure adherence to ... relationships with executives and functional leaders, serving as a trusted financial advisor to influence commercial strategy. + Ensure adherence to internal… more
- Palo Alto Networks (Santa Clara, CA)
- …insights to drive business performance. + **Business Partnership:** Serve as a trusted financial advisor , strategic partner and provide thought leadership to the ... account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a… more
- Wells Fargo (New York, NY)
- … advisors, clients, and internal partners, serving as a liaison to advance financial advisor and client penetration. + Ensure all banking activities comply ... to some of the United States' leading providers of financial and investment services. Through WIM's businesses, we deliver...but centrally managed teams + Create a more consistent advisor and client experience + Deliver best-in-class product and… more
- City National Bank (Madison, WI)
- …in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from Financial ... Prepares customized written industry and company specific reports upon request to Financial Advisor . + Assists in development of financial models to forecast… more
- Walmart (Bentonville, AR)
- … financial projections across all fulfillment channels. + Serve as a strategic financial advisor to the SVP of Merchandise Finance, preparing robust ... In this high-impact role, you'll serve as a strategic advisor to senior leadership, driving forecasting, financial ...strategic advisor to senior leadership, driving forecasting, financial analysis, and business planning for the Walmart US… more
- Carnegie Mellon University (Pittsburgh, PA)
- …of our research administration team. In this pivotal role, you will be a trusted financial advisor , a compliance leader, and a driver of process innovation. You ... Finance Division at Carnegie Mellon University is responsible for providing financial management, enterprise planning and stewardship in support of education,… more
- Raymond James Financial, Inc. (Bethesda, MD)
- …are addressed. * Incorporate needs, wants and goals from different prospects for financial advisor practices into marketing and sales strategies. * Gather ... obtained through education and experience to support the business of financial advisors by developing client pipelines through prospecting, networking, community… more