- 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
- Equitable (Philadelphia, PA)
- …million clients + More than $220 billion assets under management + More than 4,300 financial professionals + More than 190 Elite Advisor Group firms + 80 branch ... Wealth Management Advisor - PA, Philadelphia (2571) ( 180006WR )...+ Our operation and compliance infrastructure support * LPL Financial , member FINRA, SIPC, is the clearing broker-dealer for… more
- Citigroup (New York, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- Kestra Financial (Palo Alto, CA)
- …desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and developing ... client and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and establish credibility and rapport both… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …due diligence and investment updates for those funds on the "Recommended Funds" list for financial advisor use. + Playing a pivotal role in decisions relating to ... conducting quantitative and qualitative due diligence, investment analysis (eg, financial modeling, risk analysis, validating investment merits, etc.), and making… more
- Coldstream Wealth Management (Bellevue, WA)
- Job Descriptions: Are you a financial advisor who's looking for an opportunity to advance your career? At Coldstream, one of our Bellevue teams is looking to add ... a Wealth Manager ( advisor ) who will contribute to continued growth through business...and deep experience counselling high-net-worth families regarding their entire financial situation, including sophisticated long-term financial planning,… more
- KeyBank (Chicago, IL)
- …Illinois **Job Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full ... and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs; functions as… more
- Raymond James Financial, Inc. (Rochester, NY)
- …business summary reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, ... articles. * May enter orders at the direction of the Financial Advisor . * Actively engages in available training/cross-training and educational and/or… more