- 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
- 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