- Compass Group, North America (New York, NY)
- …with RA's Operations team to improve profitability and cash flow. **DUTIES:** + Act as financial advisor and business partner to the VP of Finance. + Manage and ... action plans to rectify any performance issues. + Provide financial evaluation of new business and rebid proformas, working...closely with the sales and operations team to ensure financial goals are achievable. Improve the quality of … more
- Robert Half Finance & Accounting (Circle Pines, MN)
- …risk, and supporting strategic decision-making. Responsibilities: * Act as a trusted financial advisor to the executive team, offering insights and strategic ... team in Circle Pines, Minnesota. In this role, you will oversee the financial operations and strategies of the organization, ensuring alignment with business goals… more
- Atria Wealth Solutions (Williston, VT)
- …, you become part of the credit union environment providing support to the Financial Advisor and helping to build member relationships. This position is ... CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union in the… more
- Walmart (Bentonville, AR)
- …strong partnerships with business leaders. **What you'll do ** + Act as a financial advisor to multiple VPs, providing strategic guidance on investment decisions ... organization. In this strategic role, you'll serve as the financial partner to multiple Vice Presidents within E BS,...that impact every Walmart associate and customer. As a financial partner to multiple Vice Presidents, you will play… more
- First Horizon Bank (Fort Lauderdale, FL)
- …closely with other departments and fulfills cross-sell opportunities. + Acts as a financial advisor by educating the customer about financial strategies ... the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals. In this role you… more
- Corewell Health (Royal Oak, MI)
- …using the EPIC tools. Provide information for follow up and referral to the Financial Advisor as appropriate. Initiate payment plans and obtain payment, Informs ... and insurance data; collecting co-pay/deductible, residual and prior balances, perform initial financial screening on all self-pay & out of network patients and then… more
- First Horizon Bank (Atlanta, GA)
- …retail, investment, financial , and estate planning services. + Acts as a financial advisor by educating the customer about financial strategies (eg ... Provides full-service banking to business clients, providing them with tailored financial solutions like loans, lines of credit, cash management services, and… more
- Bank of America (Los Angeles, CA)
- …to meet their needs. In addition to being the primary bank advocate and key financial advisor for the relationship, the SRM is accountable for prospecting new ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- Wells Fargo (Charlotte, NC)
- …Provide SME support for Financial Advisors Planning Tools + Partner with Financial Advisor assigned to a territory on business development activities + ... of Wealth and Investment Management (WIM). In this role, consultants support Financial Advisors fielding inbound and outbound calls on annuity and retirement… more
- Edward Jones (West Palm Beach, FL)
- …branch and client experience + Deliver excellent service by proactively anticipating Financial Advisor and client needs and positively impacting the client's ... a strong background in the many complex needs of financial planning as well as a deep desire to...branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted… more