- JPMorgan Chase (Tempe, AZ)
- …influence to pursue potential new business clients + Serve as a trusted advisor , leveraging core knowledge to recommend and promote banking and payment processing ... and services, and diverse types of businesses, industries, markets, financial and economic concepts + Excellent communication skills, both...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- JPMorgan Chase (New York, NY)
- …and maintain strong relationships with institutional clients, serving as a senior advisor and trusted partner. + Ensure compliance with all regulatory requirements ... actionable insights. + Proficiency in advanced trading platforms and financial software. + Exceptional communication, negotiation, and interpersonal skills, with… more
- JPMorgan Chase (New York, NY)
- …vital missions of local resources like hospitals, governments and community financial institutions. We work to preserve safe, affordable and sustainable community ... optimize business performance by promoting key initiatives. You will act as a trusted advisor and counterweight to the Head of Impact Banking & Advisory and the Head… more
- JPMorgan Chase (New York, NY)
- …including focused deployments and strategic initiatives like 403(b), SoloK, HSA's, Financial Wellness, and advisor -managed accounts + Oversee outsourced vendor ... skills** + MBA preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- JPMorgan Chase (Portland, OR)
- …of close collaborative relationships with both portfolio management and client advisor teams. **Job Responsibilities** + Key contributor to product strategy, ... a proven track record of sustainable achievement in a financial sales environment; Outstanding energy, focus, and drive to...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- Deloitte (Mclean, VA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... high-level of tax research and work on regulated investment company (RIC) tax work papers, financial statement...regulated investment company (RIC) tax work papers, financial statement provisions and related tax disclosures and federal… more
- CVS Health (Springfield, IL)
- …passionate about transforming health care. As the nation's leading health solutions company , we reach millions of Americans through our local presence, digital ... with client goals and Aetna's business objectives. * Serve as a trusted advisor , providing market insights and consultative solutions tailored to client needs. *… more
- JPMorgan Chase (Jersey City, NJ)
- …**Job responsibilities:** + Serve as the communications lead, and strategic advisor for JPMorganChase's Cybersecurity & Technology Controls organization, while also ... to partner effectively with executives, peers, and other functional groups across the company . + High level of independence, energy, and integrity, with respect for… more
- Charles Schwab (Westlake, TX)
- …Familiarity with workflow or financial tools and data is a plus - Financial Advisor experience or contribution experience + Prior exposure to the ... be great. A good understanding of the non-profit and financial industry legal, risk, compliance and finance will be...both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid… more
- Athene (West Des Moines, IA)
- We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of ... pursuing more, Athene is your kind of company . You will find we offer more than the...Wholesaler in the Independent Broker Dealer channel will educate Financial Advisors on Athene annuity products, services and resources… more