- KeyBank (Naples, FL)
- …Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's... developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …gathering on behalf of the insurance company, communicating with carriers and financial advisor /agent as necessary throughout the licensing process. Identifying ... Communicate with insurance companies regarding submitted business or issues + Work with financial advisor and insurance companies on escalated cases + Monitors… more
- Colorado State University (Fort Collins, CO)
- …directly to the Dean and serves as the Dean's principal strategic advisor and operational coordinator. The CoS directs the organization, communication, and ... evenings, and weekends. + Must have a valid driver's license or the ability to obtain a driver's ...leadership team members as a strategist, problem solver, and advisor . + Serves as a translator of the Dean's… more
- PNC (Cleveland, OH)
- …Specialist Sr is the trusted partner to the Wealth Management Leadership and Advisor teams. The Sales & Support Administrator partners with the Wealth Management ... advisor team to proactively manage their assigned book of...support, which will help our clients achieve and maintain financial success. The Client Solution Specialist Sr fulfills responsibilities… 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 ... moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients...to operate a motor vehicle with a valid driver's license required. COMPENSATION AND BENEFITS This position is eligible… more
- JPMorgan Chase (San Jose, CA)
- …teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to ... expertise when performing designated supervisory duties to oversee a territory of Financial Advisors. You will be responsible for managing complex, high risk… more
- Nuvance Health (Danbury, CT)
- …* Experience with a healthcare software system including EMR (clinical and financial ) is highly desired** ** * License , Registration, or Certification ... Align this strategy with organizational goals, quality metrics, and financial sustainability. * *Performance Excellence:* Establish clear departmental goals, key… more
- PenFed Credit Union (San Antonio, TX)
- …The primary purpose of this job is to learn how to become a trusted advisor to our members and assist with the appropriate decision of mortgage or home equity ... the ability to conduct initial borrower interviews to gather financial information and understand client needs. + Display ability...needs. + Display ability to act as a trusted advisor to PenFed members and prospective membership, related to… more
- Hawaiian Electric (Honolulu, HI)
- …mechanisms including competitive bidding and bi-lateral proposals. Serves as the lead advisor to the Division Director and other managers and executives throughout ... and other entities for each service territory. Serves as the expert advisor to senior management on energy, capacity, storage, and non-wire alternative procurement… more
- TXNM Energy (Texas City, TX)
- …cyber security training. Annual cyber security training is also required. Given the financial nature of this position, this position may be required to obtain a ... but not limited to, generation, transmission, distribution, system planning, financial and regulatory issues, asset utilization, and environmental controls and… more