- Duke Energy (Wilmington, NC)
- …with project management experience and the potential to become an expert advisor in key product areas. Responsibilities include: + Contractor and Vendor Management ... and ensure compliance with Duke's policies. Administer contracts, process financial documents, oversee project execution, and maintain accurate records. Final… more
- M&T Bank (Paramus, NJ)
- …:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge of the Bank's retail ... as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow… more
- Burns & McDonnell (Chicago, IL)
- …potential clients and build relationships (where possible, establish a trusted advisor role) at the highest possible corporate level. + Manage client-focused ... operations. Strategy and Business Planning: Participate and develop annual strategic, financial , and marketing business line goals in conjunction with environmental… more
- JPMorgan Chase (Brooklyn, NY)
- …Serve as a commercial card Subject Matter Expert and become a Trusted Advisor for clients and LOB partners Required qualifications, capabilities, and skills + ... solutions including Commercial Card + Proven client ownership and trusted advisor relationship building skills + Demonstrable track record evidencing an exceptional… more
- HCA Healthcare (Nashville, TN)
- …pet insurance and more. + Free counseling services and resources for emotional, physical and financial wellbeing + 401(k) Plan with a 100% match on 3% to 9% of pay ... Consumer Discounts + Retirement readiness, rollover assistance services and preferred banking partnerships + Education assistance (tuition, student loan,… more
- JPMorgan Chase (New York, NY)
- …for Latin America Investment Banking Coverage, you will be the trusted advisor and strategic partner to senior leaders, driving business strategy and growth ... - Executive Director within our team, you will act as a trusted advisor and counterweight to Business Heads. You will identify, escalate, and mitigate business… more
- Fifth Third Bank, NA (Charleston, SC)
- …$2MM and generally less than $10MM. Assist the business owner in achieving their financial goals by providing smart financial solutions for both personal and ... business needs. Serve as a trusted advisor for these businesses; collaborate with a team of...other applicable banking services. Position may be located in Financial Center. Responsible and accountable for risk by openly… more
- Kiewit (Lone Tree, CO)
- …future PREFERRED QUALIFICATIONS: + CPA, MBA, or public accounting experience preferred + Financial or accounting experience in construction or engineering ... and accounting functions for Kiewit Infrastructure Engineers. As a trusted business advisor , this role works closely with management to maintain solid business… more
- Truist (Atlanta, GA)
- …America) **Please review the following job description:** The Business Unit Risk Advisor Specialist II-FINRA engages with the Investment Banking and Capital Markets ... Business Unit stakeholders to support The Business Unit Risk Advisor Specialist II-FINRA is a role within the Investment...related training. 2. 4+ years of experience in a financial institution with emphasis on risk management or equivalent… more
- Equitable (Charlotte, NC)
- …anything that requires product and platform updates, client, and advisor communications. + Coordinate and implement required client communications, documents ... at the advisor , plan and participant level for Educator and Enterprise...1 - 5 years of experience in a business, financial services environment + Relevant technical skills and experience… more
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