- Thrivent Financial (Hudson, WI)
- …maintain relationships with outside organizations As part of Lasting Legacy Financial Consultant 's recruiting/hiring/contracting process, a verification of a ... Summary This position provides administrative support to Lasting Legacy Financial Consultants. This role is critical to our member experience and requires a… more
- Equitable (MD)
- …CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable ... by our mission to help our clients secure their financial well-being providing them confidence to pursue long and...on the futures of individuals and businesses by offering financial services and products that address their evolving … more
- Principal Financial Group (Des Moines, IA)
- …fingerprint person of PSI **Skills That Will Help You Stand Out** + Chartered Financial Consultant (ChFC) or Certified Financial Planner (CFP) supported and ... area of service that help participants achieve Retirement Readiness and Financial Wellness by providing Fiduciary Recommendations to In-Plan Participants. Here are… more
- City National Bank (Irvine, CA)
- …goals around sales expectation. * Work with Bankers, Portfolio Managers, and Financial Consultant colleagues to gather the necessary information and ... trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager, etc.) to ensure proposed new relationships… more
- BRIDGE Housing Corporation (San Francisco, CA)
- …but not limited to following up with the auditor, the project manager, and the financial consultant to ensure the audit moves along as outlined in the audit ... within the team, including automating spreadsheets, and streamlining processes FINANCIAL STATEMENTS + Researches issues independently by consulting appropriate… more
- T. Rowe Price (Colorado Springs, CO)
- …will identify and qualify high-value participants to a Retirement Specialist or Financial Consultant who will deliver enhanced personalized consultations. Our ... teams live the mission of helping our participants reach their long-term financial goals through exemplary service, education, and support. Join our team and you… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …Preferred Qualifications Salesforce Certifications (eg, Marketing Cloud Developer, Service Cloud Consultant , Financial Services Cloud Consultant ). Experience ... Salesforce Developer/Administrator with expertise in Salesforce Service Cloud, Salesforce Financial Services Cloud, and Salesforce Marketing Cloud to join our… more
- Huntington National Bank (Toledo, OH)
- …+ Professional designations such as CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant ), or CFP (Certified Financial Planner). Exempt ... Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the… more
- Huntington National Bank (Rosemont, IL)
- …+ Professional designations such as CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant ), or CFP (Certified Financial Planner). #LI-KB1 ... Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining… more
- Cognizant (New York, NY)
- As a FCCS SME/Lead Consultant you will play a pivotal role in designing and implementing Oracle EDM solutions to enhance business processes, with a focus on Oracle ... and core consulting skills . Excellent functional knowledge of financial close process, accounting consolidation methods, intercompany accounting and reporting,… more