- JPMorgan Chase (San Francisco, CA)
- …that acts as the day-to-day manager of the client's investment assets * a Financial Planner for certain clients * an Insurance Specialist for certain clients ... identify the banker's best wealth management prospects, uncover the prospect's financial needs and objectives, and recommend appropriate wealth management solutions.… more
- Commerce Bank (Kansas City, MO)
- …experience required + Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation preferred For this position, Commerce Bank ... steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making...types of accounts and investment management thereof + Strong sales , presentation and negotiation skills + Ability to maintain… more
- Breakthru Beverage Group (Richmond, CA)
- …key initiatives. + Develop sales and customer-facing marketing materials to support sales programming. + Synthesize ad-hoc financial and sales data as ... **Time Type:** Full time **Remote Type:** **Job Family Group:** Sales **Job Description Summary:** The Trade Development Coordinator supports Trade Development… more
- RELX INC (Dayton, OH)
- …customer service, the Segment Analyst helps sustain high-quality service and reliable financial operations. Responsibilities: + Working with sales and support ... Are you a customer-centric and data-driven individual? Are you a strategic planner and problem-solver? About our Team: LexisNexis Legal & Professional, which serves… more
- Regions Bank (Atlanta, GA)
- …Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified ... for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor is responsible… more
- The Toro Company (Bloomington, MN)
- …evaluating, and analyzing trends related to their portfolio. In addition, the demand planner works with the integrated supply chain to align supply and demand, and ... the integrated demand plan. Ensure alignment with Marketing & Sales in the development of the consensus forecast. +...well-being, TTC offers a variety of mental health and financial health resources to all employees. + Volunteerism -… more
- Marriott (Charleston, SC)
- …or significant conversion projects. Skills: . Demonstrated cross‑functional leadership across operations, sales , finance, HR. . Strong financial acumen with P&L ... Provide regional leadership and oversight across all functional areas-operations, sales , finance, HR, maintenance, and brand compliance-for three custom-built… more
- Wells Fargo (Charlotte, NC)
- …FINRA registration including Series 63 (or FINRA recognized equivalents) + Certified Financial Planner (CFP) or Chartered Alternative Investment Analyst (CAIA) + ... role, you will:** + Educate and consult with WIM Investment Professionals ( Financial Advisors and Investment Strategists) on the depth and breadth of Alternative… more
- Bank of America (Gilbert, AZ)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ... Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite...63, and 65. The **Elite Growth Practice (EGP) Wealth Planner ** position may be filled at a Trainee, Specialist… more
- Regions Bank (Indianapolis, IN)
- …economic markets + Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst ... existing client relationships + Participates and may lead the sales process with partners and teammates to identify and...+ Analytical, organization and presentation skills + Knowledgeable about sales techniques and possess sales aptitude +… more