- JPMorgan Chase (Nashville, TN)
- …in your community and enjoy building relationships, then a role as a Business Banking Consultant Senior is for you. As a Consultant Senior in Business Banking, ... leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts; and employ creative marketing techniques utilizing… more
- T. Rowe Price (Baltimore, MD)
- …significant influence, guiding client decision-making on matters of high importance and significant financial risk. + Serves as a sales consultant to key clients ... responsible for the development of the sales and/or client relationship management strategy for the territory for complex advisors...contract and operational compliance, and risk mitigation. Serves as consultant to the client on how T. Rowe Price… more
- Neuberger Berman (TX)
- …of Northern Texas (Dallas), Oklahoma, and Arkansas. This is accomplished through relationship building via individual and group financial advisor meetings, ... **Summary** The Advisor Consultant is responsible for creating new relationships and...for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, Wells… more
- Wells Fargo (Charlotte, NC)
- …Wells Fargo is seeking a Retirement Development Consultant (Business Growth Strategy Consultant ) in the National Sales Client Relationship Group as part of ... Wealth and Investment Management (WIM). In this role, consultants support Financial Advisors fielding inbound and outbound calls on annuity and retirement income… more
- Covr Financial Technologies (Hartford, CT)
- …phone-based relationship + Familiar with general concepts of the financial planning and life insurance industries + Strong organizational and time management ... VP, Regional Insurance Consultant REPORTS TO: Chief Revenue Office DEPARTMENT: Sales,...life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs,… more
- CIBC (Chicago, IL)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... line of defense team which supports the departments referenced above. The Senior Risk Consultant will work closely with US TI&I Management and 2nd and 3rd lines of… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Internal Alternative Investment Consultant (Senior Business Growth Strategy Consultant ) in Wealth and Investment ... role, you will:** + Educate and consult with WIM Investment Professionals ( Financial Advisors and Investment Strategists) on the depth and breadth of Alternative… more
- Covr Financial Technologies (San Francisco, CA)
- …phone-based relationship + Familiar with general concepts of the financial planning and life insurance industries + Strong organizational and time management ... CA - VP, Regional Insurance Consultant REPORTS TO: Chief Revenue Officer DEPARTMENT: Sales,...people to protect what matters most. Through partnerships with financial institutions and advisors, Covr's innovative digital platform provides… more
- Charles Schwab (El Segundo, CA)
- …Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and ... rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **In addition to the salary range, this role is also eligible… more
- KeyBank (Brooklyn, OH)
- …**Job Summary** As a member of the Marketing Execution Squad, the Senior Marketing Consultant will act as a strategic partner to the Specialty Marketing and Lead ... strategy squads as part of an agile operating model. The Sr Marketing Consultant is responsible for managing and executing marketing campaigns across various LOBs… more