- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Extensive contact with internal and external customers to provide detailed financial planning consultative services . **Essential Duties and Responsibilities** + ... through experience, specialized training or certification to consult with Financial Advisors (FAs) and their clients regarding overall ...work environment. + Provide a high level of customer service in a calm, courteous and professional manner. +… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- **Job Summary** A candidate that is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client acquisition. We are ... includes a Senior Advisor, Associate Advisor, and Registered Client Service Associate specializing in supporting high-net-worth families and private business… more
- Raymond James Financial, Inc. (Stuart, FL)
- …Bachelor's degree in a related field and three years' experience in the financial services industry with an emphasis onfinancial, retirement and estate planning ... clients and prospects that meets their short and long-term financial needs andgoals. + Preparespresentationsthatclearlycommunicatetherecommendationsandalternatives related to the client's… more
- Raymond James Financial, Inc. (Atlanta, GA)
- …areas requiring further information or explanation. Define, deliver, and adapt specialized financial products that meet customer needs by selecting the best possible ... approaches available within established systems. Identify the products or services that best meet the customer's stated needs, use...Act as first-line supervisor of a team providing customer service support, and play a key role in helping… more
- ServiceNow, Inc. (New York, NY)
- …quarterly and annual sales goals for an assigned territory. + Experience in the Financial Services industry + Support product sales as a technical and domain ... of Sales, Product Management, and the executive team. This is a hands-on technical consultant who can go wide and deep on solution delivery and solution positioning… more
- Principal Financial Group (Lake Oswego, OR)
- …compliance measures and align with brand standards. Operating at the intersection of financial services and technology, Principal builds financial tools that ... are currently seeking a self-motivated and detailed oriented **Marketing Consultant ** to join our team. In this role, you...level. Together, we're imagining a more purpose-led future for financial services - and that starts with… more
- Guidehouse (Mclean, VA)
- …a clean audit opinion. + Lead and manage a team focused on improving financial management and audit readiness for this agency. + Conduct assessments of the agency's ... and implement corrective action plans to address audit findings and strengthen financial reporting processes. + Collaborate closely with the audit liaison workstream… more
- OSI Digital (Dallas, TX)
- …+ NetSuite Suite Foundation Certification (Required) + Additional NetSuite certifications (eg, Financial User, ERP Consultant ) are a plus. Nice to Have: ... Role: NetSuite Consultant - Finance & Accounting Location: Dallas,TX Job Responsibilities...experience in multi-entity, global implementations. Background in consulting, professional services , or financial systems implementation. Powered by… more
- Google (Boulder, CO)
- Solutions Consultant , Knowledge, Information and Core, Financial Governance _corporate_fare_ Google _place_ Boulder, CO, USA **Mid** Experience driving progress, ... product ecosystem. Additionally we provide a range of product services that ensure our products are optimized for every...their budgets across gTech's matrixed organization. As a Solutions Consultant for Financial Governance, you will own… more
- Oracle (Nashville, TN)
- …to the client applying a broad knowledge of Oracle Financial Consulting Service Offerings. Able to generate consulting services and further and close the ... and leverage to drive strategy through organization. - Trusted consultant - Establishes positive relationships based on knowledge of... services , with specific experience selling IT Consulting Services in Financial Services Industry.… more