- Bank of America (Houston, TX)
- …and contributes to branch office profitability by influencing International Financial Advisor business practices in ways that minimize regulatory, financial and ... determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance with firm… more
- Truist (Nashville, TN)
- …SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and grow ... revenue. Provide leadership to the Financial Advisor team and contribute to the short- and long...of the advertising review process as mandated by Financial Industry Regulatory Authority, Inc. (FINRA) 4. Strong writing and… more
- IBM (Baton Rouge, LA)
- …leader and trusted advisor with clients, having a strong POV on industry trends, delivery models, etc. * Experience in pre-sales, solutioning or inside out sales ... Oracle SaaS and Gen AI will be a lead advisor on our Oracle Managed Global offerings. The candidate...Oracle SaaS and Gen AI will be a lead advisor on our Oracle Managed Global offerings. The candidate… more
- US Bank (Minneapolis, MN)
- …Supervision, Operations, Legal, and Compliance on product procedures and policy. _Financial Advisor Support & Engagement_ + Develop advisor education programs ... webinars, and provide on demand learning support to enhance advisor knowledge of the product lines in scope. +...updates and changes as needed. + Stay updated on industry regulations including but not limited to Regulation Best… more
- Valvoline Global (Lexington, KY)
- …oil, staking our claim as a pioneer in the automotive and industrial solutions industry . Today, as an affiliate of **Aramco** , one of the world's largest integrated ... Compensation Manager** serves as a senior expert and strategic advisor within the global Total Rewards function. This role...+ Serve as a senior subject matter expert and advisor on global compensation strategy, governance, and design. +… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** This role focuses on the RIA (Registered Investment Advisor ) experience by supporting sales and developing mutually profitable advisor ... literature, portfolio analytics, etc. while documenting interactions and key advisor data. Here are a few examples of the...8 years of equivalent experience + 1+ years of industry -related experience is necessary + FINRA licensing required within… more
- H&R Block (Overland Park, KS)
- …designed to elevate how we work, how we serve, and how we lead in our industry . At H&R Block, we're curious, creative, and always on the move. If you embrace ... keen assessment skills to ensure proper selection of Tax Advisor match with new client, primary lead on reporting...Previous experience in a financial services or Registered Investment Advisor (RIA) business. + Familiar with H&R Block's tax… more
- Northrop Grumman (Chandler, AZ)
- …Human Resources organization is seeking a skilled and dedicated Principal Employee Relations Advisor to join our team. The successful candidate will play a key role ... As a member of the Employee Relations Center of Excellence, the ER Advisor provides advice, consultation, and guidance to create sustainable solutions for individual… more
- Wolters Kluwer (Wilmington, DE)
- …Federal and state tax laws. This position reports to the Content Manager for the Axcess Advisor team, TAA R&L. **Key Tasks: ** + Track changes to tax law and monitor ... editorial) on the development and maintenance of CCH Axcess IQ/ Advisor is also required. The candidate must also have...skills. + Trend Analysis: Ability to research and apply industry trends. + Mentorship: Skills in guiding and mentoring… more
- Air Force Materiel Command (Tullahoma, TN)
- …second level supervisor, senior civilian contracting official and staff advisor , providing planning, directing, organizing and exercising control over subordinate ... at least 25% of the time. Serves as the senior civilian business advisor in the organization with unlimited warrant authority. Servs as the Competition Advocate,… more
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