- Kestra Financial (Avon, CT)
- Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial planners ... service and advice. Key Responsibilities: + Analyze clients' financial situations, investment portfolios, and goals to provide tailored planning recommendations. +… more
- Raymond James Financial, Inc. (Naperville, IL)
- …reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship ... mission, and strategies. + General office practices, procedures, and methods. + Investment concepts, practices and procedures used in the securities industry. +… more
- DoorDash (Miami, FL)
- …objectives are achieved. Build strong, long-lasting relationships and become a trusted advisor with key stakeholders and executive sponsors using our product and ... product adoption and optimization to help clients maximize their investment and success. + Work seamlessly with various teams...2024. The Covey tool has been reviewed by an independent auditor. Results of the audit may be viewed… more
- US Bank (Charlotte, NC)
- …and individuals at US Bank to serve as a trusted legal and business advisor . Successful candidates for positions in the US Bank Law Division consistently provide ... they bring to the group. Meaningful collaboration, participation in the community, and investment in the development of the Law Division are all expected from… more
- Virtua Health (Voorhees, NJ)
- …to align with the strategic imperatives and demonstration return on learning investment .* Collaborates with other members of the leadership team to assure competency ... and incorporates research and/or evidenced based practice as an advisor , investigator, collaborator, translator, integrator, or evaluator.* Consistently uses… more
- SAP (Newtown Square, PA)
- …Strategy of SAP. This enables customers to safeguard their existing SAP ERP investment , while benefiting from a new level of flexibility - tailoring the software ... - Enhanced Operations Service (EOS) organization, serving as a trusted advisor responsible for safeguarding and optimizing strategic customers' investments in SAP… more
- ISC2 (Columbia, SC)
- …Our globally recognized, award-winning portfolio of certifications provide an independent and globally recognized endorsement of cybersecurity knowledge, skills and ... objectives. + Develop a robust business case evaluation process, ensuring optimal investment decisions. + **Leadership & Organizational Change** + Build and lead a… more
- Henry Ford Health System (Detroit, MI)
- …greater complexity and ambiguity. The Lead Business Intelligence Developer is a completely independent member of Core Analytics and plays a pivotal role in enhancing ... Henry Ford Health System. The role is a trusted advisor to organization's leaders and team members in providing...leading the Future of Health: Detroit, a $3 billion investment anchored by a reimagined Henry Ford academic healthcare… more
- JPMorgan Chase (Palo Alto, CA)
- …that end, you will need to learn about the various products and platforms ( investment , banking and lending) available to our advisors across JPMWM in order to ... as planning and for the wealth management industry overall, must demonstrate independent initiative and must be responsive. **Job Responsibilities:** + Work with… more