- US Bank (Roseville, CA)
- …clients to registered representatives in partnership with wealth management teams. No direct investment sales are made by the Premier Client Relationship ... Client Relationship Consultants complete all duties of a Client Relationship Consultant ; building relationships with customers, engaging them via multiple channels… more
- NBT Bank (Portland, ME)
- …with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results. Education ... or equivalent education and experience + Minimum 2-3 years investment and insurance sales experience required Skills and Abilities: + Thorough knowledge of… more
- Citigroup (Glendale, CA)
- …expand and improve Citi's existing product platform to determine changes in sales , investment , and portfolio construction strategies that isolate and capitalize ... and analysis for their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive sales … more
- CBRE (Philadelphia, PA)
- …and expenses, and other management issues that could affect development + Coordinating with Investment Sales / Capital Markets on the marketing and sale of ... Trammell Crow Company - 2026 Summer Associate Program - Development Investment Job ID 237701 Posted 09-Sep-2025 Service line REI Segment Role type Full-time Areas of… more
- TIAA (Charlotte, NC)
- **Virtual Financial Consultant ** The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries and ... Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets. +… more
- Manulife (Boston, MA)
- The Retirement Consultant (RC) works as a member of a broader team with a collaborative culture responsible for over $3.5B in annual asset retention including IRA ... assets. The RC will exercise expertise in the various John Hancock investment options and the different education-based and advice-based methodologies that are… more
- Humana (Carson City, NV)
- …caring community and help us put health first** With over 10 million sales interactions annually, Humana understands that while great products are important, it's ... customers at the center of everything it does. The Growth Strategy Consultant (Distribution) provides data-based strategic direction to identify and address business… more
- Deloitte (New York, NY)
- Mergers and Acquisitions IT Diligence Consultant Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and ... for clients around the world. If you are a consultant specializing in these areas, this practice is the...clients as they assess JVs, Partnerships, Acquisitions, or potential sales . Deloitte's Consultants are self-starters who are comfortable in… more
- Public Consulting Group (Raleigh, NC)
- …visit www.publicconsultinggroup.com. PCG is seeking a dynamic, experienced, and strategic Consultant to support our special education case management projects in ... North Carolina. The Consultant works in a fast-paced, dynamic environment as part...growth strategy for the portfolio, including product/service expansion, prospecting, investment planning, and innovation opportunities. + Execute tailored growth… more
- HUB International (Metairie, LA)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees ... + **Strong community support and involvement through HUB Gives** **SUMMARY:** A Benefits Consultant (BC) interfaces with a group of clients (a book of business) to… more