- Kestra Financial (Wappingers Falls, NY)
- The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This ... is critical in handling the day-to-day client management on behalf of the Lead Advisor . This is a full-time, in-person position, and the selected candidate is… more
- Thrivent Financial (Spokane, WA)
- …to the local community + Research and respond to client inquiries + Collaborate with Lead Advisor on complex scenarios + Schedule, prep, and document all your ... client meetings + Other responsibilities as assigned by the Lead Advisor Desired Characteristics Our culture and our people are special. We're looking for people… more
- Kestra Financial (Sewickley, PA)
- The Support Advisor reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisor . Responsibilities include: ... and plan and presentation development. Essential Duties and Responsibilities + Support Lead Advisor with analysis, client service, and technical assistance +… more
- Thrivent Financial (Bellevue, WA)
- …needs of Thrivent clients and their families. Responsibilities may include working with a Lead Advisor to develop and implement business and marketing plans to ... Associate Advisor reports to and is employed/contracted by the Lead Advisor . Thrivent Investment Management Inc. is the sponsor for FINRA registration and… more
- Kestra Financial (Cypress, TX)
- …for a great opportunity for the right person. This person will report to the Lead Advisor and be the primary contact for customer relationship management and ... is critical in handling the day-to-day client management on behalf of the Lead Advisor . Requirements Essential Duties and Responsibilities + Supports Lead … more
- Kestra Financial (West Hartford, CT)
- …to advisors who develop new business. Essential Duties and Responsibilities + Supports Lead Advisor on book of business, including managing client needs ... modern, and inclusive work environment. Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships with clients, ensuring… more
- Thrivent Financial (Tallahassee, FL)
- …to the local community * Research and respond to client inquiries * Collaborate with Lead Advisor on complex scenarios * Schedule, prep, and document all your ... Our well-established, high performing team is currently looking for a Financial Advisor . This position provides support to North Central Florida Group's existing… more
- Kestra Financial (Baltimore, MD)
- …in our career path and plays a key role in supporting our lead advisor /owner, managing client portfolios, and enhancing client relationships. This position ... out our website- www.melnickrosenbaum.com. Role Overview: We are seeking a career-oriented Service Advisor to join our team. The position is the second of four… more
- Marathon Petroleum Corporation (Canonsburg, PA)
- …people, and fosters a collaborative team environment. The Commercial Sourcing Advisor 's primary responsibility is to support the development, management, and ... conditions, and commodity pricing to inform sourcing decisions. + Negotiations: + Lead the preparation and negotiation of terms and conditions related to pricing,… more
- University of Colorado (Denver, CO)
- …**Job Description** * Applications are accepted electronically ONLY at www.cu.edu/cu-careers * The lead Graduate Academic Advisor in the School of Public Affairs ... SPA's cohort, community-based, accelerated, and on-campus programs. **Leadership:** + Serve as lead Graduate Advisor across SPA. + Attend Commencement planning… more