- Robert Half Finance & Accounting (San Francisco, CA)
- …Support new client acquisition through referrals, networking, and participation in the sales process. + Represent the firm at public speaking engagements and ... Qualifications Education & Experience + Undergraduate degree required. + CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) designation required. + 4+ years of experience for… more
- JPMorgan Chase (San Francisco, CA)
- …acts as the day-to-day manager of the client's investment assets * a Financial Planner for certain clients * an Insurance Specialist for certain clients * a Trust ... needs. + Effectively advance opportunities presented to you through a focused sales process. + Generate new assets under management through the bank's existing… more
- Omni Hotels (Boston, MA)
- …and processed efficiently and correctly, through consistent interactions with the Sales & Convention Services Departments. To assist the Reservations Manager and ... (strongly preferred) + Previous experience using passkey, nomadixcms, and iMeeting planner app (preferred) + Proficient computer skills on Microsoft Office, Excel,… more
- International Paper (Franklin, VA)
- …activities with the Maintenance FLL, Operations Maintenance Coordinator, Reliability Engineer, Planner , Process Engineer, shared Front Line Leaders (4 shifts) with ... manufacturing operations in North America, Latin America, North Africa and Europe. Net sales for 2022 were $21.2 billion. Additional information can be found by… more
- TD Bank (New York, NY)
- …segments and channels + Develops and executes Market oriented plans to achieve sales , revenue, and net asset growth objectives in investments, lending, and deposits ... banking, lending and investments for HNW, MA and/or Institutional clients + Certified Financial Planner (CFP) designation is preferred + Series 7, Series 63 + 65 or… more
- Taco Bell (Davenport, IA)
- …recognition culture that creates a positive work environment. Excellence: + Strategic planner creates short term and long-term strategies for restaurant success. + ... combined experience and education. + Experience of at least 3 years with sales building, P&L statements, recruiting, and training. + Proven track record of… more
- Love's Travel Stops & Country Stores (Oklahoma City, OK)
- …categories and selecting and purchasing products that align with the company's sales strategy and customer preferences. This role involves analyzing market trends, ... as a merchant, retail buyer, category manager, and or retail merchandising planner is preferred + Experience managing vendor relations, 3rd party suppliers,… more
- CBRE (Dallas, TX)
- …in productivity and collaboration software tools such Microsoft To Do, + Microsoft Planner , Power Automate, Visio, Atlassian Suite, as well as Miro/ Figma Why CBRE? ... CBRE serves clients through four business segments: Advisory (leasing, sales , debt origination, mortgage serving, valuations); Building Operations & Experience… more
- Alamo Group Inc. (Winn, MI)
- …administers subordinates' performance evaluations. 12. Coordinates and assists subordinates, sales and manufacturing departments in reducing product costs through ... oriented with a clear focus on business profitability. A natural forward planner who critically assesses own performance. **Education and Experience:** + Bachelor's… more
- Wells Fargo (Charlotte, NC)
- …skills + Knowledge and understanding of contact management systems, such as Sales Force + FINRA registration including Series 7 (or FINRA recognized equivalents) ... including Series 63 (or FINRA recognized equivalents) + Certified Financial Planner (CFP) or Chartered Alternative Investment Analyst (CAIA) + Microsoft Office… more