- Wells Fargo (Charlotte, NC)
- …. **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- JPMorgan Chase (Tampa, FL)
- …for each client within your assigned portfolio, and a senior leader as trade advisor for complex Letter of Credit transactions. The assigned client portfolio may be ... in Trade Finance / Letters of Credit + Robust background working as advisor negotiating and structuring agreements supporting Letters of Credit + Strong focus on… more
- Xcel Energy (St. Paul, MN)
- …expertise and has full knowledge of other related disciplines. Performs as a staff advisor and consultant in a technical specialty, a type of facility or equipment, ... of responsibility (ie subject matter, function, type of facility, equipment or product ). Contributes to the development of new principles and concepts. Problems must… more
- JPMorgan Chase (San Francisco, CA)
- …a regular basis in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in accordance with High-Net-Worth ... + Identify and develop new business opportunities from existing client base. + Attend product rollouts, ideas calls and research meetings to stay current on all JP… more
- Edgewell Personal Care (Bentonville, AR)
- …developing strategies to optimize category performance. Prior experience as Category Advisor or Validator preferred, with Scintilla and Syndicated data experience ... with Walmart Health & Wellness categories for a win-win. Execute new product initiatives accordingly. Develop scorecards and monitor the execution of 4P activities… more
- T. Rowe Price (Owings Mills, MD)
- …delivery of personalized and comprehensive Retirement Income & Financial Plans for advisor clients to present to their end clients. The advice provided encompasses ... development of personalized and comprehensive Retirement Income & Financial Plans for advisor clients to deliver to their end clients. Advice provided includes, but… more
- Truist (Philadelphia, PA)
- …and acts as a primary source for investment communication. Assists the Wealth Advisor in acquiring Reserve and GenSpring level, prospective clients. 2. Assist Wealth ... to capital deployment which will help ensure long-lasting client/trusted advisor relationships. 7. Implement investment recommendations and transition new clients… more
- KeyBank (WA)
- …cross-marketing opportunities to meet the clients' need and become their trusted advisor . Develops strategic relationships with Key lines of business in order to ... operational tasks while acting as a bank advocate and advisor to the client. + Manages all administrative tasks...within defined industry or geography (vertical/sub vertical) and within product set + Revenue Driver: Exhibits a relentless focus… more
- Excellus BlueCross BlueShield (Buffalo, NY)
- …handling. This includes but is not limited to acting as a strategic advisor to support clients in the decision-making process relative to benefit design, financial ... relationship development and assist with retention activities as a trusted Labor Advisor . For Ancillary Accounts: positions in this area are additionally responsible… more
- Wayfair (Lynnfield, MA)
- …At AllModern, we believe everyone deserves a home they love and as a Design Advisor , you'll help make that happen. You'll be more than a salesperson; you'll be a ... Let's make it happen. What Does A Retail Design Advisor Do? + Be the Customer's Trusted Advisor...picks. You'll walk customers through fabric swatches, finishes, and product choices with confidence and clarity. + Inspire with… more