- Kestra Financial (Palo Alto, CA)
- …to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and developing prospects. ... client and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and establish credibility and rapport both… more
- American Heart Association (St. Petersburg, FL)
- …involved in advising potential and active donors to the Association. The Senior Advisor cultivates and stewards current and prospective donors, both ... future interest in planned giving to the American Heart Association. In addition, the Senior Advisor serves as a subject matter expert on charitable estate… more
- Texas A&M University System (Corpus Christi, TX)
- … Advisor I This position under general supervision reports to the Senior Academic Advisor , advises undergraduate students concerning the academic requirements ... the academic requirements for their chosen program and reports directly to the Senior Academic Advisor . This position is responsible for assisting students with… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …such as Senior Relationship Manager, Digital Banking Consultant, or Virtual Financial Advisor . * Deep expertise in consumer lending, deposit products, and ... digital and remote channels to help them achieve their financial goals with confidence and clarity. This senior...mobile banking tools and enhancing member confidence in virtual financial services. * Act as a strategic advisor… more
- Cardinal Health (Springfield, IL)
- **_What Financial Operating Systems (FOS) contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …team of Business Development Consultants responsible for sourcing, engaging, and converting financial advisor prospects across Raymond James Financial ... internal policies throughout the recruitment lifecycle. **Qualifications** **Knowledge of:** Financial advisor business models and practice structures.… more
- Capital One (Richmond, VA)
- Compliance Advisor Manager Capital One's Retail Bank has grown by leaps and bounds in the last couple of years. The Bank has risen up the league tables in deposits ... Our clients aren't just our clients-they're our business partners. As a Compliance Advisor Manager supporting Small Business Bank, you will join a team of compliance… more
- Treasury, Departmental Offices (Washington, DC)
- …and Financial Intelligence - Terrorist Financing. As a Policy Advisor , you will have policy responsibility for all aspects of Treasury's anti-money ... financing and counter-insurgency financing initiatives. Responsibilities As a Policy Advisor , you will: Assist in identifying terrorist financing, money laundering,… more
- CUNY (New York, NY)
- …and/or clerical staff - Performs related duties as assigned. Job Title Name: Senior Academic Advisor **CUNY TITLE** Higher Education Assistant **FLSA** Exempt ... ACE (Accelerate, Complete and Engage Programs) Academic Advisor , Division of Student Affairs **POSITION DETAILS** Hunter College of the City University of New York,… more
- Humana (Boston, MA)
- …customers at the center of everything it does. The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and ... segments or the company at large. The Strategy Advancement Advisor works on problems of diverse scope and complexity...Excel). This person must be comfortable working collaboratively with senior leaders and subject matter experts alike and should… more