- Huntington National Bank (Charleston, SC)
- Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial ... financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. + Coach branch staff regularly in every location to better… more
- City of New York (New York, NY)
- …departments (Budget, Payments, Audit, Policy, CEO, SSO, Policy, Claiming/Revenue). The Senior Advisor 's responsibilities include working with finance units and ... data to determine funding recommendations, and improve efficiencies and minimize risk to ACS. Additional responsibilities include: - Develop budget worksheets in… more
- Huntington National Bank (Naperville, IL)
- …build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely with branch staff ... financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. + Coach branch staff regularly in every location to better… more
- The Cigna Group (Franklin, TN)
- **Legal Compliance Sr. Advisor - Commercial** As a senior individual contributor within EviCore's Commercial Compliance department, this role is pivotal in ... line of defense audits, identifying and reporting areas of non-compliance and risk , and ensuring effective preventative measures are in place + Deliver day-to-day… more
- Adams and Associates (Laurel, MD)
- Senior Safety & Security Advisor Job...formed in 1990 with the sole mission of operating at- risk youth and children's programs for local, state, and ... federal governmental agencies. Today, we are one of the largest workforce providers involved in the federal Job Corps program! Adams and Associates employs more than 2,000 staff members across the United States. Each year we provide academic, vocational… more
- M&T Bank (Wilmington, DE)
- …goals and objectives are achieved. + Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. ... manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of...growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- As part of the Advisor Technology group, the Sr Product Manager will focus on delivering tools and applications that support the advisor and support staff's ... and fundamentals of the software development lifecycle. + Concepts of risk management, issue tracking, change management, and requirements gathering. + Information… more
- Truist (Williamsburg, VA)
- …Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... in the areas of estate planning, estate administration, charitable, philanthropic, risk solutions, and family governance solutions. 3. Demonstrated ability to advise… more
- Citigroup (San Francisco, CA)
- The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their ... will lead to the growth of the asset base. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …communication of Code of Conduct updates across the organization. + Routinely interacts with senior leaders within Compliance, Risk , AML and across the firm. + ... consolidation and delivery of monthly and quarterly Compliance reports for senior leaders. + Collaborates with cross-functional teams to gather, validate and… more