- H&R Block (Overland Park, KS)
- …RIA referred clients. You will be focused on client experience, providing white glove service , keen assessment skills to ensure proper selection of Tax Advisor ... and tracking of Return completions, and will host customer service training sessions with new Tax Advisors and Client...Previous experience in a financial services or Registered Investment Advisor (RIA) business. + Familiar with H&R Block's tax… more
- USAA (San Antonio, TX)
- …to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the ... where our core values - honesty, integrity, loyalty and service - define how we treat each other and...us special and impactful. **The Opportunity** As a trusted advisor , executive coach and strategic partner to senior executive… more
- Air National Guard Units (Des Moines, IA)
- Summary IOWA AIR NATIONAL GUARD - TITLE 5 EXCEPTED SERVICE POSITION Open to current members of the Iowa Air and Army National Guard (Title 32 Military Technicians, ... (Title 5), GS-2210-13, you will perform the following duties. Serves as the principal advisor to the Wing Commander and Director of Advanced Programs on the latest… more
- Customs and Border Protection (Washington, DC)
- …Responsibilities In this position, you will act as the senior technical advisor on protocol and lead the planning, coordination, and execution of high-level ... Patrol. Typical duties will include: Serving as senior technical advisor for the USBP protocol program to assist in...Males born after 12/31/1959 must be registered with Selective Service Primary US residency for at least three of… more
- Air Force Materiel Command (Tullahoma, TN)
- …second level supervisor, senior civilian contracting official and staff advisor , providing planning, directing, organizing and exercising control over subordinate ... of the time. Serves as the senior civilian business advisor in the organization with unlimited warrant authority. Servs...may have been gained in the private sector, volunteer service , military service , and/or government service… more
- AAA Mid Atlantic (Chesterfield, VA)
- …professional or just starting your journey, if you excel in sales and customer service , have a passion for learning, and embrace new technology, this role is for ... Join a dynamic sales team known for providing world-class service , while you make our clients' travel dreams come...come true. What You'll Do as a AAA Travel Advisor + Craft unforgettable domestic and international travel experiences-cruises,… more
- ManpowerGroup (El Sobrante, CA)
- …when needed) + Providing guidance to business for vendor strategies/challenges ie being an advisor + Take a long-term view on contract structures & end dates to ... + Grow individually and support team growth towards status of a trusted advisor and business / technology decision influencer + Follow up opportunities with Sourcing… more
- Charles Schwab (Westlake, TX)
- …across the organization to design, deliver, and continuously enhance a comprehensive advisor and client experience for digital assets in Advisor Services. ... across horizontal and vertical tracks to drive timely delivery within Advisor Services + Influence experience design: Shape theadvisor and end-client interactions… more
- BankFinancial (Downers Grove, IL)
- …business owners and their business. As a specialist and trusted advisor , responsibilities include identifying needs, recommending deposit, treasury, and loan ... retaining, and growing core client relationships by fostering a trusted business advisor relationship that leverages all that the Bank has to offer business… more
- PNC (Troy, MI)
- …Administrator is the trusted partner to the Wealth Management Leadership and Advisor teams. The Sales & Support Administrator partners with the Wealth Management ... advisor team to proactively manage their assigned book of...OPT for this position. **Job Description** + Provides sales, service and execution support for new and ongoing client… more