- Thrivent Financial (Nashville, TN)
- The Market Director is a key area leader to help drive growth through advisor teams and future team leaders to serve Thrivent's clients. The Market Director should ... to support the market capacity growth and total sales objectives through advisor referrals and community relationships. + Collaborate with all channel stakeholders… more
- Raymond James Financial, Inc. (Bismarck, ND)
- …for developing, coordinating, and executing initiatives to provide high-touch, face-to-face advisor support to consistent users, dabblers, and new or non-users in ... is required to achieve departmental sales goals and increase advisor utilization. This person will be covering the Central...be applied) or ability to obtain within 90 days.* Preferred: CAIA, CFP, CFA, CIMA, or MBA ** Travel Requirements**… more
- Thrivent Financial (Lake Elmo, MN)
- …This includes development and execution of community events and partnerships with the advisor as well as connections to other regional engagement events to grow and ... integrated strategic plans tailored to growth markets and individual advisor growth priorities. + Develop centers of influence relationships...Office tools and CRM tools (Salesforce) + Ability to travel up to 50% and ability to flex- schedule… more
- HUB International (Tallahassee, FL)
- …accounts in accordance with company objectives and procedures; complements advisor responsibilities for new business development and existing client perpetuation, ... based on location practice. **In this role, you will:** + Assist EB Advisor with request for insurance coverage quotes from insurance companies for organizational… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …develop strategy updates and dashboards, and help create field tools and advisor snapshots that will be piloted and delivered throughout the division. Throughout ... through Friday, up to 40 hours per week. **Duties and Responsibilities** + Advisor Relationship Data Project - Help document and organize advisor profiles,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …collaborating with team members and firm stakeholders across investment research/diligence, advisor and client education, and operational support to provide a ... and clients who use it. + Provides best-in-class financial advisor service through inbound phone coverage and emails regarding...+ Series 7 license; additional securities and insurance licenses preferred ** Travel :** Potential to travel , up to… more
- Forest Service (San Dimas, CA)
- …problem-solving meeting the Chief's goals and objectives. Serves as a technical advisor and multidisciplinary advisor to NTDP, WO, and field personnel, ... as a project advisor to project leaders, and as a multidisciplinary project...detailed estimates, project plans, detailed action plans, status reports, travel plans, procurement plans, documentation plans, benefit analyses, and… more
- Oglethorpe Power (Tucker, GA)
- …+ Assist in special projects of a financial or economic nature; serve as advisor to managers and associates on business and financial issues, such as monthly ... Lawson, Business Objects, and/or Bloomberg Professional is a plus. Travel : 10-15% Unusual hours required of this position:...projects of a financial or economic nature; serve as advisor to managers and associates on business and financial… more
- Deloitte (Nashville, TN)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on average, based ... on the work you do and the clients and industries/sectors you serve Preferred: + Advanced degree in Accounting, Finance, LLM or other applicable degree + Proven problem-solving capabilities + Experience serving clients or directly working within the financial… more
- Truist (Atlanta, GA)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general...'s calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for… more