- Thrivent Financial (Milwaukee, WI)
- …advice leadership, training and human resources, to enhance the performance of the virtual advisor team, supporting their personal success in achieving sales ... are met or exceeded, with a strong focus on financial advice & deepening client relationships to...a related field, or equivalent experience. + Required: prior financial advisor experience and multiple years leading… more
- Truist (Charlotte, NC)
- …practices in scripting, configuration management and observability. Senior-level trusted advisor and thought-leader providing an experienced technology and business ... and emerging technology capabilities. Evaluate industry trends and perform financial -technology exploration to identify emerging technologies and innovation opportunities… more
- H&R Block (East Windsor, NJ)
- …exhibiting empathy, active listening, and a sincere commitment to their financial wellbeing. Demonstrate adaptability to diverse client personalities and ... in compliance with IRS regulations and H&R Block standards. + Conduct thorough client interviews to understand their financial situation, life changes, and tax… more
- H&R Block (New York, NY)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
- PNC (Columbus, OH)
- …is located in-market and you would attend both in-person and virtual appointments. Experience in Merchant Services/Payment Processing sales preferred. PNC will ... card systems and support services for business customers. Attracts and retains client relationships to meet sales objectives. + Develops and maintains relationships… more
- H&R Block (Nutley, NJ)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. It would be even… more
- H&R Block (Los Angeles, CA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... you'll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. You'll… more
- Raymond James Financial, Inc. (Boston, MA)
- …accounts, including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages budgeting ... and tracking of Financial Advisor expenses. + Creates reports to build more practice...and for ongoing reporting. + Effective communication across multiple client interactive platforms (in-person, virtual , phone and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... client -specific reporting as needed for review by the financial advisor . + Creates and maintains records...and for ongoing reporting. + Effective communication across multiple client interactive platforms (in-person, virtual , phone and… more
- Raymond James Financial, Inc. (Chicago, IL)
- …accounts, including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages budgeting ... and tracking of Financial Advisor expenses. + Creates reports to build more practice...and for ongoing reporting. + Effective communication across multiple client interactive platforms (in-person, virtual , phone and… more
Recent Jobs
-
Security Hospital Custom Protection Officer
- Allied Universal (Pittsburgh, PA)