- Sage (Lawrenceville, GA)
- Account Executive - Financial Services Job Description: You've closed complex deals. You've prospected new customers. You've repeatedly met quota. Now what? You will ... to midsized business and you will be the trusted advisor partnering with prospects to do so. You'll do...from your leader, you'll learn the Sage landscape, have virtual training on our products and shadow your fellow… more
- Truist (Duluth, GA)
- …of America) **Please review the following job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...coaching 4. Able to learn independently using training guides, virtual and in-person training sessions, and peer-to-peer training. 5.… more
- Truist (Coral Gables, FL)
- …of America) **Please review the following job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...coaching + Able to learn independently using training guides, virtual and in-person training sessions, and peer-to-peer training +… more
- Thrivent Financial (Nashville, TN)
- …of attracting, selecting , and developing financial advisors . + Experience hiring financial advisor on teams . + Once financial advisors are assigned ... source candidates into open roles across all channels (ex: Virtual Advice, team sales and support roles, etc.). +...understanding of concepts and practices that lead to new financial advisor success. + Demonstrated track record… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... effective communication skills across multiple platforms (phone, email, in-person, virtual ), as well as the ability to organize, manage,...of Financial Advisor expenses. + Creates reports to… more
- Rapid Finance (Bethesda, MD)
- …Finance is expanding our sales team and we are now recruiting for Business Advisor training classes. A Business Advisor is responsible for building relationships ... on a daily basis to help them achieve their financial goals. We're looking for motivated, ambitious individuals who...in B2B sales. Build Trust : Become a trusted advisor to your clients through the delivery of world-class… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …in San Francisco. The Digital Experience Ambassador (DEA) serve as a trusted virtual banker and relationship advisor , engaging members through digital and remote ... is critical to the Credit Union's transformation into a Virtual Banking model. Essential Functions and Responsibilities * Proactively...members reach life goals. * Act as a trusted advisor by conducting holistic financial consultations with… more
- University of Rochester (Rochester, NY)
- …relationships with applicants, faculty, staff, and students, in both a virtual and in-person environment. **ESSENTIAL FUNCTIONS** Recruitment: + Serves as central ... including initial correspondence, schedules, travel, and catering (85+/year). In a virtual admissions cycle, responsible for scheduling, setting up and facilitating… more
- H&R Block (New York, NY)
- …with MyBlock creation. Tax Planning & Consultations + First point of contact for financial advisor inquiries and syncing for additional services. + Management of ... if you also had + Previous experience in a financial services or Registered Investment Advisor (RIA)...seeks to understand and exceed client needs. Skilled in virtual and phone-based client facing interactions. + Proficiency in… more
- Raymond James Financial, Inc. (Fort Myers, FL)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... business summary reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client… more