- 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
- Raymond James Financial, Inc. (Deerfield, IL)
- …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...+ Effective communication across multiple client interactive platforms (in-person, virtual , phone and mail) **Ability to:** + Operate standard… more
- Raymond James Financial, Inc. (Tucson, AZ)
- …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
- 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
- US Foods (Sacramento, CA)
- …all available tools and information to learn and help execute as a trusted financial advisor + Review balance sheet health quarterly with corporate stakeholders ... **ESSENTIAL DUTIES & RESPONSIBILITIES:** **Own the execution of Area finance strategy** + Advisor on long-term business financial and strategic planning to the… more
- US Foods (Twinsburg, OH)
- …all available tools and information to learn and help execute as a trusted financial advisor + Review balance sheet health quarterly with corporate stakeholders ... **ESSENTIAL DUTIES & RESPONSIBILITIES:** **Own the execution of Area finance strategy** + Advisor on long-term business financial and strategic planning to the… more
- NTT DATA North America (Boston, MA)
- …plan transformation, and executive-level partnerships. This leader serves as a **trusted advisor ** to Health Plan C-suite stakeholders and is responsible for shaping ... outcomes, and collaborate closely with client executive(s) on revenue forecasting, financial targets, service excellence, and overall client satisfaction. You will… more
- Dow Jones (New York, NY)
- …Management Group harnesses the power of an elite community of the nation's top financial advisors, who collectively manage $9 trillion and use our platforms to share ... that have resulted in outstanding client outcomes. Our two-decade history of coveted advisor rankings sets the industry standard and serves as a valuable resource… more
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