- Robert Half Finance & Accounting (Mountain View, CA)
- …connect! About the Role We are seeking a Financial Planner to deepen client relationships and deliver comprehensive wealth management solutions. This role ... combines technical expertise, leadership, and exceptional client service. You will work closely with senior advisors, guide team members, and ensure clients receive… more
- Regions Bank (Clearwater, FL)
- …managed accounts. **Primary Responsibilities** + Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager + Works ... development investment objectives and goals through discussion and identification of client priorities + Implements and communicates investment related changes based… more
- Nuveen Investments (Charlotte, NC)
- …business partners where retirement income education and advice are identified as client needs. + Recommends a variety of lifetime income solutions utilizing the ... organization's suite of income oriented tools. + Ensures a smooth client transition into retirement by supporting the client through the lifetime income… more
- HUB International (Dallas, TX)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across ... customer service with employees committed to adding value to every client activity. **General Description (Summary, Scope, Purpose):** The Senior Actuarial… more
- First Horizon Bank (Knoxville, TN)
- …in isolating and reproducing issues. **Essential Duties and Responsibilities:** The Digital Technology Associate is the true voice of the client and are at ... forefront of delivering a superior experience to our clients. The Digital Technology Associate works both individually and in a team environment to ensure clients'… more
- Regions Bank (Birmingham, AL)
- …managed accounts. **Primary Responsibilities** + Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager + Works ... development investment objectives and goals through discussion and identification of client priorities + Implements and communicates investment related changes based… more
- Alight (IN)
- …financially secure workforce by unifying the benefits ecosystem across health, wealth , wellbeing, absence management and navigation. With a comprehensive total ... subject matter expert/product owner for the live demo (Showcase client ). In this role, you will collaborate with product...demo enhancements + Oversee and mentor Technical Demo Analysts ( Associate and Specialist). + Set demo strategy and manage… more
- Coldstream Wealth Management (Kirkland, WA)
- …we were excited to merge with Coldstream-an employee-owned, independently operated wealth management firm. Key Responsibilities: + Provide a great first impression ... calls to appropriate team members + Assist with accounts receivable: process client payments, record daily A/R activity, send payment reminders, and assist with… more
- First Horizon Bank (New Iberia, LA)
- …culture. Promote a positive work culture by increasing and supporting associate engagement. **Sales and business development** * Implement and coach advice ... partnerships. * Cross-sell to generate new business and deepen existing client relationships, including opening checking accounts, savings accounts, and providing… more
- HUB International (Salt Lake City, UT)
- …and new insurance products + Be responsible for the quality of HUB client deliverables, ie policy analysis, loss analysis, risk profile analysis + Collaborate with ... with CPU as required to maximize account management results + Review client insurance related contracts as necessary + Prepare management reports as necessary… more