- HUB International (Akron, OH)
- …resource for client service and business growth. **Position Summary:** The Brokerage Sales Consultant is responsible for recruiting, developing, and ... on potential sales leads, and maintaining relationships with existing customers. The Brokerage Sales Consultant will also recommend marketing strategies designed… more
- Charles Schwab (Louisville, KY)
- …us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and ... rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A… more
- Charles Schwab (Peachtree Corners, GA)
- …us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and ... a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **In addition to the salary range, this role is… more
- The Cigna Group (Plano, TX)
- …responsible for developing and maintaining effective relationships with leadership within the national consultant and brokerage firms in an effort to retain and ... and external contacts to add value as a strategic resource to both the product and sales organizations. **Essential...and maintains effective relationships with leadership within the national consultant and brokerage firms in an effort… more
- Truist (Atlanta, GA)
- …of America) **Please review the following job description:** The Wealth Advisory Consultant is responsible for supporting Truist Wealth Financial Advisors in all ... Consulting (AMC) Advisory product platform. This position is part of the Investment Consulting Group (ICG) and reports to the Wealth Advisory Senior Product… more
- Raymond James Financial, Inc. (VA)
- …in partnership with Internal Banking Consultants (IBCs), Cash, SBL and Mortgage Consultant (s), and Operations to ensure consistent and high quality service. Uses ... partners and IBCs. + Understand the financial needs of the retail brokerage clientele. + Efficiently, tactfully and professionally screen, manage and/or decline… more
- HUB International (Chicago, IL)
- …their businesses. Specialty Program Group offers access to capital and investment , deep carrier relationships, creative thinking, product development and broad ... solutions, and business operations. As an extension of a brokerage 's consulting and service teams, we support marketing, sold...& state disability compliance. **Job Summary** : The Senior Consultant is part of the greater SPG Ancillary team… more
- Citigroup (Jacksonville, FL)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth ... the foundations of everything we do from keeping the bank safe, managing global resources , and providing the technical tools our workers need to be successful to… more
- HUB International (Fort Worth, TX)
- …broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 600 ... (AM) will provide professional, courteous, and knowable account management and brokerage services to assigned clients, having the primary responsibility for account… more
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