- Burns & McDonnell (Chicago, IL)
- Description The Distribution Planning Consultant will utilize knowledge in electrical distribution planning and application of grid technologies to improve ... summarizing results of analysis. Develops client presentations, engineering reviews, financial analysis, and contract administration for the design/ planning … more
- Raymond James Financial, Inc. (Atlanta, GA)
- Job Description Responsibilities: Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with ... areas requiring further information or explanation. Define, deliver, and adapt specialized financial products that meet customer needs by selecting the best possible… more
- CNA (Chicago, IL)
- …the ability to effectively resolve complex situations and issues. Solid project management , organization, and planning skills with ability to manage multiple ... analytics and insights. CNA is seeking an Actuarial Senior Consultant that develops and recommends actuarial reserve strategies of...actuarial reserve strategies of a complex nature for CNA's Financial Lines business unit to be used by senior… more
- JPMorgan Chase & Co. (New York, NY)
- …foundation in Practice Management Behaviors of Business Development, Business Management , Financial Planning , Investment Acumen, Relationship ... client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a foundational cornerstone of the practice,… more
- Holmes Murphy (Waukee, IA)
- Job Description: Sr. Financial Consultant , EB - Waukee, IA We are looking to add a Sr. Financial Consultant to join our Employee Benefits team in Waukee, ... there really is no place like Holmes! Essential Responsibilities: To support the financial planning and analysis functions for Holmes Murphy Employee Benefits… more
- Atlantic Union Bank (Clarksville, MD)
- …managing client goals and objectives and maintaining client relationships. The Senior Financial Consultant position actively partners with Atlantic Union Bank ... Counsel customers on investment related topics including retirement planning , tax planning , education planning , income management , risk management ,… more
- First Citizens Bank (Rock Hill, SC)
- …and cultivate relationships with branch partners to help our clients enhance their financial goals with financial planning and investment strategies. You ... as an individual producer in a team environment, our Financial Consultant position could be the perfect...clients and prospects to update client goals by leveraging financial planning Reviews investments, strategies, and goals… more
- BizFirst LLC (Washington, DC)
- Job Description Management Consultant -II (MC-II) - Sensitive Activities Analyst - Hybrid Location: Pentagon or Mark Center, Washington, DC area (onsite 2-3 times ... Full-time, Hybrid BizFirst is assisting our client with recruiting a Full-time Management Consultant -II - Sensitive Activities Analyst- Hybrid (2 days on-site… more
- USAA (Phoenix, AZ)
- …USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... The Opportunity As a dedicated Director, Bank Business Process Consultant , you will lead a team that is a...Center through an end-to-end redesign of procedure and knowledge management . Oversees a team of business professionals that are… more
- Main Line Talent Group (Seattle, WA)
- …reporting tools like Spreadsheet Server, XL Connect, or Epicor Financial Planning and Analysis. Familiarity with Epicor's Project Management Module, advanced ... Financials Consultant to join their team, focusing on implementing financial modules for Epicor Kinetic at manufacturing companies. The ideal candidate will… more
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