- Nuveen Investments (Dallas, TX)
- **Virtual Financial Consultant Multi-lingual** The Virtual Financial Consultant Multi-lingual provides virtual counseling in multiple languages for all ... + Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank...and service requests. + Utilizes knowledge of tax and investment strategies to inform financial advice based… more
- Charles Schwab (Phoenix, AZ)
- …new to retail clients within a dynamic work environment. The New Client Investment Consultant on the Prospect Conversion Team will excel at: + Proactively ... Investor Services organization and is primarily responsible for the retail acquisition of prospects as well as new ...based upon individual needs and referring to a branch Financial Consultant when appropriate. + Influencing -… more
- Oracle (Santa Fe, NM)
- …where everyone feels empowered and set up for success. **NetSuite ACS - Sr. Principal Consultant - Retail & Retail + / Apparel, Footwear, & Accessories** ... **Why NetSuite ACS?** If you are a senior-level Retail NetSuite consultant who is looking to...for helping Customers unlock the potential of their NetSuite investment and in joining a dynamic, fast-paced and highly… more
- PNC (Decatur, IL)
- …valued, and have an opportunity to contribute to the company's success. As a Financial Sales Consultant , within PNC's Organizational Financial Wellness, you ... the needs of various businesses and their employees. The Financial Sales Consultant role is designed to...OPT for this position. **Job Description** + Builds the retail customer base through proactive, outbound quality sales conversations.… more
- Henry Ford Health System (Detroit, MI)
- …aimed at assisting decision making in resource allocation and/or improving the financial performance of HFHS. Plans and coordinates use of resources as required. ... for management and coordinates implementation when possible. Acts as a consultant on projects outside of specific assignments. Supervises tasks of staff… more
- Henry Ford Health System (Detroit, MI)
- …aimed at assisting decision making in resource allocation and/or improving the financial performance of HFHS. Plans and coordinates use of resources as required. ... for management and coordinates implementation when possible. Acts as a consultant on projects outside of specific assignments. Supervises tasks of staff… more
- Wells Fargo (Minneapolis, MN)
- …individual will act as an appropriately registered principal responsible for reviewing retail communications. The consultant is responsible for reviewing and ... **About this role:** Wells Fargo is seeking a Business Execution Consultant to join the Product Governance & Business Risk (PGBR) Team within the Investment … more
- IBM (New York, NY)
- …guidance in financial decision-making processes - from managing risk, financial crime, investments to personalized customer experience. However, all of ... decision processes in the financial sector, either as part of financial institutions (such as in retail banking, wealth management, corporate/institutional… more
- Pioneer Bank (Albany, NY)
- …clients meet their financial goals. In addition to these responsibilities, the consultant may also need to keep track of life changing events that could affect ... adjust the plan accordingly. It is important for the consultant to have a deep understanding of financial...to help clients work toward their short-term and long-term financial goals. + Identifies investment opportunities and… more
- Oracle (Carson City, NV)
- **Job Description** **Sr Principal Consultant -Advanced Customer Support / Managed Services, Oracle | NetSuite** If you're a highly experienced NetSuite consultant ... of Oracle NetSuite Professional Services is seeking a Sr Principal Consultant , ideally with Manufacturing vertical market expertise. Oracle NetSuite is reinventing… more
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