- Truist (West Palm Beach, FL)
- …JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning… more
- HUB International (Akron, OH)
- …powerful 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
- World Insurance Associates, LLC. (Iselin, NJ)
- …personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid ... growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Overview + Collaborate with colleagues to facilitate the movement of… more
- Wells Fargo (Hyannis, MA)
- **About this role:** Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... + US only: Designated insurance exams **Desired Qualifications:** + Full service brokerage experience + Financial advisement or planning experience + Client… more
- Charles Schwab (Lone Tree, CO)
- …status quo" and transform the finance industry together. At **Schwab Workplace Financial Services** (WFS). our mission is to provide an extraordinary experience for ... access to education and resources they can use to help transform their financial lives. Whether an organization needs a fresh approach to their retirement or… more
- HUB International (New York, NY)
- …leading success in mergers and acquisitions. We are seeking a **Associate Financial Consultant ** for our Employee Benefits Team. **General Purpose** Responsible ... + Manage data collection process. + Perform data analysis and basic financial analysis. + Conduct plan performance analysis. + Develop claims projections for… more
- Bank of America (Lincoln, RI)
- …in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and ... Investment Consultant II - Merrill Premium Lincoln, Rhode Island...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- HUB International (Erie, PA)
- …The Benefits Consultant (BC) will provide strategic account management and brokerage services to assigned health and welfare benefit plan (EB) clients, having ... Location: Erie, PA. **Job Title** : Benefits Consultant (Clients with 100 or more employees) **Department**...in support of assigned clients. + Send clients monthly financial reports with comments. + Follow an annual service… more
- AON (Chicago, IL)
- …within human capital, health, or retirement). + Client facing experience at brokerage , insurance company, financial institutions or professional service company ... Bilingual Human Capital Consultant - Japan Global Solutions - US This...capital, health, or retirement). + Client facing experience at brokerage , insurance company, financial institutions or professional… 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 ... outcomes + Develops and maintains effective relationships with leadership within the national consultant and brokerage firms in an effort to retain and grow… more