- Aegon Asset Management (FL)
- …enrollment meetings to achieve client and Transamerica goals. + Conduct one-on-one retirement planning meetings with client employees. + Use Transamerica ... on-site support, educational and advisory services for a major client at one or more locations. Ensures that overall...in projects for the expansion or enhancement of the Retirement Education and Planning Services organization. Qualifications… more
- Burns & McDonnell (Wallingford, CT)
- **Description** The Senior Consultant Transmission Planning will utilize extensive knowledge in electrical transmission planning and application of grid ... future challenges represented by plant retirements and renewable integration. The Senior Consultant Transmission Planning will lead a broad range of transmission… more
- Burns & McDonnell (Chicago, IL)
- **Description** The Transmission Planning Consultant will utilize knowledge in electrical transmission planning and application of grid technologies to ... future challenges represented by plant retirements and renewable integration. The Transmission Planning Consultant will perform a broad range of transmission and… more
- Cadmus (New York, NY)
- …technologies, or present your work to external or internal parties. As a planning and assessment research consultant , the selected candidate will: + Conduct ... **Overview** **What You'll Be Doing** Cadmus seeks a mid-level consultant with experience in US energy industry/utility potential studies and demand side management… more
- Insight Global (Fort Worth, TX)
- Job Description The Advanced Planning Consultant services as a financial planning expert to Advisors in developing financial plans. You will partner with ... of risk and opportunities, and strategic options to enhance client outcomes. This role serves as a subject matter... Planning - Military and Federal Employee Benefits- Retirement planning and survivorship considerations - Long-term… more
- Burns & McDonnell (Manhattan, NY)
- …critical infrastructure challenges of our time. We are seeking a Transmission Planning Consultant who is passionate about electric grid reliability, renewable ... deliverables, proposal development, and business development efforts. + Participate in client meetings, technical reviews, and planning sessions to support… more
- Guardian Life (Austin, TX)
- …(BRC) is Guardian's advanced sales department, and we are seeking a Advanced Planning Consultant . We are an organization providing superior case consultation to ... our field force on their prospect and client situations where we concentrate our efforts on the...in the business, personal, estate, executive benefits, asset protection, retirement planning and charitable planning … more
- Fiserv (Berkeley Heights, NJ)
- …professional growth with training, development, and internal mobility opportunities + Retirement planning and discounted shares with the Employee Stock ... on a global scale, come make a difference at Fiserv. **Job Title** Client Solutions Consultant **About your role:** As a Client Solutions Consultant … more
- Nuveen Investments (Charlotte, NC)
- …Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, ... ** Retirement Income Consultant ** The Retirement...Physical Requirements: Sedentary Work **Career Level** 6IC Related Skills Client Financial Planning , Client Relationship… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …that is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client acquisition. We are an expanding team that ... and conduct financial analysis. * Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning … more