- Neiman Marcus Group Careers (Northbrook, IL)
- Neiman Marcus Group is a relationship business that leads with love in everything we do-for our customers, associates, brand partners, and communities. Our legacy of ... Marcus and Bergdorf Goodman. Your Role As a Client Advisor you will cultivate relationships with clients through elevated...client is remote or in-person Utilize selling tools and digital store technology to sell, use omni-channel and fleetwide… more
- JPMorgan Chase & Co. (Voorhees, NJ)
- …want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations… more
- JPMorgan Chase & Co. (Woodridge, IL)
- …want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations… more
- Raymond James Financial, Inc. (Southfield, MI)
- …the Branch & Concierge Services team, providing high-touch support by processing Financial Advisor requests, resolving inquiries, and addressing service needs ... technical guidance. Works with full competence to navigate conversations in which the Financial Advisor is frustrated or unhappy with the organization. Typically… more
- US Bank (Buffalo Grove, IL)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's… more
- New York Life Iowa office (Ankeny, IA)
- …to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to ... Authentic If the answer is yes, consider becoming a Financial Professional Advisor to drive a positive...training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with… more
- Santander (Woonsocket, RI)
- …the possibilities We Want to Talk to You! The Difference You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building ... incentive-based environment - Required. (OR) 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a… more
- Cognizant Technology Solutions (Teaneck, NJ)
- Service Line Specialist - Digital Operations -Insurance Cognizant's Insurance (INS) Markets is seeking a Service Line Sales Specialist- Digital Operations to be ... The SLS will support the accounts in achieving "trusted advisor " status and have a mix of strategic and...is required to grow the Insurance practice of Cognizant Relationship Management: completes and manages the account plan and… more
- Rockland Trust (Milton, MA)
- Job Description As a Relationship Banker at Rockland Trust, you are tasked with building and fostering strong relationships that serve to deliver an energetic ... skills to expand relationships with our client base by identifying financial needs, efficiently processing transactions, and offering appropriate products or… more
- Simmons Bank (Stafford, TX)
- …retaining existing client relationships while providing an exceptional client experience. Relationship Bankers will provide expert financial solutions to ... believe in empowering our associates to be a trusted advisor while providing them with the resources of a...services to help clients accomplish their current and future financial goals. Relationship Bankers will be experts… more
- The Cape Cod Five Cents Savings Bank (Hyannis, MA)
- …in the Financial Services Industry required. Course work in banking, financial services and relationship selling are also required. Proficiency in using ... ACAT transfer status regularly; provide follow up. Act as primary liaison between advisor (s) and Osaic back office. Utilize the Advisor Office communication… more
- Fulton Bank (Reading, PA)
- …The Relationship Banker is responsible for providing an exceptional Financial Center customer experience by handling every customer need from service to ... 40 hours per week) based out of our Wyomissing financial center in West Lawn, PA, Berks County ....customer-centric conversations to deepen relationships and become a trusted advisor . Actively promote a variety of banking solutions to… more
- New York Life - Northern California (Sacramento, CA)
- Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job ... factors related to wealth management Qualifications *Basic understanding of the role of a financial advisor or financial consultant, as well interest in the… more
- Stantec (Pasadena, CA)
- …transmission undergrounding program. Responsible for budget forecasting, invoice review, and achieving financial goals. Serving as a trusted advisor to the ... delivery risks and challenges. Lead and be actively engaged with client relationship building and maintenance. Leading and overseeing the work of a… more
- Genesys (Washington, DC)
- …experiences annually for organizations across 100+ countries. Through our cloud, digital and AI technologies, we enable organizations to deliver Experience as ... accounts, serving as the primary point of contact and trusted advisor . Orchestrate seamless collaboration between Professional Services, Support, Product, and Sales… more
- Mattel (El Segundo, CA)
- …analytics, compliance, etc.) and other cross-functional groups like legal, government affairs, financial reporting, audit, and more to track and report progress and ... Director to lead our Project Management Office while serving as a strategic advisor and chief of staff to functional executive leadership. This role combines… more
- Ahold Delhaize USA (Salisbury, NC)
- …with a wide range of services, including Finance, Legal, Sustainability, Commercial, Digital and E-commerce, Technology and more. Primary Purpose The Director of ... Firms are important funding sources that support advertising and digital retail initiatives. There is a convergence of Shopper...proper prioritization of efforts. *Be viewed as a Trusted Advisor to Agency Holding Companies and their respective CPG… more
- Korn Ferry Executive Search (Chicago, IL)
- …for navigating evolving technologies and guiding the organization through digital transformation. Additionally, sound financial management is critical, ... drive accountability, ownership, and performance results. This position continually aligns financial and operational performance to create ongoing economic value and… more
- KeyBank (Lansdale, PA)
- …Forge Road - Lansdale, Pennsylvania 19446 Job Summary Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of… more
- PIMCO (Newport Beach, CA)
- …to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Description We are seeking a dynamic and experienced ... will play a key role in shaping product narratives, driving campaign execution across digital and social channels, and providing leadership to a team of 1-2 direct… more
