- Fidelity Investments (Bellevue, WA)
- …that support the overall strategies developed for the client by the Financial Consultant Helping with pre- and post-guidance appointments; making follow-up ... Job Description: Wealth Management Planning Consultant For you, client interactions aren't just transactions....team is committed to bringing the most appropriate financial strategies to our client. It is our promise… more
- MSC Industrial Supply Co (Baltimore, MD)
- …and maintains extensive knowledge of current market conditions. The Key Account Sales Consultant will collaborate with the internal team and managers to increase ... territory is Greater Baltimore area. BRIEF POSITION SUMMARY: Key Account Sales Consultant works to improve MSC's market position and achieve revenue and profit… more
- Fidelity Investments (Mountain View, CA)
- Job Description: Financial Consultant If you no longer...have the time to deepen relationships and create complex financial plans, then join a team that ... you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The… more
- Ricoh USA, Inc. (New York, NY)
- Job Description Business Process Consultant Position Profile The Business Process Consultant manages and creates demand for complex multi-line of business, ... solutions in concert with client stated objectives utilizing skillsets across financial , technical, and business acumen. Develops and manages new and existing… more
- New Home Star (Ellensburg, WA)
- …30 years in Oregon, Washington, and Idaho. As a New Home Sales Consultant , you will cultivate customer relationships for on-your-land homebuilding, providing a ... Home Concierge through the signed contract. We are hiring a New Home Sales Consultant to drive home sales for our on-your-land business in the Central Washington… more
- Gallagher (Midvale, UT)
- …to shape the future of workplaces across industries. As a member of our team , you become the driving force behind positive change, helping clients build environments ... to provide guidance and assistance to account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, and to… more
- CNA (Lake Mary, FL)
- …that helps them - and their family members - achieve their physical, financial , emotional and social wellbeing goals. For a detailed look at CNA's benefits, ... that allow you to focus on larger accounts. CNA's Commercial Middle Markets team provides standard lines commercial property and casualty insurance products such as… more
- Charles Schwab Inc. (Westlake, OH)
- …with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of ... quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment...of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients… more
- Fidelity Investments (Phoenix, AZ)
- Job Description: Financial Consultant If you no longer...have the time to deepen relationships and create complex financial plans, then join a team that ... you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The… more
- Deloitte (Atlanta, GA)
- Full-Time Tax Consultant At Deloitte Tax, you will use your...you enjoy a challenge and thrive in a dynamic, team environment, you may be the right fit for ... do You will work directly with clients, building a relationship as a trusted tax adviser - the "go-to"...use of cutting edge technology, and consultation with other team members. Daily tasks may include researching tax law,… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- 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
- Atlantic Union Bank (Potomac, MD)
- …managing client goals and objectives and maintaining client relationships. The Senior Financial Consultant position actively partners with Atlantic Union Bank ... as well as applicable laws and regulations governing bank, Atlantic Union Financial Consultants and products offered. Organizational Relationship This position… more
- NFP (Chesterfield, MO)
- …contacts and services, as well as carrier underwriting requirements. Keep account team and Vice President fully informed of all important activities on client ... and contracts. Review of contracts claims processing, and audit benefit designs, financial reports, etc., to ensure their accuracy and high quality. Prepare and… more
- DR Horton (Lavon, TX)
- …for more information. DR Horton, Inc. is currently looking for an Leasing Consultant -PM in the Operations Department. The Leasing Consultant must have a ... community marketing activities and resident events Complete various accounting, financial , administrative reports Assure adherence to all government regulations… more
- Truist (Memphis, TN)
- …current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team , contributing to the short and long-term strategic ... in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2....for information, research, account problems, etc. 4. Provide client relationship management support, including ongoing counsel and advice, … more
- Fidelity Investments (Roanoke, TX)
- …proactively providing solutions. This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve ... the position. We prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry.… more
- JS Held LLC (Pittsburgh, PA)
- …work? JS Held is a global consulting firm that combines technical, scientific, financial , and strategic expertise to advise clients seeking to realize value and ... knowledge of chemistry, industrial hygiene and biological science. Perform as a team member to resolve client EH&S concerns as necessary and ensure regulatory… more
- Ameris (Orlando, FL)
- …Expectations and Values. Leadership qualities to aid and grow the Commercial Relationship Team . Performs other projects and duties as assigned. Essential ... through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team...life as an Ameris Bank teammate. The Senior Commercial Relationship Manager is responsible for attainment of deposit and… more
- PricewaterhouseCoopers (New York, NY)
- …related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and ... and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and...and business conduct. The Opportunity As part of the Financial Services Tax team you will provide… more
- FedEx (Overland Park, KS)
- POSITION SUMMARY: The Lead Consultant is knowledgeable in all areas of the Store's business, including print, signs & graphics, and shipping, and consistently ... a positive customer experience to all customers. The Lead Consultant 's time will be spent taking customer orders; coordinating...and delivery of customer orders May provide leadership to team members on an assigned shift Assists in the… more
