- CNA (Chicago, IL)
- …through actionable analytics and insights. CNA is seeking an Actuarial Senior Consultant that develops and recommends actuarial reserve strategies of a complex ... nature for CNA's Financial Lines business unit to be used by senior...be hired into one of two Actuarial positions: Actuarial Consultant or Senior Actuarial Consultant . Typically 4-10+… more
- First Citizens Bank (Rock Hill, SC)
- …person that thrives as an individual producer in a team environment, our Financial Consultant position could be the perfect opportunity. Responsibilities Sales - ... you to be a part of our story. Our Financial Consultants serve as the subject matter experts in...business develop and client prospecting to expand our investment relationship within a particular territory. If you are a… more
- Fidelity Investments (Tampa, FL)
- Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and ... create complex financial plans, then join a team that is a...clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to… more
- Fidelity Investments (Paramus, NJ)
- Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and ... create complex financial plans, then join a team that is a...clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to… more
- Charles Schwab Inc. (Upland, CA)
- …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 ... team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while… more
- Atlantic Union Bank (Clarksville, 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
- Gallagher (Atlanta, GA)
- …to provide guidance and assistance to Account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, and to ... and presenting monthly, quarterly and annual reports that measure client financial status, track expenses by product line, renewal projections, funding levels… more
- Raymond James Financial, Inc. (Atlanta, GA)
- 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
- JPMorgan Chase & Co. (New York, NY)
- …in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. ... This team provides practice management coaching and consultations with experienced financial advisors in one-on-one, small group and large workshop settings,… more
- Premera Blue Cross (Mountlake Terrace, WA)
- …and creates vendor relationships which benefit the TOPS division. The Vendor Management Consultant must be a proactive relationship builder, have a customer ... Healthsource blog: https://healthsource.premera.com/. About the role of TOPS Vendor Management Consultant III The Technology and Operations (TOPS) Vendor Management … more
- Peoples Security Bank and Trust Company (Scranton, PA)
- Our Financial Consultants are responsible for the management of a portfolio of clients; providing investment and retirement services by assessing, understanding and ... or other relevant products. Establish and periodically update understanding of client financial needs providing sound profiling and personal financial planning… more
- Envestnet (Berwyn, PA)
- Description Envestnet is seeking a Wealth Sales Consultant to join our Sales department. This is a hybrid role, with in-office work required at either our Denver, ... PA or Chicago, IL office location. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset… more
- Western National Insurance Group / Umialik Insurance Company (Seattle, WA)
- …in the Midwestern, Northwestern, and Southwestern United States. Known as "The Relationship Company(R)," we define success as a measure of the relationships we've ... serve. Does this opportunity interest you? Western National is seeking a Loss Control Consultant to join our team! The individual in this role will have the… more
- ApTask (Garland, TX)
- …and support. The markets served by the company are financial services and insurance, healthcare, manufacturing, government, transportation, communications, and ... Description: We are seeking an experienced D365 Customer Engagement (CE) Functional Consultant to join our team. The ideal candidate will specialise in delivering… more
- Equity Residential (New York, NY)
- …holidays, annual vacation time, paid sick leave, new parent benefits Financial Wellbeing: 401(k) Retirement Savings Plan, Rent Discounts, Competitive Compensation ... program here. What You'll Be Doing: A primary function of the Multisite Leasing Consultant role is to promote Equity Residentials brand for a defined set of… more
- CNA (New York, NY)
- …account structures Drive business results through strong sales, marketing and relationship building skills with external Agents and internal business partners (local ... appropriate pricing of complex risks for assigned book of business based on financial and competitive analysis in line with compliance requirements and with little… more
- Leap Brands (Detroit, MI)
- Position Overview The Franchise Business Consultant (FBC) serves as a vital liaison between the franchisor and franchisees, helping to drive operational excellence, ... in a rapidly growing consumer services brand. Key Responsibilities Franchisee Support & Relationship Management Serve as the primary point of contact for an assigned… more
- Umpqua Bank (Lake Oswego, OR)
- …to prospects and existing clients. Lead client/prospect sales calls with Relationship Managers and Technical Solutions Consultant . Drive the collaboration ... place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive....and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best… more
- Tata Consultancy Service Limited (Edison, NJ)
- An experienced Senior Business Consultant with a strong background in Finance & Accounting consulting to drive growth in multiple regions / geography. The Ideal ... sales cycle from opportunity identification to deal closure. 3. Client Relationship Management *Build and maintain strong relationships with senior client… more
- Wellmark, Inc. (Des Moines, IA)
- …role that drives impact across the enterprise. As an Organizational Change Management Consultant , you will play a pivotal role in enabling successful adoption of ... drive adoption and minimize resistance. You are an exceptional communicator and relationship builder, skilled at engaging stakeholders at all levels and coaching… more
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