- Fidelity TalentSource LLC (Lake Grove, NY)
- Job Description: Planning Consultant As a Planning Consultant , you will provide a world-class planning experience, uncover opportunities to deepen ... assets, referrals, and plan implementations, and develop an engagement strategy that supports each client s unique planning...help you obtain one The Purpose of Your RoleThe Planning Consultant works alongside Financial Consultants and/or… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …Join a team of like-minded professionals as an Executive Services Benefits & Planning Consultant and cultivate relationships with executives covered by the ... obtain them! The\u00A0Purpose\u00A0of Your Role As a Benefits & Planning Consultant (formerly ES Relationship Manager), you...brokerage, insurance, money management, estate planning , financial planning and retirement planning . The… more
- Fidelity TalentSource LLC (Bellevue, WA)
- …our clients and that's a key component to the role of the Wealth Management Planning Consultant . The Expertise We re Looking ForFINRA Series 7 & 63 licensed; ... needs, basic tax-free and deferred investments, trust and estate planning , as well as income and retirement ...using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term… more
- Russell Tobin & Associates (San Francisco, CA)
- What are we looking for in our Programmatic Consultant ? Programmatic ConsultantContract: May - Dec 2024PR: 58-64/hr (depending on YOE)Location: New York, NY, San ... Francisco, CA, or Chicago IL.In this role as a SVT Programmatic Consultant , you will support Advertising business by collaborating with our Strategic Vertical Sales… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …network focused on growing and better servicing clients with FidelityCreate TPA sales strategy with selling teamsEngage TPAs in business planning and drive new ... Party Administrators, and builds our presence in the TPA retirement plan marketplace. You will identify, build, and maintain...professionals to help bring the value of Fidelity s retirement solutions to our TPAs, Core segment clients, and… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …of Relationship Management or Client Service experience; preferably within Retirement /401K industryExperience with Health and Welfare, Defined Benefits and Stock ... and/or research, to advise and drive client happiness.Designing and conducting strategic planning and service review meetings, either virtually or in person, to… more
- MetLife (NY)
- CST Strategy & Planning Consultant City/Cities Cary, Greenville, New York, Tampa State(s) Florida, New York, North Carolina, South Carolina Country United ... The role will report directly to the AVP of Strategy , Planning , and Operations for Corporate Systems...also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with… more
- WSP USA (Los Angeles, CA)
- This Opportunity WSP is currently initiating a search for a **Grants Strategy and Development Lead Consultant ** . This position could work out of **any of WSP's ... Strategy and Development group supports our clients in planning , preparing, winning, and managing competitive grant funding from...competitive funding. As a member of our national Grants Strategy and Development group, the Lead Consultant … more
- Humana (Washington, DC)
- … Strategy Alignment, Strategy Reporting and Change Management. The Corporate Strategy Consultant will work with company leaders at all levels of the ... and frameworks to increase agility across the enterprise in planning and executing strategic change. As a team member,...and, at times, lead enterprise-wide strategic initiatives. The Corporate Strategy Consultant will also report progress to… more
- WSP USA (New York, NY)
- This Opportunity WSP is currently initiating a search for a **Grants Strategy & Development Senior Consultant ** . This position could have the option to work ... **Grants Strategy & Development** group supports our clients in planning , preparing, winning, and managing competitive grant funding from federal, state, and… more
- Aegon Asset Management (MD)
- …enrollment meetings to achieve client and Transamerica goals. + Conduct one-on-one retirement planning meetings with client employees. + Use Transamerica ... products and services to help participants deliver a strategy to meet retirement objectives. + Provide...in projects for the expansion or enhancement of the Retirement Education and Planning Services organization. Qualifications… more
- WSP USA (San Antonio, TX)
- This Opportunity WSP is currently initiating a search for a **Grants Strategy and Development Senior Consultant ** . This position could work out of any WSP's ... Grants Strategy & Development group** supports our clients in planning , preparing, winning, and managing competitive grant funding from federal, state, and… more
- Humana (Louisville, KY)
- …the Strategy organization, which also includes the Corporate Development and Strategy Planning functions. The Strategy Operations team provides ... their strategies and solve complex business problems. The Corporate Strategy Consultant role is modeled after top-tier...protect your assets: Competitive base pay, Recognition pay, 401(k) retirement savings plan (125% match for the first 6%… more
- Alliant Energy (Cedar Rapids, IA)
- …safety, offer volunteer opportunities and provide competitive pay, comprehensive health and retirement benefits, tuition reimbursement and paid time off. Embark on a ... Wisconsin! We are currently looking for a **Lead Regulatory Relations and Pricing Consultant .** In this position you will lead highly complex regulatory pricing and… more
- Alliant Energy (Dubuque, IA)
- …+ Leads cross-functional teams on moderately complex projects related to regulatory strategy , pricing, policy, or strategic planning analysis. + Performs ... safety, offer volunteer opportunities and provide competitive pay, comprehensive health and retirement benefits, tuition reimbursement and paid time off. Embark on a… more
- US Bank (Minneapolis, MN)
- …professionals. Enterprise Strategy leads the creation of the US Bank strategy and enterprise strategic planning across all business lines and corporate ... Day One. **Job Description** Manages the day-to-day problem- solving efforts on strategy projects supporting businesses and functional groups across US Bank, with… more
- MassMutual (Springfield, MA)
- …financial services + 2+ years of financial planning experience including investment planning , retirement planning , estate planning , tax planning ... **The Opportunity** The role of the Financial Planning Strategic Design Consultant is to...plan analysis, plan design and development of a client strategy to meet client goals. + Own the management… more
- Guidehouse (Springfield, VA)
- …responsible for managing senior-level client relationships, executing strategic planning initiatives, managing stakeholder engagement and communications, and ... and assume additional program management responsibilities + Providing strategic planning facilitation + Analyzing and assessing the client's workforce landscape… more
- Guidehouse (Washington, DC)
- …Active Top Secret (TS) **What You Will Do** **:** The General Management Consultant will work with clients to identify and analyze business problems and develop ... Have** **:** + Experience with human capital management, workforce planning or organizational design. + Experience with HR data...bonus + Parental Leave and Adoption Assistance + 401(k) Retirement Plan + Basic Life & Supplemental Life +… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Annuity and Retirement Income Consultant in the Investment Product Solutions group as part of Wealth and ... and ongoing Annuity knowledge + Support several Financial Advisors planning tools + Be responsible for partnering with a...Knowledge and understanding of Annuity Products, Social Security and Retirement Income Strategy + North Carolina State… more
