- CJ Logistics America (Des Plaines, IL)
- …and sales teamsDevelop, implement and manage action plans to meet financial targets and expand capabilitiesCo-ownership of Freight Brokerage tech-stack ... The VP of Brokerage is responsible for all aspects of the...partner (LLP), third-party logistics provider (3PL) and supply chain consultant , we help customers leverage supply chain management as… more
- Fidelity TalentSource LLC (Denver, CO)
- …delivering highly personalized value to executivesYou have demonstrated knowledge of brokerage , insurance, money management, estate planning, financial planning ... and plan sponsors and provides an elevated level of assistance for brokerage , insurance, money management, estate planning, financial planning and retirement… more
- Fidelity TalentSource LLC (Edina, MN)
- …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; Series 65 ... customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning,… more
- Fidelity TalentSource LLC (Chicago, IL)
- Job Description:The Role As an Employee Benefits Consultant focused on Health & Welfare Consulting, you will manage projects and client relationships spanning a ... experience working with H&W plan financials, preferably at a benefit consulting/ brokerage firm or through a health underwriting/actuarial function at an insurance… more
- Fidelity TalentSource LLC (Boston, MA)
- …large public sector clients.\u00A0 We are looking for an experienced financial services professional who has experience in the liquid alternatives industry.\u00A0 ... and the ability to collaborate across Product Development, Marketing, Sales, Consultant Relations, Asset Management, and Client Service functions. The Expertise and… more
- Fidelity TalentSource LLC (Boston, MA)
- …capability.The TeamThe CRM Enablement product area sits in the Fund and Brokerage Operations and Technology (FBOT) organization. The CRM Analytics Lead role reports ... CRM AnalyticsCRM Analytics/Einstein discovery certification is preferredServe as solution consultant required to perform hands-on delivery of CRM Analytics reports… more
- CJ Logistics America (Des Plaines, IL)
- …for presentations and written reports)Business math skills for basic financial analysisRequirements and Qualifications:Bachelor degree or equivalent experience is ... inventory, order fulfillment, and customer serviceExperience with a Transportation Brokerage (preferred)Competency in Microsoft Office and Google applicationsExperience working… more
- Truist (Conyers, GA)
- …JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning… more
- Wells Fargo (Charlotte, NC)
- Wells Fargo is seeking a Senior Lead Business Execution Consultant to join the Client Relationship Group (CRG) responsible large-scale projects related to front-line ... of monitoring and implementation of state ESG regulatory changes impacting Financial Advisors + Manage front-line initiatives impacting Financial Advisors… more
- Vanguard (Chesterbrook, PA)
- …judgement, and decision-making skills. Responsibilities: + Serves as trusted advisor and consultant to the department and business leaders to share knowledge and ... training and experience. Graduate degree preferred. + CIA, CPA, or other financial designation preferred. Special Factors Sponsorship Vanguard is not offering visa… more
- Wells Fargo (Hyannis, MA)
- **About this role:** Wells Fargo is seeking a PF Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... registration + US only: Insurance licenses **Desired Qualifications:** + Full service brokerage experience + Financial advisement or planning experience + Client… more
- Bank of America (Fort Worth, TX)
- …in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and ... Investment Consultant II - Merrill Premium Fort Worth, Texas...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in Business or in related field with a minimum of three (3) years related brokerage operation and compliance experience in the financial services industry. * OR ... implementation of systems needed to provide new offices, satellite offices and financial advisors (FAs) with a successful transition to Raymond James and Associates… more
- HUB International (Norwell, MA)
- …regional culture. We currently have an opportunity for a **Senior Underwriting Consultant ** . The Senior Underwriting Consultant identifies, reviews, evaluates ... + Reviews, collects and analyzes client specific information including financial condition, employee demographics and previous claim experience to determine… more
- Wells Fargo (Charlotte, NC)
- …is an important marketing tool for our advisors' marketing efforts. The Marketing Consultant supports Financial Advisors and the use of social media platforms ... their practice through social media marketing. In addition to working closely with Financial Advisors throughout the day, the Consultant will work on several… more
- Friedman Management Company (Bedford, OH)
- …of contact for the full range of Advisory, Property Management, Multi-Family, Brokerage , Financial , and Construction services that it offers. Friedman manages ... Leasing Consultant Job Details Job Location Colony Club -...than 15,000 apartment homes throughout the United States. Friedman's brokerage team has over 600 current listings with more… more
- Charles Schwab (Atlanta, GA)
- …Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and ... rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **In addition to the salary range, this role is also eligible… more
- Wells Fargo (Charlotte, NC)
- …this role:** Wells Fargo is seeking a Product Owner (Business Execution Consultant ) to join its Wealth and Investment Management (WIM) Transformation team. This ... meet business goals. **In this role, you will:** + Consult business leaders, brokerage channels and client representatives to consolidate and organize the details of… more
- Charles Schwab (Lynnwood, WA)
- …Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and ... career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A valid and active… more
- Friedman Management Company (Farmington Hills, MI)
- …of contact for the full range of Advisory, Property Management, Multi-Family, Brokerage , Financial , and Construction services that it offers. Friedman manages ... Leasing Consultant Job Details Job Location Retreat of Farmington...than 15,000 apartment homes throughout the United States. Friedman's brokerage team has over 600 current listings with more… more
