- Elevance Health (Wilmington, DE)
- ** Financial Consultant Manager** **Location:** This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while ... a dynamic and adaptable workplace. Alternate locations may be considered. The ** Financial Consultant Manager** is a newly created role will support financial … more
- Vanguard (Malvern, PA)
- Vanguard has an exciting opportunity for a Financial Consultant who will manage a sales Book of Business of High Net Worth (HNW) self-directed clients who have ... and personalized value add. + Works well in a team environment with Financial Advisors, Relationship Managers and other team members, including those in shared… more
- Vanguard (Malvern, PA)
- Vanguard has an exciting opportunity for a Workplace Financial Consultant who will manage a sales Book of Business of high-potential Workplace participants to ... add. + Works well in a team environment with Financial Advisors, Relationship Managers, Participant Services and other team...mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product… more
- PNC (Wilmington, DE)
- …valued, and have an opportunity to contribute to the company's success. As a Financial Wellness Consultant , you will be within PNC's Organizational Financial ... to clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and uncover collaborative relationships with human… more
- PNC (Cherry Hill, NJ)
- …and have an opportunity to contribute to the company's success. As a Financial Sales Consultant within PNC's Organizational Financial Wellness organization, ... that includes money management tools. As a WorkPlace Banker - Financial Sales Consultant , you will work in an outbound sales capacity, facilitating in-person… more
- ServiceNow, Inc. (Philadelphia, PA)
- …of Sales, Product Management, and the executive team. This is a hands-on technical consultant who can go wide and deep on solution delivery and solution positioning ... you get to do in this role:** The Solution Consultant is a technical consultant with the...domain expert of a client-facing sales team within the financial services industry + Lead discovery workshops to determine… more
- Deloitte (Philadelphia, PA)
- Senior Consultant , Regulatory Reporting Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory ... to value creation. Work You'll Do As a Senior Consultant , you will collaborate with our global network to...generation materials, and proposals The Team Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs,… more
- Sedgwick (Philadelphia, PA)
- …Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Account Consultant - Remote Opportunity- Flood Experience ... basic to highly complex claims within granted authority level including related financial implications, along with financial implications and to mentor Account… more
- Magellan Health Services (New Castle, DE)
- … Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial ... CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid In State - Other License… more
- Equitable (Philadelphia, PA)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Financial Professional - Retirement Benefits Group - PA,...and **Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- Equitable (Bala Cynwyd, PA)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Entry Level - Financial Advisor - (PA, Erie, Pittsburgh) (WV, Morgantown)...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- M&T Bank (Bear, DE)
- … Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant ) designation M&T Bank is committed to fair, competitive, ... **Overview:** Provides advice-based approach to financial solutions for an assigned book of business....Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and… more
- The Hartford (Wayne, PA)
- …an individual to join the Fund Treasury's Financial Reporting team. The Financial Reporting Consultant will work closely with other operational units of ... and review of tailored shareholder reports, annual, semi-annual and quarterly financial statements for registered investment companies, as well as the monthly… more
- Robert Half Finance & Accounting (Horsham, PA)
- …Requirements * Minimum of 2 years of experience in the Public Accounting or Financial Services industries as a Sr. Consultant or similar role specializing in ... Description We are seeking a Sr. Consultant to join our client's team within the...teams, assisting entrepreneurs and business owners in achieving their financial goals through growth, transition, and retirement. Responsibilities *… more
- Truist (West Chester, PA)
- …CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant (R). 4. Completion of Leadership Development Program or ... market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- The Cigna Group (Philadelphia, PA)
- …and inforce case level strategies, and market discussions + Assist Sales as financial consultant on case-specific issues. Possesses an in depth understanding of ... our business on a daily basis, protecting Cigna's sound financial position which enables us to meet our ...financial position which enables us to meet our financial commitments to our customers. **Core Responsibilities:** + Ability… more
- The Cigna Group (Philadelphia, PA)
- …strategic recommendations related to market competition and pricing. Acts as financial consultant on case-specific issues. Influences underwriting best practice ... and provides input to matrix partners on product development and pricing. **Responsibilities** + Manages an assigned book of business, focused on attaining profitable growth, persistency, and earnings. + Performs case-specific risk assessments. + Responsible… more
- Ace Hardware (Philadelphia, PA)
- + Internal Job Title is Store Systems Consultant ** + Candidates must live within (50) miles of Chicago, Atlanta, Philadelphia, Boston, or Charlotte** + The **Retail ... Operations Consultant ** is responsible for providing support to Ace retail...operating an existing Ace retail store (people, inventory, and financial management) as well as what is needed to… more
- Penn Medicine (Philadelphia, PA)
- …Support **Location** : 3600 Civic Center Blvd **Summary** : + The Senior Consultant , Strategic Decision Support operates as an advisor at the intersection of data ... analysis, business intelligence, and strategic consulting. The Senior Consultant provides actionable insights that drive decision-making within Penn Medicine and… more
- The Hartford (Wayne, PA)
- Internal Sales Consultant - 87SW5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... prior sales experience looking to grow their career in financial services? Would you like to use your strong...and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the next… more