- UMB Bank (Providence, RI)
- ** RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a ... unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully… more
- Citizens (Johnston, RI)
- …that meets the client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand...+ A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. +… more
- TD Bank (Shrewsbury, MA)
- …understanding of each client 's individual circumstances and a lasting role as a the client 's advisor . As a fiduciary, the FAA will put the client 's ... for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and… more
- Nuveen Investments (Providence, RI)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... our mission of helping our clients find confidence in retirement and who personify our values. Should the following...you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated… more
- Robert Half Finance & Accounting (Westborough, MA)
- Description A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive ... opportunity for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client -focused environment. This is fully in… more
- TD Bank (Shrewsbury, MA)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial ... financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central...plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex… more
- H&R Block (North Attleboro, MA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and… more
- Oracle (Providence, RI)
- …as C or C+Bonus: Experience in a Chief Architect or Technical Advisor role in a fast-paced, matrixed organizations **Responsibilities** 1. Technical Expertise ... prioritization, project planning, and follow-through. 4. Leadership & Soft Skills Trusted advisor to senior tech leaders. Able to mentor engineers and drive… more
- UNUM (Providence, RI)
- …provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring ... Minimum starting hourly rate is $22.00 The Customer Benefit Advisor (CBA) I is the entry level in a...performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5%… more
- Kohl's (Mansfield, MA)
- About the Role As Beauty Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... approach and ensure an excellent overall client experience. You will maintain expert knowledge of top...Protection Plans, Critical Illness Plans and more), SAVINGS & RETIREMENT BENEFITS (401k, Flexible Spending Accounts and associate discount… more
- Edward M. Kennedy Community Health Center, Inc. (Framingham, MA)
- …to support this growth. We are currently hiring a Health Benefits Advisor based in Framingham. This position will provide education and enrollment opportunities ... and operational. Education and Experience + Prior customer service or client -facing experience strongly preferred. + Strong communication skills; able to work… more
- Oracle (Providence, RI)
- …Solution Architects, Delivery teams, and Sales Leadership. The Customer Success Advisor leverages their consulting and implementation experience to support a wide ... to 25%. **Responsibilities** Please see above. Disclaimer: Certain US customer or client -facing roles may be required to comply with applicable requirements, such as… more
- Oracle (Providence, RI)
- …Responsibilities: . Customer Advocacy & Executive Engagement o Serve as a trusted advisor to CISOs and other security executives in all industry sectors across ... strategic leadership with technical depth Disclaimer: **Certain US customer or client -facing roles may be required to comply with applicable requirements, such… more
- H&R Block (North Attleboro, MA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... you'll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. You'll… more
- H&R Block (North Attleboro, MA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
- Oracle (Providence, RI)
- …and specialist knowledge in applying the technology/application to client business. Facilitation of customer product/application understanding through presentations ... Develop and manage reference sites through high quality technical, professional client relationships. Disclaimer: **Certain US customer or client -facing roles… more
- Oracle (Providence, RI)
- …identify new stakeholders and expansion opportunities. + Act as a strategic advisor , addressing client needs, resolving issues, and identifying opportunities to ... for identifying, developing, and closing complex, large-scale engagements by aligning client needs with integrated research, consulting, and data solutions. The… more
- World Insurance Associates, LLC. (Worcester, MA)
- …Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor . + Creates complete carrier submission and submits + ... surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The… more
- World Insurance Associates, LLC. (Putman, CT)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale,..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Concentrix (Providence, RI)
- …build new client relationships of trust and become a trusted advisor . - Excellent problem-solving and conflict-resolution abilities. - Ability to analyze data ... as a result. - Proactively generates and builds new client relationships from qualification to close. - Demonstrates a...practices and disciplines of the company. Acts as an advisor and coach internally to develop win strategy through… more