- Intuit (Raleigh, NC)
- …- Seasonal Local Service Expert, you will serve as a trusted advisor , empowering customers to achieve positive financial outcomes while supporting Intuit's mission ... your clients.Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving… more
- Neuberger Berman (Raleigh, NC)
- …Stanley, UBS, Wells Fargo, Raymond James, LPL, and Ameriprise. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual ... is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + Lead… more
- Parexel (Raleigh, NC)
- …all key functions up and down the sponsor organization; maintain high visibility within client organization and become the trusted advisor + Develop a strong ... Parexel has an opportunity for a Consultative Sales Director to join our Emerging Biopharma team...and development in collaboration with Business Operations to ensure client needs are addressed and resourcing/pricing is appropriate to… more
- Parexel (Raleigh, NC)
- …Account and Biotech sales leads. + Support and attend commercial and client meetings to drive FSP growth. + Develop business cases, ROI analysis, and project ... relationships + Excellent stakeholder relationship management + Act as a trusted advisor in client decision-making processes + Communication + Ability to… more
- Principal Financial Group (Raleigh, NC)
- …join our Business Acceptance team. In this role, you'll collaborate closely with Sales and Service teams to assess and evaluate retirement plan proposals, ensuring ... and investment offerings to stand out against competitors, aligning proposals with client needs and market trends to maximize business opportunities and drive… more
- Wilson Language Training (Raleigh, NC)
- …a key strategic partner to K-12 district leaders, as their trusted Wilson Advisor , driving customer engagement, adoption, and long-term value from our solutions. You ... relationships with district leaders and implementation teams to become a trusted advisor and strategic partner. + Own revenue retention and expansion goals across… more
- PEAK Technical Staffing USA (Cary, NC)
- …solutions for clients across all market sectors. You will also collaborate with Client Account Managers and sales professionals on pursuits of strategic ... Our client is a top rated Engineering firm seeking...Other responsibilities will include strategy formation, business development, and sales as we expand our energy transition portfolio. Your… more
- Hendrick Automotive Company (Durham, NC)
- …Essential Duties and Responsibilities include the following: + Meets dealership sales goals. + Greets customer and determines make, type, and quality ... Suggests optional equipment for customer to purchase. + Computes and quotes sales price, including tax, trade-in allowance, and discount. + Completes paperwork… more
- Hendrick Automotive Company (Durham, NC)
- …North Carolina 27713 Summary: The Xtream Salesperson is responsible for increasing vehicle sales for the dealership by generating sales leads through proper ... Duties and Responsibilities include the following: + Meets dealership sales goals + Run daily scrubs to generate effective...generate effective leads for both the New and Used Sales departments, as well as the Finance department. +… more
- Edward Jones (Raleigh, NC)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate… more
- Truist (Raleigh, NC)
- …continuing education requirements are met where needed + 8 or more years of sales and client management experience in Wealth Management and a demonstrated ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...CPWA and CPA + 5 or more years of sales and client management experience in the… more
- Kyndryl (Raleigh, NC)
- …communities. **The Role** Skytap, a Kyndryl company, is seeking a Customer Technology Advisor to become an integral part of our cutting-edge Go-To-Market team. As a ... expectations. In this role, you won't just be another advisor ; you will be a trusted ally and visionary,...you will support Consulting, Advisory, and Architecture activities across Sales , Pre- Sales & Delivery, collaborating closely with… more
- TIAA (Durham, NC)
- **Wealth Advisor ** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their ... them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective...with their team to grow their collective book through client referrals. **Key Responsibilities and Duties** + Manages time… more
- Bank of America (Raleigh, NC)
- …to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California;...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- TIAA (Durham, NC)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...a demonstrated ability to uncover the needs of the client . * Giving and receiving constructive feedback are hallmarks… more
- Travelers Insurance Company (Raleigh, NC)
- …Imagine loving what you do and where you do it. **Job Category** Sales **Compensation Overview** The annual base salary range provided for this position is ... - $66,100.00 **Target Openings** 25 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor… more
- Comerica (Raleigh, NC)
- …A Bachelor's degree in Business, Economics, or Finance + 7 years of experience sales and client management experience in Wealth Management and a demonstrated ... Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth,… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …clients of the company by combining the traditional roles of the Financial Advisor , Service Associate and Branch Manager. Fosters and assists in the development of ... executing unsolicited orders and offering guidance in relation to other associated sales practice activities and requirements. Guidance is provided to perform varied… more
- PNC (Raleigh, NC)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales ... to contribute to the company's success. As a Financial Advisor within PNC Investments, you may be based in...business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client … more
- Bank of America (Raleigh, NC)
- Financial Solutions Advisor II - Raleigh/Durham Market Raleigh, North Carolina;Chapel Hill, North Carolina; Raleigh, North Carolina; Holly Springs, North Carolina; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Raleigh/Financial-Solutions- Advisor -II Raleigh-Durham-Market\_25032094) **Job Description:** At Bank of America, we… more
