- WelbeHealth (Los Angeles, CA)
- …that every interaction helps seniors live with greater independence and dignity. The Senior Care Advisor - Broker & Community Support Tier plays a key ... remain in their homes and communities by providing compassionate, comprehensive medical care and community-based services. We serve with Courage to Love, Pioneering… more
- The Cigna Group (Bloomfield, CT)
- …needs will be crucial to success in this role. As a Digital Product Strategy Senior Advisor , you will be responsible for the strategy, development and delivery ... possible. Our health services are designed to redefine health care as we know it, and the Evernorth team...values for all. . Be seen as a trusted advisor and expert within your organization and with your… more
- Atria Wealth Solutions (Marion, IN)
- …registered through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker /dealer and Registered Investment Advisor with a stable track record of ... and Health Insurance licenses + License in long term care and P & C preferred + Clean U-4...CFS, please visit www.cusonet.com. CFS (Member FINRA/SIPC) is a broker -dealer and Registered Investment Advisor with a… more
- First National Bank of Omaha (Overland Park, KS)
- …is accountable for the management and coaching of the Financial Advisors and Senior Financial Advisors and Financial Advisor Associates in a designated region. ... required. + Act as frontline compliance support for the broker /dealer and participate in advisor office audits....+ Time Off Programs + Health Savings Account (HSA)/Dependent Care + Employee Banking + Growth Opportunities + Tuition… more
- Pacific Program Management (Washington, DC)
- …training the "Cresa Way" through written training manuals, mentorship with a senior broker or Managing Principal, professional 3rd party training, involvement ... team contributions. Description Cresa is seeking a self-motivated Commercial Real Estate Advisor to grow a Healthcare practice for its Washington, DC area office.… more
- NBT Bank (Syracuse, NY)
- …of education and experience required. + Property & Casualty NYS Broker 's license required. + Professional insurance designation required. Skills and Abilities: ... + Serve as an advisor to the client for all tactical matters, using...you're just starting your career or serve in a senior leadership role, your growth and development are our… more
- T. Rowe Price (San Francisco, CA)
- …management solutions to our diverse client base which include Banks, Broker /Dealers, RIA, TAMP's, and Intermediary Platform providers throughout the United States. ... The Senior Alternative Investment Specialist (B/D) position offers a unique...to expand and deepen TRP's significant presence in the advisor sold market by expanding our relationship with financial… more
- AIG (Los Angeles, CA)
- Senior Multinational Client Coordinator Join us as a Sr. Client Coordinator to grow your career at the forefront of multinational insurance. Make your mark in ... to explore new opportunities for our clients worldwide. As a trusted advisor , you will tailor multinational insurance solutions for our global clients, empowering… more
- Charles Schwab (Westlake, TX)
- …in policy-related initiatives. + Partnership: Serve as a thought leader and trusted advisor to senior management + Culture: Foster a culture of feedback ... and industry environment. We are seeking a highly organized and results-oriented Senior Manager to join the Retail Supervision & Risk Management (RSRM) Risk… more
- World Insurance Associates, LLC. (Seattle, WA)
- …resolve issues (eligibility, carrier coverage and claims issues, compliance; health care reform, HIPAA). + Lead the delivery of enrollment, benchmarking, financial ... carriers. + Oversee renewals and marketing efforts of clients, act as an advisor to teams in carrier selection, financial negotiations and client service planning… more
- Charles Schwab (Westlake, TX)
- …is looking for a Director, Legal Counsel to support multiple retail-focused broker -dealer and investment adviser business units and work daily with managers, ... Director will function as part of a small team supporting Schwab's broker -dealer and investment advisory products, services, and sales channels for Schwab's retail… more
- Publicis Groupe (Miami, FL)
- …resourcing challenges with creative, data-driven solutions. Acting as a strategic advisor , the Director ensures seamless alignment of talent strategies with evolving ... emotional intelligence, strong business acumen, and the ability to influence senior stakeholders. By fostering a culture of collaboration, accountability, and… more
- T. Rowe Price (Baltimore, MD)
- …of Exchange Traded Funds (ETF) through US-based intermediaries. The role will report to a senior sales leader in USI Wealth with a dotted line to the lead ETF ... qualifying, engaging, and impacting the adoption of ETFs within the territory's advisor clients and prospects. + Responsible for driving ETF sales results directly… more
- Independent Health (Buffalo, NY)
- …products. Additional responsibilities will include decision support analysis for the broker /client RFP process and providing contract support for group and ... + Proven examples of displaying the PBD values: Trusted Advisor , Innovative, Excellence, Guardianship, Dedication and Caring. **Essential Accountabilities** +… more
- Independent Health (Buffalo, NY)
- …of formulary products. Additional responsibilities include decision support analysis for broker /client RFP process and providing contract support for group and ... + Proven examples of displaying the PBD values: Trusted Advisor , Innovative, Excellence, Guardianship, Dedication and Caring. **Essential Accountabilities** +… more
- JPMorgan Chase (Jersey City, NJ)
- …regulatory requirements (eg, 12 CFR 9) related to asset management, investment advisor , broker -dealer and fiduciary activities. + Knowledge of various financial ... skills, with the ability to establish credibility and build partnerships with senior business and control partners; adept at presenting complex and sensitive issues… more
- Sciolex Corporation (Chantilly, VA)
- …values you and is committed to ensuring you receive the utmost employee care . LOCATION: CAMP SMITH, HAWAII Responsibilities Forward assigned staff will be assigned ... agencies, and operational and unit level commands throughout USPACOM AOR. Acts as the senior NRO representative in the absence of the Senior Field Rep.… more
- JPMorgan Chase (New York, NY)
- …and services are offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor , member of FINRA and SIPC. Annuities are ... Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service… more
- JPMorgan Chase (Chicago, IL)
- …practice issues. You will manage complex, high-risk escalations and communicate with senior level stakeholders. This role provides a unique opportunity to contribute ... the development of reviews of potential sales practice issues, including broker -dealer documents, trading, and financial information. + Present findings (orally… more
- Access Dubuque (Dubuque, IA)
- …ecosystem, serving at times as a convenor, collaborator, project owner, or advisor depending on the circumstance. This executive will bring strategic vision and ... household in Dubuque, transforming connectivity across the region. Its Child Care Solutions project, executed in partnership with Dubuque Initiatives, earned the… more