- Bank of America (Huntsville, AL)
- Merrill Team Financial Advisor Fort Lauderdale, Florida;Miami, Florida; Huntsville, Alabama **Job Description:** Merrill Wealth Management is a leading provider ... culture driven, resilient, results focused and effective. **Merrill Team Financial Advisor Business Development Program** **The Merrill...use of outbound sales techniques to exceed sales goals. Financial acumen gained through work… more
- Bank of America (Mobile, AL)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...66) licenses** + Two years' experience working in the financial service industry and/or a sales environment… more
- Thrivent Financial (Birmingham, AL)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a ...at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and… more
- Edward Jones (Huntsville, AL)
- …**Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...experience within the securities/ financial services industry + Financial services and/or sales experience + … more
- PNC (Huntsville, AL)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Whitesburg, AL. ... insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment...book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- TIAA (Birmingham, AL)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people… more
- Regions Bank (Birmingham, AL)
- …participating in sales presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory services and support to ... Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment… more
- Regions Bank (Birmingham, AL)
- …for the purposes of generating new business opportunities, and participating in sales presentations + Determines the financial viability and associated risks ... relationships and maintains a focus on prudent revenue growth + Achieves assigned sales and retention goals + Understands client financial goals and objectives… more
- Regions Bank (Fairhope, AL)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities**… more
- PNC (Birmingham, AL)
- …to the company's success. We are looking to hire a Compliance Program Advisor within PNC's Independent Risk Management (IRM) organization. This position is primarily ... Identifies compliance impact on matters such as marketing materials, sales programs, product development, documentation review and other business initiatives.… more
- Deloitte (Huntsville, AL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Truist (Montgomery, AL)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor , Chartered Life Underwriter or Certified Public Accountant… more
- First Horizon Bank (Fairhope, AL)
- … financial strategies and First Horizon products and services (eg, Financial Planning, Deposits, Investments, Insurance , Credit, Small Business) based on ... communication skills, interpersonal and relationship building skills + Excellent consultative sales and cross-selling skills + Financial market awareness +… more
- Lincoln Financial Group (Montgomery, AL)
- …also lead the definition and execution of messaging, product positioning, content, sales enablement, and marketing campaigns. **What you'll be doing** + Develops and ... for use in new business and retention situations, as well as through sales and service collateral and industry promotion + Analyzes and develops complex performance… more
- PNC (Mobile, AL)
- …responsibilities may be performed remotely, at manager's discretion. Commercial Banking provides financial services, both in and out of PNC's branch footprint, to ... companies with sales from $5 million to $50 million. You will be a trusted advisor within a fast-paced, ever-changing environment. Your ability to identify and… more
- PNC (Birmingham, AL)
- …responsibilities may be performed remotely, at manager's discretion. Commercial Banking provides financial services, both in and out of PNC's branch footprint, to ... companies with sales from $5 million to $50 million. You will be a trusted advisor within a fast-paced, ever-changing environment. Your ability to identify and… more
- Astrix Technology (Montgomery, AL)
- …targets, and financial metrics - coordinating all activity across Astrix Sales and Astrix practice leads including SCS, LIS CRS, and Strategic sourcing as ... Status:** Exempt **ROLE** **SUMMARY** The Client Partner / Practice Sales Leader is responsible for the initial sale and...needed. + Employ a Trusted Advisor and strategic mindset and using consultative selling techniques,… more
- Randstad US (Montgomery, AL)
- …division or group wide policies. + Ensure the Franchise division meets budgeted financial goals and sales objectives. + Work with management teams to ... by very broad policy and objective oriented guidance. Make financial decisions on administrative or operational matters affecting more...implement business plans. + Act as a senior level advisor on specific issues related to direction of the… more
- Marriott (Montgomery, AL)
- …strategies, processes, communications and measurements are designed to complement a premium sales and marketing approach. The Director of Marketing and Operations is ... and deep actionable insights that inform the overall direct sales and marketing strategy. This role is ideally suited...situations, and (3) achieve strong results with illustrated significant financial success. This role is a fully remote position… more
- Marriott (Montgomery, AL)
- …Influencing technology strategy by providing strategic advice, being a trusted advisor to discipline partners for leveraging/customizing software to meet their ... into business strategies for the client organizations. * Solid understanding of IT financial structures and ability to manage to corporate financial processes… more