- Advatix, Inc. (Glendale, AZ)
- Financial Services Advisor Role Summary Our client seeks a Financial Services Advisor to join their rapidly growing team. The Financial Service ... to achieve their educational goals within federal guidelines. The Financial Service Advisor can assist and answer...agency that the US Department of Education recognizes; an associate 's degree is preferred + One year of experience… more
- Edward Jones (Peoria, AZ)
- …**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...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- American Heart Association (Phoenix, AZ)
- …your career. The **American Heart Association** has an excellent opportunity for an ** Associate Science and Medicine Advisor ** in our **National Center** office ... - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in… more
- American Heart Association (Phoenix, AZ)
- …your career. The American Heart Association has an excellent opportunity for an ** Associate Mission Advancement Advisor , Foundations** . **This position will be ... - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in… more
- ECPI University (Phoenix, AZ)
- …and advising students who have previously dropped from the University. The Re-Entry Advisor will work closely with the Financial Aid department and Academic ... remote position. We are currently seeking a Student Success Coordinator - Re-Entry Advisor with excellent customer service skills who thrives in a fast paced,… more
- H&R Block (Phoenix, AZ)
- **498771BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... that will grow stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and business services needs… more
- Humana (Phoenix, AZ)
- …caring community and help us put health first** The Strategy Advancement Advisor provides business intelligence and strategic planning support for business segments ... or the company at large. The Financial Planning and Analysis, Strategy Advancement requires an in-depth...support, assist with day-to-day support in topics such as associate engagement, team huddles and follow-ups, conference planning and… more
- Humana (Phoenix, AZ)
- …cases. The ideal candidate will have a background in technology strategy, financial analysis, health plan operations, and a deep understanding of AI technologies. ... As an Strategy Advancement Advisor , you will help drive our go forward strategy,...use cases to understand organizational impact of technology quantifying financial and non- financial impact + Partner with… more
- Humana (Phoenix, AZ)
- …to address healthcare opportunities and challenges with technology-enabled solutions. As an Advisor in our team you'll enable Humana leaders as they leverage modern ... + Experience working with/in large organizations + Business analytics and/or financial experience + Master's or other post-secondary degree **Use your skills… more
- Morgan Stanley (Scottsdale, AZ)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a… more
- Bank of America (Phoenix, AZ)
- …regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor . For established clients, the CA will often serve as ... Wealth Management Client Associate Phoenix, Arizona **Job Description:** Merrill Wealth Management...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Bank of America (Scottsdale, AZ)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Wealth Management Client Associate Scottsdale, Arizona **Job Description:** At Bank of...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Dorsey & Whitney LLP (Phoenix, AZ)
- Corporate Associate (#812) Dorsey & Whitney LLP is seeking a Corporate Associate with three to six years of experience to join the Phoenix office. This ... associate will have the opportunity to work on a...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the… more
- Dorsey & Whitney LLP (Phoenix, AZ)
- Real Estate Associate (#845) Dorsey & Whitney LLP is seeking a Real Estate Associate attorney to join our Phoenix office. The attorney will have the opportunity ... & Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the...a history of achieving client success: - Banking and Financial Institutions - Development and Infrastructure - Energy &… more
- JPMorgan Chase (Phoenix, AZ)
- …risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage Alternatives ... to learn proprietary software + Experience and interest in financial markets and concepts + Excellent interpersonal skills +...accuracy JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to… more
- Astrix Technology (Phoenix, AZ)
- …managing these clients like a business with quotas, practice targets, and financial metrics - coordinating all activity across Astrix Sales and Astrix practice ... and Strategic sourcing as needed. + Employ a Trusted Advisor and strategic mindset and using consultative selling techniques,...representative of those that must be met by an associate to successfully perform the essential functions of this… more
- Humana (Phoenix, AZ)
- …for the business. This leader is also responsible for becoming a trusted advisor to key stakeholders, ensuring strong alignment. Finally, this leader will partner ... cost modeling, and process and domain expertise. + Act as a trusted advisor with key stakeholders by providing a forward-thinking strategy, considering internal /… more
- PenFed Credit Union (Phoenix, AZ)
- …or Arizona location. The primary purpose of this job is to be a trusted advisor to our members, assist with the appropriate decision of mortgage or home equity loan ... other duties as assigned. + Act as a trusted advisor to PenFed members and prospective membership, related to...to satisfactorily perform the essential job functions is required. Associate 's Degree is preferred. + Minimum of two (2)… more
- UMB Bank (Phoenix, AZ)
- …of this size. The objective of the group is earn the title of trusted advisor and help these companies grow and prosper in our community. As the **Relationship ... from. + Collaborate with commercial clients to better understand their business and financial needs. + Analyze the business in order to qualify clients for bank… more
- Humana (Phoenix, AZ)
- …is also responsible for ensuring strong alignment with, and becoming a trusted advisor to, key functional leaders. This leader will also partner with business and ... capabilities, supplier goals and objectives, risk profile, and supplier's financial position for requisite categories. + Develop multi-year sourcing pipelines… more