- Fidelity TalentSource LLC (Merrimack, NH)
- …leadership skills, and deliver innovative web application solutions to our Strategic Advisor partners. This position is available in Boston, Merrimack, and Raleigh ... and applications. Company OverviewAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the… more
- Edward Jones (Merrimack, NH)
- …**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
- H&R Block (Concord, NH)
- **499107BR** **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 (Concord, NH)
- …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 (Concord, NH)
- …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 (Concord, NH)
- …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
- H&R Block (Concord, NH)
- …client relationships that will grow stronger each year. Joining H&R Block as a **Block Advisor Accelerated Tax Associate ** means you will have the support of an ... IRS and applicable state requirements + High school diploma or equivalent **Posting Title:** Block Advisor Accelerated Tax Associate **Sponsored Job:** \#20653 more
- Morgan Stanley (Middleton, MA)
- …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
- TD Bank (Hooksett, NH)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Banking Associate is a banking professional that is integral to TD's Brand promise ... in line with TD's brand promise + Understands Customer financial needs to identify opportunities to promote and educate...services to be able act as an educator and advisor to Customers and non-Customers by engaging in benefit… more
- Morgan Stanley (Manchester, NH)
- …Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a ... the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and… more
- Bank of America (Beverly, MA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Registered Wealth Management Client Associate Beverly, Massachusetts **Job Description:** At Bank of...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Astrix Technology (Concord, NH)
- …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
- Broadridge Financial Solutions (Concord, NH)
- …in person from time to time. You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and translate ... role, and consultation related to best practices, scalability, and advisor site outputs. This role ensures what we deliver...or by sending an email to ###@broadridge.com . Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global… more
- Humana (Concord, NH)
- …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
- MSC Industrial Supply Co. (Concord, NH)
- …based on understanding of the market or competitors. . Establishes value before ROI/ financial terms - Qualifies and quantifies the impact of maintaining the status ... customer. Become very knowledgeable and recognized as a Trusted Advisor on the industries served by our customers and...*INDICATES ESSENTIAL DUTIES To perform this job successfully an associate must be able to perform each essential duty… more
- Wipfli LLP (Bedford, NH)
- …accounting related responsibilities such as: + Respond to client and firm associate requests in a timely, accurate, positive and professional manner + Respond ... applications + Research tax related issues and other related financial reports + Perform a limited number of tax...Develop experience and skills to become a trusted business advisor for clients and associates + Gain hands-on experience… more
- Humana (Concord, NH)
- …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
- Wipfli LLP (Bedford, NH)
- …is the place for you. Responsibilities: + Communicate with client and firm associate requests in a timely, accurate, positive and professional manner + Establish and ... in continuing professional education programs + Serve as a trusted business advisor for clients and associates + Proactively identify improvement opportunities in… more
