- Raymond James Financial, Inc. (St. Petersburg, FL)
- …detail while maintaining a big picture orientation. * Maintain interest in investment advisor and/or financial planner services and products. * Use appropriate ... and other firm stakeholders to execute on succession strategies and protect advisor 's practices. May provide comprehensive solutions to complex problems or needs.… more
- Pilgrim's (Greeley, CO)
- …Summary: The goal of this role is to become an integral and trusted advisor providing insights to our Innovation, Brand, and Category teams, by generating effective ... the Innovation, Brand, Category and Commerce leaders, become a trusted advisor , be embedded in their decision-making processes, effectively manage expectations, and… more
- HUB International (Mobile, AL)
- …conference calls, alongside the account services team member(s) and/or producer , to relay compliance requirements and decision-making considerations. + Collaborate ... projects individually and at the team level through project planner . Meeting personal and group deadlines set for these...suggest the client consult with legal counsel (or CPA/tax advisor ) upon reaching the limits of his/her ability to… more