- Charles Schwab (Westlake, TX)
- …and an affiliate of Charles Schwab & Co. Inc. As a Senior Manager, Alternative Investment Consultant (AIC), you play a critical role in meeting a growing need ... to help our ultra-high-net-worth (UHNW) Retail clients navigate the private alternative investment ...180-day COE) **Preferred Qualifications:** + Advice experience in Alternative Investments strongly preferred + Understanding of investment … more
- Nuveen Investments (New York, NY)
- The Defined Contribution Investment Only (DCIO) Sales job sells mutual funds, Collective Investment Trusts (CIT), sub-advised management and annuity products to ... plan intermediaries including, but not limited to, broker-dealers, Registered Investment Advisor (RIA) aggregators, consultants, recordkeepers and managed account… more
- Banco Popular Puerto Rico (Newark, NJ)
- … Consultant Popular Insurance Sales - NJ We are currently searching for a Financial Consultant with strong investment sales experience to join our dynamic ... this position, you will: + Evaluate customers relative to financial needs, current holdings and available investment ...and at least four years of related experience in financial services or retail organization is required;… more
- Deloitte (Charlotte, NC)
- Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant Deloitte Risk and Financial Advisory's Financial Services Industry (FSI) Risk, ... entities, business segments and on-and-off balance sheet products + Knowledge across financial institution's retail and wholesale products to monitor changes in… more
- Deloitte (Cleveland, OH)
- …including retail broker-dealers, retail and private banks, investment advisers, trust and insurance companies, and financial intermediary service ... financial services clients across sectors, including banking, capital markets, retail wealth management, investment management, and insurance. The unique… more
- Deloitte (Stamford, CT)
- …including retail broker-dealers, retail and private banks, investment advisers, trust and insurance companies, and financial intermediary service ... financial services clients across sectors, including banking, capital markets, retail wealth management, investment management, and insurance. The unique… more
- TIAA (New York, NY)
- …and execute transaction and service requests. + Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial ... The National Associate Financial Consultants (NAFC) on the Plan Event Team...their pension plans, tax deferred annuities and other available investment options in order to help clients retain and… more
- Bank of America (Lincoln, RI)
- Client Educational Content Project Manager - Risk Programs Customer Segment Consultant I Jacksonville, Florida;Lincoln, Rhode Island **Job Description:** At Bank of ... are guided by a common purpose to help make financial lives better through the power of every connection....performance goals for one of the Customer Segments (ie Retail , Preferred & Small Business). Provides support to senior… more
- Charles Schwab (San Francisco, CA)
- …+ External contacts may include: + Financial Advisors, independent investment consultants, RIAs, Schwab retail clients, and/or third-party portfolio ... Corporation. The SAM team is passionately committed to helping investors achieve their financial goals. We manage over $1 Trillion in Schwab managed mutual funds,… more
- IBM (Austin, TX)
- …impact the world around us. Your Role and Responsibilities As a Delivery Consultant with subject matter expertise in IBM Maximo Application Suite, you will work ... Technical and Professional Expertise + 5 years of experience as a software implementation consultant in a client environment. + 5 years of experience serving as a… more
- Capco, a Wipro Company (Chicago, IL)
- …consulting engagements, working directly with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management, and Insurance ... strategizing, and implementing risk-aware solutions for top-tier organizations in the Financial Services sector. We tailor enterprise risk management strategies to… more
- Capco, a Wipro Company (New York, NY)
- …consulting engagements, working directly with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management, and Insurance ... strategizing, and implementing risk-aware solutions for top-tier organizations in the Financial Services sector. We tailor enterprise risk management strategies to… more
- M&T Bank (York, PA)
- … Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant ) designation M&T Bank is committed to fair, competitive, ... investments and insurance from high net worth customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors,… more
- M&T Bank (State College, PA)
- … Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant ) designation M&T Bank is committed to fair, competitive, ... as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively...and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment … more
- Truist (Ormond Beach, FL)
- …of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and ... CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant (R) 5. Previous experience using financial planning… more
- Truist (Greenville, SC)
- …of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and ... CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant (R) 4. Completion of Leadership Development Program or… more
- BlackRock (San Francisco, CA)
- …accounts, cash inflows and redemptions. + Interface with portfolio managers, investment product specialists, compliance officers, consultant relations staff, ... **About this role** **BlackRock Overview:** BlackRock is a global leader in investment management, risk management and advisory services for institutional and … more
- Affinius Capital (San Antonio, TX)
- …broad exposure interacting with stakeholders across the asset management, investment (development and acquisition), accounting, investor reporting and capital ... budgets, and project completion dates as well as updated leasing and financial projections are materially correct and is reflected in the quarterly valuations… more
- Whole Foods Market (Austin, TX)
- … financial analysis and consultation on key business initiatives. + Act as financial consultant and steward to business partners in developing financial ... Finance team, driving strategic partnership and thought leadership in support of retail labor. GENERAL SUMMARY Whole Foods Market ("WFM") is hiring an experienced… more
- Ricoh Americas Corporation (Phoenix, AZ)
- …partners partner/ consultant . + Work closely with sector targets in retail , manufacturing and healthcare to create valuable partnerships focused on the technology ... Industry expertise + Ability to help partners monetize Ricoh. + Demonstrated financial , business acumen and business planning experience. + Excellent prospecting and… more