- USAA (Phoenix, AZ)
- …USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... goals). Manages business and executive level escalations, including reporting to senior -level leadership as appropriate. Works with Finance partners to align… more
- City National Bank (West Hollywood, CA)
- * FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- Huntington National Bank (Chillicothe, OH)
- …drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely ... Description Summary: The Huntington Financial Advisors group seeks professionals with the passion...staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.Duties &… more
- Huntington National Bank (Arvada, CO)
- Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate ... financial solutions for their short-term and long-term goals.Duties &...Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time… more
- Stony Brook University (Stony Brook, NY)
- Enrollment Success & Financial Wellness Senior Advisor **Required Qualifications (as evidenced by an attached resume):** Master's degree (foreign equivalent ... of Duties:** We are seeking a dedicated and knowledgeable Enrollment Success & Financial Wellness Senior Advisor to join our team. The Enrollment Success & … more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Financial Analysis, Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this role, ... insights that guide executive decisions and ensure regulatory compliance. As a Financial Analysis, Senior Advisor , your work will help power our planet,… more
- Wright-Patt Credit Union Inc. (Hilliard, OH)
- The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository ... leadership to ensure member impact and risk is mitigated. Required Skills The Senior Financial Advisor possesses the following knowledge and skills: + A high… more
- First Horizon Bank (Coral Gables, FL)
- …culture, then you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and ... valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial...the tools and proven methods that will lead to Advisor and Client success. If you are ready to… more
- Stony Brook University (Stony Brook, NY)
- Senior Financial Aid Advisor **Required Qualifications (as evidenced by an attached resume):** Master's degree (foreign equivalent or higher). In lieu of a ... institution. **Brief Description of Duties:** We are seeking a dedicated and knowledgeable Senior Financial Aid Advisor to join our team. The Senior … more
- Emory Healthcare/Emory University (Atlanta, GA)
- …community. **Description** The Office of Financial Aid is looking for a Senior Financial Aid Advisor to join their team! KEY RESPONSIBILITIES: + Awards ... federal, state, institutional and private sources of financial aid to students within appropriate guidelines and regulations....reviews cases for all schools. + Serves as a senior file review specialist and processes quality assurance reviews.… more
- Vanguard (Malvern, PA)
- …position). + Three years ( Financial Advisor ) or Five years ( Senior Financial Advisor ) of advisory experience, specifically in advice planning, ... your career. By applying to this role, you will be considered for Certified Financial Advisor and Senior Certified Financial Advisor opportunities.… more
- Robert Half Finance & Accounting (Westborough, MA)
- Description A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive ... for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in… more
- T. Rowe Price (Owings Mills, MD)
- …to helping investors achieve their goals and retire with confidence by providing high-quality financial advice. As an advisor at T. Rowe Price, you will have ... the opportunity to shape the future of financial advice and build lasting relationships with clients, leveraging...risk or compliance issues with the assistance of more senior staff + In some cases, they may have… more
- The MITRE Corporation (Bedford, MA)
- …Summary: MITRE's Finance organization is seeking a Business Partner (BP) to serve as a financial advisor supporting senior leaders of the business. They will ... be the primary source of day-to-day financial management and business decision support, playing a key...the Finance organization, or even center-level operations issues with financial drivers or outcomes. At times, the Finance BP… more
- Army National Guard Units (Aurora, CO)
- …government appropriated funds or non-appropriated funds. 4. Experience including working as a financial advisor to senior staff managers, major subordinate ... federal funds allocated to the state. Serves as a financial advisor and the technical expert to...technical expert to the state Adjutant General (AG), USPFO, senior staff management, major subordinate commands, and the Program… more
- Vanguard (Malvern, PA)
- …clients, crew, and assets, and steward a risk-smart culture for Vanguard's Financial Advisor Services (FAS) business. FAS provides investments, services, ... education, and research to financial advisors across the US The Senior Risk Director will lead a small team of risk practitioners aligned to select FAS business… more
- Vanguard (Charlotte, NC)
- …a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will ... Are you a Certified Financial Planner (CFP(R)) with a passion for transforming...the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a book… more
- Bank of America (Leesburg, VA)
- …support the coordination of all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager to develop, implement, ... process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and… more
- BayCare Health System (Tampa, FL)
- …and action plans, as well as general analytic support. + They serve as a trusted financial advisor for senior leaders and acts as the primary liaison between ... to be a Finance Business Partner, who provides dedicated financial support to senior leaders. This includes...services FP&A and reporting teams. + As a trusted financial advisor , the leader doesn't just say… more
- Bank of America (Atlanta, GA)
- …to support the coordination of all sales and service activities. Theywork with the Financial Advisor and/or team Senior Business Manager to develop, ... time sensitive updates + Execute on team service model + Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the… more
