- Envestnet (Berwyn, PA)
- …5+ years of experience; prior experience in wholesaling, fee-based consulting, financial advisory, or brokerage necessary Understanding of Insurance, ... Description Envestnet is seeking a Wealth Sales Consultant to join our Sales department. This is...Chicago, IL office location. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced… more
- Holmes Murphy (Dallas, TX)
- Job Description: We are looking to add a Financial Consultant to join our Employee Benefits team in Dallas, TX . Offering a forward-thinking, innovative, and ... place like Holmes! Essential Responsibilities: Runs and analyzes client monthly financial reporting (MFSR) and presents MFSRs to clients. Provides intermediate-level… more
- CNA (Atlanta, GA)
- …that helps them - and their family members - achieve their physical, financial , emotional and social wellbeing goals. For a detailed look at CNA's benefits, ... appropriate pricing of complex risks for assigned book of business based on financial and competitive analysis in line with compliance requirements and with little… more
- FRIEDMAN MANAGEMENT COMPANY (Bedford, OH)
- …of contact for the full range of Advisory, Property Management, Multi-Family, Brokerage , Financial , and Construction services that it offers. Friedman manages ... bedford, OH Position Type Full Time Job Category Customer Service Description Leasing Consultant Are you ready to connect with potential residents seeking a new… more
- CNA (New York, NY)
- …appropriate pricing of complex risks for assigned book of business based on financial and competitive analysis in line with compliance requirements and with little ... to management. Markets products and services through agencies or through the brokerage community and makes field visits. Develops and maintains agency and/or broker… more
- Holmes Murphy (Waukee, IA)
- Job Description: Sr. Financial Consultant , EB - Waukee, IA We are looking to add a Sr. Financial Consultant to join our Employee Benefits team in Waukee, ... really is no place like Holmes! Essential Responsibilities: To support the financial planning and analysis functions for Holmes Murphy Employee Benefits clients,… more
- FRIEDMAN MANAGEMENT COMPANY (Farmington, MI)
- …of contact for the full range of Advisory, Property Management, Multi-Family, Brokerage , Financial , and Construction services that it offers. Friedman manages ... million SF and more than 15,000 apartment homes throughout the United States. Friedman's brokerage team has over 600 current listings with more than $22.5 billion in… more
- Junonia Partners (Dallas, TX)
- …what matters most to investment managers who want more than just another consultant or service provider. Build for tomorrow Think long-term solutions and processes, ... not band-aids Serve as a partner Not just a consultant or another service provider Go the extra mile...and venture capital clients. *Review NAV packages and reconcile financial reporting and investor statements prepared by the fund… more
- CJ Logistics (Locust Grove, GA)
- …What You'll Do: Own the P&L: Take full ownership of financial performance, driving profitability and optimizing operating margins through strategic collaboration. ... pricing model development, service expansion, and cultivating customer and brokerage relationships. Optimize & Enhance: Analyze and improve network utilization,… more
- Trupanion (Buffalo, NY)
- …the ability to pay for treatments that may otherwise be out of their financial means. And Trupanion's dedication provides a solid foundation for the success of our ... greatly increased. A Trupanion Territory Partner serves as a consultant to Trupanion and is the exclusive representative for...you get started. This is not a franchise or brokerage . There are no franchise fees and this business… more
- Atria Wealth Solutions (Raleigh, NC)
- …excited to meet new people, develop genuine relationships, and act as their personal consultant to assist them with their financial needs and goals. An ... Through its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit...employee of Coastal and a dual employee/agent of CUSO Brokerage Services, Inc. (CFS) and/or Members Trust Company (MTC).… more
- National Financial Partners (Warrington, PA)
- …This role may require the employee to take on the role of lead consultant and primary point of contact for their assigned clients. The Account Executive may ... skills Must be able to read, analyze and reconcile financial reports Possess technical expertise plus good analytical and...servicing a book of business at a retail insurance brokerage Proficiency in EPIC or other agency management systems… more
- CNA (San Francisco, CA)
- …duties in accordance with departmental guidelines: Reviews applications and financial requirements for risks requiring complex underwriting skills. Determines ... of insurability and appropriate strategy. Determines appropriate pricing based on financial and competitive analysis in line with compliance requirements. Prepares… more
- Truist (Memphis, TN)
- …JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning… more
- Truist (Richmond, VA)
- …2. Minimum of eight (8) years of industry experience in a financial institution with emphasis in compliance, supervision and/or administration. 3. Extensive ... **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers)… more
- Wells Fargo (Denver, CO)
- **About this role:** Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... licensing + CFP (Certified Financial Planner) or ChFC (Chartered Financial Consultant ) certifications **Job Expectations:** + Individuals in Loan Originator… more
- First Horizon Bank (Memphis, TN)
- …TN or Charlotte, NC. **Summary** : We are seeking a motivated and detailed-oriented Financial Consultant to join our Wholesale Finance Team. In this role, you ... the review, analysis, and creation of data related to the Bank's financial statements, forecasts, and budgets. **Essential Duties and Key Responsibilities:** +… more
- AON (IL)
- Aon Benefit Experience Health Consultant As part of an industry-leading team, you will help deliver better decisions for our clients by delivering innovative and ... or virtually throughout the United States. As a BenX Consultant , you will report directly to the Senior Vice...leadership team to understand and assist in achieving their financial and strategic goals + Leads client renewals +… more
- Bank of America (Charlotte, NC)
- …in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and ... Investment Consultant II - Merrill Premium Charlotte, North Carolina...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- HUB International (Pittsburgh, PA)
- …The Benefits Consultant (BC) will provide strategic account management and brokerage services to assigned health and welfare benefit plan (EB) clients, having ... Location: Pittsburgh, PA. **Job Title** : Benefits Consultant (Clients with 100 or more employees) **Department**...in support of assigned clients. + Send clients monthly financial reports with comments. + Follow an annual service… more
