- Neiman Marcus Group (Denver, CO)
- …Our brands include Neiman Marcus and Bergdorf Goodman. Your Role As a Client Advisor you will cultivate relationships with clients through elevated selling, ... personal engagement while becoming their trusted style confidante. A Client Advisor will service clients who come...Off Retirement Savings Plan (401K) and Life Insurance Financial Solutions NMG Associates Core Discount of 30% Personal and… more
- JPMorgan Chase & Co. (Milpitas, CA)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.… more
- Horace Mann (Cherry Hill, NJ)
- …though their passion and commitment and couple that with our legacy of exceptional client service and advisor support. This is an hybrid/onsite position in our ... BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor ("RIA"), has been dedicated to its clients for over 50 years.… more
- NYL - Boston (Westborough, MA)
- …relationships with clients to foster trust and loyalty in the financial advisor - client partnership Qualifications *Have a life insurance license (required) ... Description Are you a Licensed Financial Advisor passionate about making a lasting difference in...future. What You'll Do: Deliver personalized financial advice and solutions Develop and implement custom financial strategies Build long-term… more
- Wisepath Group (Wichita, KS)
- …diverse solutions , including insurance, mutual funds, and more. Ongoing Client Support - Adapt plans as clients' circumstances and market conditions change. ... DBA Strategic Financial Concepts (SFC) Are you a Financial Advisor seeking greater autonomy, unlimited earning potential, and the...work. Extensive Product Portfolio: Offer a broad suite of solutions to fit every client 's needs-no more… more
- Raymond James Financial, Inc. (Dalton, GA)
- …keen focus on our clients. As our team expands, we are seeking a Financial Advisor / Client Relationship Manager who shares our vision and values. The Financial ... Advisor / Client Relationship Manager fosters and deepens client ...a calm and professional manner Analyze problems and establish solutions in a fast-paced environment Use appropriate interpersonal styles… more
- Bank of America (Highland Park, IL)
- … Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services ... client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include... client materials and follows up on all client and Financial Advisor (FA) requests Assists… more
- Novo Nordisk Inc. (Plainsboro, NJ)
- …insights and intelligence to inform decision making & drives digitalization and business solutions to attain NNI goals. Finance & Operations works closely across the ... of IT security strategy and serving as a security advisor to ensure IT systems are implemented and maintained...only general direction. Independently determines and develops approach to solutions . Provides technical solutions to a wide… more
- Shimadzu Scientific Instruments (Winston-Salem, NC)
- …for selling and supporting Shimadzu's Analytical Instrument portfolio. As a trusted advisor , the Field Sales Engineer builds and maintains strong, long-term customer ... NOT LIMITED TO: Sales & Business Development: Identify and prioritize new client opportunities; manage and grow existing accounts. Develop and execute strategic… more
- Comprehensive Insurance Providers Inc (Cambridge, MA)
- …the annual renewal process for key accounts, taking on the role of key client advisor in carrier selection and financial negotiations. Communicate renewal data ... paperless, computer/online-based environment. Strategic thinking with the ability to anticipate client needs and propose effective solutions . Bachelor's degree… more
- Novo Nordisk Inc. (Plainsboro, NJ)
- …patients, employees and business, all while creating and implementing efficient and innovative solutions . As part of the team, you'll work with employees across the ... In collaboration with other attorneys, serves as a legal advisor for assigned functions to help appropriately shape and...to evolving business needs Providing timely, practical and compliant solutions for a wide range of commercial legal issues… more
- Mastercard, Inc. (Miami, FL)
- …Consultant / Marketing Director As a Senior Managing Consultant, you will be a trusted client business advisor , and lead client engagements across a range of ... solutions , and guiding the team to business-focused solutions and recommendations that drive client value....to business-focused solutions and recommendations that drive client value. *Owning mid- to senior-level client … more
- World Insurance Associates LLC (Tampa, FL)
- …presented client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your ... . Sales Executive - Commercial Lines Position Overview World's Client Advisors bring risk management solutions to...value to clients Must be willing to become each client 's trusted risk management advisor and bring… more
- KeyBank (Columbus, OH)
- …Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help ... through expert advice and personalized banking, borrowing and investment solutions . The Relationship Manager is at the center of...this client promise acting as the primary client advisor developing and implementing strategies based… more
- Raymond James Financial, Inc. (Bend, OR)
- …and branch office. With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... advisor . Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors with marketing efforts… more
- Navigate Power & Verde Solutions (Pasadena, TX)
- …Power & Verde Solutions offer an unprecedented array of resources and solutions - giving you, as a consultant/ advisor , the powerful advantage of providing ... Energy Sales Advisor Department: Sales Employment Type: Contract Location: Remote...relationships. Consult & Advise Employ Navigate Power & Verde Solutions ' proven strategies to understand client needs… more
- JPMorgan Chase & Co. (New York, NY)
- …you are passionate about building meaningful relationships and excel at crafting innovative solutions to meet diverse client needs, we have an exciting ... clients with varied investments and interests. As a 2026 Global Private Bank Advisor in the Global Families Group, you will have the opportunity to work… more
- World Health Organization (Washington, DC)
- …of effective internal controls and the proper design and functioning of a client -oriented procurement management system; 13. Supervise the SF team by setting clear ... authorities and other parties involved in supply management; 16. Monitor with the client area the quality of the products/services purchased through the analysis of… more
- JPMorgan Chase & Co. (New York, NY)
- Job Description If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for ... you. Joining our Advisor Training Program means you will be joining a...you will be joining a team committed to building client relationships and making meaningful contributions to our business… more
- JPMorgan Chase & Co. (Columbus, OH)
- …assist with loan growth. This role will provide exposure to a breadth of client solutions including securities based, margin, mortgage, and custom lending ... Advisors and Clients. As part of Wealth Management Lending Solutions , your role is focused on growing the lending...senior Lending Specialists to provide business support, data insights, client and advisor engagement opportunities, and broadly… more
