- Plante Moran (Denver, CO)
- …clear objectives Maintain and develop relationships with staff, Partners, and internal clients Perform against tight deadlines Must be detail oriented and ... skills by completing assignments within calendar schedules Role requires regional travel to other offices What makes us different?...one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and… more
- Unknown (Los Angeles, CA)
- …Founded 2000 Employees 10,001+ Categories Financial Services Finance Banking Wealth Management Banking & Mortgages Asset Management Investment Banking Investment ... for leading the prospecting of new clients, deepening existing client and consultant relationships, and providing thought leadership. This role is pivotal in growing… more
- Citigroup (Glendale, CA)
- …in a clear and concise manner + Define and present to the sales force Citi Wealth 's Regional Views in consultation with Citi Research regional analysts and ... Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth 's high net worth clients. A PC will manage the implementation of… more
- Covr Financial Technologies (Hartford, CT)
- VP, Regional Insurance Consultant REPORTS TO: Chief Revenue Office DEPARTMENT: Sales, National Sales Team FLSA STATUS: Exempt WORK SCHEDULE: M-F, hours subject ... 10% COMPENSATION: starting base salary $72,000 plus uncapped monthly incentive bonus INTERNAL JOB TITLE REFERENCE: Insurance Sales Consultant (ISC) LOCATION:… more
- The Hartford (Wayne, PA)
- RIA Sales Consultant - 87SY5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working ... NM, AK Overview of the role: The RIA Sales Consultant is responsible for directing sales efforts for Hartford...and developing relationships with RIAs, Bank Trust, and Private Wealth Groups that have firm AUM over $500 million.… more
- First Horizon Bank (Baton Rouge, LA)
- …culture, and enable business outcomes. This role functions as an internal consultant , ensuring alignment between learning strategies and enterprise ... Memphis, TN or Baton Rouge, LA The Talent Development Consultant partners with line of business leaders to design...skills. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients,… more
- Charles Schwab (Orlando, FL)
- …and high practice penetration. Additional role responsibilities include: + As a regional Financial Consultant , you will be the dedicated relationship point ... as fully remote. Must live within reasonable commuting distance. Subject to Schwab's internal approach to workplace flexibility. **In addition to a base salary, this… more
- First Horizon Bank (Charlotte, NC)
- …or Charlotte, NC. **Summary** : We are seeking a motivated and detailed-oriented Financial Consultant to join our Wholesale Finance Team. In this role, you will be ... accurate and timely preparation of reports and data for internal and external use as it relates to the...deadlines **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients,… more
- Covr Financial Technologies (Hartford, CT)
- …The Life Insurance Internal Wholesaler works in partnership with their VP, Regional Insurance Consultant to grow life insurance sales within their assigned ... Internal Wholesaler (Life Insurance) REPORTS TO: Chief Revenue...complex sales opportunities. + Works in partnership with VP, Regional Insurance Consultant to grow insurance sales… more
- First Horizon Bank (Nashville, TN)
- …and doing the right things. We collaborate with each other and with our internal business partners to delight our customers. We believe in creating an environment ... + Request and review bids from 3rd. party Construction Consultant (s) when required. Review and approve any Up Front...suite **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients,… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management, managing over $2 trillion in client assets, is a global leader in investment and wealth management. Serving institutions, ... a lead role in prospecting for new clients, deepening existing client and consultant relationships, and creating and providing thought leadership. You will report to… more
- HUB International (Wilmington, MA)
- …a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of ... employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion...laws - working directly with, and in support of, internal Hub colleagues and external clients. This is a… more
- HUB International (Manchester, NH)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... offices. Our structure enables our teams to maintain their own unique, regional culture. We currently have an opportunity for a **Benefit Technology Implementation… more
- HUB International (Manchester, NH)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... structure enables our teams to maintain their own unique, regional culture. We currently have an opportunity for a...Executive.** **Overview** : Responsible for serving as the primary consultant to the client. Has primary responsibility for client… more
- HUB International (Blue Bell, PA)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... our offices. Our structure enables our teams to maintain their own unique, regional culture. We currently have an opportunity for an **Employee Benefits Practice… more
- Benco Dental (Los Angeles, CA)
- …driving equipment, technical and Benco services sales by partnering with regional teammates to ensure customer satisfaction; soliciting new business through personal ... relationships with customers, vendors and Benco teammates; serving as a consultant in helping dentists grow their practices; leading assigned territory… more
- WTW (Chicago, IL)
- …data and software solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align with our client's ... **Responsibilities:** **Clients** + Serve as the lead Executive Compensation Consultant on client projects, supporting management and/or the compensation committee,… more
- First Horizon Bank (Memphis, TN)
- …Miami, FL **SUMMARY** As a member of the Credit Risk Analytics team, the Risk Consultant II plays a key role in assisting the business partners through reporting and ... to stakeholders + Hands-on experience producing and presenting analysis for internal or external clients, including executive stakeholders. + Collaborate with Credit… more
