- UMB Bank (Frankfort, KY)
- ** RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a ... unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully… more
- ADP (Louisville, KY)
- …types of investments in each retirement plan and be a conduit for advisor and client questions. + Proactively discuss products and services, and plan design ... ADP's value proposition within a continuous learning environment; The Advisor Client Service Specialist is responsible for...and advisors and is the direct service contact for retirement plan services. The Advisor Service Representative… more
- JPMorgan Chase (Lexington, KY)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- PNC (Louisville, KY)
- …and have an opportunity to contribute to the company's success. As a Retirement Plan Advisor within PNC's Institutional Asset Management organization, you will ... in accordance with investment objectives that have been developed with the client . + Responsible for delivering the PNC investment experience to clients, providing… more
- Edward Jones (Lexington, KY)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...clients to help them achieve their long-term financial goals: retirement , building wealth, estate strategies, funding education and more.… more
- Bank of America (Lexington, KY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- Edward Jones (Bowling Green, KY)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... relationships. It's our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide every possible resource to help you succeed. A… more
- US Bank (Louisville, KY)
- …capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening ... client relationships. The PWA uses familiarity with ...A passion for problem-solving and acting as a strategic advisor - Ability to make critical decisions independently and… more
- Travelers Insurance Company (Frankfort, KY)
- …- $67,900.00 **Target Openings** 25 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor ... In this role, you'll learn to manage inbound business opportunities and maintain client communication via outbound calls and emails until the sale is finalized. You… more
- Bank of America (Louisville, KY)
- Financial Solutions Advisor - Louisville Market New Albany, Indiana;Jeffersonville, Indiana; Louisville, Kentucky; Louisville, Kentucky; Louisville, Kentucky **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-Albany/Financial-Solutions- Advisor Louisville-Market\_25046042) **Job Description:** At Bank of America, we… more
- PNC (Louisville, KY)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management you will be a part of one of the fastest ... designed to help clients achieve their savings, investment, and retirement goals. As part of your support team, our...you to develop customized financial solutions that reflect each client 's unique needs and aspirations. We take a comprehensive,… more
- PNC (Louisville, KY)
- …and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating ... helping our advisors build their future. As a Financial Advisor within PNC Wealth Management, you will be based...an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales… more
- Travelers Insurance Company (Frankfort, KY)
- …Do: Transform how people protect what matters most! As an Insurance Advisor Trainee, you'll become a trusted sales consultant helping customers nationwide find ... in making you an expert -Real Impact from Day One: manage your client relationships and close deals -Master Consultative Selling: no pushy tactics, just genuine… more
- Oracle (Frankfort, KY)
- …as C or C+Bonus: Experience in a Chief Architect or Technical Advisor role in a fast-paced, matrixed organizations **Responsibilities** 1. Technical Expertise ... prioritization, project planning, and follow-through. 4. Leadership & Soft Skills Trusted advisor to senior tech leaders. Able to mentor engineers and drive… more
- Oracle (Frankfort, KY)
- …standards. We are currently seeking a **Third-Party Risk Management (TPRM) Security Advisor ** to join our team. This critical role is responsible for driving ... functions within Oracle's third-party risk management program. As the **TPRM Security Advisor ** , you will ensure that all suppliers and service providers align… more
- UNUM (Frankfort, KY)
- …provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring ... Minimum starting hourly rate is $22.00 The Customer Benefit Advisor (CBA) I is the entry level in a...performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5%… more
- H&R Block (Crescent Springs, KY)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and… more
- Oracle (Frankfort, KY)
- …Responsibilities: . Customer Advocacy & Executive Engagement o Serve as a trusted advisor to CISOs and other security executives in all industry sectors across ... strategic leadership with technical depth Disclaimer: **Certain US customer or client -facing roles may be required to comply with applicable requirements, such… more
- H&R Block (Crescent Springs, KY)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... you'll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. You'll… more
- H&R Block (Florence, KY)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more