- Principal Financial Group (Louisville, KY)
- **What You'll Do** Do you have a passion for helping others achieve their financial goals and live their best lives? If so,our Plan Education & Advice Team has an ... participation in the retirement plan. + Collaborate with the Plan Sponsor, Advisor and internal teams to provide appropriate education solutions. + Develop… more
- Parexel (Frankfort, KY)
- …+ Adapt successful strategies and tactics to meet market demands and financial targets Client prospecting + Actively maintain territory account plan with break-in ... maintain high visibility within client organization and become the trusted advisor + Develop a strong understanding of clients' organizational structures and… more
- Parexel (Frankfort, KY)
- …or large) + Interacts with the assigned Project Assistant to ensure accurate financial management and for general project support + Provides guidance to project team ... which may impact project profitability and client satisfaction + Acts as a trusted advisor to clients, often on issues that lack precedent or are not clearly defined… more
- Edward Jones (Elizabethtown, KY)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Bank of America (Louisville, KY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- PNC (Louisville, KY)
- …passionate about our values and helping our advisors build their future. As a Financial Advisor within PNC Wealth Management, you will be based in Louisville, ... respected, valued and have an opportunity to contribute to the company's success. Financial Advisors work within a highly collaborative circuit of bank branches and… more
- Baylor Scott & White Health (Frankfort, KY)
- **JOB SUMMARY** The Financial Analyst II Labor Benchmarking is a position that requires you to live in Texas. Serves as the key financial resource for the Labor ... Health Care System (BHCS). **ESSENTIAL FUNCTIONS OF THE ROLE** + Provides financial study support to administrators, department directors, and others as directed or… more
- JPMorgan Chase (Louisville, KY)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Cardinal Health (Frankfort, KY)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, ... establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. … more
- Sedgwick (Louisville, KY)
- …Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Environmental | Professional Liability ... | REMOTE **Job Description Summary** To analyze complex or technically difficult environmental claims; to provide resolution of highly complex nature and/or severe injury claims; to coordinate case management within company standards, industry best practices… more
- Sedgwick (Frankfort, KY)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Marketing Advisor Sr. **PRIMARY PURPOSE** **:** To ... develop the marketing strategy and provide project management for one or more of the following areas: branding, content development, digital strategy or market intelligence. + Branding focuses on all brand activities including maintaining global identities in… more
- Sedgwick (Frankfort, KY)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Complex Claims Advisor | Commercial GL and Auto ... Access diverse and comprehensive benefits to take care of your mental, physical, financial and professional needs. **ARE YOU AN IDEAL CANDIDATE?** Are you an… more
- Bank of America (Louisville, KY)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- City National Bank (Frankfort, KY)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- Sedgwick (Louisville, KY)
- …Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance IT Software Development Advisor **PRIMARY PURPOSE OF ... THE ROLE** : To design and maintain robust, scalable software architecture for one or more elements of CMS software systems; to oversee programming, implementation and maintenance revisions of specified projects; and to evaluate technologies and provide… more
- Sedgwick (Louisville, KY)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Sr IT Security Advisor **PRIMARY PURPOSE OF THE ... ROLE:** To manage the implementation of security measures to protect company data, networks, and computer systems. To focus on executing security fundamentals for threat detection, investigation, and response efforts. **ARE YOU AN IDEAL CANDIDATE?** We are… more
- Deloitte (Louisville, KY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Louisville, KY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- ADP (Louisville, KY)
- …through to completion. + Alerts management and other appropriate parties (ie. legal, financial advisor , alliance manger, other ADP business units, etc.) of ... experience in identifying, solving, and executing problem resolution. Must possess strong financial and business acumen and savvy. + Understands and can explain… more
- Deloitte (Louisville, KY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
