- Vanguard (Malvern, PA)
- Vanguard has an exciting opportunity for a Financial Consultant who will manage a sales Book of Business of High Net Worth (HNW) self-directed clients who have ... and personalized value add. + Works well in a team environment with Financial Advisors, Relationship Managers and other team members, including those in shared… more
- PNC (Wilmington, DE)
- …valued, and have an opportunity to contribute to the company's success. As a Financial Wellness Consultant , you will be within PNC's Organizational Financial ... to clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and uncover collaborative relationships with human… more
- PNC (Cherry Hill, NJ)
- …and have an opportunity to contribute to the company's success. As a Financial Sales Consultant within PNC's Organizational Financial Wellness organization, ... that includes money management tools. As a WorkPlace Banker - Financial Sales Consultant , you will work in an outbound sales capacity, facilitating in-person… more
- ServiceNow, Inc. (Philadelphia, PA)
- …of Sales, Product Management, and the executive team. This is a hands-on technical consultant who can go wide and deep on solution delivery and solution positioning ... you get to do in this role:** The Solution Consultant is a technical consultant with the...domain expert of a client-facing sales team within the financial services industry + Lead discovery workshops to determine… more
- Deloitte (Philadelphia, PA)
- Senior Consultant , Regulatory Reporting Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory ... to value creation. Work You'll Do As a Senior Consultant , you will collaborate with our global network to...generation materials, and proposals The Team Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs,… more
- Sedgwick (Dover, DE)
- …Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Account Consultant - Commercial Property Experience Preferred ... basic to highly complex claims within granted authority level including related financial implications, along with financial implications and to mentor Account… more
- Magellan Health Services (New Castle, DE)
- … Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial ... CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid In State - Other License… more
- Equitable (Bala Cynwyd, PA)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Entry Level - Financial Advisor - (PA, Erie, Pittsburgh) (WV, Morgantown)...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Equitable (Philadelphia, PA)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Financial Professional - Retirement Benefits Group - PA,...and **Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- M&T Bank (Bear, DE)
- … Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant ) designation M&T Bank is committed to fair, competitive, ... **Overview:** Provides advice-based approach to financial solutions for an assigned book of business....Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and… more
- The Hartford (Wayne, PA)
- …an individual to join the Fund Treasury's Financial Reporting team. The Financial Reporting Consultant will work closely with other operational units of ... and review of tailored shareholder reports, annual, semi-annual and quarterly financial statements for registered investment companies, as well as the monthly… more
- The Cigna Group (Philadelphia, PA)
- …and inforce case level strategies, and market discussions + Assist Sales as financial consultant on case-specific issues. Possesses an in depth understanding of ... our business on a daily basis, protecting Cigna's sound financial position which enables us to meet our ...financial position which enables us to meet our financial commitments to our customers. **Core Responsibilities:** + Ability… more
- Zurich NA (Dover, DE)
- Strategy & Business Execution Consultant or Senior Consultant 124074 Zurich is seeking a Strategy & Business Execution Consultant or Senior Consultant to ... offers flexibility to work remotely from your home office. As the strategic Consultant within the Strategy and Business Execution team you will support proactive… more
- The Cigna Group (Philadelphia, PA)
- **Position Summary** The primary function of the Sr. Principal, Consultant Strategy is to lead and own firm-specific strategies for our top consultant firms ... well as other internal stakeholders impacting content and communications to consultant practices. **Essential Functions** + Develops new and ongoing relationships… more
- Penn Medicine (Philadelphia, PA)
- …Support **Location** : 3600 Civic Center Blvd **Summary** : + The Senior Consultant , Strategic Decision Support operates as an advisor at the intersection of data ... analysis, business intelligence, and strategic consulting. The Senior Consultant provides actionable insights that drive decision-making within Penn Medicine and… more
- The Hartford (Wayne, PA)
- Internal Sales Consultant - 87SW5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... prior sales experience looking to grow their career in financial services? Would you like to use your strong...and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the next… more
- Palo Alto Networks (Philadelphia, PA)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... few! **Your Career** The Solutions Consultant is the evolution of the traditional Sales Engineering...their investment with Palo Alto Networks. As a Solutions Consultant you provide technical leadership and expertise and guidance… more
- Principal Financial Group (Wayne, PA)
- …a unique opportunity to make a significant impact as a **Client Relationship Consultant ** in Group Benefits? If you are a highly motivated and ambitious ... you in our Wayne, PA sales office. At Principal Financial Group, we are committed to delivering flawless service...world-class solutions to our clients. As a Client Relationship Consultant , you will play a critical role in partnering… more
- HUB International (Philadelphia, PA)
- Location: Erie, PA. **Job Title** : Benefits Consultant (Clients with 100 or more employees) **Department** : Employee Benefits **Reports To** : Practice Leader ... **SUMMARY** The Benefits Consultant (BC) will provide strategic account management and brokerage...in support of assigned clients. + Send clients monthly financial reports with comments. + Follow an annual service… more
- CBRE (Dover, DE)
- Valuations Senior Funds Consultant Job ID 215002 Posted 12-Apr-2025 Service line Advisory Segment Role type Full-time Areas of Interest Valuations/Appraisal ... The Role:** + As a CBRE Valuation Funds Sr Consultant you will prepare market value appraisals on simple...to effectively present information. + Requires average knowledge of financial real estate terms and principles. Basic understanding of… more