- Truist (Alpharetta, GA)
- …JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning… more
- HUB International (San Diego, CA)
- **Summary:** The Financial Consultant / Underwriter identifies, reviews, evaluates and prices risk for clients and prospects based in HUB International's ... + Reviews, collects and analyzes client specific information including financial condition, employee demographics and previous claim experience to determine… more
- Wells Fargo (Mclean, VA)
- **About this role:** Wells Fargo is seeking a PF Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... registration + US only: Insurance licenses **Desired Qualifications:** + Full service brokerage experience + Financial advisement or planning experience + Client… more
- AON (IL)
- Aon is looking for - Benefit Experience Health Consultant - (Virtual) Job Responsibilities: The Aon Benefit Experience Health Consultant serves as a subject ... leadership team to understand and assist in achieving their financial and strategic goals + Leads client renewals +...+ Client experience with a consulting company, insurance company, brokerage or in the health and benefits or health… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Asset Movement Consultant (Senior Lead Business Execution Consultant ) to join the Money Movement ... Product team within Wealth and Investment Management (WIM). This consultant is responsible for strategic planning, research, discovery and organization of large work… more
- HUB International (New York, NY)
- …+ Manage data collection process. + Perform data analysis and basic financial analysis. + Conduct plan performance analysis. + Develop claims projections for ... existing clients. + Assist with financial modeling of plan design alternatives. + Assist in...equivalent work experience. + Minimum 3-5 years' experience in brokerage , consulting, insurance, or corporate benefits environment + Familiar… more
- HUB International (Providence, RI)
- …Founded in 1972, Brokers' Service Marketing Group is a nationally recognized insurance brokerage firm. BSMG is a nationally recognized leader in the life insurance ... and annuity distribution business. Our clients are insurance professionals, financial advisors, and financial institutions. We have built a reputation as an… more
- Charles Schwab (Wayzata, MN)
- …Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and ... career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A valid and active… more
- Friedman Management Company (Grand Rapids, MI)
- …of contact for the full range of Advisory, Property Management, Multi-Family, Brokerage , Financial , and Construction services that it offers. Friedman manages ... Leasing Consultant Job Details Job Location The Grove -...than 15,000 apartment homes throughout the United States. Friedman's brokerage team has over 600 current listings with more… more
- MassMutual (Boston, MA)
- …maintenance submissions as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within ... Investors Services, LLC New Business Team** is comprised of highly skilled, financial services professionals who render collaborative compliance solutions to our … more
- Morgan Stanley (Dallas, TX)
- …comprehensive financial advice and services to its clients including brokerage , investment advisory, financial and wealth planning, credit & lending, ... Morgan Stanley is a global financial services firm that conducts its business through...a high potential candidate for the position of Mortgage Consultant Manager, reporting to the Head of Mortgage Consultants.… more
- Wells Fargo (St. Louis, MO)
- …or a combination of the following of the following industries: Wealth Management, Brokerage or Financial Services + Demonstrated experience in marketing strategy ... are seeking a Senior Marketing Manager (Senior Lead Marketing Consultant ) for the Central Division to serve as primary...role is a strategic liaison to field leadership and Financial Advisors (FA), accountable for driving the marketing strategy… more
- CBRE (Alexandria, VA)
- Client Consultant - Real Estate Portfolio Strategy Planning Job ID 167679 Posted 28-May-2024 Service line GWS Segment Role type Full-time Areas of Interest Property ... Management, Sales & Leasing, Sales/ Brokerage , Workplace Strategy Location(s) Alexandria - Virginia - United...United States of America **About the role** The Client Consultant oversees a variety of research initiatives used in… more
- S&P Global (NY)
- …information to downstream applications. **Responsibilities and Impact:** A Senior Implementation Consultant is responsible for providing a range of services to ... career solving the data management issues of global top tier financial institutions. + Provides product implementation consulting services to customers including… more
- HUB International (Scottsdale, AZ)
- …market space (500+ employees) and employee benefits consultants + Prior Employee Benefits brokerage experience preferred + 3+ years of financial , clinical or ... As part of our National Pharmacy Practice, the Region Pharmacy Consultant will serve as a strategic partner to our Market Leaders and their Producer and Client… more
- WTW (San Francisco, CA)
- …a variety of countries. Specifically, you will be responsible for coordinating local brokerage and consulting services in the area of medical and other insured ... issues with our clients. + Develop and present global or regional financial and stewardship reports. + Effectively manage projects using established project… more
- US Tech Solutions (New York, NY)
- …investment team for portfolio company data and compile quarterly company updates and financial stats, once received (QFR only) + Coordinate review by fund admin and ... + Assist with invite list generation and liaise with Brokerage events team on distribution (Annual Meeting only) +...broader PC&E team + Logistics + Work closely with Brokerage events team to coordinate meeting location and other… more
- Charles Schwab (Atlanta, GA)
- …advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate ... (may be obtained within a 120 day condition of employment) + Certified Financial Planner (CFP) certification is preferred + Minimum of two years of experience… more
- MassMutual (Boston, MA)
- …+ FINRA Series 7 and 24 required at time of application + 2+ years' financial services experience within the brokerage /advisory space + High School Diploma or ... preferred with a concentration in business or finance. + 4+ years financial services industry experience + Superior customer service skills. + Excellent… more
- WTW (Dallas, TX)
- …Manager (PBM) vendor procurement and negotiation * Audits of PBM performance ( financial and operational) * Strategy for specialty pharmacy products * Evaluation of ... of large group pharmacy benefit plans gained in a consulting, brokerage or carrier/pharmacy benefit manager environment * Proven experience creating project… more