- Wright-Patt Credit Union Inc. (Columbus, OH)
- Wright Patt Credit Union is Hiring a Senior Financial Advisor for our Retirement Solutions team. This position will cover our Western Columbus & Springfield ... opportunity to help our member-owners with their financial goals. The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their … more
- Vanguard (Dallas, TX)
- …into a world of opportunity At Vanguard, clients are our most important asset. As a Senior Financial Advisor , you will be tasked with looking out for our ... given a chance to succeed - and that starts with you. As a Senior CFP Financial Advisor , you'll develop tailored strategies that will help our clients… more
- CIBC (Dundas, MN)
- …creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll ... have, or are willing to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …**Description** The Office of Financial Aid is in search of a Senior Financial Aid Advisor to join their team. + Awards federal, state, institutional ... and private sources of financial aid to students within appropriate guidelines and regulations....reviews cases for all schools. + Serves as a senior file review specialist and processes quality assurance reviews.… more
- BlueCross BlueShield of North Carolina (NC)
- …analytical, and hardworking professional to join its Corporate Development team as a Senior Strategic Advisor , Financial Monitoring and Analysis. In this ... on the key drivers of performance and to identify optimization opportunities. The Senior Strategic Advisor will collaborate with multiple teams across the… more
- New York State Civil Service (New York, NY)
- NY HELP No Agency Empire State Development, NYS Title Senior Advisor Financial Strategies Occupational Category Other Professional Careers Salary Grade NS ... principles related to economics and finance, expertise in municipal debt and financial derivatives. Duties Description *Applicants MUST submit a cover letter with… more
- The Cigna Group (Bloomfield, CT)
- **POSITION SUMMARY** The Financial Analysis Senior Advisor provides the underwriting support process for Express Script's Retail Pharmacy Network. The ... Senior Advisor is expected to provide modeling...to win and retain business. **ESSENTIAL FUNCTIONS** + Provide financial analysis and modeling related to retail network underwriting… more
- Huntington National Bank (Fenton, MI)
- …drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely ... Description Summary: The Huntington Financial Advisors group seeks professionals with the passion...staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.Duties &… more
- The Croghan Colonial Bank (Maumee, OH)
- Senior Wealth Management Advisor & Financial Planner, Full-time (Maumee/Toledo, OH) - Job Summary - Responsible for the complete administration and ... financial planning of relationships that include personal trust accounts,...Job Duties - + Maintain primary administrative responsibilities and financial planning for an assigned group of accounts that… more
- M&T Bank (Williamsport, PA)
- **Overview:** Provides advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance ... + Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios,… more
- Kestra Financial (Avon, CT)
- Working within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the ... financial planning continuum. -ability to lead certain firm client relationships -no production requirements or expectations -strong work ethic required and the… more
- Patent and Trademark Office (Alexandria, VA)
- …of the Commissioner for Patents. The incumbent of the position will serve as a Senior Advisor for Patents Financial Management to the Commissioner for ... and procurement functions associated with the Patents organization. Responsibilities The Senior Advisor for Patents Financial Management provides… more
- Geisinger (Danville, PA)
- Job Summary The Financial Improvement Advisor Senior will provide strategic and operational financial support for assigned business cases and/or ... This includes elements of project management, finance system proficiency, and financial modeling. This role provides financial management leadership to… more
- Robert Half Finance & Accounting (Farmington, CT)
- …Our client is an established independent registered investment advisory firm and looking for a Senior Financial Advisor to join their team. The Senior ... business development. Ideal candidate will bring 5+ years of experience of Financial Advisor /Planning experience, CFP is ideal, series 65/66 is a plus as well… more
- Southern California Edison (Rosemead, CA)
- Job Description Join the Clean Energy Revolution! Become a Financial IT Operations, Senior Advisor at Southern California Edison (SCE) and build a better ... realization and present results to organization regularly and to senior management. + Responsible for developing, maintaining, and enforcing governance… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …The collective team includes over 300 employees operating from multiple offices. As the Senior Advisor Associate, you will provide support for Lead and Service ... Advisors, including financial modeling, analysis, and research, as well as client...follow-up actions. + Gather and input data into clients' financial plans. + Prepare recommendations, analyses, and reports for… more
- PNC (Carnegie, PA)
- …helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of ... helping our advisors build their future. As a Centralized Advisor within PNC Investments, you will be based in...and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment… more
- Citigroup (New York, NY)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- Simplot (Boise, ID)
- …production, and other enterprises related to agriculture. **Summary** The Senior Financial Business Partner is a strategic advisor and integral part of ... management, excellent analytical skills, and the ability to communicate complex financial information effectively. The Senior Financial Business Partner… more
- CACI International (Fort Belvoir, VA)
- …at various levels. **What You'll Get to Do:** + Serves as the senior financial analyst and staff financial advisor to the PM FPS Business Manager. ... Senior Budget Analyst Job Category: Finance and Accounting...receiving, processing, and allocating funding as well as managing financial execution and preparing financial reports. +… more