Financial Solutions Advisor

Job Title: Financial Solutions AdvisorJob Summary:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. As a Financial Solutions Advisor, you will play a key role in helping clients achieve their financial goals by providing comprehensive advice and customized solutions. Key...

Job Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.As a Financial Solutions Advisor, you will work closely with clients to understand their financial objectives and develop a comprehensive plan to help them achieve success.Your key responsibilities...

Job SummaryFirst Merchants Bank is seeking a Senior Financial Advisor to facilitate the sale and service of securities, annuities, and registered investment advisory products to qualified clients. The ideal candidate will have over seven years of securities sales, annuity sales, or related experience and hold relevant licenses such as Series 7, Series 63 &...

Job SummaryThe Cigna Group is seeking a highly skilled Data Science Senior Advisor to join its Global Data and Analytics organization. As a key member of the Data Science team, you will contribute to the development of best-in-class analytics and leadership to drive business growth and improvement.The ideal candidate will have a strong background in data...

Job Description:The Senior Solution Architect for Software Product Engineering collaborates with clients to understand their needs and assess their software solution. This role involves providing strategic architectural mentorship on transformation and further evolution of their digital product and software product modernization with emerging technology...

Job SummaryThis role is responsible for providing technical support and leadership for the Contact Center L2 Production Support team. The successful candidate will function as a bridge between the delivery and business teams, driving efficiencies and quick turnaround of production defects.The ideal candidate will have a strong understanding of monitoring...

Job SummaryThe Product Management Senior Advisor will provide leadership and strategic direction in the analysis, reporting, maintenance, and growth of key products within the SafeGuardRx platform. This position will be responsible for product positioning, product communications, coordinating with cross-functional partners, collaborating with the supply...

Unlock Your Potential as a Mortgage Loan OriginatorAt Semper Home Loans, we're on the lookout for skilled and ambitious mortgage loan officers to join our expanding nationwide team. If you're a seasoned, licensed loan officer with a passion for delivering exceptional client service and driving business growth, this is your chance to take your career to the...

Cigna Individual & Family Plans (IFP) IT Team is seeking a highly motivated experienced Architecture Senior Advisor who can deliver value for the business through their deep understanding of the business functions, Gain quick understanding of existing systems and technology landscape and with ability to influence others, both within and across functions in...

At Phil Klein Insurance Group, an Alera Group Company, we are seeking a skilled Insurance Consultant to join our P&C team.As a leading independent insurance agency, we pride ourselves on providing unmatched client service and focusing on value rather than a cut-rate price. Our clients rave about us, and we're looking for talented individuals to join our...

Accounts Receivable SpecialistAt Kaman, we are committed to delivering technical breakthroughs and innovative solutions for our customers. As a key member of our finance team, the Accounts Receivable Specialist will play a critical role in ensuring the smooth operation of our accounts receivable functions. The ideal candidate will have a strong background in...

The Cigna Group is seeking a highly skilled IT Project Management Advisor to provide expert content and professional leadership on complex IT Project Management assignments and projects.Key Responsibilities:Manage and direct project teams of project managers, specialists, analysts, and programmers to meet complex project objectives.Coordinate, schedule, and...

Job Summary:DFCU Financial is seeking a highly skilled and experienced VP, Branch Manager - Business Development to lead the operations of our new branch in the Bloomfield Twp area. The successful candidate will be responsible for overseeing day-to-day branch activities, driving performance, fostering business growth, and enhancing our presence in the...

Role Summary:This position is responsible for developing formulary strategies involving pharmacy and medical products, clinical actions following new/existing drug product releases, evaluating and managing drug utilization review, and pipeline product tracking and forecasting.Affordability solutions encompass activities such as utilization management edits...

Unlock Data Potential with Capital OneCapital One is a leading financial institution that empowers individuals to achieve financial freedom. As a Senior Lead Data Engineer, you will be part of a talented team that drives innovation and excellence in data engineering.About the RoleAs a key member of our team, you will design, develop, and implement technical...

About the Role:We are seeking a highly skilled Tax Manager to join our dynamic team at Jobot. As a Tax Manager, you will be responsible for providing exceptional tax planning and strategy services to our clients.Key Responsibilities:Exhibit a high level of technical proficiency and a comprehensive understanding of complex business transactions.Effectively...

About UsAt First American, we believe in the power of our people. Our People First Culture celebrates diversity, equity, and inclusion, and we strive to be a great place to work for all. We're passionate about fostering an environment where everyone feels welcome, supported, and empowered to be innovative and reach their full potential.Job SummaryWe're...

Are you passionate about delivering exceptional customer experiences?Ronald Demyers - State Farm Agent is seeking a highly motivated and customer-focused individual to join our team as a Customer Engagement Specialist.Company OverviewWe are a State Farm independent contractor agent dedicated to providing top-notch insurance and financial services to our...

Job DescriptionAs a Customer Service Representative with Michael Bashore - State Farm Agent, you will have the opportunity to work with a dynamic team to provide exceptional customer service and support to our clients. Your primary responsibility will be to build and maintain strong relationships with customers, providing them with personalized solutions to...

Merrill Financial Solutions Advisor Job DescriptionWe are seeking a highly motivated and detail-oriented Merrill Financial Solutions Advisor to join our team at Bank of America. As a Merrill Financial Solutions Advisor, you will be responsible for working with high-net worth clients in a Merrill branch, identifying their needs, developing relationships,...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.We believe trust comes from...

Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Merrill Financial Solutions Advisor, you will work with high-net worth clients in a Merrill branch, identifying their needs, developing relationships, reviewing investment...

Job Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.Key Responsibilities:Provide comprehensive financial planning and investment guidance to clientsDevelop and implement tailored financial plans to meet clients' unique needs and...

Job SummaryMerrill Financial Solutions Advisors work with high-net worth clients to identify their needs, develop relationships, review investment goals, and prepare investment recommendations that align with the goals of both existing and prospective clients.Key ResponsibilitiesLeverage technology to achieve business growth goalsProfile activities to...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their financial goals through personalized advice and guidance.We believe trust comes from transparency. Our advisory teams are equipped...

Advisor Financial Aid Job Locations US-NJ-Bloomfield ID 2024-6908 Type Regular Employee Overview Are you passionate about helping students navigate their financial future and making a tangible impact on their educational journey? As a Financial Aid Advisor, you'll be the friendly guide that students...

DescriptionCitizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual...

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. Job Profile Summary The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is...

SummaryThe Data Science team is searching for an energetic and driven Data Science Sr. Advisor to bring best in class analytics and leadership to the Global Data and Analytics organization.   The Data Science Sr. Advisor will contribute alongside a team of data scientists that are responsible for Common Currency Solution Evaluations. The goal of these...

About FedEx Supply ChainFedEx Supply Chain, a subsidiary of FedEx Corp. (NYSE: FDX), is a leader in the third-party logistics industry offering a diverse service portfolio that enables commerce for businesses. With a proven track record of innovation and operational excellence, FedEx Supply Chain takes a consultative approach to optimize logistics processes,...

Job OpportunityHarvest Financial Advisors is seeking a highly skilled and motivated individual to fill the role of Research & Trading Associate. As a key member of our team, you will be responsible for providing exceptional support to our Director of Research in placing trades and maintaining our investment models.Key Responsibilities:Assist in the...

DescriptionCitizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual...

DescriptionCitizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual...

About the RoleCitizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will be responsible for helping individuals and families achieve their financial goals.Key ResponsibilitiesDevelop and implement personalized wealth management strategies for clients.Build and maintain...

Job SummaryWe are seeking a highly skilled and detail-oriented Case Manager to join our team at Sammons Financial Group. As a Case Manager, you will be responsible for providing exceptional service to our representatives and back offices, ensuring timely and accurate processing of new business and client services transactions.Key ResponsibilitiesServe as...

Join a DYNAMIC Team as an FP&A Supervisor! Are you a strategic thinker with a passion for numbers? Do you excel in financial planning and analysis? Our client is seeking an exceptional FP&A Supervisor to build out the financial planning and analysis function and support continued growth. About Our Client: Our client is an industry leader, providing...

Job Title: Tax Advisor - Block AdvisorsAbout the Role: As a Tax Advisor with Block Advisors, you will have the opportunity to work with clients to provide tax preparation, tax audit support, and tax planning services. You will be responsible for building year-round client relationships, providing tax expertise, and generating business...

Value PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...

Job SummaryThe Wealth Advisor is a registered representative responsible for client acquisition, growth, and servicing by providing a balanced combination of professional investment management and personalized financial advice.Key ResponsibilitiesActively solicit new and existing investment, insurance, annuity, and income solutions from affluent clients and...