- PNC (Houston, TX)
- …respected, valued and have an opportunity to contribute to the company's success. As a Senior Retirement Plan Advisor within PNC's Institutional Asset ... service benchmarking. Responsibilities include working closely with clients on: plan design, investments, vendor management, participant education, and legislative… more
- NBT Bank (Manchester, NH)
- The Senior Trust Advisor will manage a portfolio of critical accounts, including but not limited to; trusts, agencies, endowments, ERISA plans and Investment ... and retirement services. Effective and efficient business succession exit plan execution. Administers complex and high-profile exit planning as part of a… more
- SysLogic, Inc. (Brookfield, WI)
- The Senior Security Advisor plays a critical role...Care Plan (Medical, Dental & Vision) + Retirement Plan (401k, IRA) + Life Insurance (Basic, ... security practice members and deliver an exemplary client experience externally. The Senior Security Advisor will also collaborate with business development to… more
- CUNY (New York, NY)
- Admissions Senior Advisor (HEOa) - School of Education Dean's Office, Office of Admissions & Recruitment **POSITION DETAILS** The Hunter College School of ... and clinical partners throughout New York City. The Admissions Senior Advisor will play a key role...and implementation of an effective School of Education recruitment plan to meet admissions targets for graduate student enrollments… more
- James Perse Los Angeles (Marin County, CA)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR MARIN LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is ... operational standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing...employee assistance program, paid vacation, paid sick time, a retirement savings plan with company match, and… more
- Comerica (San Francisco, CA)
- …for the success of the client relationship. What we can offer you * Comerica Funded Retirement Plan and 401(K) Matching * Paid Time Off (PTO) * Employee Stock ... Vice President, Senior Wealth Advisor The Vice President, Senior Wealth ...Purchase Plan * Paid Holidays, Floating Cultural Holiday * Medical, Dental,… more
- H&R Block (Crest Hill, IL)
- **558257BR** **Title:** Senior Client Advisor -Small Business and Tax **What you'll do ** **:** Applies principles of accounting to analyze financial information ... + 5 years minimum related work experience **Posting Title:** Senior Client Advisor -Small Business and Tax **Sponsored...prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan ),… more
- HUB International (New Orleans, LA)
- …committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United ... the best and most competent professional team. **Job Description** The Senior Wealth Advisor works directly with clients to develop and implement strategies to… more
- ExxonMobil (Spring, TX)
- …in our team** We are seeking a qualified candidate for the position of Trading Credit Senior Advisor to be located in Houston. **What you will do** The Trading ... Credit Senior Advisor will be a key member...security, finance, and life.** **We offer you:** + Pension Plan : Enrollment is automatic and at no cost to...a monthly annuity to be paid to you in retirement for the rest of your life + Savings… more
- Edward Jones (St. Louis, MO)
- …are provided at no cost to associates. Edward Jones offers a 401k retirement plan , and tax-advantaged accounts: health savings account, and flexible spending ... candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that...5:00pm locally. **Key Responsibilities:** + Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants… more