Becoming a financial advisor at Northwestern Mutual Mid-Atlantic (ANNAPOLIS, BALTIMORE, ELLICOTT CITY, FREDERICK, HUNT VALLEY MD & YORK, PA) is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financia...
Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, ...
Works with the corporate financial analysts to resolve financial issues, subcontractor/vendor issues and addressing financial inquiries and provides ad-hoc reporting as necessary. Responsible for performing specialized financial activities following general project or departmental guidelines and pro...
The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. Collect and analyze customer data such as income, assets, investment and/or debts to determine app...
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short ...
The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. Collect and analyze customer data such as income, assets, investment and/or debts to determine app...
All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command. Financial planning and investment advisory services...
The SAP Functional Consultant is responsible for analysis, build and configuration of SAP to meet business process and application requirements related to the client's business process(es). Your human superpower? Using your know-how, creativity, and analytical powers to solve clients’ most complex b...
Gathering and documenting business requirements. Leading fit-gap analysis and as-is/to-be business process functional designs. ...
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Sales experience (ou...
Elicit business process, report or system requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, task and workflow analysis. Maintain current knowledge of advancement in business technolo...
Financial Services Operations Representative I, II and III (GIDS Core Processing). As a Financial Services Operations Representative, you will be providing. Preference is given to candidates with prior financial services experience; specifically with operations transaction processing and/or phone re...
During face-to-face customer interaction, the Service Advisor offers service recommendations, impartial advice, detailed service information and communicates any concerns or special circumstances that impact overall satisfaction. Jiffy Lube Service Advisors are responsible for creating a positive gu...
Provides expert support for point of service (POS) terminal products, gateways, and value-added resellers (VARS). Work with internal sales and operations channels in addition to third-party service providers to provide a seamless client experience. Minimum 5 years of experience in merchant services,...
This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate analysis and reporting; and is responsible for conducting and document...
As a business analyst on our team, you’ll:. As an analytics consultant, you thrive on using your critical-thinking skills to dig deep into complex data and mining solutions, and you know how to apply your business and technical experience to develop analytical processes, tools, and applications. Con...
The Service Advisor is the face of the dealership for service customers. It is the Service Advisor’s responsibility to present and sell needed products, and or, services to the customer in a professional manner while adhering to the manufacturer’s published maintenance schedule and requirements. Ser...
Business System Analyst role supports the Business by working with Business Management, Subject Matter Experts, Product Owners, Project Managers, Technical Leads and Developers to provide Business Needs Analysis, Requirements elicitation, Requirements elaboration and Use Case/Story development. Form...
We're looking for candidates with great customer service skills to fill our Remote Customer Service/ Insurance role!.This role is entirely remote and offers full-time/Part time hours with flexibility .We are ready to schedule interviews for this week.We're seeking someone who is great with people, b...
You'll be a quota-carrying team member, specifically working w/ financial services and specialty industries. Have experience selling into the Financial Services industry. Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized techn...
Must have strong experience working with financial data in Excel -- developing financial models and tracking financial data. We are seeking a Program/Financial Analyst with experience in Special Access Programs (SAP) to provide support for a DoD program. Analyze financial and/or budget requirements ...
As the Maintenance Services Product Line Manager, you will be responsible for evangelizing Ciena's current and new maintenance services globally. Reporting to the Director Services Product Line Manager for the Maintenance business located in Ottawa, Ontario, Canada (EST), the ideal candidate must ha...
Uses regular judgement and discretion to collaborate with customers in order to: Understand capability needs; Gather project specifications; Create business cases and cost sheet analysis; Translate high-level business needs into detailed requirements for new capabilities (and change request/enhancem...
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative – State Farm Agent Team Member. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred. Enthusiast...
In the role of Senior Customer Service Representative, you will be responsible for answering inbound calls from policyholders and their representatives that have questions regarding an existing Long Term Care policy. Senior Customer Service Representative. You’ll use the training you receive to help...