A company is looking for a Senior Client Success Advisor for a remote position.Key Responsibilities : Handle financial planning and investment management conversationsConduct client outreach and portfolio reviewsPresent personalized portfolio recommendations and drive asset growthRequired Qualifications : Bachelor's Degree or higher in business, finance, or related fieldFINRA Series 65, 7, and 63 registrations requiredMinimum 5 years of experience working with investorsDetail-oriented with ability to handle operational complexitiesExpert knowledge of investment products and services
Senior Client Success Advisor Nationwide Remote
A company is looking for a Senior Client Success Advisor for a remote position. ...
Senior Client Advisor -Santa Clara
We are currently looking for a Senior Client Advisor at our Santa Clara location. A caring and intuitive Senior Client Advisor with a passion for style. Play an active role on the selling floor, and take action to ensure a memorable client experience, putting the client at the center of every decisi...
Client Success Coordinator Remote
A company is looking for a Client Success Coordinator - Remote. ...
Specialist, Business Consulting - E&S Project Pricing - Remote
As a team member in the Finance and Internal Audit department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor and so much more. Let...
Senior Financial Advisor - TX CO CA - Remote
A company is looking for a Senior Financial Advisor in TX, CO, CA, remote in Central, Mountain, or Pacific time zones. ...
Actuary - Life Valuation - REMOTE
As a team member in the Finance and Internal Audit department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor and so much more. Let...
Tax Senior Manager, Private Client Advisors
Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors. Train and develo...
Client Insurance Advisor - Remote
S Must have a State Approved Life Insurance License OR be willing to obtain state approved Life Insurance License ** This is a 1099 Commission Only Position *** Ability to scale and grow profitable business Benefits We assist families with financial planning strategies in the areas of mortgage prote...
Tax Supervising Senior, Private Client Advisors
Identify key planning opportunities throughout the year and develop a framework for tax strategies that best align with client needs and goals. Maintain great relationships with clients, understanding their unique needs to provide a tailored service . ...
Remote Bilingual Spanish Customer Service Representative
A company is looking for a Remote Bilingual Spanish Customer Service Representative. ...