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Sales & Client Engagement Assistant
WestPoint Financial Group
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Columbus, OH
47000USD - 57000USD per year
... clients Manage and execute a strategic outreach campaign via the advisor’s LinkedIn profile Follow up on leads, schedule appointments, and maintain tracking systems for outreach success Client Services & Support Contact existing clients to ensure ... - Nov 05
Financial Advisor
Thrivent
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Columbus, OH
... & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. ... Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops ... - Nov 05
Asset Management - IBD ART Client Advisor - Vice President
JPMorgan Chase
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Columbus, OH, 43201
... The ART Client Advisor will work with financial advisors to sell Mutual Fund, Managed accounts, ETFs, Models, DC solutions, and other products where JPMAM Investment capabilities are embedded. As an ART Client Advisor within the JPMAM team, you will ... - Oct 13
Talent Advisor
Surge Staffing
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Columbus, OH
18USD - 21USD per hour
Job Description Surge Staffing is seeking a Talent Advisor with high energy, work ethic, good attitude, personality with a ... pool and other staffing/job board resources to fulfill client orders in a timely manner Recruit, conduct interviews and ... - Nov 05
Senior Energy Advisor - Ohio Region
Freedom Energy Logistics LLC
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Columbus, OH
60000USD - 70000USD per year
... The Senior Energy Advisor will report to the individual above them in the company's organizational chart, currently the ... clients in a timely and confident manner Advocate for the client and deliver client satisfaction and exceptional service ... - Nov 05
Client Executive
NetApp
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Columbus, OH
... JOB SUMMARY As an Enterprise Client Executive, you’ll own a defined book of named enterprise accounts across the greater ... levels, from hands-on practitioners to C-suite decision makers, and be the trusted advisor who drives business impact. ... - Nov 05
Financial Advisor - Client Facing with Training Provided
NICHOLAS J MINICH
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Upper Arlington, OH, 43221
50000USD - 150000USD per year
... for a Financial Advisor to provide advice and guidance on investment and financial planning strategies. Responsibilities Provide advice and guidance on investment and financial planning strategies for clients in Columbus, OH area Evaluate client ... - Nov 05
Client Relationship Associate
Telhio Credit Union
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Clinton Township, OH, 43224
... Being a trusted advisor for our members and be the "One Telhio" solution for our members. Your key focus will be to ensure that you deliver extraordinary service and innovative financial solutions to our members. This is a full time position working ... - Nov 06
Client Credit Manager
Surge Staffing
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Columbus, OH
75000USD - 80000USD per year
... Consolidating and analyzing client integration data. Evaluate the creditworthiness of potential and existing customers by analyzing financial history, credit scores, and other risk factors. Develop and enforce company credit and collections policies ... - Nov 05
Asset Management - Internal Client Advisor Independent Broker Dealer
JPMorgan Chase Bank, N.A.
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Clinton Township, OH, 43224
... Job Summary: As an Internal Client Advisor within our financial advisory team, you will be instrumental in assisting financial advisors to navigate the complexities of the broader capital markets by providing timely solutions. In collaboration with ... - Nov 05