p>E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey — from entrepreneurs and working mothers to widows navigating new chapters. p>For California Applicants: Information on your California privacy rights can be found. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.
Virtual, Massachusetts10 days ago
p style="text-align:inherit"/>Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
p>E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey - from entrepreneurs and working mothers to widows navigating new chapters. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
Our compensation plan is designed to reward experience and performance, offering a competitive base salary that increases based on your background and proven success, along with weekly GP bonuses that provide outstanding earning potential. This is an outstanding opportunity for a customer-focused professional who enjoys building relationships, selling automotive services, and being part of a close-knit, high-performing team.
The service advisor will ensure customer service by working with customers to determine their vehicle issues and problems, determining the repair timeline, and working with technicians to convey the customers' concerns with accurate repair descriptions. The service advisor's responsibilities include greeting customers, listening to requests, scheduling appointments, estimating costs, verifying insurance, conducting inspections, and test driving cars.
Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Responsibilities: The Academic Advisor in the D'Amore-McKim School of Business provides student-centered support and guidance to undergraduate Business majors regarding college and university policies, course selection, preregistration, registration, and co-op scheduling. From undergraduate to MBA-level programs-online, on-site, or hybrid, full- or part-time, our world-renowned experiential approach empowers our students, faculty, alumni, and partners to create impact far beyond the confines of discipline, degree, and campus.
Newton, Massachusetts10 days ago