Southwest External Retirement Plan Advisor - VP Level
JPMorgan Chase & Co.
A leading global asset manager is seeking an External Client Advisor Retirement to promote small and mid-market workplace retirement plans through Financial Advisors. This role involves driving sales growth, preparing client presentations, and managing client relationships. The ideal candidate has a Bachelor's Degree, relevant experience in retirement wholesaling, and is licensed with Series 7 and 63. Strong communication and organizational skills are essential, along with a willingness to travel extensively across the South West territory. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...trillion in assets under management. Our Retirement Americas, Client business provides... ...employer recordkeeping solutions for plan sponsor clients and their plan participants... ...capabilities across the firm. As an External Client Advisor Retirement within JPMAM, you will be...Retirement
- ...and North America. As a Global Rates External Reporter, Vice President in the... ...and deliver it at business executive level Self-motivated and willing to take... ...on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement...RetirementWork experience placementVisa sponsorship
$86.8k - $165.2k
Position Overview Planning Advisor - HTS and FTA Import for RTX Enterprise Services Customs Operations... ...specifications, drawings and multi‑level Bills of Material (BOMs). Demonstrated... .... Benefits Healthcare, wellness, retirement and work/life benefits. Parental leave...RetirementTemporary workFlexible hoursShift work- ...Development. The VP is primarily focused... ...become a trusted advisor to prospects and clients... ...such as strategic planning, perpetuation... .... Provide high level of service to... ...well as assist with external and internal branding... ...as wealth and retirement plan advisors. Our...RetirementWork at officeFlexible hoursNight shift
- ...President will aid in the planning, formulating, and implementation... ..., and assist with external and internal branding execution... ...retention. Provide high level of service to clients and proactively... ..., as well as wealth and retirement plan advisors. Our services include but...RetirementFlexible hoursNight shift
$220k - $250k
...Institutional Strategy and Planning Functional Title... ..., and cabinet-level decision-making. The role... ...translating complex data and external intelligence into... ...Serve as a strategic advisor to university leadership... ...term disability TRS Retirement Plan Fertility...RetirementFull timeTemporary workWork at officeFlexible hours$201.6k - $374.4k
...newly created, enterprise-level role within Marketing, designed... ...role serves as a senior external-facing advisor and internal catalyst-connecting... ...comprehensive benefit plans to include flexible vacation... ...to the Headspace app, retirement savings, tuition reimbursement...RetirementWork at officeLocal areaFlexible hours2 days per week3 days per week$180.22k - $299.64k
...the agency. Acting as a trusted advisor to senior executives, you'll... ...with client stakeholders at all levels, especially C-level executives... ...internal processes and external customer communications Establish... ...the terms of the applicable plan documents. Razorfish is an...Temporary workFreelanceWork at officeLocal areaFlexible hours- ...of business and functions as well as external vendors is highly valued. Applicants... ...employment visa at this time. Final job grade level and corporate title will be determined... ...‑site health and wellness centers, a retirement savings plan, backup childcare, tuition...RetirementWork visa
- ...our customers by staying in front of external and internal risks, screening all new... ...local, state, federal, and international levels. Ability to manage staff spread... ...on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement...RetirementFull timeWork experience placementLocal area
- ...liaison for internal and external audits, regulatory... ...met. Provide executive-level reporting on risk trends... ...clients, partners, and advisors in the Wealth Management... ...year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial...RetirementFull timeWork at officeShift work
- Simplicity Group Holdings in Plano, Texas is hiring a Financial Advisor to manage client relationships and finance planning. This role involves developing personalized wealth management strategies and requires strong interpersonal skills and a background in the financial...Retirement
- ...quality. Governance and cadence management Plan and run working sessions and checkpoints (... ...updates; tailor messaging for working-level vs senior audiences. Identify recurring friction... ...management. Required Qualifications VP-level experience in program/project...Contract work
- ...utilizing Internal data, 3rd Party/External Data, Customer information... ...on budget. Prepare executive‑level product updates inclusive of... ..., new feature delivery planning, and financial forecasting. Create... ...and wellness centers, a retirement savings plan, backup childcare...Retirement
- ...President will contribute to strategic planning, goal-setting, and team leadership.... ...market, including Registered Investment Advisors (RIAs), Retirement Planning, Life Insurance, and Wealth... ...relationships with internal and external stakeholders to drive revenue generation...RetirementNight shift
- ...and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or... ...insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial,...RetirementWork at officeFlexible hours
- ...status, updates, and changes Plan, coordinate and manage... ...Dental, Vision, Life ~401(k) retirement plan with Company Matching Funds... ...first. We expect that all levels of the Stansell team obtain the... ...architects, municipalities, external construction managers, client...RetirementDaily paidFor contractorsFor subcontractor
- ...and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or... ...insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial,...RetirementWork at officeFlexible hoursNight shift
$95k - $155k
...The Vice President Financial Planning and Advisor is responsible for... ...invest in or manage. As the VP FP&A , you are responsible... ...Valuation Committee, as well as to external parties such as auditors... ...planning for long‑term success and retirement, Pennymac’s benefits have...RetirementTemporary workWork at officeFlexible hours- ...used across Payments Transformation product teams and senior-level management reporting to enhance the customer experience at... ...health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support...Retirement
- TIAA is seeking an Individual Financial Consultant in Frisco, Texas to provide retirement education and consulting to clients. This role involves fielding inbound calls and ensuring a good client experience while fulfilling sales responsibilities. Applicants should have...Retirement
- ...responsible for driving revenue growth, strategic planning, and market expansion while building and... ...and coordinate with internal and external partners to support successful outcomes.... ...from competitors while sustaining high levels of client satisfaction. Assist in the...Immediate startRemote work
- ...strategic project teams The VP will define and execute... ...expectations, and talent development plans across all assigned functions.... ...delivery). ~ Proven senior‑level leadership experience managing... ...relationships internally and externally. ~ Willingness and ability...Hourly payDaily paidContract workNight shift
- Nuveen in Frisco, Texas is seeking an Individual Financial Consultant to provide retirement education and advice to clients. This role involves assessing client needs, managing sales opportunities, and ensuring a positive client experience. The ideal candidate should have...Retirement
- ...strong integrity, leadership skills, and enjoy building long-term relationships. Benefits include paid medical insurance, a 401(k) retirement plan, and opportunities for professional growth. This full-time role emphasizes teamwork and a focus on results, promoting a...RetirementFull time
- ...application teams, and external stakeholders to support... .... Provide executive-level communication and reporting... ...maintaining succession plans for critical roles.... ...while acting as a trusted advisor to executive leadership... ...and vision) ~401k retirement plan with company match...RetirementTemporary workRemote work
- ...management and financing strategies. The VP of Global Treasury will play a critical role... ...competitive rates and high service levels Conduct routine business reviews with... ...all organizational levels as well as with external parties Superior communication skills,...Hourly payDaily paidContract workWorldwide
$225k - $350k
...This role offers substantial autonomy, direct engagement with C‑level executives and founders, and the opportunity to shape the... ...comprehensive benefits package, including health insurance, retirement plans, and vacation time. What We Offer A competitive compensation...RetirementFull time$93.77k - $128.9k
...collect data from various internal and external sources. Perform high-impact analysis, aiding... .... Support strategic and operational planning: Support the development and... ...and other stakeholders to ensure that all levels of the organization are aligned with and...Work experience placementH1bWork at officeRemote workRelocation packageFlexible hours- ...sustainable growth. Serve as a trusted advisor on complex or non‑standard credit... ...influencing decisions at the executive level. Initiative & Entrepreneurial Drive: High... ...on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition...Retirement
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