Advisor

• Lead organizational strategic planning efforts defining OneHome’s long-term growth agenda
• Facilitate strategic planning processes and establish executable roadmaps
• Conduct research, expert interviews, and analytical evaluations to identify opportunities and operational gaps
• Assess complex opportunities for value, feasibility, growth, and improved member care
• Develop high-level product requirements and realistic strategic roadmaps
• Support governance and oversight of OneHome’s strategic initiative portfolio
• Establish prioritization frameworks, monitor initiative performance, and identify risks and dependencies
• Provide leadership transparency through regular reporting and business reviews
• Coordinate multifaceted teams and monitor strategic program progress
• Develop business cases, strategic recommendations, transformation roadmaps, executive dashboards, leadership briefings, Board materials, and enterprise communications
• Support informed decision-making and organizational alignment across OneHome, CenterWell, and Humana

Strategy Advancement Advisor

• Secure new business and cross-sell/up-sell to existing personal lines insurance clients, including high-net-worth clients
• Work directly with clients, account managers, company underwriters, and claims representatives to grow a book of business and sell insurance products
• Service and sell personal insurance products to prospective and existing clients
• Pursue new clients via networking and other promotional methods
• Gather underwriting, pricing, and supporting data for submission preparation
• Generate reports
• Establish and maintain relationships with company sales representatives, service centers, underwriting representatives, and claims representatives
• Provide quality customer service to existing accounts
• Assist in training other employees
• Perform other duties as assigned
• Pursue professional studies and maintain familiarity with industry trends and new insurance products
• Meet annual new sales production goals defined locally

Personal Lines Private Client Advisor

• Serve as the investment planning and investment and insurance products lead on the Wealth Management Team
• Facilitate delivery of portfolio management, trust administration, investment advisory and insurance strategies and capabilities
• Partner with the team to understand clients’ and families’ unique goals and objectives
• Construct appropriate goals-based investment portfolios
• Advise clients using U.S. Bank's Asset Management Group or U.S. Bancorp Investment's open architecture
• Deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction
• Provide tailored investment management and insurance services based on each client's unique situation

Wealth Management Advisor

• Contribute to the design, advocacy, and implementation of CIHS Digital Health Solutions strategies, standards, tools, and best practices
• Support country teams and government counterparts in business-process analysis, requirements documentation, and translation of programmatic needs into digital health system specifications
• Provide technical solutions, leadership, and support to country teams, Ministries of Health, directorates, and government stakeholders
• Strengthen the design, implementation, scale-up, interoperability, governance, and sustainability of digital health and health information systems
• Ensure digital solutions align with national strategies, policies, standards, and health-system-strengthening objectives
• Support strategic growth, proposal development, project design, staffing, and milestone plans, workplans, budgets, and reports
• Lead capacity-strengthening initiatives covering solution design, project management, system configuration and deployment, mobile device management, user support, training, and technology operations
• Support the collection, management, analysis, visualization, and use of health data for decision-making, monitoring, and service-delivery improvements
• Develop learning and training strategies, roadmaps, governance structures, and sustainability plans; organize or facilitate trainings, workshops, and conferences
• Mentor and coach technical advisors, country-program staff, and government partners
• Lead knowledge management and learning activities, including documenting and sharing successes, practices, lessons learned, and implementation research
• Represent CRS in regional and global digital-health forums and build partnerships to influence approaches, funding opportunities, and policies

Technical Advisor III, Digital Health Solutions – Continuity of Integrated Health Services

• Develop and execute a territory sales strategy to grow Prudential fixed and variable annuity production across the assigned Advisor channel
• Build, deepen, and sustain relationships with new and existing financial advisors and key distribution partners
• Deliver product, market, and retirement-income presentations connecting Prudential solutions to advisor and client needs
• Provide point-of-sale support for advisors positioning annuity solutions within holistic retirement planning conversations
• Use financial-market knowledge, competitive dynamics, and advisor needs to identify opportunities and adapt sales priorities
• Partner with an aligned Internal Wholesaler to execute territory strategies, identify opportunities, and deepen advisor engagement
• Manage a high-travel regional schedule while maintaining consistent follow-through, communication, and sales discipline

Annuities External Wholesaler, Advisor Channel

• Develop a high-quality wealth management practice
• Manage and deepen relationships with an established book of high-net-worth clients
• Understand clients' goals and deliver tailored financial strategies as a fiduciary
• Serve as the primary financial contact for clients
• Navigate complex financial situations and guide clients through and into retirement
• Grow the practice by expanding existing relationships and engaging TIAA's full wealth management capabilities
• Collaborate with internal specialists to deliver comprehensive recommendations
• Anticipate client needs
• Apply a thoughtful, creative, and entrepreneurial approach to practice growth

• Research, discover, collect, and interpret business requirements
• Participate in developing and reviewing complex processes, procedures, workflow analytics, and reporting
• Provide senior-level consultation and communicate with clients and technology teams on business designs, problem solving, and business analysis
• Recommend frameworks, methodologies, and processes for business requirements traceability
• Mentor, lead, and coach associates to support knowledge transfer
• Oversee development and maintenance of policy and procedure documentation
• Translate business needs, processes, and procedures by partnering with experts and business stakeholders
• Communicate complex business requirements to senior stakeholders and technology teams
• Lead multiple business analysis project management processes through planning, quality assurance, and effectiveness assessment
• Provide direction for successful project deployments
• Drive development, analysis, and distribution of complex reporting
• Support Vendor Finance and the Commercial Lending organization through technology and process initiatives

Business Analysis Advisor – C&IB Business Technology

• Provide member support through phone, chat, computer audio, and video
• Enhance new and existing members' virtual experience through timely communication and troubleshooting
• Respond to inquiries, manage complaints, troubleshoot service problems, and provide general information
• Comply with credit union policies, procedures, regulatory requirements, and security protocols
• Maintain departmental and organizational CSAT service standards
• Establish and maintain member relationships through virtual channels
• Research, identify, and resolve member complaints
• Support enrollments for Virtual Branch products and services
• Retain, import, scan, and quality-control Virtual Branch documents in core systems
• Respond to member and staff requests concerning virtual banking services and transaction problems
• Collaborate with departments and staff to strengthen member relationships
• Serve as a subject matter expert on Andrews Federal Credit Union products and services, especially live chat and outsourced call center partnerships
• Recognize, guide, and promote credit union products and services
• Perform other duties as assigned

Member Advisor I

• Develop a high-quality wealth management practice
• Manage and deepen relationships with an established book of high-net-worth clients
• Understand client goals and deliver tailored financial strategies while acting as a fiduciary
• Serve as the primary financial contact for clients
• Guide clients through and into retirement
• Grow the practice by expanding existing relationships and engaging TIAA's full wealth management capabilities
• Collaborate with internal specialists to deliver comprehensive recommendations
• Anticipate client needs
• Apply a thoughtful, creative, and entrepreneurial approach to practice growth

• Organize, develop, and implement social, educational, and service-learning programs and activities for Upward Bound participants
• Recruit students and coordinate programming for grant-determined school district populations, parent/student events, and community stakeholders
• Advise, tutor, or refer participants regarding high school course selection, college readiness, financial aid, health and wellness, career services, academic advising, student leadership, and diversity and inclusion
• Develop and implement academic-year and summer residential programming in compliance with federal grant guidelines
• Maintain effective working relationships with school districts, community partners, campus offices, and University-wide offices
• Serve as Penn State's on-site program liaison/contact with school district personnel
• Communicate unit policies and federal grant guidelines orally and in writing
• Help non-senior students complete rigorous coursework and advance to the next grade level
• Help senior students graduate from high school on time and matriculate to postsecondary education
• Track the postsecondary progress of students served for six years after high school graduation
• Collaborate with school district personnel on course scheduling, academic counseling, and support services
• Review and monitor participants' academic progress and implement grade-level-appropriate activities aligned with postsecondary and career goals
• Assist participants with postsecondary applications and enrollment
• Provide financial-aid information, assist with aid applications, and interpret financial-aid packages
• Coordinate and chaperone postsecondary campus tours and career-focused field trips
• Develop and maintain professional relationships with postsecondary institutions and community agencies

Advisor jobs in United States

Strategy Advancement Advisor

Personal Lines Private Client Advisor

Wealth Management Advisor

Technical Advisor III, Digital Health Solutions – Continuity of Integrated Health Services

Annuities External Wholesaler, Advisor Channel

Wealth Management Advisor

Business Analysis Advisor – C&IB Business Technology

Member Advisor I

Wealth Management Advisor

Upward Bound Program Advisor