2 senior private client advisor jobs found

Job Description Job Summary: The intern will have the opportunity to gain hands-on experience and contribute to various projects within our company. They will collaborate with team members, conduct research, and assist in organizing company events. This role will provide valuable learning experiences and the chance to develop practical skills. Responsibilities Work alongside experienced Investment Advisor Representatives to gain exposure to the sales and operational dynamics of retirement plan advising Collaborate on preparing materials for client presentations under mentor guidance and review Participate in meetings with a participant education advisor to learn best practices for preparing and conducting client meetings Assist in the preparation of Requests for Proposals (RFPs) Attend biweekly check-in meetings with the Director or President to discuss progress and professional development Facilitate a final evaluation session with the Director...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Cyber Risk Services Advisor | Per-Diem | Ohio Travel Required This is a remote role with travel within the state of Ohio. Weekly travel approximately 2 - 3 times per week. Occasional overnight stays may be required. PRIMARY PURPOSE :  To provide system, infrastructure, software, data/records evaluations, and consultative services for public sector entities; to conduct virtual evaluations, inventory, training, and internal control risk assessments; and to provide...