24 cac financial advisor jobs found

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Sales Operations Analyst Locations : New York City Get To Know The Team: As the Sales Operations Analyst, you will help sales team to maximize their sales and attainment through analytics, reporting, data streams and KPIs. You will be the partner of sales managers and directors in forecasting, territory planning & management as well as their business review cadence. You are the trusted advisor of the sales management team and will make supporting recommendations on ways to improve productivity and scale of the business. This is an excellent opportunity to grow a successful sales...

Land O'Lakes Sales Team Leader - Retail Northeast US Retail Sales Team Leader - Virtual Position Purpose: The Team Leader of the Northeast Team is responsible for leading the sales efforts for the Northeast geography direct customers of the Retail business. This role involves managing a team of Land O'Lakes sales team members who execute and influence business priorities. The Team Leader is responsible for driving sales execution, achieving volume and trade targets, and developing strong relationships with customers. Additionally, the Team Leader will be responsible for developing a motivated and high-performing team that will deliver against the business priorities. Key Responsibilities: Leading and Coaching (50%): Strategically lead CDMs/AMs to achieve annual volume and trade goals. Direct team on strategic priorities and ensure execution and goal attainment. Oversee personal development of self and team members. Advise team on advancing relationships and...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Sales Development Representative Location : Remote California Get To Know Us: Join the company ranked #1 on the list of Best Places to Work in Jacksonville, FL - where a lot of the Black Diamond Wealth Solutions Team sits. The current SDR Team is a hybrid group of high-performing individuals from varying backgrounds. Who all take accountability for their own performance but lean on one another for advice, support, and help when needed. Black Diamond Wealth Solutions is more than a wealth tech provider. We serve as strategic partners, shaping the future of Wealth Management...

Transamerica Job Family Sales Support / Operations About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of...

Unitek Learning Company Description As a leading healthcare education organization, Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing and highly successful company, Unitek is also a great place to pursue a rewarding and challenging career. We offer a competitive salary, generous benefits, unlimited growth potential, and a collegiate work environment. Job Description We are looking for an Admissions Representative to join our team.  This will be a HYBRID position.  Some work will occur on campus and some work can be done remotely. Under direct supervision, this position will recruit qualified students for the college's academic programs in a compliant, appropriate and professional manner. Provide basic information, routine guidance and assistance to potential students on matters related to enrollment and the admissions process.  Evaluate and resolve student inquiries, issues, and problems,...

Toyota Material Handling Join our Team as a Lead Sales Counsel ! The Role: We are seeking a business-minded, creative attorney to serve as primary legal partner for our Sales organization. This role supports all phases of the sales cycle—including RFP responses, bids, commercial negotiations, customer onboarding, and long-term contract management. The ideal candidate is not just a contract reviewer—they are a strategic advisor who helps Sales win business responsibly. This attorney must be collaborative, solutions-oriented, tech-savvy, and comfortable working in a fast-paced environment with competing priorities. They should enjoy working directly with sales leaders, product managers, finance, and marketing to develop clear, customer-friendly agreements while protecting the company’s interests. What You’ll Be Doing: Serve as the primary legal advisor to Sales, including frontline support to sales managers, regional directors, and national accounts. Draft,...

New York Life Insurance Company Location Designation: Fully Remote We're open to remote or hybrid arrangements (White Plains/Westchester area), so long as you can reliably commute to your assigned client sites. Role Overview: New York Life is seeking a dynamic and strategic Sales Representative to lead our Accident & Health (A&H) distribution efforts. This role is responsible for driving new business growth, managing large account renewals, and deepening partnerships with key A&H brokers. This role requires collaboration with Underwriting, Account Management and Contracts/Compliance and is a key contributor to NYL's continued market expansion and long-term success in the A&H space. What You'll Do: Sales Strategy & Execution * Lead the development and implementation of a national sales strategy for the A&H portfolio with focus on Business Travel Accident and Special Risk. * Own execution of growth initiatives and sales targets,...

Ameriprise Financial At RiverSource, we take pride in providing our clients with a personalized experience every step of the way; if you prosper in an environment where you can help others and if you enjoy creating a positive impact on client's lives financially, we invite you to take your career to the next level by applying to join our team today! As a Regional Sales Director, you will work alongside an external wholesaler (Regional Vice President) to increase RiverSource Insurance product sales through the Ameriprise Financial Advisors channel. To be most successful in this role, you will be personable, detail-oriented and motivated by achieving and exceeding sales goals. Day to day you can expect to make proactive outbound sales calls, take inbound sales calls, participate in virtual meetings and occasional large and small group sales presentations all of which will result in increased sales in their respective territory. Other RSDs like this role because it allows them to...

CSL As the Senior Director of Sales Operations, Data & COE you will play a key role with responsibility for leading all aspects of sales force operations across the entirety of CSL Behring's US portfolio of products and sales teams. This role will lead efforts including sales force sizing and organizational design, sales customer targeting, incentive program strategy and deployment, sales force reporting, customer and sales force analysis and insight, recommendations for improvements in sales force effectiveness, data operations and deployment of tools in the US market (including CRM) to enhance sale force and operational productivity. The role requires synthesis of exceptional leadership, collaboration and analytical skills with the incumbent leading multiple cross functional projects and operations in parallel within the sales operations function and related sub-functions (Targeting/Alignment/Reporting, Incentive Compensation, Data Operations). Operates as a key member of...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This is an in-office position located at 3322 West End Avenue, Nashville, TN. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support,...

Unitek Learning Company Description As a leading healthcare education organization, Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing and highly successful company, Unitek is also a great place to pursue a rewarding and challenging career. We offer a competitive salary, generous benefits, unlimited growth potential, and a collegiate work environment. Job Description We are looking for an Admissions Representative to join our team.  This will be a HYBRID position.  Some work will occur on campus and some work can be done remotely. Under direct supervision, this position will recruit qualified students for the college's academic programs in a compliant, appropriate and professional manner. Provide basic information, routine guidance and assistance to potential students on matters related to enrollment and the admissions process.  Evaluate and resolve student inquiries, issues, and problems,...

Unitek Learning Company Description As a leading healthcare education organization, Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing and highly successful company, Unitek is also a great place to pursue a rewarding and challenging career. We offer a competitive salary, generous benefits, unlimited growth potential, and a collegiate work environment. Job Description We are looking for an Admissions Representative to join our team.  This will be a HYBRID position.  Some work will occur on campus and some work can be done remotely. Under direct supervision, this position will recruit qualified students for the college's academic programs in a compliant, appropriate and professional manner. Provide basic information, routine guidance and assistance to potential students on matters related to enrollment and the admissions process.  Evaluate and resolve student inquiries, issues, and problems,...

Fidelity Investments Job Description: Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. Through your integrity and adoption of Fidelity's client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity. The Expertise We're Looking For FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Financial services experience preferably in financial planning Degree and/or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role The Planning...

Unitek Learning Company Description As a leading healthcare education organization, Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing and highly successful company, Unitek is also a great place to pursue a rewarding and challenging career. We offer a competitive salary, generous benefits, unlimited growth potential, and a collegiate work environment. Job Description We are looking for an Admissions Representative to join our team.  This will be a HYBRID position.  Some work will occur on campus and some work can be done remotely. Under direct supervision, this position will recruit qualified students for the college's academic programs in a compliant, appropriate and professional manner. Provide basic information, routine guidance and assistance to potential students on matters related to enrollment and the admissions process.  Evaluate and resolve student inquiries, issues, and problems,...

Fidelity Investments Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships,...

American Tower Corporation The Team We are seeking a Director - Technology - AI/Robotics to lead the exploration, evaluation, and application of emerging technologies in artificial intelligence and robotics to drive operational efficiency, automation, and innovation across the enterprise. Reporting to the Vice President, Technology Enablement, the Director defines our strategy and acts as the subject matter expert and innovation catalyst, identifying high-value opportunities to apply AI and robotics solutions within business processes and operations. As a core member of the Business Enablement team, the Director collaborates with functional leaders, the Technology Enablement team, and external partners to assess feasibility, develop business cases, and pilot scalable solutions. The ideal candidate brings a strong technical background, a passion for applied innovation, and the ability to bridge the gap between cutting-edge technologies and practical business outcomes. What...

Fidelity Investments Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships,...

Fidelity Investments Job Description: Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. Through your integrity and adoption of Fidelity's client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity. The Expertise We're Looking For FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Financial services experience preferably in financial planning Degree and/or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role The Planning...

New York Life Insurance Company Location Designation: Hybrid - 3 days per week Join the Office of the General Counsel where we collaborate with diverse business units, providing effective and creative legal guidance that aligns with New York Life's core values. Your work directly impacts how the company makes decisions, fostering sound business practices, safeguarding its reputation and optimizing efficiency. Become part of a team dedicated to serving as a trusted partner, helping the business navigate the legal landscape and achieve its goals. This attorney will be part of the Corporate Transactions unit of the Office of the General Counsel, which advises and supports New York Life Insurance Company and its subsidiaries in connection with a variety of corporate transactions, including both finance and M&A transactions in the life insurance and investment management space.This attorney will have exposure to business and legal executives and will report to the...