Advisor

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help them achieve their financial protection and planning goals
• Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Financial Advisor at the Vrana Network - Northwestern Mutual

Client Advisor – Athletic Background

Financial Advisor at the Vrana Network - Northwestern Mutual engaging with clients to achieve financial goals. Providing personalized guidance and services to secure clients' financial well-being.

• Serve as Primrose's subject matter expert on early childhood education policy, childcare licensing, accreditation, and regulatory compliance.
• Monitor legislative and licensing developments across Primrose markets; translate complex requirements into practical guidance.
• Partner with internal teams and franchise owners to support school operations, site development, health and safety standards, and accreditation efforts.
• Guide franchise owners and field teams through licensing processes, including pre-opening strategy, inspections, agency interactions, and citation response.
• Build and maintain relationships with licensing agencies and regulatory stakeholders across Primrose's operating footprint.
• Oversee Primrose's accreditation support program, including guidance materials, readiness resources, renewal tracking, and support for schools pursuing or maintaining accreditation.
• Serve as the liaison between Primrose and accrediting organizations, maintaining expertise in accreditation standards, requirements, and emerging trends.
• Lead webinars, training sessions, and educational resources related to licensing, accreditation, policy developments, and regulatory compliance.
• Collaborate with Operations, Education, Development, Legal, and other internal teams to incorporate policy and regulatory expertise into company standards, resources, and strategic initiatives.

Policy Advisor at Primrose focusing on early childhood education policy.

Policy Advisor

Policy Advisor at Primrose providing expertise in early childhood education policy and regulatory compliance. Collaborating with internal teams and licensing agencies to support educational excellence across the organization.

• The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships
• Retains and deepens existing customer relationships
• Sales Prospecting
• Product pricing and structuring
• Customer proposals
• Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities
• Cross sells other bank products, and stays current on competitor offerings to suggest product improvements
• Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling
• Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy
• Assists in outbound calling initiatives offer new solutions to clients and ensure Huntington as our customer’s primary banking relationship
• May mentor other Treasury Management colleagues
• Responsible for being a positive change agent as Huntington evolves its products and strategies
• Performs other duties as assigned

Treasury Management Advisor II developing quality treasury management relationships

Treasury Management Advisor II

Treasury Management Advisor II at Huntington managing treasury relationships and banking solutions. Focus on sales, product structuring, and customer relationship management.

• Acquires and develops new profitable and quality treasury management relationships
• Retains and deepens existing customer relationships
• Sales Prospecting
• Product pricing and structuring
• Customer proposals
• Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities
• Cross sells other bank products, and stays current on competitor offerings to suggest product improvements
• Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling
• Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy
• Assists in outbound calling initiatives offer new solutions to clients and ensure Huntington as our customer’s primary banking relationship
• May mentor other Treasury Management colleagues
• Responsible for being a positive change agent as Huntington evolves its products and strategies
• Performs other duties as assigned

Treasury Management Advisor II developing banking relationships and driving TM opportunities

Treasury Management Advisor II developing and deepening profitable banking relationships. Engaging in sales prospecting and managing internal bank partnerships with a focus on treasury management.

• Transition Your Agricultural Skills into Financial Services: Help clients navigate financial decisions.
• Build long-term relationships with clients and understand their unique needs.
• Provide tailored financial solutions through personalized insurance solutions and financial planning.

Financial Representative helping clients achieve financial goals through personalized solutions

Field Advisor, Agriculture

Financial Representative at Northwestern Mutual, assisting clients with tailored insurance solutions and financial planning. Building long-term relationships to support client needs.

Advisor jobs in Mississippi

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Client Advisor – Athletic Background

Policy Advisor

Treasury Management Advisor II

Treasury Management Advisor II

Field Advisor, Agriculture