Advisor

• Collaborate with internal and external partner stakeholders to manage administration, strategic planning, and other activities for an assigned portfolio of Multifamily loans
• Support a portfolio's vision and strategic objectives
• Lead portfolio progress analysis and enact changes
• Report portfolio performance to key stakeholders
• Evaluate risk of current assets while complying with governance and controls
• Monitor end-to-end execution of business processes using enterprise systems
• Provide continuous feedback for effective tracking and reporting
• Recommend business process changes and implement efficient processes for new business products
• Evaluate legal documents and applicable forms to understand business impact and ensure continuity of loan management

Multifamily loan asset management advisor advancing Fannie Mae’s housing finance mission

Multifamily Asset Management – Advisor

Multifamily Asset Management Advisor managing Fannie Mae loan portfolios and risk. Improving processes and reporting to expand housing finance and affordable rental access.

• Maintain and perform mechanical technical services for Steam Turbine and Generator systems at utility and industrial power plants
• Provide on-site technical direction on Steam Turbine and Generator systems
• Review and maintain execution according to equipment engineering documents and work procedures
• Troubleshoot plant equipment and systems
• Perform mechanical work on Steam Turbines, Generators, and Valves safely, with high quality and on time
• Plan, coordinate, and perform disassembly, inspection, and reassembly of turbine, valve, and generator parts
• Work with team members, contractors, and customers to support site and outage activities
• Support pre-outage planning and post-outage closeout, including outage documents, reports, and required records
• Contribute to customer satisfaction through reliable field service and alignment with business goals
• Proactively support GE Vernova's vision and organizational core values

Steam turbine and generator field advisor supporting GE Vernova’s lower-carbon energy mission

Technical Field Advisor – Steam Turbine & Generator

Steam turbine and generator field advisor providing mechanical technical services for GE Vernova’s utility and industrial power equipment. Supporting outages, troubleshooting, inspections, and customer site activities.

• Develop and maintain professional relationships with behavioral healthcare providers, clinicians, hospitals, treatment programs, interventionists, educational consultants, and other referral partners
• Support regional growth through territory planning, referral development, and community engagement
• Serve as a point of contact for individuals, families, and professionals seeking behavioral healthcare resources or treatment placement
• Assess prospective referrals and provide ethical, clinically appropriate placement guidance
• Coordinate with admissions, outreach, operations, and clinical teams throughout inquiry, pre-admission, and admission
• Maintain communication with referral sources and ensure timely follow-up
• Provide consultation and support for complex cases and high-priority referrals
• Assist with discharge planning and continuity-of-care resources
• Represent Altior Healthcare at conferences, facility tours, networking events, professional meetings, and community engagements
• Evaluate conference and event opportunities against organizational and territory goals
• Provide mentorship, coaching, and professional development support to outreach representatives
• Identify gaps in referral, communication, and admission processes and collaborate on improvements
• Document outreach activity, referral communication, relationship development, and follow-up in the CRM
• Remain informed about programs, levels of care, admissions criteria, and clinical services
• Maintain professionalism, confidentiality, ethical judgment, and clinical integrity

Behavioral health advisor guiding treatment placement and referral partnerships for Altior Healthcare

Behavioral Health Advisor

Behavioral health advisor guiding treatment placement and referral partnerships for Altior Healthcare, a mental health treatment provider.
Coordinating referrals, clinical teams, territory outreach, and continuity of care across the Pacific Northwest.

• Observe each advisee monthly for approximately 2-3 hours in the field via recorded lessons or live Zoom.
• Conduct online three-way meetings between advisees and site supervisors and/or co-teachers when needed.
• Convene and facilitate monthly online one-on-one meetings with each advisee.
• Facilitate a weekly online conference group during the fall and spring semesters.
• Provide academic and certificate guidance in accordance with degree requirements and college policy.
• Participate in monthly program and department meetings.
• Participate in monthly advisor meetings.
• Support graduate students in integrating theory and practice, reflecting on their development, and building professional learning communities.
• Support the development of graduate students' proficiency as teachers of young children with and without disabilities.
• Participate in the larger life of the graduate school through program, department, and advisor meetings.

Bank Street education advisor guiding early-childhood graduate teachers through online fieldwork

Online Supervised Fieldwork Advisor – Early Childhood General Education Program

Bank Street, an education institution advancing classroom practice, seeks an online advisor for early-childhood graduate fieldwork. Guiding students through observations, conferences, and reflective teacher development.

• Advise first- and second-year students on course selection, Trinity curriculum requirements, and major exploration
• Explain academic policies, degree timelines, grading options, and institutional regulations
• Monitor academic progress and maintain detailed, confidential advising records
• Support students through academic transitions or difficulties and refer them to relevant campus resources
• Provide inclusive, developmentally appropriate support for diverse student populations
• Support quad-based orientation sessions, academic workshops, and community-building events
• Collaborate with faculty-in-residence, peer mentors, and faculty fellows on quad programming
• May teach a 0.5-credit first-year seminar or reflective advising course
• Coordinate advising and support with Academic Deans, Senior Quad Advisors, and campus offices
• Participate in team meetings and cross-functional training
• Share insights and trends with advising leadership to improve the advising model
• Participate in professional development and advising-related training
• Contribute to assessment efforts, surveys, and feedback collection
• Stay informed about university policies, academic programs, and student support initiatives

Quad Advisor supporting undergraduate academic planning at Duke University

Quad Advisor

Quad Advisor supporting first- and second-year students at Duke University, a leading research university. Providing academic advising, student support, and residential programming in Durham.

• Support quality implementation and effective delivery of 21st CCLC and LEAPS elementary education programs across assigned partner sites
• Maintain a small caseload of sites while providing direct supervision and technical assistance to Lead Associates
• Deliver targeted coaching, management support, and troubleshooting to program partners
• Guide and support program staff and site teams through implementation, monitoring, and evaluation
• Apply out-of-school-time and elementary education best practices to solve implementation problems and adapt solutions to local site needs
• Visit assigned sites to conduct observation, coaching, and mentoring, and complete site visit reports
• Provide in-person and remote technical assistance to site staff
• Communicate with leadership and team members to resolve implementation challenges and share successes
• Train, develop, coach, lead, and supervise staff
• Analyze program outcomes, site visit metrics, and observation data to provide feedback and develop quality improvement plans
• Partner with school district personnel and site leaders to troubleshoot implementation issues
• Plan and execute onsite and virtual training events
• Maintain a trainee database and knowledge management tools
• Collaborate with the Project Director on technical support, coaching, capacity building, grant standards, and expectations
• Develop community relationships to expand collaboration and address educational gaps
• Create newsletters and program updates to share best practices
• Collect and analyze community-needs data related to summer programming and educational access

School-Age Advisor supporting Save the Children’s U.S. education programs

Advisor, School-Age

School-Age Advisor supporting Save the Children’s U.S. education programs. Supervising teams, coaching partner sites, and improving 21st CCLC and LEAPS program quality.

• Provide a best-in-class client experience through proactive and reactive client engagements related to client onboarding, financial planning, and investor education
• Lead clients through outreach campaigns and Financial Planning milestones
• Collaborate with the advisory team to grow and maintain long-term relationships with highly valued clients
• Provide comprehensive financial planning services tailored to clients’ individual needs and goals
• Recommend, implement, and review investment strategies aligned with clients’ risk tolerance and financial objectives
• Track market trends, economic conditions, and regulatory changes impacting investments
• Assist with monthly audit reviews with internal stakeholders
• Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests
• Meet with clients in person when needed

Private Wealth Advisor helping Empower clients achieve financial freedom through personalized planning

Private Wealth Advisor

Private Wealth Advisor helping Empower clients achieve financial freedom through personalized financial planning and investment management. Serving high-value clients remotely within Florida territory.

• Serve as the lead advisor within a dedicated client team, collaborating with a Wealth Advisor and Client Experience Specialist
• Build lasting relationships with a dedicated book of high net worth Empower clients
• Provide a first-in-class client experience covering client onboarding, financial planning, and investor education
• Manage client relationships through phone, email, and virtual meetings, both proactively and reactively
• Retain assets under management and garner additional assets through communication, education, and responsiveness
• Act as liaison between clients and internal Empower Personal Wealth groups and departments
• Explain the Personal Strategy investment strategy and recommend, implement, and review strategies aligned with clients’ risk tolerance and financial objectives
• Engage clients in portfolio, market, and economic discussions
• Provide holistic financial planning covering retirement planning, income optimization, tax-advantaged savings strategies, and education planning
• Collaborate with Financial Planning Specialists on complex issues and comprehensive financial plans
• Coordinate with advisory team members and EPW stakeholders on client-related requests
• Delegate, coach, train, and develop colleagues and resources
• Travel to meet clients face-to-face and build strong relationships

Senior private wealth advisor leading Miami client practices for Empower’s financial services business

Senior Private Wealth Advisor, Practice Lead

Senior private wealth advisor leading high-net-worth client practices for Empower, a financial services company. Delivering holistic planning, investment guidance, and relationship growth across Miami-area clients.

• Partner with scientists to build autonomous agents for molecule discovery tasks
• Design and build reinforcement learning environments for real discovery tasks with appropriate state, action, and termination semantics
• Curate and engineer reward functions from noisy scientific signals
• Post-train domain models using SFT, DPO, GRPO, PPO, reward modeling, and distillation on chemistry and biology tasks
• Integrate learned policies with domain tools, including RDKit, molecular graph ML, ELN/LIMS APIs, and instrument drivers
• Build evaluation infrastructure, including task suites, scoring harnesses, regression tracking, and experiment tracking such as MLflow
• Represent Frontier AI in the broader AI@Lilly and external AI research community
• Publish research, give talks, review papers, and scout emerging trends
• Evaluate external vendors, open-source projects, and academic collaborations for strategic fit
• Develop models and infrastructure that improve autonomous scientific discovery and reduce DMTA turnaround
• Transition AI prototypes into production-deployed systems

Scientist-engineer building AI agents for Eli Lilly’s autonomous drug discovery systems

Advisor – Agent Research

Scientist-engineer developing reinforcement-learning agents and evaluation systems for Eli Lilly’s autonomous molecule discovery platform. Integrating AI models with chemistry, biology, laboratory, and cloud tools.

• Analyze patient experience feedback, survey scores, comments, focus groups, advisory councils, complaints, observations, and other metrics to formulate improvement recommendations
• Provide education and coaching to build exceptional patient experiences
• Collaborate with senior leaders, department managers, frontline staff, and selected departments to develop and implement patient experience improvement strategies
• Develop programs, services, strategic training, coaching, tactics, in-services, and educational programs to improve patient and physician experience scores
• Build reporting mechanisms and communication pathways to engage partners in targeted improvement initiatives
• Facilitate resolution of patient and customer complaints and grievances in a timely, respectful, compassionate, and compliant manner
• Provide patient experience and service recovery referrals to appropriate stakeholders and ensure investigation and resolution within defined timeframes
• Serve as liaison and consultant to committees, senior leadership, ministry leaders, and teams on service excellence opportunities
• Perform other duties as assigned

Patient experience advisor improving service recovery and satisfaction for SSM Health healthcare patients

Patient Experience Advisor – Service Recovery

Patient experience advisor improving service recovery and satisfaction for SSM Health healthcare patients. Analyzing feedback, coaching care teams, and leading complaint-resolution initiatives.

• Retain and grow medium to large high net worth client relationships
• Build a team of Banking, Trust and Investment professionals around clients
• Meet and exceed client needs through coordinated wealth management services
• Handle complex wealth and relationship management issues
• Provide counsel and expert advice in all areas of Wealth Management
• Partner with colleagues to identify and service unique client needs
• Drive business development and business growth
• Make critical decisions independently

U.S. Bank private wealth advisor growing high-net-worth client relationships in California

Private Wealth Advisor at U.S. Bank, helping high-net-worth clients make smarter financial decisions. Growing relationships and coordinating Banking, Trust, and Investment professionals.

• Lead the resident recruitment process by establishing and cultivating relationships with prospects and their families
• Identify individual prospective resident needs
• Develop and maintain internal and external marketing strategies, referral sources, and community relationships
• Maintain occupancy levels and track and trend resident movements
• Serve as the central point of contact for prospective residents
• Manage the admission and assessment process in collaboration with the community management team
• Communicate the community’s vision and services to prospective residents and families
• Provide customer service and telephone marketing
• Collaborate with team members and business partners
• Travel locally as required

Family Advisor recruiting residents for McFarland and Madison assisted living communities

Family Advisor

Family Advisor recruiting residents and managing admissions for McFarland and Madison assisted living communities. Building referral relationships, maintaining occupancy, and supporting prospective residents and families.

• Grow the small business economy by helping businesses with payroll, health insurance, 401(k)s, and HR
• Role-specific responsibilities are not provided; the posting contains placeholder text for the role and team descriptions
• The day-to-day duties section contains placeholder bullet points rather than actual responsibilities
• Actively engage with AI tools relevant to the role and develop AI fluency as technology evolves

Dedicated Service Advisor supporting Gusto’s payroll, benefits, and HR platform for small businesses

Service Advisor

Dedicated Service Advisor supporting Gusto, a provider of payroll, benefits, and HR solutions for small businesses. Role-specific duties and qualifications remain unspecified in the posting.

• Achieve annual sales objectives by building a qualified pipeline, converting leads, and meeting or exceeding quota
• Develop and execute strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools
• Partner with service teams and marketing specialists to deliver proposals and tailored solutions across multiple lines of business
• Develop deep client relationships through a consultative sales approach
• Use CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities
• Build external networks and promote Acrisure within the community
• Follow structured sales cadences across the create–convert–close–retain cycle
• Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning
• Research industry and market trends, track competitor activity, and refine positioning
• Share insights with leadership and cross-functional teams to optimize product offerings, client experience, and revenue strategies

Client Advisor driving insurance sales, client growth, and revenue for global fintech Acrisure

Personal Lines Client Advisor

Client Advisor driving new business and client relationships for Acrisure, a global fintech and insurance solutions provider.
Using CRM, AI, analytics, and consultative selling to grow revenue and expand markets.

• Achieve annual sales objectives by building a qualified pipeline, converting leads into revenue-generating opportunities, and meeting or exceeding quota
• Develop and execute strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools
• Partner with service teams and marketing specialists to deliver comprehensive proposals and tailored solutions across multiple lines of business
• Develop deep client relationships and provide consultative sales advice
• Use CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities
• Build external networks and promote Acrisure within the community
• Follow structured sales cadences through the create–convert–close–retain cycle
• Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning
• Research industry and market trends, track competitor activity, and refine positioning
• Share market insights with leadership and cross-functional teams to optimize offerings, client experience, and revenue strategies

Client Advisor driving insurance sales and client growth for global fintech Acrisure

Client Advisor driving new business and client relationships for Acrisure, a global fintech and insurance solutions provider. Using CRM, analytics, and AI to grow revenue and exceed sales objectives.

• Review Jerry’s property tax appeal product and pressure-test its workflows
• Flag processes or designs that will not survive contact with Florida’s Value Adjustment Board system
• Clarify how Chapter 194, F.S. and DOR uniform rules 12D-9 and 12D-10 operate in practice
• Explain county-level differences among Florida Property Appraiser offices and VABs
• Guide TRIM notice timing, the 25-day filing window, DR-486 and variants, e-filing versus paper, and the §194.014 partial-payment requirement
• Help build hearing and evidence workflows involving comparable selection, evidence exchange windows, and condition-based arguments
• Correct product decisions before production and before they affect customers
• Advise the early-stage product team for approximately 5–10 hours per week by phone or video

Florida property tax appeals advisor guiding Jerry’s homeownership app product

Ad Valorem Assessment Advisor

Florida property tax appeals advisor guiding Jerry’s homeownership app product. Reviewing VAB workflows, county procedures, filing mechanics, and hearing evidence.

• Analyze patient experience feedback, survey scores, comments, focus groups, advisory councils, complaints, observations, and stakeholder perspectives
• Coach leaders, managers, frontline staff, departments, and select areas on patient experience improvement
• Develop and implement strategies, programs, services, training, coaching, and tactics to improve patient experience scores
• Build reporting mechanisms and communication pathways for targeted improvement initiatives
• Develop and facilitate in-services, educational programs, targeted coaching, and training
• Facilitate timely, respectful, and compassionate resolution of patient and customer complaints and grievances
• Provide patient experience and service recovery referrals to appropriate stakeholders and responsible parties
• Serve as liaison and consultant to committees, senior leadership, ministry leaders, and teams
• Work in a constant state of alertness and safe manner
• Perform other duties as assigned

Patient experience advisor improving healthcare satisfaction and resolving grievances for SSM Health

Patient Experience – Service Recovery Advisor

Patient experience advisor improving satisfaction, loyalty, and quality outcomes for SSM Health. Analyzing feedback, coaching care teams, and resolving patient complaints and grievances.

• Lead investment planning and investment and insurance products 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 where appropriate
• 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 helping U.S. Bank clients build tailored investment and insurance strategies

Wealth Management Advisor

Wealth Management Advisor helping U.S. Bank clients build tailored investment and insurance strategies. Constructing goals-based portfolios and delivering financial planning, research, and advisory services.

• Consult on investment and insurance strategies and develop financial plans for clients
• Grow and retain an investment and insurance book of business
• Own the client experience, handling sales and service, identifying opportunities, and making referrals to internal business partners
• Acquire, expand, and maintain client relationships through business development and client networking
• Grow client loyalty and share of wallet through an exceptional client experience
• Apply product and procedural knowledge to solve client problems appropriately and efficiently
• Develop and implement investment and insurance strategies
• Determine the best products to support client strategies
• Present financial recommendations and guidance to clients
• Establish individual financial plans based on client needs and objectives
• Monitor financial plans and recommend changes as needed
• Coach and educate internal business partners to identify investment opportunities
• Drive investment education and visibility among internal business partners
• Communicate regularly with internal and external partners to build relationships and drive referral activity
• Meet with internal business partners to communicate and review business results and pipeline management
• Meet service level agreements on lead and referral follow-up
• Adhere to applicable laws, regulations, policies, and guidelines
• Manage customer-focused solutions and the risks associated with business objectives under PNC's Enterprise Risk Management Framework

Wealth Advisor developing investment and insurance plans for PNC banking clients

Wealth Advisor

Wealth Advisor developing investment and insurance strategies for PNC banking clients. Growing client relationships, financial plans, and investment and insurance business in Wisconsin.

• Consult on investment and insurance strategies and develop financial plans for clients
• Grow and retain an investment and insurance book of business
• Own the client experience by handling sales and service, identifying opportunities, and making referrals to internal business partners
• Acquire, expand, and maintain client relationships through business development and client networking
• Grow client loyalty and share of wallet through an exceptional client experience
• Apply product and procedural knowledge to solve client problems appropriately and efficiently
• Develop and implement investment and insurance strategies
• Determine the best products to support client strategies
• Present financial recommendations and guidance to clients
• Establish individual financial plans based on client needs and objectives
• Monitor financial plans and recommend changes as needed
• Coach and educate internal business partners to identify investment opportunities
• Drive investment education and visibility among internal business partners
• Communicate with internal and external partners to build relationships and drive referral activity
• Meet with internal business partners to communicate and review business results and pipeline management
• Meet service level agreements on lead and referral follow-up
• Adhere to applicable laws, regulations, policies, and guidelines
• Assess and manage risks associated with business objectives and activities under PNC's Enterprise Risk Management Framework

Wealth Advisor developing investment, insurance, and financial plans for PNC banking clients

Wealth Advisor developing investment, insurance, and financial plans for PNC banking clients. Growing client relationships, referrals, and investment and insurance business in Missouri.

Advisor jobs in United States

See all jobs on JobTailor

Multifamily Asset Management – Advisor

Technical Field Advisor – Steam Turbine & Generator

Behavioral Health Advisor

Online Supervised Fieldwork Advisor – Early Childhood General Education Program

Quad Advisor

Advisor, School-Age

Private Wealth Advisor

Senior Private Wealth Advisor, Practice Lead

Advisor – Agent Research

Patient Experience Advisor – Service Recovery

Private Wealth Advisor

Family Advisor

Service Advisor

Personal Lines Client Advisor

Personal Lines Client Advisor

Ad Valorem Assessment Advisor

Patient Experience – Service Recovery Advisor

Wealth Management Advisor

Wealth Advisor

Wealth Advisor