RESPONSIBILITIES INCLUDE•Prospecting for clients through networking and referrals•Developing and maintaining long-term relationships with clients•Providing financial solutions for clients through fact gathering and needs analyses•Expanding personal knowledge and skills through on...
Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience. ...
Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience. ...
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth,...
Corporate Financial Planning and Analysis - Senior Analyst. The Senior Analyst has responsibility for financial planning, reporting and control activities. This position reports to the Manager, Corporate Financial Planning and Analysis. Ensure accurate and timely reporting of financial results for t...
Financial Services Representative. Have a passion for helping people? Join our team of Financial Services Representative where you ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face ...
All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command. In the recruiting of Financial Advisors, First Comm...
The GP Accountant will be responsible for:. ...
Seeking An Experienced CFO Are you a driven and entrepreneurial CFO with experience in helping business owners improve their business? Would you like to guide business owners in selling or buying privately held companies? Would you like to be rewarded for your skill and experience? Are you seeking a...
Design, configure, and document SAP Extended Warehouse Management functionality based on business objectives. Provide technical requirements to the development team and oversee the accuracy of the solution development based on the business requirements. The salary range for this role takes into acco...
The Senior Data Analyst – Compliance will be responsible for researching and documenting data lineage from a regulatory compliance perspective to support global broker-dealer reporting requirements. Interactive Brokers seeks a motivated data professional to support its Data Governance program. Ident...
As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a h...
A financial services organization in Connecticut is actively seeking an experienced and team-oriented professional to join their staff as a Management Company Accountant / Assistant Controller. In this role, the Management Company Accountant / Assistant Controller will be responsible for maintaining...
Ability to quickly identify business problems/opportunities. Bachelor’s degree in business or related field or equivalent experience. Business planning/Financial analysis or related experience. ...
Senior Accountant -- CPA Preferred (or Public Accounting experience). We are seeking an Senior Accountant to join our team in the Health Care Industry. As a Senior Accountant, you will be responsible for a variety of financial activities including consolidations, accounting, general ledger, audit, a...
The Senior Accountant will oversee accounting functions, maintain internal controls, and manage financial accounting, grants administration, and financial policies. Key Responsibilities of the Senior Accountant:. What we are looking for in the Senior Accountant:. ...
Job Description - Senior Manager, Strategic Business Finance & Planning (20250016D20240702). Senior Manager, Strategic Business Finance & Planning, Americas. The Senior Manager, Strategic Business Finance & Planning, in collaboration with the team, is responsible for coordinating and com...
One of our very top clients is searching for a Senior Accountant to add to their team - this is an extremely established and recognizable company that offers a challenge and has amazing company culture. Responsibilities of the Senior Accountant:. The Senior Accountant will prepare monthly journal en...
T Posted byRecruiterQuant Fund are hiring a senior portfolio manager to be based in their US office. Maintain openmunication with senior management, risk management and fellow portfolio managers. Portfolio manager should have a minimum of 10 years experience in the markets. ...
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for e...
Join Our Client's Team as a Controller and Shape the Future of Their Law Firm!. Are you a dynamic and experienced financial professional ready to take the reins of a thriving law firm's financial operations? Our client is seeking a talented Controller to join their team, reporting directly to the Ch...
Finance Transformation – Consultant/Manager. Finance focused with a minimum of 5 years’ experience combined in finance + strategic consulting. Lead and/or support project teams engaged in the successful delivery of a wide range of Financial Transformation initiatives aligning finance with business s...
Uses regular judgement and discretion to collaborate with customers in order to: Understand capability needs; Gather project specifications; Create business cases and cost sheet analysis; Translate high-level business needs into detailed requirements for new capabilities (and change request/enhancem...
Monitor the data exchange with our external and internal data consortiums and the effectiveness of risk mitigation tools including internal controls. Do you bring a data-oriented and agile mindset to your work? Do you have a self-starter attitude that is constantly driving improvements without direc...
Bachelor’s degree in finance or business. ...