A company is looking for a Senior Advisor to support clients with their investment and financial planning needs.Key ResponsibilitiesGrow existing relationships and provide exceptional client experiencesEducate clients on financial planning and investment strategies through calls and video sessionsChallenge the wealth management industry and contribute to team initiativesRequired Qualifications, Training, and EducationMust have either a CFA Level 1 or CIM designationCFP designation is an assetExperience managing and growing client relationshipsBilingual in French and English is considered a strong assetSelf-starter with an entrepreneurial mindset
Senior Financial Advisor
A company is looking for a Senior Advisor to support clients with their investment and financial planning needs. ...
Senior Financial Advisor
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Provide financial planning support to clients. Pr...
J.P. Morgan Wealth Management - Private Client Advisor - Clearwater, FL
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi...
Data Analyst
The Data Analyst is responsible for using quantitative and qualitative data to investigate the patterns, causes, and effects of a disease (e. The Data Analyst works directly with the WestCare staff to conduct and implement the evaluation plan and performs all related data collection, analysis, and e...
Wealth Advisor
A company is looking for a Wealth Advisor to provide financial planning and investment advice focused on bitcoin integration. ...
International Wealth Advisor, Schwab Wealth Advisory
As a Wealth Advisor within Schwab Wealth Advisory's (SWA) International Team, you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You...
Assistant Controller
The Assistant Controller will support the Controller in managing the accounting operations of the company. ...
Commercial Insurance Business Analyst
Seven (7) years’ experience in a Business Analyst capacity, focused in a workers’ compensation insurance business environment is required. In this role, you will have the opportunity to impact the FrankCrum business everyday by interpreting high-level business and user requirements and t...
Senior Financial Analyst
The Financial Planning Analyst II is responsible for preparing and compiling financial reporting, analysis, and projections, and operating metrics for business unit reviews, identifying and analyzing forecast and budget variances, and providing financial support in development of corrective action p...
Chief Financial Officer
The Chief Financial Officer (CFO) reports to the Chief Executive Officer (CEO) and serves as a member of the Executive Team. Certified Public Accountant (CPA) or Certified Government Finance Officer (CGFO) preferred. ...