A company is looking for an Associate Financial Advisor Bilingual - Advisory Services.Key Responsibilities : Educate and advise plan participants on available Advisory Services to assist in reaching retirement goalsIdentify opportunities to increase client assets and provide retirement planning discussionsAdhere to compliance procedures and document client interactions for follow-upQualifications : 2+ years of financial industry experienceFluent Proficiency in Spanish and EnglishFINRA Series 7, Series 63, and Series 65 registrations requiredCRPC within corporate established timelinesBachelor's degree preferred
Bilingual Associate Financial Advisor - Advisory Services
A company is looking for an Associate Financial Advisor Bilingual - Advisory Services. Key Responsibilities:Educate and advise plan participants on available Advisory Services to assist in reaching retirement goalsIdentify opportunities to increase client assets and provide retirement planning discu...
Operations Consulting - Sourcing & Procurement - Coupa, Sr. Associate
SummaryA career in Operations Consulting services will provide you with the opportunity to help our clients optimise all elements of their operations to move beyond the role of a cost effective business enabler and become a source of competitive advantages. We focus on category management, strategic...
Client Advisor
Simple Solutions Financial Services is seeking independent, motivated, career-minded individuals to join our Mortgage Protection team. About Us: Simple Solutions Financial Services is a part of the fastest-growing insurance organization in the country. Research: 4-5 hours per week: digging into the ...
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As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Implementing NetSuite order-to-cash, purchase-to-pay, and account-to-report workstreams and associated modules; . Exhibiting proven understanding of financial...
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FCCS - Financial Consolidation & Close Cloud Services; . As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Financial Master Data Management; and, . EPBCS - Enterprise Planning, Budgeting Cloud Services. ...
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Working experience extending Oracle Fusion capabilities and integrating with other on-prem/cloud applications using Oracle OCI PaaS services like Oracle Integration Cloud, Process Cloud and Visual Builder, Autonomous Database cloud services; and, . As a Senior Associate, you'll work as part of a tea...
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As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. ...