- Raymond James Financial, Inc. (Denver, CO)
- **Essential Duties and Responsibilities:** + Monitors the sales practices, fiduciary and investment advisory activities of advisors and branch managers through ... managers. + Monitors and keeps up to date with securities/ advisory regulations and applies them accordingly. + Interprets, applies,...two (2) years of experience in Supervision and/or the financial services industry. ~or~ + An equivalent… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Macro and microeconomics and their impact on investment strategies. + Financial markets, products, financial advisory function, and investment ... in Finance, Business, or Economics with three (3) years' experience in either financial services or an accounting role. + Relevant internship experience… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Macro and micro economics and their impact on investment strategies. + Financial markets, products, financial advisory function and investment ... performing quantitative and qualitative due diligence as well as investment analysis (eg, financial modeling, benchmarking, risk...three (3) - five (5) years' experience in either financial services or accounting role. + Relevant… more
- Raymond James Financial, Inc. (New York, NY)
- …guidelines, and protocols to ensure the company complies with regulations and good financial practice. Develop and amend investment models to provide input to ... relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues. Develop own capabilities… more
- Robert Half Finance & Accounting (Miami, FL)
- …CPA strongly preferred. + 5-10 years of progressive accounting experience, ideally in investment advisory , financial services , or asset management. ... Description We are a boutique SEC-registered investment advisory firm specializing in tax-efficient...and cost optimization. + Partner with leadership on strategic financial initiatives, including tax-efficient investment structures and… more
- Robert Half (Dallas, TX)
- JOB REQUISITION Dallas Technology Audit & Financial Advisory ( Financial Services ) Senior Consultant LOCATION DALLAS ADDITIONAL LOCATION(S) JOB ... Advisory Senior Consultant to join our growing Financial Services team. Protiviti's Financial ...We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on… more
- Citigroup (Jersey City, NJ)
- …Specifically, lead the development and integration of AI-powered experiences to enhance financial planning and advisory services . + **Technical Architecture ... a proven track record in leading large-scale technology transformations in a complex financial services environment, with a strong emphasis on modern technical… more
- Robert Half (Dallas, TX)
- JOB REQUISITION Dallas Internal Audit & Financial Advisory ( Financial Services - Trust Audits) Manager LOCATION DALLAS ADDITIONAL LOCATION(S) JOB ... You: Protiviti is looking for an Internal Audit & Financial Advisory Manager focused on Trust Auditing...Manager focused on Trust Auditing to join our growing Financial Services team. Protiviti's Financial … more
- Bank OZK (Atlanta, GA)
- …a company. We're nationally recognized as an industry leader in financial services . That means we combine exceptional service with innovative technologies to ... Abilities + Knowledge of a broad range of personal financial planning/ advisory and investment management/asset...its successful operation. + Knowledge of banking product and services . + Ability to communicate effectively both verbally and… more
- Robert Half (Minneapolis, MN)
- JOB REQUISITION Minneapolis Internal Audit and Financial Advisory Senior Consultant LOCATION MINNEAPOLIS ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here ... You: Protiviti is looking for an Internal Audit & Financial Advisory Senior Consultant to join our...public accounting firm and does not issue opinions on financial statements or offer attestation services . JOB… more