- Truist (Norcross, GA)
- …affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and ... degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of six… more
- AON (Norwalk, CT)
- …As part of Aon's Human Capital practice, you will help empower results for financial services clients by delivering financial services compensation ... Associate Partner. Our clients include virtually every leading global financial services firm, including asset managers, private...clients. + Provide quality control for work done by analyst team. + Develop new products of services… more
- KeyBank (Salt Lake City, UT)
- …an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as knowledge of competitors and ... (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state)… more
- Deloitte (New York, NY)
- …Deloitte provides legal business services , outside the US, we provide legal advisory services (traditional practice of law/legal advice) to clients and in ... Senior Consultant, Tax Technology Consulting - Legal Managed Services Would you enjoy being part of a...Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified… more
- Capital One (Mclean, VA)
- …and Government Technology sectors. KDC is focused on providing comprehensive transaction advisory services - primarily M&A, private financing, and strategic ... to establish yourself as a leader in the organization and the broader financial services industry. We value collaboration and innovation. Within the… more
- Mizuho Corporate Bank (New York, NY)
- …the Americas. Based in NY, the team provides a broad range of financial advisory , debt structuring and arrangement for large-scale, capital-intensive projects ... team accordingly + Perform execution of arranger, agent and financial advisory work + Lead the preparation...diligence activities, and negotiate documentation + Cross-sell other Mizuho financial services , including, but not limited to:… more
- CBRE (Atlanta, GA)
- Client Services Specialist Job ID 224222 Posted 24-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Marketing, ... drive organized + Run Monday Morning Meetings & Bi-Weekly analyst meetings + Handle Million Dollar Club submissions (very...such as percentages, discounts, and commissions and conduct basic financial analysis. Must know how to abstract a lease.… more
- WestRock Company (Atlanta, GA)
- …risk/control assurance function. The team is consistently sought out for risk/control advisory services and provides innovative, respected, timely, and valued ... risk/control assurance function, being consistently sought out for risk/control advisory services , delivering respected, valued, data-driven risk/control… more
- KeyBank (Southfield, MI)
- …an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as knowledge of competitors and ... (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + FINRA Series 7 and 66 (or 63… more
- KeyBank (Seattle, WA)
- …an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as knowledge of competitors and ... (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) +… more