- Foresters Financial Services (Westbury, NY)
- …Apply Description What we need: This role supports the Registered Financial Services Sales Representative's business with day-to-day administrative assistance while ... great deal and can feel good about making a positive difference in the financial lives of individuals across the country. Our competitive Health program offers a… more
- Foresters Financial Services (Cleveland, OH)
- …retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years. About Cetera Financial Group: ... network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the… more
- Michigan State University (East Lansing, MI)
- …education, preparing for college attendance, and the admission and financial aid processes. Primary Responsibilities: Interacting with high school students ... information about the post-secondary education experience and the college admission/ financial aid processes: * Encourage each student to consider...+ Why are you interested in serving as an adviser with the MSUCAC? + What will make you… more
- Aristotle Capital Management (Los Angeles, CA)
- …the world. Our mission is to help clients achieve their long-term financial goals through active portfolio management and a research-driven investment framework. ... budget, ensuring disciplined cost management and ROI. + Deliver transparent financial reporting and forecasts to C-suite and senior leadership, providing… more
- City National Bank (New York, NY)
- …Minimum 7 years of compliance, regulatory compliance with respect to registered investment adviser products and services. * Minimum 5 years of financial services ... Compliance Manager (CRCM), Certified Internal Auditor (CIA), and/or Certified Financial Services Auditor (CFSA) designation a plus. * Experience communicating… more
- Charles Schwab (Westlake, TX)
- …Director, Legal Counsel to support multiple retail-focused broker-dealer and investment adviser business units and work daily with managers, directors, and managing ... 5 years' experience practicing law at a major law firm representing financial services companies, in-house with a large broker-dealer and/or investment adviser… more
- Palo Alto Networks (Plano, TX)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... and our internal employees. You will be a strategic adviser to the business, driving valuable insight, guidance and...and our internal employees. You will be a strategic adviser to the business, driving valuable insight, guidance and… more
- Aristotle Capital Management (Newport Beach, CA)
- …the world. Our mission is to help clients achieve their long-term financial goals through active portfolio management and a research-driven investment framework. ... Investment Services, LLC, are affiliated organizations. Each is an independent investment adviser separately registered under the Investment Advisers Act of 1940, as… more
- Citigroup (Irving, TX)
- …experience. + Strong knowledge of wealth management, broker dealer, investment adviser functions preferred. + Ideal candidate would have experience auditing ... financial advisors and supervisory functions of broker dealer or investment adviser firms. + Perform moderately complex audits including drafting audit reports,… more
- Hawaiian Electric (Honolulu, HI)
- …work of Legal Department Legal Assistants. + Participates as a legal adviser on task forces, committees and special projects. Effectively communicate with senior ... work of Legal Department Legal Assistants. + Participates as a legal adviser on task forces, committees and special projects. Effectively communicate with senior… more