• Senior Manager, Commercial Finance

    Liberty Latin America (PR)
    …strong relationships with executives and functional leaders, serving as a trusted financial advisor to influence commercial strategy. + Ensure adherence to ... relationships with executives and functional leaders, serving as a trusted financial advisor to influence commercial strategy. + Ensure adherence to internal… more
    Liberty Latin America (12/06/25)
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  • Senior Manager, FP&A, Cloud Delivered Security…

    Palo Alto Networks (Santa Clara, CA)
    …insights to drive business performance. + **Business Partnership:** Serve as a trusted financial advisor , strategic partner and provide thought leadership to the ... 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… more
    Palo Alto Networks (12/04/25)
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  • Wealth Banking Senior Manager

    Wells Fargo (New York, NY)
    … advisors, clients, and internal partners, serving as a liaison to advance financial advisor and client penetration. + Ensure all banking activities comply ... to some of the United States' leading providers of financial and investment services. Through WIM's businesses, we deliver...but centrally managed teams + Create a more consistent advisor and client experience + Deliver best-in-class product and… more
    Wells Fargo (11/27/25)
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  • Investment Consultant

    City National Bank (Madison, WI)
    …in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
    City National Bank (11/23/25)
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  • Investment Portfolio Associate

    Raymond James Financial, Inc. (Birmingham, MI)
    …goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from Financial ... Prepares customized written industry and company specific reports upon request to Financial Advisor . + Assists in development of financial models to forecast… more
    Raymond James Financial, Inc. (11/14/25)
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  • Senior Manager, Finance - Central Merchandise FP&A…

    Walmart (Bentonville, AR)
    financial projections across all fulfillment channels. + Serve as a strategic financial advisor to the SVP of Merchandise Finance, preparing robust ... In this high-impact role, you'll serve as a strategic advisor to senior leadership, driving forecasting, financial ...strategic advisor to senior leadership, driving forecasting, financial analysis, and business planning for the Walmart US… more
    Walmart (10/31/25)
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  • Senior Sponsored Research Accountant - Finance…

    Carnegie Mellon University (Pittsburgh, PA)
    …of our research administration team. In this pivotal role, you will be a trusted financial advisor , a compliance leader, and a driver of process innovation. You ... Finance Division at Carnegie Mellon University is responsible for providing financial management, enterprise planning and stewardship in support of education,… more
    Carnegie Mellon University (10/16/25)
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  • Sales Development Associate

    Raymond James Financial, Inc. (Bethesda, MD)
    …are addressed. * Incorporate needs, wants and goals from different prospects for financial advisor practices into marketing and sales strategies. * Gather ... obtained through education and experience to support the business of financial advisors by developing client pipelines through prospecting, networking, community… more
    Raymond James Financial, Inc. (09/18/25)
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  • Wealth Management Advisor

    Equitable (Philadelphia, PA)
    …million clients + More than $220 billion assets under management + More than 4,300 financial professionals + More than 190 Elite Advisor Group firms + 80 branch ... Wealth Management Advisor - PA, Philadelphia (2571) ( 180006WR )...+ Our operation and compliance infrastructure support * LPL Financial , member FINRA, SIPC, is the clearing broker-dealer for… more
    Equitable (11/01/25)
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  • Senior Wealth Advisor SAFE Act - Uptown…

    Citigroup (New York, NY)
    …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
    Citigroup (11/22/25)
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