- Generac Power Systems (Waukesha, WI)
- …energy technology solutions company, we continue to push new boundaries. The Financial Reporting Manager is responsible for preparation and filing of SEC reporting ... documents and serves as the key technical accounting advisor to the Company. This position interfaces with many...5 years of public accounting experience or related industry financial reporting experience + Strong technical acumen and attention… more
- Columbia Bank (Greenwood Village, CO)
- …as assigned. **About** **You:** + Bachelor's Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD ... independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is… more
- ServiceNow, Inc. (Atlanta, GA)
- …join the NowNext CRM Execution Team. As the process expert and trusted advisor , you will engage directly with business stakeholders to analyze, design, and optimize ... engagement, facilitation, and communication skills. Certification Requirements + ServiceNow Certified System Administrator (CSA) - required within 60-90 days of… more
- JPMorgan Chase (San Francisco, CA)
- …Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with ... for advisors and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients,… more
- KeyBank (Albany, NY)
- …Certifications** + FINRA Series 7 and 66 (or 63 & 65) (required) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst ... (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred)… more
- KeyBank (Canton, OH)
- …Certifications** + FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's... Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …management. + Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred. Other combination of designations and ... and external business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax professionals (eg… more
- Bank of America (San Francisco, CA)
- …results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client ... to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and… more
- MUFG (Tampa, FL)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...required functions + Relevant professional certifications a plus + Certified Information Systems Auditor (CISA) + Certified … more
- MUFG (Tampa, FL)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...+ Is flexible, decisive, and serves as a trusted advisor to senior leaders within the organization + Demonstrates… more