- Truist (Vienna, VA)
- …the firm as necessary with a strong focus on diversity, and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ... + Master's degree in a business-related field + Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc + Completion of an… more
- JPMorgan Chase (New Hyde Park, NY)
- …role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development Managers (BDM), their ... Results - Individually and as a Team + Serves as Trusted Advisor through understanding the client's needs through strategic, consultative conversations; Leverages… more
- University of Rochester (Rochester, NY)
- …program for academic and central administrative functions. The CCE is a trusted advisor to senior leadership as well as the president, and the University's Board ... + Provide direct access to senior leadership and act as the primary advisor on compliance-related matters. Risk Identification and Management: + In partnership with… more
- Edward Jones (Dallas, TX)
- …with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these ... Senior Planner will serve as a conduit between the financial advisor , client and the home office...About Job Overview **Skills/Requirements** **What Experience You Need:** + Certified Financial Planner (CFP) designation required +… more
- Deloitte (San Francisco, CA)
- …experience strongly preferred + MBA preferred + Professional certification such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), ... stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and...Certified Turnaround Professional (CTP), or Certified Insolvency and Restructuring Advisor (CIRA) or… more
- Drug Enforcement Administration (Arlington, VA)
- …Assistant Administrator (DAA) Office of Forensic Science serves as the principal advisor to the Administrator of the Drug Enforcement Administration (DEA) on all ... and local government law enforcement agencies. Serves as the principal advisor on all major scientific policy decisions. Responsibilities Provides expert guidance… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …experience in financial planning or investment advisory + CFP(R) ( Certified Financial Planner) designation required + Strong interpersonal and communication ... the firm. Key Responsibilities: + Serve as a trusted advisor to high-net-worth clients + Deliver customized financial... advisor to high-net-worth clients + Deliver customized financial planning and investment advisory services + Develop and… more
- embecta (Parsippany, NJ)
- …key member of the executive leadership team, reporting directly to the **Chief Financial Officer** and functionally to the **Audit Committee** . This role is ... value and improve the company's operations, with a focus on financial integrity, operational efficiency, regulatory compliance, and enterprise risk management. As… more
- ServiceNow, Inc. (Chicago, IL)
- …SAP, Oracle). + Customer Engagement & Advisory + Act as a trusted advisor on configuration vs. customization, ensuring platform best practices. + Lead or co-lead ... ability to work with diverse global teams. + Certification Requirements + ServiceNow Certified System Administrator (CSA) - required within 60-90 days of hire if not… more
- Huron Consulting Group (NC)
- …Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) The ... industries to both US-based and multi-national organizations. Solution Offerings: * Financial Advisory to Debtor or Creditor Constituencies * Interim Management… more