- Truist (Nashville, TN)
- … financial planning tools and concepts into the overall service model of a Financial Advisor team, as well as client engagement. Provides leadership to the ... Financial Advisor team, contributing to the short...applications such as Microsoft Office products Preferred Qualifications: + Certified Financial Planner Designation (CFP); CFA **General… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …to $145,000.00 base salary.** **Essential Duties and Responsibilities** * Partners with Financial Advisor to review clients' current portfolio design, understand ... are an expanding team that currently includes a Senior Advisor , Associate Advisor , and Registered Client Service...* Series 63, 65 and/or 66 as required by state. * Certified Financial Planner (CFP) designation… more
- Entergy (Hammond, LA)
- …Operations Program Owner is a recognized subject matter expert and strategic advisor responsible for the end-to-end management and continuous optimization of ... **Job Title:** Program Owner, Financial Operations **Work Place Flexibility:** Hybrid **Legal Entity:**...the program's applications and tools: * Supports the ongoing management of the core applications and tools used to… more
- Banco Popular Puerto Rico (San Juan, PR)
- … Investment Management Analyst(R)), CPWA(R) ( Certified Private Wealth Advisor ), CFA(R) (Chartered Financial Analyst(R)), ChFC (Chartered Financial ... 66 + Pertinent state Life/Variable Insurance (LAH) licenses preferred + CFP(R) ( Certified Financial Planner(R)), CPA ( Certified Public Accountant), CIMA(R)… more
- Wells Fargo (Denver, CO)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Work with the Financial Advisor in providing clients with financial advice ... clients. + May be delegated selected responsibilities by the Financial Advisor . + This LO position has...Solid organizational, multi-tasking, and prioritizing skills + An active CERTIFIED FINANCIAL PLANNER (tm) or CHARTERED … more
- HCA Healthcare (Nashville, TN)
- …build simple project business cases, perform ad hoc analysis, and represent Portfolio Financial Management in the regular PMA Training, in addition to monthly ... Total Cost of Ownership, Core VP Support, Software Asset Management , Financial Reporting, Sourcing and Contracts Team....advisor as key point of contact for Project financial support. * Prepare simple project financial … more
- State of Minnesota (St. Paul, MN)
- … leadership and oversight for the agency's $400M+ biennial budget. As head of the Financial Management Division, the CFO will direct all aspects of budgeting, ... **Minimum Qualifications** + Five (5) years of experience in financial management , including experience in a leadership...MS Access. + Certified Public Accountant (CPA), Certified Government Financial Manager (CGFM), or similar… more
- TD Bank (New York, NY)
- …leadership, project management and stakeholder communication skills + Financial crimes industry certifications such as Certified Anti-Money Laundering ... Specialist (CAMS), or Certified Financial Crime Specialist (CFCS) **Customer Accountabilities:** + Provides expert/specialized regulatory compliance and… more
- Capital One (Chicago, IL)
- …Degree in Business Administration (MBA) or Master's Degree in Finance + Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license + ... Senior Manager, Financial Analysis (Hybrid) Capital One is seeking a...Third Party Issuance businesses and serve as a strategic advisor supporting global acceptance expansion via thorough tracking and… more
- Google (Mountain View, CA)
- …decisions across Google products. From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the ... Statistics, or another quantitative field, or equivalent practical experience. + Certified Public Accountant (CPA) or Chartered Accountant (CA) or Chartered … more