- Bob Weaver Auto (Pottsville, PA)
- …ensure the integrity of financial data. + Advisory Role: Act as a financial advisor to the dealership management team, offering insights on cost management, ... of integrity and professionalism. We are seeking a dedicated Financial Controller to join our team and contribute to...pricing strategies, and investment opportunities. Qualifications: + Education: Bachelor's degree in Accounting,… more
- Kestra Financial (Avon, CT)
- Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial ... receive exceptional service and advice. Key Responsibilities: + Analyze clients' financial situations, investment portfolios, and goals to provide tailored… more
- Guidehouse (Mclean, VA)
- …**Client Leadership & Strategy** + Serve as a trusted advisor to financial services clients, including banks, investment firms, and insurance providers. + ... to drive strategic growth and operational excellence in our financial services consulting practice. This role is pivotal in...bonus + Parental Leave and Adoption Assistance + 401(k) Retirement Plan + Basic Life & Supplemental Life +… more
- NYSERDA (Albany, NY)
- …audits. Appropriately invest and accounting for fiduciary funds including the employee post- retirement benefits fund. + Oversee Financial Planning & Analysis ... foster conditions that: + Attract the private sector capital investment needed to expand New York's clean energy economy....in the clean energy transition. Job Overview The Chief Financial Officer (CFO) helps deliver on NYSERDA's mission and… more
- JPMorgan Chase (New York, NY)
- …including focused deployments and strategic initiatives like 403(b), SoloK, HSA's, Financial Wellness, and advisor -managed accounts + Oversee outsourced vendor ... leader in asset management with $3.5 trillion in assets, specializing in retirement solutions with $360 billion+ in AUM across defined contribution investment… more
- TEKsystems (Fort Worth, TX)
- …Certification - REQUIRED + MoneyGuide Pro Efficient + Bachelors Degree - Financial Planning (highly preferred) + Investment Management Experience Schedule: ... Certified Financial Planner (CFP) Description + Develop and maintain... planning concepts, including but not limited to: + Retirement Income Planning strategies with an understanding of the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with an experienced advisor and gain hands-on exposure to comprehensive financial planning, investment analysis, and client strategy. This role offers a ... with JC del Rosario - I'd love to connect! Financial Planner About the Role Join a boutique wealth...growth potential. Key Responsibilities + Prepare detailed analyses for retirement planning, estate strategies, education funding, and stock option… more
- Equitable (Charlotte, NC)
- …dedicated professionals that focus on Equitable Advisors platform of third-party investment products, advisory solutions, insurance products and retirement plan ... Equitable Advisors, Senior Product Manager - Retirement Plans ( 250000FY ) **Primary Location** :...difference in the lives of clients. Across the US, financial professionals operating under the Equitable Advisors brand engage… more
- HUB International (Fort Lauderdale, FL)
- …plan inputs and recommendations provided by back office + Review client's current financial , insurance and investment positions + Interface directly with clients ... perfect opportunity for you._ _Our Paraplanner position within our Retirement & Private Wealth practice will continue to sharpen...certification + Proficiency with Microsoft Office Suite an eMoney Advisor or other financial planning software +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with an experienced advisor and gain hands-on exposure to comprehensive financial planning, investment analysis, and client strategy. The role offers a ... JC del Rosario - I'd love to connect! Associate Financial Planner About the Role We're looking for an...growth potential. Key Responsibilities + Prepare detailed analyses for retirement , estate planning, education funding, and stock options +… more