- Spokane County (Spokane, WA)
- …proper internal controls are in place and adhered to. + Functions as the financial advisor to the departments/funds and outside districts they support. + ... entry level accounting work, involving fiscal records, reports and systems; analyzes financial and investment data; prepares forecasts and financial … more
- Columbia Bank (Hillsboro, OR)
- …industry, required. + 5+ yearsof relevant wealth planning experience. Some experience as a Financial Advisor is required. + Series 7, 65 or 66, required and ... Sr Financial Planner Wealth Management Portland, Oregon Hillsboro, Oregon...and problem-solving skills. + Expert knowledge of wealth planning ( retirement , investment , insurance, tax, trusts and estate… more
- BMO Financial Group (New York, NY)
- …London and Hong Kong. The client base is comprised of Canadian investment dealers, financial market infrastructure providers, Domestic and International Banks. ... makers. + Provides clients with impactful strategic advice. Acts as a trusted advisor . + Collaborates with sector and product partners to generate ideas, identify… more
- JPMorgan Chase (Del Mar, CA)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... and interacting with our clients to offer the best investment solutions to meet their financial needs....capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track… more
- BlackRock (San Francisco, CA)
- …BlackRock Model Portfolios + Implement customized portfolio solutions in conjunction with the advisor 's investment goals + Deliver fiduciary and investment ... preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and… more
- Holtec International (Camden, NJ)
- …Summary The Director of FP&A is responsible for leading the company's financial planning, forecasting, and analytical processes. This is a senior individual ... works closely with executive leadership and business unit heads to drive financial performance and strategic decision-making. This role will partner extensively with… 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
- World Insurance Associates, LLC. (Barrington, IL)
- …Meetings and other meetings as necessary + In addition to participation in the Financial Planning and Investment Committee meetings the CRA may participate in ... developing investment and financial planning strategies for the...services firm dedicated to providing the industry's premier independent retirement plan and investment advisory services to… more
- Aegon Asset Management (AZ)
- …life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks ... than a century ago, we were among the first financial services companies in America to serve everyday people...of customers and thousands of employees worldwide. Our insurance, retirement , and investment solutions help people make… more
- Bank of America (Sewickley, PA)
- …planning for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management ... focused and effective. **Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning… more