- Regions Bank (Little Rock, AR)
- …and scheduling meetings + Assists in covering branches that do not have a dedicated Financial Advisor + Responds to customer and Financial Advisors requests ... GED + Six (6) months of related experience **Preferences** + Life Insurance License strongly preferred + Obtain Financial Industry Regulatory Authority (FINRA)… more
- Geisinger (Danville, PA)
- Job Summary Vice President and Chief Financial Officer - Central/Northwest (CNW Market CFO and VP) will provide strategic and operational financial leadership ... for managing the operating and capital forecasts, the long-range financial model, business plan financial models, monthly...set up, implementation and stabilization. + Serves as an advisor to Market resources in Revenue Management and Supply… more
- Danaher Corporation (Bethesda, MD)
- … Operations Reporting be a critical member of the finance team and a principle financial advisor to our businesses and senior management. This individual will be ... responsible for reviewing and validating financial results for actuals, forecast, and budget submissions. This...in field with 4+ years experience and A CPA license is required. + Working knowledge of US GAAP… more
- Do it Best Corp. (Fort Wayne, IN)
- …all general accounting functions, including general ledger, accounts payable, accounts receivable, and financial reporting. + Serve as a key advisor to the CFO, ... Accounting Director / Director of Financial Reporting Level: Director Division/ Department: Finance Reports...with Oracle products is a plus. + Active CPA license required. + Minimum of 10 years of progressive… more
- KeyBank (Westminster, CO)
- …Parkway - Westminster, Colorado 80023 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time).… more
- ServiceNow, Inc. (Austin, TX)
- …solution design. They will have demonstrated the ability to become a trusted advisor to senior executives and facilitate customer success from strategic or annual ... software or Cloud company + Experience working in the Financial Services industry + 3+ years of experience in...All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by… more
- Kestra Financial (Bellaire, TX)
- …. Assist with administrative and marketing duties. . Potential to become a financial advisor . Qualifications: * Bachelor's Degree preferred * Active 7, 63 ... We are an independent financial planning firm in Bellaire, Texas. The successful...or Series 7 and 66 preferred * Texas Insurance License ideal * 3 years or more experience in… more
- Edward Jones (Nerstrand, MN)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... making an impact to change lives. You and your financial advisor will complement each other to...FINRA and/or SEC Complete required CE training to ensure license (s) are in good standing Read More About Skills/Requirements… more
- Comerica (Bloomfield Hills, MI)
- …to growth the branch profitably. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing ... S65 or S66 + Required: Life & Accident/Health Insurance License About Comerica We know our employees are critical...the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically… more
- Truist (Tampa, FL)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to...dates and settlement. 3. Process corporate actions where a license is warranted, such as tender offers, optional dividends… more