- Raymond James Financial, Inc. (Memphis, TN)
- …business summary reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, ... ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure...* May enter orders at the direction of the Financial Advisor . * Actively engages in available… more
- TXNM Energy (Texas City, TX)
- …be covered by NERC CIP cyber security standards. If the position is covered, prior to being hired, promoted, or transferred into the position, the candidate must ... which includes identity verification and a criminal background check. Prior to being granted unescorted access to cyber secure...Annual cyber security training is also required. Given the financial nature of this position, this position may be… more
- Bober Markey Fedorovich (Akron, OH)
- …assists in the preparation of financial statements and notes to the financial statement + Self-review of workpapers prior to submitting to direct supervisor ... courses + "Dress for your Day" casual attire + BMF Advisor Program -every associate is assigned a peer advisor and a primary advisor to help guide them… more
- Army National Guard Units (Lincoln, NE)
- …issues and problems related to work accomplishment. Provides oversight as principal advisor and consultant to the MILPO and TAG. Provides advisory services to ... regulatory guidance to maximize program effectiveness. (2) Provides oversight as principal advisor and consultant to the MILPO and TAG. Provides advisory services to… more
- JPMorgan Chase (New York, NY)
- …turnaround times. **Required qualifications, capabilities, and skills** + 7+ years of prior experience in financial services industry, + Proven track record ... (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth...project deliverables with a focus on the client and advisor experience + Identify risks and escalate issues promptly,… more
- Army National Guard Units (Eastover, SC)
- …III/IV and above. The purpose of this position is to serve as a financial advisor to the Base Operations Manager, providing technical assistance concerning the ... the Base Operations Manager in determining the significance of management decisions on financial plans and other fiscal matters. Work in financial management… more
- Truist (Charlotte, NC)
- …interpersonal and relationship management skills Preferred Qualifications: 1. Experience in a prior financial professional field (ie accounting, law, tax, etc.). ... and systems. Will assist the wealth team members on the most complex financial , tax, legacy and estate planning matters including summarizing and evaluating complex … more
- PNC (Cleveland, OH)
- …teams and removes barriers, while establishing a relationship as a trusted advisor to business leaders to deliver desired outcomes. . Manages teams' delivery ... of business, risk, financial , and process commitments. Establishes the budget and has...removes barriers, while establishing a relationship as a trusted advisor to business leaders to deliver desired outcomes. +… more
- JPMorgan Chase (New York, NY)
- …data that empowers them to make informed investment decisions and achieve their financial objectives. Our tools allow advisors to service the full spectrum of ... requirements + Create concise, outcome-oriented communications to stakeholders + Drive advisor outreach and training + Lead the end-to-end quarterly performance… more
- NTT America, Inc. (Boston, MA)
- …in developing governance and compliance policies to manage risk and ensure financial governance and compliance within your area of specialization. **In this role ... area to identify and manage risk exposure liability. + Monitors and controls financial governance and compliance throughout an area of specialization in order to… more
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