- Flynn Restaurant Group (Independence, OH)
- …align financial insights with long-term objectives. Serve as a trusted advisor to business leaders by translating financial insights into clear, data-driven ... Manager, Corporate FP&A will play a critical role in driving enterprise-wide financial planning, reporting, and analysis. This role will lead the annual planning… more
- Flynn Restaurant Group (Independence, OH)
- …align financial insights with long-term objectives. Serve as a trusted advisor to business leaders by translating financial insights into clear, data-driven ... of Corporate FP&A is a critical role in driving the company's financial planning and performance management. This individual will be responsible for maintaining… 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
- JPMorgan Chase (Palo Alto, CA)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... policies and procedures. + Interface directly with clients and Financial Advisors to make investment recommendations, propose...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- JPMorgan Chase (Mineola, NY)
- …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
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... will provide comprehensive and client service support to the wealth advisor 's high net worth clients. **Responsibilities** Client Reporting + Assist generating… more
- BlackRock (New York, NY)
- …world's preeminent asset management firms and a provider of global investment management, risk management and advisory services to institutional, intermediary and ... exposure to capital markets. Our clients can access our investment solutions through a variety of product structures, including...market data providers for Aladdin + Serve as an advisor to Aladdin teams in the development of data… more
- Amgen (Washington, DC)
- …eligibility, comprising of health and welfare plans for staff and eligible dependents, financial plans with opportunities to save towards retirement or other ... Join us and transform the lives of patients while transforming your career. **Project Financial Execution Lead** **What you will do** Let's do this. Let's change the… more
- Principal Financial Group (Des Moines, IA)
- …for domestic and international retirement products. + Act as a strategic advisor on financial risk, investment needs, product strategy, pricing, and ... finance team driving profitable growth across Workplace Savings & Retirement Solutions (WSRS). As the lead financial ...including DC, DB, NQ, ESOP, Trust & Custody, and investments . **What You'll Do:** + Lead pricing, financial… more
- JPMorgan Chase (New York, NY)
- …solutions to technology, process, compensation, and practice management + Evolve Advisor retirement programs to improve the preparation and transition ... service clients through Advisor collaboration and partnership, including Advisor teaming, cross line-of-business transfers, retirement , and career… more