- University of North Carolina- Chapel Hill (Chapel Hill, NC)
- … financial , or wealth management industries (eg, estate planning attorney, financial advisor , CPA , or related profession), providing strong credibility ... MBA , or master's in management) or relevant certifications such as CAP (Chartered Advisor in Philanthropy), CFP (Certified Financial Planner), or CPA , is… more
- Motion Recruitment Partners (St. Louis, MO)
- …and MongoDB to join a Wealth and Investment Management Technology team modernizing a core financial advisor platform. This role is part of a major initiative to ... overhaul a 25+ year-old legacy system , replacing outdated infrastructure with a modern Spring Boot...to define requirements + Supporting modernization of a legacy financial advisor platform into a microservices-based application… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …finance division, responsible for the strategic direction, oversight, and execution of financial operations across the health system or major operating unit. ... a high-performing team of finance professionals; serve as a financial coach and strategic advisor to clinical...IMPROVEMENT:** + Oversee the continuous assessment and refinement of financial processes, systems , and tools to improve… more
- Bank of America (Missoula, MT)
- …7, 63/65 or 66 or equivalent; must maintain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- M&T Bank (Paramus, NJ)
- …Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge of the Bank's retail ... as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow… more
- 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. + ... performs professional entry level accounting work, involving fiscal records, reports and systems ; analyzes financial and investment data; prepares forecasts and … more
- Bank of America (Beverly Hills, CA)
- …7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- University of St. Thomas (St. Paul, MN)
- …systems . Oversee the processes by which external financial related software systems interface with the ERP Finance system . Assess risks and direct ... laws. Management of long-term debt In collaboration with the CFO, University's financial advisor , facilities management and other applicable parties, plan,… more
- First Horizon Bank (Maryville, TN)
- …fulfillment, account representative changes, and various project support * Fulfill financial advisor requests and resolve service-related issues and inquiries ... : The Wealth Management Client Specialist will be actively involved in supporting advisor (s) through a full service platform. Assists in achievement of sales revenue… more
- Robert Half Finance & Accounting (Circle Pines, MN)
- …risk, and supporting strategic decision-making. Responsibilities: * Act as a trusted financial advisor to the executive team, offering insights and strategic ... accurate and timely preparation of monthly, quarterly, and annual financial reports. * Maintain robust systems and...JobBOSS, accounting software, and Microsoft Office Suite; experience in financial system implementation is a plus. *… more
Recent Jobs
-
Head Flag Football Coach
- College of Saint Benedict & Saint John's University (St. Joseph, MN)