- Raymond James Financial, Inc. (St. Petersburg, FL)
- …due diligence review of legal agreements and other closing documents. + May prepare financial advisor and client communications regarding loan and loan terms. + ... receipt of and completeness of legal documents, loan, and financial information. Follows up on missing documentation. + Verifies...for loans to be boarded on the banks servicing system and ensure all loan coding is correct. +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Lead Planner Are you an experienced financial advisor who thrives on building deep, trusted relationships and delivering exceptional service? Join a ... clients. + Series 65 license preferred. + Proficiency in financial modeling tools (eg, MoneyGuide Pro), CRM systems... financial modeling tools (eg, MoneyGuide Pro), CRM systems , and custodial platforms like Schwab or Fidelity. +… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …book of accounts with supervisory interaction and support. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes ... trusteed IRAs in accordance with statutes and regulations. + Interacts with Financial Advisors and clients in defining goals and objectives, working along with… more
- AeroVironment (Simi Valley, CA)
- …control requirements including Sarbanes Oxley. + Function as an active member and financial advisor to Operations management team. Support Operations staff in ... developing and interpreting financial and non- financial performance measurements. + Monitors...AeroVironment (AVAV) is a global leader in unmanned aircraft systems (UAS) and tactical missile systems . Founded… more
- Southern California Edison (Alhambra, CA)
- …with other systems , while planning for its future. The PI System advisor works collaboratively with other technology architects, corporate business teams ... PI System compliance within our regulated NERC CIP environment. The PI System advisor will collect requirements, prepare designs and implement solutions to… more
- PNC (Mcmurray, PA)
- …Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor . + Ensures a strong client commitment and advocacy by ... identified, and ensuring an exceptional experience in every interaction.Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client… more
- M&T Bank (Wilmington, DE)
- …Accounting or Statistics Certified Financial Planner (CFP) and/or Certified Trust & Financial Advisor (CTFA) designation Minimum of 5 years' financial ... Required:** Bachelor's Degree and a minimum of 3 years' financial services work experience, OR in lieu of a...Management and/or Capital Markets businesses Knowledge of the Bank's systems and culture Ability to work under time constraints… more
- Publicis Groupe (New York, NY)
- …with accounting, reporting, and compliance for several brands. This role serves as a key financial advisor to the finance team. Candidate must be open to a ... and reporting. + Strong Excel skills (pivot tables, lookups, sumifs) + Experience with financial systems (preferably with HFM and SAP) + Shown proficiency in… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …clients regarding management fees, billing discrepancies, and account adjustments. + Calculates Financial Advisor compensation at the gross and net levels, ... researching and resolving transaction discrepancies, fee adjustments, and inquiries from Financial Advisors and clients. You'll handle a variety of non-routine tasks… more
- Deloitte (Philadelphia, PA)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...when needed, and be connected to a strong support system from firm leadership to ensure you are set… more