- Navy Federal Credit Union (San Diego, CA)
- Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video ... mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal… more
- BMO Financial Group (New York, NY)
- …plans to drive Treasury & Payments Solutions growth with a focus on Global Financial Institutions. + Attract, lead, develop, coach, and manage a team of Treasury & ... agenda in Treasury & Payment Solutions and Corporate Banking in the Global Financial Institution sector during an important period of change to enable continued… more
- PenFed Credit Union (Mclean, VA)
- …both analytically sharp and confident communicator who can turn complex financial data into clear, compelling insights for senior leadership. Responsibilities ... position will perform other duties as assigned. + Collaborate with the Business Advisory Group, Corp FP&A, Treasury, and Credit Risk Teams to develop financial… more
- CBRE (Dallas, TX)
- …the Sr. Finance Manager, you will play a key role in supporting financial planning, forecasting, budgeting, and analysis processes related to M&A transactions. You ... will work closely with various departments to provide financial insights, identify trends, and drive data-driven decision-making. Additionally, as the Technical BI… more
- Allegis Global Solutions (Jacksonville, FL)
- …plays a critical role in supporting key business functions across QuantumWork Advisory (QWA) by delivering strategic financial guidance and contractual ... oversight. This position requires deep expertise in financial analysis, contract negotiation, and P&L management, as well as strong leadership, analytical thinking,… more
- Aegon Asset Management (Cedar Rapids, IA)
- …to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life . ... United in our purpose, we help people create the financial freedom to live life on their terms. What...processes and controls. + Learn to serve in an advisory capacity across the enterprise for key initiatives, new… more
- Atria Wealth Solutions (Vancouver, WA)
- Columbia Credit Union, in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for ... About Columbia Credit Union Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k...to make life better by offering insurance, investments, and advisory services exclusively to our membership. Our CFS Advisor… more
- Bank of America (Fort Worth, TX)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- University of Washington (Seattle, WA)
- …Vice Chair has a comprehensive range of responsibilities, including: financial planning/management, budget development, supervision of the Department's classified ... critical knowledge and skills are organized into the areas of: Financial Management and Development Activities, Operations Management, Practice Plan Management,… more
- Aegon Asset Management (GA)
- …to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life . ... United in our purpose, we help people create the financial freedom to live life on their terms. What...Job Description Summary Provides dedicated on-site support, educational and advisory services for a major client at one or… more