- Thrivent Financial (Bellevue, WA)
- …as needed + Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services + Open and complete ... + Complete redemptions, purchases, exchanges, fund transfers, and other financial management requests from advisory team +...transfers, and other financial management requests from advisory team + Send appointment follow-up thank you and… more
- American Heart Association (Dallas, TX)
- …with overnight stay **Preferred:** + CFA, CPA, MBA, or Master's in Finance + Financial advisory or consulting (Big Four or Mid-Tier firms preferred) + Venture ... ensure alignment and timely execution. **Strategic Finance & Business Advisory ** + Serve as the primary financial ...Business Advisory ** + Serve as the primary financial and operational partner to business unit leaders (Chief,… more
- Raymond James Financial, Inc. (New York, NY)
- …including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time. Summer Associates will ... **Raymond James Overview ** _One of the largest independent financial services firms in the country could be the...Banking Summer_ _Associates_ _(part of the Capital Markets & Advisory area)_ are given a high level of responsibility… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Play a pivotal role in evaluating and executing investment opportunities within the financial advisory sector, deploying Raymond James' capital to support and ... + Lead deal creation and execution for private equity investments in financial advisory firms. + Conduct in-depth financial analysis, including financial… more
- Truist (Charlotte, NC)
- …market and business issues impacting High Net Worth clients. Serve as a personal financial advisory resource for clients, their attorneys and CPA's. + 4-year ... the point of contact for the Private Client Group Financial Advisors (FAs) within their assigned Truist regions. The...Leverage business knowledge and the Trusted Wealth Relationship and Advisory Process (Wrap) to call upon existing clients and… more
- Arup (Seattle, WA)
- …+ Interact with other consultants, internally and externally, for business planning, financial advisory , and due diligence assignments + Conduct energy and ... essential for creating a sustainable future. Arup is a global consultancy with advisory and technical expertise across more than 150 disciplines. We guide, plan and… more
- KeyBank (Cleveland, OH)
- …solutions and client engagement, laying the groundwork for a dynamic career in financial advisory within the payments space. **What does our Enterprise Analyst ... goals. **Commercial Banking** Commercial at Key offers a comprehensive suite of financial solutions tailored to support the growth, liquidity, and risk management… more
- Ankura (Atlanta, GA)
- …+ 2-3 years minimum experience in client facing consulting roles (investment banking, financial advisory , or consulting) + CPA (or technical/ GAAP accounting ... design, processes and technology; design and implement execution plans + Financial Planning & Analysis: Establish business partnership through strategic long-range… more
- Huron Consulting Group (NC)
- …all industries to both US-based and multi-national organizations. Solution Offerings: * Financial Advisory to Debtor or Creditor Constituencies * Interim ... years of experience with restructuring & turnaround work, investment banking, financial advisory /consulting, public accounting or audit-related consulting + Deep… more
- Regions Bank (Jacksonville, FL)
- …segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary ... to provide a broad range of wealth products and services including; financial planning, asset management, personal trust and estate planning, insurance and risk… more