- Robert Half Finance & Accounting (Marin County, CA)
- …Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies. + Manage Financial Plans: ... certification required; Series 65 or equivalent preferred. + Expertise in investment strategies, financial planning, and compliance. + Strong… more
- Public Storage (Plano, TX)
- …degree or MBA preferred). + Minimum 4-6 years of relevant experience in financial analysis, investment modeling, or strategic planning, preferably within the ... **Job Description** Public Storage is seeking a highly skilled and driven Senior Financial Analyst - Energy & Strategic Initiatives to join our Asset Management… more
- ITG Brands (NC)
- … financial performance of portfolio within Global IT organisation. IT Finance Investment Analyst will: Deliver timely, accurate financial reporting of ... project teams & IT Finance in preparing monthly reporting of investment status including financial reports, dashboards, investment tracking metrics to key… more
- First Horizon Bank (Memphis, TN)
- …and growth. **Key Responsibilities:** + Exposure to numerous functional areas within FHN Financial , including: + Sales & Trading + Investment Banking + ... in financial services or related fields + Knowledge of financial markets, investment strategies, and financial analysis + Proficiency in Microsoft Office… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …a related field. * Minimum of 2 years of accounting experience, preferably within financial services or investment management. * Strong initiative and ability to ... Description We are looking for a dedicated investment accountant to join our team in the...in fund accounting who are ready to contribute to financial reporting, compliance, and operational excellence. As part of… more
- Raymond James Financial, Inc. (New York, NY)
- …key themes and identify possible impacts on the business. Develop and amend investment models to provide input to senior colleagues and/or help manage assigned ... to match the needs and expectations of each audience. Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good… more
- Southern Company (Birmingham, AL)
- …assumptions This position is an integral part of the team that provides financial analysis and investment oversight for Alabama Power Company, Alabama Power ... is required. Knowledge, Skills, & Abilities + Understanding and application of financial and investment management principles. + Understanding and application of… more
- Vanguard (Dallas, TX)
- …+ Provide disciplined investing approaches, tax management strategies, and additional financial planning support. + Develop personalized investment strategies ... planning knowledge to help preserve client's wealth. + In-depth knowledge of financial planning, investment strategies, and industry regulations. + Positive and… more
- Bank of America (Chandler, AZ)
- …partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and ... Financial Solutions Advisor - Participant Services Chandler, Arizona...and apply key principles appropriately to the individual participant's investment needs * Consistently identify participant opportunities and engage… more
- Bank of America (Mcdonough, GA)
- …on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying ... Financial Solutions Advisor- Registered Candidate - McDonough McDonough,...**Skills:** + Referral Identification + Client Solutions Advisory + Investment Management + Pipeline Management + Referral Management +… more