- Raymond James Financial, Inc. (New York, NY)
- …with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and ... uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings… more
- Rochester Regional Health (Rochester, NY)
- …to and consults with clinical social worker on patientswith complex psychosocial/ financial needs. Develops and maintains professional working relationship with ... to patients and families through evaluation of social, emotional and financial needs and coordinates and facilitates appropriate resources. Communicates with third… more
- WSP USA (Atlanta, GA)
- …compliance with all Local, State, and Federal engineering, construction, financial , and safety regulations, and providing strategic and consistent direction ... + Lead by example with fostering and providing "trusted advisor " service and future-ready solutions for clients. + Responsible...completion of the projects within the specified area. + Assist with the preparation of an annual update to… more
- Truist (Charlotte, NC)
- …program requirements (ie Risk control self-assessments, issues management). + Assist business line leadership with identifying, assessing, controlling, mitigating, ... action plans and work with business partners and GCO advisor team to successfully implement and document remediation. +...experience. + 8+ years of risk management experience in financial services or related field. + 6+ years of… more
- Manulife (Atlanta, GA)
- …of clients and organically growing our practice through internal referrals to deliver financial solutions and retirement goals of the clients we serve. We hire and ... member of our employee channel phone-based team passionate about providing financial education, guidance and fundamental solutions to our exiting IRA customers,… more
- Deloitte (Boston, MA)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ ... Are you a strategic and creative federal tax professional who likes solving complex federal tax issues...What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,… more
- Coldstream Wealth Management (Mercer Island, WA)
- …record notes, prepare summary emails, and manage post-meeting action items + Utilize financial planning tools to analyze and assist in making recommendations ... (or willingness to get it within 12 months at Coldstream's expense) + Financial Paraplanner Qualified Professional (FPQP) designation - or working towards the… more
- ADP (Allentown, PA)
- …+ Are you ready for your next best job where you can control your financial future -- and achieve that perfect work-life balance you've been searching for? + Does ... access to the latest tools and technology to assist with sales excite you? + Are you looking to join a dynamic, inclusive team environment with a culture of… more
- Salt Lake City Corporation (Salt Lake City, UT)
- …offers a competitive and well-rounded benefits package designed to support your health, financial future, and professional growth. To learn more, visit our ... aircraft owners to make recommendations for the safe removal of aircraft and assist with procedures. + Other general maintenance duties include garbage pick-up &… more
- Tyto Athene (Suitland, MD)
- …is located 100% on government site. + Plan and direct administrative, financial , and operational activities for the Government Program Office executive. Identify, ... of high importance in accordance with executive's direction. May act as an advisor to the executive. + Facilitate communications between the Program Office and… more