- Grant Thornton (New York, NY)
- …Master's degree a plus + Minimum 2 years of experience in providing financial statement audits, accounting advisory services , or corporate accounting/finance ... licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed a multinational,… more
- Bank of America (Hunt Valley, MD)
- …and 66 or equivalent (required) + Minimum of 1-2+ years financial advisory or investment experience in thefinancial service industry and/or a sales ... Life Services Financial Solutions Advisor (Series 7...based on knowledge of client needs and potential product services recommended **Skills:** + Account Management + Advisory… more
- Thrivent Financial (Atlanta, GA)
- …for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed ... Thrivent's mission and values to create and maintain their financial plans, enabling lives of service and... financial advisors are credentialed to provide investment advisory services . Visit Thrivent.com or FINRA's Broker… more
- Alight (IL)
- …looking for assistance with financial planning. You will also support investment advisory services within our call center. + Making warm outbound calls to ... basic technical problems. You will also provide product and service literature upon requests. **Requirements** + Series 65 or...Series 65 or 66 required + Experience in delivering financial planning and investment advisory services… more
- GE Vernova (New York, NY)
- …requirements. + Demonstrated understanding of debt financing products, investment and equity products, financial advisory services and their impact on and ... an experienced regulatory compliance professional that will partner with GE Vernova's Financial Services ("FS") business to manage FS' compliance program. The… more
- Bank of America (Jacksonville, FL)
- …is required** **(or the equivalent 63 & 65)** + Minimum of 1-2 years financial advisory or investment sales experience + Passion for excellence and willingness ... service proficiency including excellent verbal, written, and listening skills + Financial services industry experience + Strong understanding and ability to… more
- Air National Guard Units (Jacksonville, FL)
- …which provides knowledge and/or experience managing funds through fiscal reporting and financial advisory services , to include budget formulation and ... which provides knowledge and/or experience managing funds through fiscal reporting and financial advisory services , to include budget formulation and… more
- Robert Half Finance & Accounting (Harrisburg, PA)
- …compliance with industry regulations, company policies, and ethical standards in all financial advisory activities. * Expand the client base through networking, ... a Bachelors in Finance, economics, business, or a related field *Experience in financial advisory , wealth management, or investment banking. * Understanding of … more
- Robert Half Finance & Accounting (Philadelphia, PA)
- Description Our client, a prominent financial advisory firm located in Center City, Philadelphia, is seeking a Financial Planning Analyst to join their ... preparation of investment proposals, performance reviews, and delivery of comprehensive financial planning services . The Financial Planning Analyst… more
- Kestra Financial (Baltimore, MD)
- …clients to address their needs and inquiries. Qualifications: . 3-5 years of experience in financial services . . CFP designation and Series 7 and 66 or 65 ... organizational skills, a team-oriented mindset, and a passion for financial services . Compensation & Benefits: * Competitive...letter or email to ###@melnickrosenbaum.com. Join us and take the next step in your financial advisory … more