- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Strong understanding of regulatory frameworks (eg, BSA/AML, OFAC, FATF, FinCEN). + Financial markets, products, financial advisory function and investment ... The Director of Quality Assurance & Control covering Anti-Money Laundering (AML) & Financial Crimes Management (FCM) is responsible for leading a team of managers… more
- Burns & McDonnell (Chicago, IL)
- …Business Line Directors to set financial targets for all transaction advisory -related services , such as sales, revenue, and profitability. You'll work with ... the Transaction Advisory Director, you will manage all transaction advisory service offerings, including business planning, business development, project… more
- Kelly Services (Hagerstown, MD)
- …Active FINRA Series 7 license + Active FINRA Series 66 license + Strong client-facing financial services or advisory experience + Go-getter attitude - best ... a Financial Advisor to work with our client, a major American financial services organization offering personalized financial advice and wealth… more
- Alight (NC)
- …+ Have a Series 6 or 7 and 65 or 66. + Have experience in financial planning or advisory services in participant facing capabilities. + Defined contribution ... trends, and client feedback. + Becoming a subject matter expert for all financial services products and core lines of business offered. **Requirements** + Have a… more
- KeyBank (New York, NY)
- …and Public-Private Partnerships business focuses on US project finance transactions providing financial advisory services and, as part of Key's ... **ABOUT KEY:** Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $189 billion (as… more
- Truist (Norcross, GA)
- …affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and ... degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of six… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …(eg, CFP(R), CFA, CPA, JD) + 5-10+ years of experience in financial services , with a strong background in client advisory + Series 65 license preferred ... Description Financial Planner - Wealth Advisory |...attention to detail, and a commitment to delivering outstanding service Ready to take the next step? We'd love… more
- SMBC (New York, NY)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... Project Finance Group is a leading banking franchise providing advisory , structuring, and lending services to large...structuring, and execution of new transactions. Cross-sell products (DCM, Financial Advisory , Ratings Advisory , etc.)… more
- Huntington National Bank (Dallas, TX)
- Description Capstone Partners' Financial Advisory Services (FAS) team is looking for an experienced associate to help clients in a range of situations. As an ... offering a fully integrated range of investment banking and financial advisory services uniquely tailored...Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for… more
- Mizuho Corporate Bank (New York, NY)
- …the Americas. Based in NY, the team provides a broad range of financial advisory , debt structuring and arrangement for large-scale, capital-intensive projects ... team accordingly + Perform execution of arranger, agent and financial advisory work + Lead the preparation...diligence activities, and negotiate documentation + Cross-sell other Mizuho financial services , including, but not limited to:… more