- Raymond James Financial, Inc. (Land O' Lakes, FL)
- …and 66 licenses + Familiarity with tax, trust and estate planning _Independent Financial Services and its employees are_ **_independent contractors with respect ... This position blends financial planning support with client service ...James" includes, but is not limited to Raymond James Financial Services , Inc. ("RJFS") and Raymond James… more
- KeyBank (Saratoga, NY)
- …personally, professionally, and financially. + Accepts and accurately processes all financial service transactions, while identifying opportunities during the ... and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling...with customers and transactions. + Exhibits strong sales and service skills, presenting products and services while… more
- Hawaii Pacific Health (Honolulu, HI)
- …Wilcox - specialize in innovative programs in women's health, pediatric care, cardiovascular services , cancer care, bone and joint services and more. Hawai'i ... quality and patient safety. The Cost Report and Contract Analysis department provides financial analysis and planning in the review of managed care contracts. This… more
- Thrivent Financial (WA)
- …write recommendations, and service existing clients/contracts + Position products, services , and strategies to help clients gain financial clarity + ... Organization/Business Overview: Ascend National Wealth Advisors, an established financial services practice for Thrivent is...Thrivent is looking to grow and support a full-time Financial Associate . By joining our existing team,… more
- Thrivent Financial (Bellevue, WA)
- …our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our ... as needed + Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services + Open and complete… more
- Thrivent Financial (Albert Lea, MN)
- …our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our ... The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration… more
- Thrivent Financial (Faribault, MN)
- …our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our ... The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration… more
- Grant Thornton (Boston, MA)
- As a CFI Senior Associate , you'll assist clients by applying traditional and cutting-edge valuation approaches and methods to a variety of analyses - all with the ... to help you excel. You will perform valuations of financial instruments such as equity instruments in complex capital...go beyond your expectations of a career in professional services by offering a career path with more: more… more
- Citigroup (New York, NY)
- …advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking ... The Investment Banking Senior Associate is an intermediate level position responsible for...in evaluating corporate transactions and structures + Experience creating financial analyses + Demonstrated problem solving and organizational skills… more
- WTW (Potomac, MD)
- **Description** As a Healthcare Delivery Senior Associate you will contribute to a wide variety of complex analyses and projects involving the design and evaluation ... for technical and consulting accuracy on client projects + Partners with Client Service teams to provide guidance on strategies and deliverables that will meet the… more